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 2,142 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
649,125
shares
|
$77.7 Million
11.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
641,855
shares
|
$76.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
635,921
shares
|
$76.2 Million
42.9% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
628,889
shares
|
$75.3 Million
6.92% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
619,350
shares
|
$74.2 Million
0.98% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
615,149
shares
|
$73.7 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 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
602,015
shares
|
$72.1 Million
0.74% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$72 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
|
$69.6 Million
11.84% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
560,084
shares
|
$67.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$66.2 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$66.1 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
547,462
shares
|
$65.6 Million
11.93% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
536,675
shares
|
$64.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
518,899
shares
|
$62.1 Million
4.13% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
515,263
shares
|
$61.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$60.9 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
501,264
shares
|
$60 Million
10.28% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
485,530
shares
|
$58.1 Million
0.12% of portfolio
|
Q2 2025
Reduced 64.53%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
478,631
shares
|
$57.3 Million
4.88% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
476,097
shares
|
$57 Million
1.08% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
475,910
shares
|
$57 Million
0.12% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
468,852
shares
|
$56.1 Million
1.54% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$55.7 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|