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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
20,913
shares
|
$2.58 Million
1.83% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
20,687
shares
|
$2.55 Million
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
20,646
shares
|
$2.54 Million
0.05% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
20,541
shares
|
$2.53 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Corundum Group, Inc.
|
Oct 24, 2025 Q3 2025 |
20,500
shares
|
$2.52 Million
1.02% of portfolio
|
Q1 2025
Reduced 22.6%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
20,465
shares
|
$2.52 Million
0.48% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
20,459
shares
|
$2.52 Million
0.66% of portfolio
|
Q3 2025
Added 7.35%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
20,425
shares
|
$2.52 Million
0.7% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
20,366
shares
|
$2.51 Million
0.2% of portfolio
|
Q2 2025
Added 165.11%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
20,332
shares
|
$2.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,300
shares
|
$2.5 Million
0.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
20,286
shares
|
$2.5 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
20,254
shares
|
$2.49 Million
4.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
20,225
shares
|
$2.49 Million
1.47% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
20,207
shares
|
$2.49 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
20,200
shares
|
$2.49 Million
0.39% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
20,182
shares
|
$2.49 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,003
shares
|
$2.46 Million
0.32% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
19,984
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,856
shares
|
$2.45 Million
0.6% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
19,786
shares
|
$2.44 Million
1.87% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
19,782
shares
|
$2.44 Million
0.53% of portfolio
|
Q3 2025
Added 28.82%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
19,767
shares
|
$2.43 Million
1.03% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
19,730
shares
|
$2.43 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Aspire Private Capital, LLC
|
Oct 29, 2025 Q3 2025 |
19,724
shares
|
$2.43 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.87%
|