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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
17,192
shares
|
$2.09 Million
1.04% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
17,144
shares
|
$2.08 Million
0.54% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
17,126
shares
|
$2.08 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
17,119
shares
|
$2.08 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
17,098
shares
|
$2.08 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
17,059
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
17,049
shares
|
$2.07 Million
0.29% of portfolio
|
Q3 2025
Reduced 78.9%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
16,981
shares
|
$2.06 Million
1.47% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
16,965
shares
|
$2.06 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,914
shares
|
$2.06 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
16,882
shares
|
$2.05 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
16,877
shares
|
$2.05 Million
0.33% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Nov 06, 2025 Q3 2025 |
16,862
shares
|
$2.05 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
16,804
shares
|
$2.04 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
16,733
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
16,729
shares
|
$2.03 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
16,693
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
16,685
shares
|
$2.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
16,677
shares
|
$2.03 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
16,576
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
16,520
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
16,512
shares
|
$2.01 Million
0.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
16,507
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
16,500
shares
|
$2.01 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
16,489
shares
|
$2 Million
0.22% of portfolio
|
Q3 2025
Added 5.35%
|