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 |
|---|---|---|---|---|---|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,248
shares
|
$1.25 Million
0.31% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
10,230
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2025
Reduced 60.4%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
10,220
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,217
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
10,215
shares
|
$1.24 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
10,211
shares
|
$1.24 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
10,180
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,170
shares
|
$1.24 Million
0.2% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
10,143
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,112
shares
|
$1.23 Million
0.34% of portfolio
|
Q4 2020
Added 270.13%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
10,094
shares
|
$1.23 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,076
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,059
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
10,049
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Aug 14, 2025 Q2 2025 |
9,979
shares
|
$1.21 Million
0.21% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
9,949
shares
|
$1.21 Million
0.35% of portfolio
|
Q3 2025
Reduced 89.14%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,939
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
9,938
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,889
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
9,879
shares
|
$1.2 Million
1.13% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
9,859
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
9,838
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 106.25%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
9,834
shares
|
$1.2 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
9,833
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Added 8.58%
|