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 |
|---|---|---|---|---|---|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
23,531
shares
|
$2.9 Million
1.89% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
23,334
shares
|
$2.87 Million
3.11% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
23,246
shares
|
$2.86 Million
0.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
22,771
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
22,683
shares
|
$2.79 Million
0.2% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
22,629
shares
|
$2.79 Million
1.29% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
22,617
shares
|
$2.79 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
22,512
shares
|
$2.77 Million
0.19% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
22,404
shares
|
$2.76 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
22,243
shares
|
$2.74 Million
0.98% of portfolio
|
Q2 2025
Added 73.72%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
22,129
shares
|
$2.73 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
22,118
shares
|
$2.72 Million
1.76% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
22,110
shares
|
$2.72 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 09, 2025 Q3 2025 |
22,096
shares
|
$2.72 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
22,022
shares
|
$2.71 Million
1.9% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
21,804
shares
|
$2.69 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
21,651
shares
|
$2.67 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
21,633
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2025
Added 125.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,612
shares
|
$2.66 Million
0.12% of portfolio
|
Q4 2023
Added 9.44%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
21,611
shares
|
$2.66 Million
0.41% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,492
shares
|
$2.65 Million
0.11% of portfolio
|
Q4 2022
Added 159.0%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
21,355
shares
|
$2.63 Million
1.37% of portfolio
|
Q2 2022
Added 10.04%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
21,351
shares
|
$2.63 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
21,128
shares
|
$2.6 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
21,059
shares
|
$2.59 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.47%
|