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 |
|---|---|---|---|---|---|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
48,509
shares
|
$5.97 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
48,455
shares
|
$5.97 Million
0.21% of portfolio
|
Q2 2025
Added 289.76%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
47,437
shares
|
$5.84 Million
7.1% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
47,369
shares
|
$5.83 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
47,368
shares
|
$5.83 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
47,182
shares
|
$5.81 Million
3.23% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
47,166
shares
|
$5.81 Million
0.54% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
47,092
shares
|
$5.8 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
46,680
shares
|
$5.75 Million
6.92% of portfolio
|
Q2 2025
New holding
|
|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
46,646
shares
|
$5.75 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
46,501
shares
|
$5.73 Million
2.01% of portfolio
|
Q3 2025
Added 1262.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
46,323
shares
|
$5.71 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
45,955
shares
|
$5.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.68%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
45,561
shares
|
$5.61 Million
0.79% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
45,455
shares
|
$5.6 Million
0.22% of portfolio
|
Q3 2025
Added 17.94%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
45,330
shares
|
$5.58 Million
2.67% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
45,284
shares
|
$5.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
45,243
shares
|
$5.57 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
45,212
shares
|
$5.57 Million
1.85% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
45,098
shares
|
$5.55 Million
0.54% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
45,084
shares
|
$5.55 Million
1.68% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
44,920
shares
|
$5.53 Million
2.78% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
44,776
shares
|
$5.52 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
44,750
shares
|
$5.51 Million
0.27% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,590
shares
|
$5.49 Million
0.14% of portfolio
|
Q2 2025
Added 10.99%
|