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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
5,992
shares
|
$728,267
0.0% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
5,988
shares
|
$727,781
0.21% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
5,981
shares
|
$726,930
0.05% of portfolio
|
Q3 2025
Added 20.78%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
5,980
shares
|
$726,809
0.05% of portfolio
|
Q3 2025
Reduced 20.72%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
5,978
shares
|
$726,566
0.08% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
5,959
shares
|
$724,256
0.03% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,954
shares
|
$723,649
0.05% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
5,941
shares
|
$722,069
0.47% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
5,902
shares
|
$717,329
0.69% of portfolio
|
Q2 2025
Reduced 23.41%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
5,894
shares
|
$716,356
0.3% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
5,879
shares
|
$714,533
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,876
shares
|
$714,169
0.02% of portfolio
|
Q4 2022
Reduced 11.35%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
5,865
shares
|
$712,832
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
5,811
shares
|
$706,268
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,771
shares
|
$701,407
0.14% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
5,723
shares
|
$695,573
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,716
shares
|
$694,722
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
5,706
shares
|
$693,507
0.06% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
5,703
shares
|
$693,142
0.93% of portfolio
|
Q3 2025
Reduced 52.14%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
5,697
shares
|
$692,413
0.1% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
5,692
shares
|
$691,805
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,689
shares
|
$691,441
0.02% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,634
shares
|
$684,756
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
5,603
shares
|
$680,988
0.32% of portfolio
|
Q3 2025
Reduced 69.82%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,594
shares
|
$679,894
0.06% of portfolio
|
Q1 2025
Reduced 7.08%
|