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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
52,872
shares
|
$6.51 Million
0.03% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
52,572
shares
|
$6.48 Million
1.7% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
52,113
shares
|
$6.42 Million
8.09% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
52,096
shares
|
$6.42 Million
2.22% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
51,920
shares
|
$6.39 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
51,858
shares
|
$6.39 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
51,753
shares
|
$6.37 Million
1.37% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
51,681
shares
|
$6.37 Million
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
51,197
shares
|
$6.31 Million
2.44% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
50,876
shares
|
$6.27 Million
0.21% of portfolio
|
Q2 2025
Added 51.95%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
50,753
shares
|
$6.25 Million
1.84% of portfolio
|
Q2 2025
Added 143.06%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
50,714
shares
|
$6.25 Million
0.87% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
50,548
shares
|
$6.23 Million
2.07% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
50,458
shares
|
$6.21 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
50,386
shares
|
$6.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
50,206
shares
|
$6.18 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
50,100
shares
|
$6.17 Million
0.18% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
50,080
shares
|
$6.17 Million
1.07% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
50,046
shares
|
$6.16 Million
1.6% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
49,990
shares
|
$6.16 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
49,539
shares
|
$6.1 Million
1.97% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
49,300
shares
|
$6.07 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
49,131
shares
|
$6.05 Million
1.05% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
48,855
shares
|
$6.02 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
48,576
shares
|
$5.98 Million
1.24% of portfolio
|
Q2 2025
Added 0.1%
|