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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
15,274
shares
|
$1.86 Million
0.8% of portfolio
|
Q4 2023
Reduced 5.27%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
15,200
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
15,100
shares
|
$1.84 Million
1.12% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
15,086
shares
|
$1.83 Million
0.43% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
14,997
shares
|
$1.82 Million
0.64% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
14,977
shares
|
$1.82 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,971
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 24.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
14,967
shares
|
$1.82 Million
0.09% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
14,967
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
14,963
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2025
Added 31.88%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
14,869
shares
|
$1.81 Million
1.01% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
14,852
shares
|
$1.81 Million
0.09% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
14,850
shares
|
$1.8 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
14,716
shares
|
$1.79 Million
0.46% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
14,696
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
14,690
shares
|
$1.79 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,678
shares
|
$1.78 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
14,587
shares
|
$1.77 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,475
shares
|
$1.76 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.67%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
14,418
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,209
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
14,161
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,147
shares
|
$1.72 Million
0.19% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,138
shares
|
$1.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
14,102
shares
|
$1.71 Million
0.11% of portfolio
|
Q4 2023
Added 59.43%
|