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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
25,147
shares
|
$3.1 Million
1.78% of portfolio
|
Q3 2025
Reduced 16.44%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
25,145
shares
|
$3.1 Million
0.86% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
25,104
shares
|
$3.09 Million
0.99% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
25,058
shares
|
$3.09 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
24,993
shares
|
$3.08 Million
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
24,989
shares
|
$3.08 Million
1.84% of portfolio
|
Q3 2025
Reduced 84.47%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
24,751
shares
|
$3.05 Million
2.05% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
24,687
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2025
Added 48.96%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
24,552
shares
|
$3.02 Million
0.72% of portfolio
|
Q3 2025
Reduced 11.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
24,536
shares
|
$3.02 Million
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
24,443
shares
|
$3.01 Million
0.81% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,378
shares
|
$3 Million
0.18% of portfolio
|
Q3 2025
Added 14.68%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
24,374
shares
|
$3 Million
1.65% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
24,255
shares
|
$2.99 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
24,224
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
24,209
shares
|
$2.98 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
24,196
shares
|
$2.98 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
24,107
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 73.49%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
24,088
shares
|
$2.97 Million
0.26% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
23,851
shares
|
$2.94 Million
0.44% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
23,850
shares
|
$2.94 Million
2.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
23,769
shares
|
$2.93 Million
0.06% of portfolio
|
Q2 2025
Added 84.46%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
23,767
shares
|
$2.93 Million
0.69% of portfolio
|
Q3 2025
Added 94.81%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
23,629
shares
|
$2.91 Million
0.48% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
23,555
shares
|
$2.9 Million
0.04% of portfolio
|
Q3 2025
Added 4.43%
|