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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
5,280
shares
|
$641,731
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,264
shares
|
$639,786
0.07% of portfolio
|
Q3 2025
Added 8.54%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
5,252
shares
|
$638,328
0.06% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
5,250
shares
|
$638,085
0.26% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
5,249
shares
|
$637,963
0.19% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,245
shares
|
$637,477
0.03% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
5,245
shares
|
$637,477
0.57% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
5,240
shares
|
$636,869
0.13% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Aug 14, 2025 Q2 2025 |
5,229
shares
|
$635,532
0.88% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Krs Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
5,222
shares
|
$634,681
0.38% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,209
shares
|
$633,101
0.1% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
5,200
shares
|
$632,008
0.12% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
5,196
shares
|
$631,521
0.24% of portfolio
|
Q2 2025
Reduced 57.8%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
5,192
shares
|
$631,035
0.19% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 10, 2025 Q3 2025 |
5,179
shares
|
$629,455
0.15% of portfolio
|
Q1 2025
Reduced 75.97%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
5,173
shares
|
$628,726
0.36% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,168
shares
|
$628,118
0.64% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,161
shares
|
$627,267
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
5,136
shares
|
$624,229
0.09% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
5,136
shares
|
$624,229
0.07% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
5,119
shares
|
$622,163
0.19% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,114
shares
|
$621,555
0.09% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,096
shares
|
$619,367
0.04% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
5,091
shares
|
$618,760
0.22% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
5,087
shares
|
$618,273
0.21% of portfolio
|
Q3 2025
Reduced 45.84%
|