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 |
|---|---|---|---|---|---|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,356
shares
|
$1.14 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,316
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,307
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
9,304
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,291
shares
|
$1.13 Million
0.1% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
9,258
shares
|
$1.13 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,219
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Aug 14, 2025 Q2 2025 |
9,200
shares
|
$1.12 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
9,200
shares
|
$1.12 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
9,193
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
9,178
shares
|
$1.12 Million
0.23% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,112
shares
|
$1.11 Million
0.04% of portfolio
|
Q2 2022
Reduced 5.95%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
9,094
shares
|
$1.11 Million
0.54% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,036
shares
|
$1.1 Million
0.53% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
9,030
shares
|
$1.1 Million
0.69% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,013
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2022
Reduced 46.42%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
9,003
shares
|
$1.09 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
8,998
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
8,980
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
8,950
shares
|
$1.09 Million
0.32% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
8,936
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,923
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.81%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
8,920
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
8,915
shares
|
$1.08 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
8,895
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Added 15.85%
|