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 |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
33,144
shares
|
$4.08 Million
1.92% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
32,993
shares
|
$4.06 Million
2.08% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
32,966
shares
|
$4.06 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
32,940
shares
|
$4.06 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,931
shares
|
$4.06 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
32,836
shares
|
$4.04 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
32,777
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
32,756
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,661
shares
|
$4.02 Million
0.26% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
32,656
shares
|
$4.02 Million
0.14% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
32,655
shares
|
$4.02 Million
2.41% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
32,640
shares
|
$4.02 Million
2.51% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,632
shares
|
$4.02 Million
2.18% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,615
shares
|
$4.02 Million
0.94% of portfolio
|
Q3 2025
Added 85.32%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
32,524
shares
|
$4.01 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
32,504
shares
|
$4 Million
2.81% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,475
shares
|
$4 Million
0.05% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
32,398
shares
|
$3.99 Million
0.34% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
32,396
shares
|
$3.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
32,112
shares
|
$3.96 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
31,958
shares
|
$3.94 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
31,834
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
31,710
shares
|
$3.91 Million
0.08% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
31,603
shares
|
$3.89 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
31,322
shares
|
$3.86 Million
0.22% of portfolio
|
Q3 2025
Added 4.57%
|