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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
18,056
shares
|
$2.22 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
18,026
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,020
shares
|
$2.22 Million
0.54% of portfolio
|
Q3 2023
Reduced 21.84%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
18,009
shares
|
$2.22 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
17,995
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
17,987
shares
|
$2.22 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
17,983
shares
|
$2.21 Million
0.4% of portfolio
|
Q3 2025
Added 5.51%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
17,963
shares
|
$2.21 Million
1.45% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
17,878
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
17,826
shares
|
$2.2 Million
0.94% of portfolio
|
Q2 2025
Reduced 53.47%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
17,826
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2025
Added 92.8%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
17,729
shares
|
$2.18 Million
0.7% of portfolio
|
Q2 2025
Added 162.85%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
17,680
shares
|
$2.18 Million
0.27% of portfolio
|
Q2 2025
Added 175.09%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
17,667
shares
|
$2.18 Million
0.48% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
17,653
shares
|
$2.17 Million
0.88% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
17,616
shares
|
$2.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 79.01%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
17,587
shares
|
$2.17 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
17,583
shares
|
$2.17 Million
1.26% of portfolio
|
Q3 2025
Reduced 10.66%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,478
shares
|
$2.15 Million
0.1% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
17,451
shares
|
$2.15 Million
0.44% of portfolio
|
Q2 2025
Added 27.24%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
17,440
shares
|
$2.15 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
17,422
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,385
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2022
Reduced 6.82%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
17,250
shares
|
$2.12 Million
1.79% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
17,222
shares
|
$2.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.77%
|