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 |
|---|---|---|---|---|---|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
14,068
shares
|
$1.71 Million
0.67% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
14,025
shares
|
$1.7 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
14,008
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
14,000
shares
|
$1.7 Million
0.42% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,998
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2023
Reduced 27.18%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
13,973
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
13,854
shares
|
$1.68 Million
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
13,840
shares
|
$1.68 Million
0.64% of portfolio
|
Q2 2022
Reduced 7.34%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
13,781
shares
|
$1.67 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
13,709
shares
|
$1.67 Million
0.87% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
13,684
shares
|
$1.66 Million
0.18% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Oct 27, 2025 Q3 2025 |
13,650
shares
|
$1.66 Million
1.23% of portfolio
|
Q3 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,645
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
13,612
shares
|
$1.65 Million
0.51% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,605
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
13,570
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
13,534
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.15%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
13,492
shares
|
$1.64 Million
0.38% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
13,481
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
13,444
shares
|
$1.63 Million
0.31% of portfolio
|
Q2 2025
Added 475.51%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
13,393
shares
|
$1.63 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
13,368
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
13,366
shares
|
$1.62 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
13,365
shares
|
$1.62 Million
1.03% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
13,306
shares
|
$1.62 Million
0.1% of portfolio
|
Q2 2024
Reduced 94.01%
|