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 |
|---|---|---|---|---|---|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
8,430
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
8,404
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
8,383
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
8,373
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
8,371
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 04, 2025 Q3 2025 |
8,355
shares
|
$1.02 Million
0.72% of portfolio
|
Q3 2025
Reduced 33.44%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
8,344
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,325
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
8,323
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
8,306
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
8,302
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
8,300
shares
|
$1.01 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
8,286
shares
|
$1.01 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
8,272
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.99%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,255
shares
|
$1 Million
0.79% of portfolio
|
Q3 2022
Reduced 5.87%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
8,219
shares
|
$998,937
0.47% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,190
shares
|
$995,412
0.16% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
8,179
shares
|
$994,075
0.04% of portfolio
|
Q3 2025
Added 57.41%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
8,166
shares
|
$992,495
0.25% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
8,078
shares
|
$981,800
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,049
shares
|
$978,275
0.08% of portfolio
|
Q3 2022
Added 69.63%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,016
shares
|
$974,264
0.25% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
8,007
shares
|
$973,170
0.1% of portfolio
|
Q3 2025
Reduced 97.18%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7,970
shares
|
$968,673
0.05% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
7,938
shares
|
$964,784
0.78% of portfolio
|
Q2 2025
Reduced 0.14%
|