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 |
|---|---|---|---|---|---|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
27,196
shares
|
$3.35 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
27,172
shares
|
$3.35 Million
0.36% of portfolio
|
Q3 2023
Added 4.62%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
26,984
shares
|
$3.32 Million
0.98% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
26,568
shares
|
$3.27 Million
2.77% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
26,462
shares
|
$3.26 Million
0.94% of portfolio
|
Q1 2025
Added 262.69%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
26,355
shares
|
$3.25 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
26,325
shares
|
$3.24 Million
0.21% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
26,325
shares
|
$3.24 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
26,117
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Added 57.57%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
26,076
shares
|
$3.21 Million
0.44% of portfolio
|
Q2 2025
Added 33.93%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
26,073
shares
|
$3.21 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
26,065
shares
|
$3.21 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
26,063
shares
|
$3.21 Million
1.58% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
26,052
shares
|
$3.21 Million
0.05% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
26,011
shares
|
$3.2 Million
1.21% of portfolio
|
Q3 2025
Reduced 25.75%
|
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
25,966
shares
|
$3.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
25,804
shares
|
$3.18 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
25,789
shares
|
$3.18 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
25,661
shares
|
$3.16 Million
0.15% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
25,489
shares
|
$3.14 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
25,288
shares
|
$3.11 Million
0.95% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
25,286
shares
|
$3.11 Million
1.68% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
25,249
shares
|
$3.11 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
25,240
shares
|
$3.11 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
25,239
shares
|
$3.11 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.82%
|