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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
36,231
shares
|
$4.46 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
36,014
shares
|
$4.44 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
35,769
shares
|
$4.41 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,563
shares
|
$4.38 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
35,540
shares
|
$4.38 Million
3.13% of portfolio
|
Q3 2025
Reduced 31.23%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
35,503
shares
|
$4.37 Million
2.16% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
35,235
shares
|
$4.34 Million
8.75% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
35,234
shares
|
$4.34 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
35,099
shares
|
$4.32 Million
0.2% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
35,000
shares
|
$4.31 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
34,915
shares
|
$4.3 Million
0.45% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
34,617
shares
|
$4.26 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
34,440
shares
|
$4.24 Million
2.04% of portfolio
|
Q3 2025
Reduced 33.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
34,424
shares
|
$4.24 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
34,365
shares
|
$4.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
34,297
shares
|
$4.22 Million
0.65% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
34,255
shares
|
$4.22 Million
0.51% of portfolio
|
Q1 2023
Added 0.47%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
34,122
shares
|
$4.2 Million
1.82% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
34,110
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
34,017
shares
|
$4.19 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
33,847
shares
|
$4.17 Million
1.18% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
33,695
shares
|
$4.15 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
33,500
shares
|
$4.13 Million
0.51% of portfolio
|
Q1 2021
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
33,259
shares
|
$4.1 Million
1.35% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
33,205
shares
|
$4.09 Million
0.59% of portfolio
|
Q3 2025
Reduced 6.13%
|