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 |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
19,545
shares
|
$2.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
19,389
shares
|
$2.39 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
19,313
shares
|
$2.38 Million
0.61% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Oct 30, 2025 Q3 2025 |
19,193
shares
|
$2.36 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
19,068
shares
|
$2.35 Million
0.56% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
19,053
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2025
Added 258.07%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
18,931
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 44.39%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,930
shares
|
$2.33 Million
1.76% of portfolio
|
Q4 2022
Reduced 2.91%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,896
shares
|
$2.33 Million
0.15% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
18,777
shares
|
$2.31 Million
0.51% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
18,732
shares
|
$2.31 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,658
shares
|
$2.3 Million
0.05% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
18,640
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 702.07%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
18,538
shares
|
$2.28 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
18,517
shares
|
$2.28 Million
0.68% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
18,429
shares
|
$2.27 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,424
shares
|
$2.27 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
18,349
shares
|
$2.26 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 09, 2025 Q3 2025 |
18,268
shares
|
$2.25 Million
0.61% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
18,209
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
18,161
shares
|
$2.24 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
18,152
shares
|
$2.24 Million
0.35% of portfolio
|
Q3 2025
Added 58.95%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
18,129
shares
|
$2.23 Million
1.49% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,115
shares
|
$2.23 Million
0.37% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
18,102
shares
|
$2.23 Million
0.36% of portfolio
|
Q3 2025
Added 54.81%
|