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 2,156 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 $51.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
8,880
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
8,880
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
8,879
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,875
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
8,871
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,853
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2022
Added 111.95%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,850
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Aug 06, 2025 Q2 2025 |
8,833
shares
|
$1.07 Million
0.75% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,808
shares
|
$1.07 Million
0.04% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
8,731
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
8,728
shares
|
$1.06 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,726
shares
|
$1.06 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,717
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
8,602
shares
|
$1.05 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,522
shares
|
$1.04 Million
0.29% of portfolio
|
Q4 2024
Reduced 58.65%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
8,516
shares
|
$1.04 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
8,510
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,487
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2022
Added 6.09%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
8,485
shares
|
$1.03 Million
0.15% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
8,477
shares
|
$1.03 Million
0.83% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
8,477
shares
|
$1.03 Million
0.22% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
8,457
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,453
shares
|
$1.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
8,449
shares
|
$1.03 Million
0.1% of portfolio
|
Q2 2025
Added 16.47%
|