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 |
|---|---|---|---|---|---|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
6,768
shares
|
$822,582
0.38% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
6,754
shares
|
$820,881
0.27% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,753
shares
|
$820,759
0.05% of portfolio
|
Q2 2022
Added 57.23%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
6,671
shares
|
$810,793
0.41% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,612
shares
|
$803,622
0.1% of portfolio
|
Q2 2025
Added 166.29%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
6,596
shares
|
$801,677
0.14% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
6,569
shares
|
$798,396
0.68% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,566
shares
|
$798,031
0.02% of portfolio
|
Q4 2021
Added 43.08%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
6,552
shares
|
$796,330
0.08% of portfolio
|
Q2 2025
Reduced 5.51%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
6,542
shares
|
$795,114
0.05% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
6,541
shares
|
$794,993
0.03% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
6,536
shares
|
$794,385
0.05% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
6,500
shares
|
$790,010
0.33% of portfolio
|
Q1 2024
Reduced 29.38%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
6,490
shares
|
$788,794
0.11% of portfolio
|
Q4 2024
Reduced 34.71%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
6,481
shares
|
$787,700
0.91% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
6,464
shares
|
$785,634
0.43% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
6,404
shares
|
$778,342
0.24% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
6,401
shares
|
$777,977
0.21% of portfolio
|
Q3 2025
Added 4.59%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,392
shares
|
$776,883
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,383
shares
|
$775,789
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
6,370
shares
|
$774,209
0.08% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,364
shares
|
$773,480
0.05% of portfolio
|
Q2 2022
Reduced 0.16%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,338
shares
|
$770,320
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
6,329
shares
|
$769,226
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
6,324
shares
|
$768,618
0.05% of portfolio
|
Q1 2025
Added 0.43%
|