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 |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
12,404
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
12,389
shares
|
$1.51 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
12,351
shares
|
$1.5 Million
0.91% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
12,315
shares
|
$1.5 Million
0.2% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
12,271
shares
|
$1.49 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
12,253
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,163
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
12,162
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
12,150
shares
|
$1.48 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,147
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
12,105
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,095
shares
|
$1.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Idaho Trust Bank
Boise, ID |
Aug 13, 2025 Q2 2025 |
12,094
shares
|
$1.47 Million
0.48% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
12,079
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2025
Added 21.02%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
12,062
shares
|
$1.47 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
12,036
shares
|
$1.46 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
12,035
shares
|
$1.46 Million
1.0% of portfolio
|
Q2 2025
Reduced 41.11%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
12,020
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
12,020
shares
|
$1.46 Million
0.24% of portfolio
|
Q3 2025
Added 155.2%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
11,982
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 207.94%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
11,907
shares
|
$1.45 Million
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
11,905
shares
|
$1.45 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
11,894
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2025
Added 187.5%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
11,879
shares
|
$1.44 Million
0.12% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
11,831
shares
|
$1.44 Million
1.61% of portfolio
|
Q3 2025
Reduced 59.36%
|