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 2,153 institutions that hold shares in the stock, with a total of 422 Million shares, which have been reported (via 13F filing form) to have a value of $52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
31,322
shares
|
$3.86 Million
0.22% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
31,318
shares
|
$3.86 Million
1.5% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
31,310
shares
|
$3.86 Million
0.27% of portfolio
|
Q2 2025
Added 38.07%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
31,231
shares
|
$3.85 Million
0.26% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
31,131
shares
|
$3.83 Million
0.6% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
31,130
shares
|
$3.83 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,078
shares
|
$3.83 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
31,025
shares
|
$3.82 Million
0.19% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
30,919
shares
|
$3.81 Million
0.1% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
30,828
shares
|
$3.8 Million
0.32% of portfolio
|
Q2 2025
Added 139.79%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
30,815
shares
|
$3.8 Million
1.62% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
30,812
shares
|
$3.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,758
shares
|
$3.79 Million
0.21% of portfolio
|
Q4 2022
Reduced 32.26%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
30,696
shares
|
$3.78 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
30,453
shares
|
$3.75 Million
0.41% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
30,311
shares
|
$3.73 Million
0.98% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
30,161
shares
|
$3.71 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
30,150
shares
|
$3.71 Million
0.54% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
30,096
shares
|
$3.71 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
30,059
shares
|
$3.7 Million
0.26% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
30,057
shares
|
$3.7 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 04, 2025 Q3 2025 |
29,919
shares
|
$3.69 Million
1.23% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
29,906
shares
|
$3.68 Million
0.71% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
29,799
shares
|
$3.67 Million
0.06% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
29,667
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2025
Added 31.15%
|