Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,152 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
56,769
shares
|
$6.99 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
56,606
shares
|
$6.97 Million
2.89% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
56,000
shares
|
$6.9 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
55,552
shares
|
$6.84 Million
5.35% of portfolio
|
Q3 2025
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$6.83 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
55,458
shares
|
$6.83 Million
1.43% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
55,458
shares
|
$6.83 Million
1.43% of portfolio
|
Q2 2025
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
55,347
shares
|
$6.82 Million
3.63% of portfolio
|
Q3 2025
Reduced 75.75%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
55,114
shares
|
$6.79 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
55,010
shares
|
$6.78 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
54,915
shares
|
$6.76 Million
0.96% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
54,889
shares
|
$6.76 Million
3.53% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
54,753
shares
|
$6.74 Million
0.51% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
54,546
shares
|
$6.72 Million
0.06% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
54,330
shares
|
$6.69 Million
0.25% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
54,193
shares
|
$6.67 Million
0.36% of portfolio
|
Q3 2025
Reduced 20.47%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
54,160
shares
|
$6.67 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
54,045
shares
|
$6.66 Million
0.17% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
54,026
shares
|
$6.65 Million
0.88% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
53,746
shares
|
$6.62 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
53,720
shares
|
$6.62 Million
0.45% of portfolio
|
Q3 2025
Added 7.06%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
53,534
shares
|
$6.59 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
53,147
shares
|
$6.55 Million
0.42% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
52,925
shares
|
$6.52 Million
4.67% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
52,907
shares
|
$6.52 Million
1.45% of portfolio
|
Q3 2025
Reduced 6.23%
|