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 2,174 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stegner Investment Associates Inc.
|
Nov 06, 2025 Q3 2025 |
630,543
shares
|
$76.3 Million
41.76% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
628,889
shares
|
$76.1 Million
6.92% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
619,350
shares
|
$75 Million
0.98% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
615,149
shares
|
$74.5 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
609,721
shares
|
$73.8 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$72.8 Million
6.86% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
581,363
shares
|
$70.4 Million
11.84% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
554,145
shares
|
$67.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$66.9 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$66.8 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
547,462
shares
|
$66.3 Million
11.93% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
530,547
shares
|
$64.2 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
518,899
shares
|
$62.8 Million
4.13% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$61.5 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
501,264
shares
|
$60.7 Million
10.28% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
499,052
shares
|
$60.4 Million
0.66% of portfolio
|
Q3 2025
Reduced 17.1%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
478,631
shares
|
$57.9 Million
4.88% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
477,996
shares
|
$57.9 Million
0.12% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$56.3 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
463,167
shares
|
$56.1 Million
1.59% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
462,200
shares
|
$55.9 Million
0.57% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
457,419
shares
|
$55.4 Million
0.68% of portfolio
|
Q3 2025
Added 4.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
431,975
shares
|
$52.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
431,166
shares
|
$52.2 Million
1.57% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
424,013
shares
|
$51.3 Million
1.03% of portfolio
|
Q4 2023
Added 2.51%
|
|