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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
10,697
shares
|
$1.3 Million
0.17% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
10,695
shares
|
$1.3 Million
0.36% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
10,655
shares
|
$1.3 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
10,645
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2023
Added 226.73%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
10,633
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,628
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 75.87%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,624
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2022
Added 8.9%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
10,598
shares
|
$1.29 Million
1.24% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
10,476
shares
|
$1.27 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
10,474
shares
|
$1.27 Million
0.19% of portfolio
|
Q3 2025
Added 133.38%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
10,470
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
10,467
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
10,463
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
10,461
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
10,426
shares
|
$1.27 Million
0.25% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
10,400
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,394
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 66.74%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
10,356
shares
|
$1.26 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
10,351
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2025
Reduced 25.42%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
10,344
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 26.69%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
10,342
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
10,323
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
10,263
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
10,250
shares
|
$1.25 Million
0.61% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
10,250
shares
|
$1.25 Million
0.74% of portfolio
|
Q4 2024
New holding
|