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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
13,303
shares
|
$1.62 Million
0.13% of portfolio
|
Q3 2025
Reduced 48.04%
|
|
|
Riversedge Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
13,143
shares
|
$1.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
13,106
shares
|
$1.59 Million
2.23% of portfolio
|
Q2 2022
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
13,102
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
13,100
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Added 17.88%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
13,083
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
13,021
shares
|
$1.58 Million
0.56% of portfolio
|
Q2 2025
Reduced 34.94%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
13,007
shares
|
$1.58 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
13,000
shares
|
$1.58 Million
0.07% of portfolio
|
Q3 2025
Added 67.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
12,995
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 28.48%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.57 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
12,943
shares
|
$1.57 Million
0.09% of portfolio
|
Q1 2023
Added 69.39%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
12,871
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
12,860
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Cambridge Capital Management, LLC
O'fallon, IL |
Oct 28, 2025 Q3 2025 |
12,843
shares
|
$1.56 Million
0.74% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,738
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
12,692
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
12,658
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
12,580
shares
|
$1.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,509
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2022
Added 27.79%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
12,503
shares
|
$1.52 Million
0.23% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
12,498
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
12,445
shares
|
$1.51 Million
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
12,414
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
12,406
shares
|
$1.51 Million
0.57% of portfolio
|
Q3 2025
Added 15.47%
|