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 2,176 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
998,419
shares
|
$121 Million
7.0% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
958,227
shares
|
$116 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
952,775
shares
|
$115 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
950,939
shares
|
$115 Million
1.82% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
943,485
shares
|
$114 Million
0.14% of portfolio
|
Q3 2025
Reduced 30.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
893,931
shares
|
$108 Million
0.18% of portfolio
|
Q3 2025
Reduced 29.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
892,589
shares
|
$108 Million
0.46% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
883,663
shares
|
$107 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$107 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
858,560
shares
|
$104 Million
2.05% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
761,658
shares
|
$92.2 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Advocacy Wealth Management Services, LLC
|
Nov 14, 2025 Q3 2025 |
754,939
shares
|
$91.4 Million
4.76% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
731,210
shares
|
$88.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
729,990
shares
|
$88.4 Million
1.89% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
714,830
shares
|
$86.5 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
693,464
shares
|
$83.9 Million
3.16% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
693,299
shares
|
$83.9 Million
0.62% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
689,623
shares
|
$83.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
680,238
shares
|
$82.3 Million
4.39% of portfolio
|
Q3 2025
Reduced 40.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
679,544
shares
|
$82.3 Million
0.51% of portfolio
|
Q2 2025
Added 487.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
677,237
shares
|
$82 Million
0.17% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
672,804
shares
|
$81.4 Million
0.43% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
666,244
shares
|
$80.6 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
650,204
shares
|
$78.7 Million
0.06% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
649,125
shares
|
$78.6 Million
11.33% of portfolio
|
Q4 2024
Added 3.91%
|
|