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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
44,401
shares
|
$5.47 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
44,303
shares
|
$5.46 Million
2.52% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
43,488
shares
|
$5.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Aug 05, 2025 Q2 2025 |
42,733
shares
|
$5.26 Million
3.8% of portfolio
|
Q2 2025
Added 82.42%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
42,580
shares
|
$5.24 Million
0.13% of portfolio
|
Q3 2025
Added 251.41%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
42,505
shares
|
$5.24 Million
3.18% of portfolio
|
Q3 2025
Reduced 20.83%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
42,400
shares
|
$5.22 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
42,196
shares
|
$5.2 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
42,131
shares
|
$5.19 Million
2.14% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
41,953
shares
|
$5.17 Million
3.37% of portfolio
|
Q3 2025
Added 51.81%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
41,875
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
41,404
shares
|
$5.1 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
41,350
shares
|
$5.09 Million
1.97% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
41,216
shares
|
$5.08 Million
0.33% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
40,860
shares
|
$5.03 Million
0.25% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
40,539
shares
|
$4.99 Million
0.08% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
40,449
shares
|
$4.98 Million
2.05% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
40,423
shares
|
$4.98 Million
0.06% of portfolio
|
Q2 2025
Added 47.18%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
40,423
shares
|
$4.98 Million
0.17% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
40,098
shares
|
$4.94 Million
3.18% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
40,089
shares
|
$4.94 Million
0.54% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
39,194
shares
|
$4.83 Million
2.36% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
39,102
shares
|
$4.82 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
39,001
shares
|
$4.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
38,834
shares
|
$4.78 Million
0.71% of portfolio
|
Q2 2025
Added 3.54%
|