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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
11,824
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
11,824
shares
|
$1.44 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
11,796
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,795
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
11,752
shares
|
$1.43 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
11,744
shares
|
$1.43 Million
0.59% of portfolio
|
Q2 2025
Added 75.21%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,708
shares
|
$1.42 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,641
shares
|
$1.41 Million
0.95% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,639
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
11,639
shares
|
$1.41 Million
0.28% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
11,624
shares
|
$1.41 Million
0.91% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
11,600
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
11,568
shares
|
$1.41 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
11,561
shares
|
$1.41 Million
0.05% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,542
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
11,534
shares
|
$1.4 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
11,523
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
11,522
shares
|
$1.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
11,490
shares
|
$1.4 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
11,479
shares
|
$1.4 Million
0.49% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,468
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,437
shares
|
$1.39 Million
0.22% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
11,434
shares
|
$1.39 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
11,408
shares
|
$1.39 Million
0.84% of portfolio
|
Q2 2025
Reduced 24.65%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
11,366
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
New holding
|