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 |
|---|---|---|---|---|---|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,774
shares
|
$4.78 Million
0.11% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
38,644
shares
|
$4.76 Million
0.4% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
38,632
shares
|
$4.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
38,590
shares
|
$4.75 Million
0.05% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
38,541
shares
|
$4.75 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$4.74 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
38,370
shares
|
$4.73 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
38,357
shares
|
$4.72 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
38,283
shares
|
$4.72 Million
0.62% of portfolio
|
Q3 2025
Added 358.1%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
38,096
shares
|
$4.69 Million
0.76% of portfolio
|
Q3 2025
Added 2039.02%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
38,053
shares
|
$4.69 Million
0.56% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
37,869
shares
|
$4.66 Million
3.25% of portfolio
|
Q3 2025
Added 319.28%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
37,781
shares
|
$4.65 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
37,741
shares
|
$4.65 Million
0.5% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,726
shares
|
$4.65 Million
0.1% of portfolio
|
Q3 2025
Added 10.19%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Nov 03, 2025 Q3 2025 |
37,721
shares
|
$4.65 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
37,700
shares
|
$4.64 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
37,532
shares
|
$4.62 Million
0.48% of portfolio
|
Q1 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
37,232
shares
|
$4.59 Million
0.65% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Swp Financial LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
37,216
shares
|
$4.58 Million
2.29% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
36,918
shares
|
$4.55 Million
0.32% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
36,837
shares
|
$4.54 Million
0.76% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
36,538
shares
|
$4.5 Million
0.22% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
36,522
shares
|
$4.5 Million
0.89% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
36,464
shares
|
$4.49 Million
2.57% of portfolio
|
Q3 2025
Reduced 0.58%
|