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 2,165 institutions that hold shares in the stock, with a total of 421 Million shares, which have been reported (via 13F filing form) to have a value of $52.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
5,811
shares
|
$703,363
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
|
$698,521
0.14% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
5,723
shares
|
$692,711
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,719
shares
|
$692,227
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
5,706
shares
|
$690,654
0.06% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
5,703
shares
|
$690,291
0.93% of portfolio
|
Q3 2025
Reduced 52.14%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
5,697
shares
|
$689,564
0.1% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,692
shares
|
$688,959
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,689
shares
|
$688,596
0.02% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,675
shares
|
$686,902
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
5,636
shares
|
$682,181
0.05% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
5,634
shares
|
$681,939
0.08% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
5,603
shares
|
$678,187
0.32% of portfolio
|
Q3 2025
Reduced 69.82%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
5,594
shares
|
$677,097
0.06% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
5,566
shares
|
$673,708
0.09% of portfolio
|
Q2 2023
Reduced 7.23%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2025 Q3 2025 |
5,545
shares
|
$671,166
0.11% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
5,536
shares
|
$670,077
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
5,534
shares
|
$669,835
0.03% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
5,524
shares
|
$668,624
0.06% of portfolio
|
Q4 2021
Reduced 33.88%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
5,515
shares
|
$667,535
0.37% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,512
shares
|
$667,172
0.19% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
5,486
shares
|
$664,025
0.08% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
5,478
shares
|
$663,057
0.54% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
5,475
shares
|
$662,694
0.51% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
5,456
shares
|
$660,394
0.42% of portfolio
|
Q3 2025
Reduced 0.2%
|