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 2,162 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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,096
shares
|
$631,445
0.04% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Enzi Wealth
Austin, TX |
Oct 17, 2025 Q3 2025 |
5,091
shares
|
$630,825
0.22% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
5,087
shares
|
$630,330
0.21% of portfolio
|
Q3 2025
Reduced 45.84%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,076
shares
|
$628,967
0.18% of portfolio
|
Q4 2024
Reduced 43.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
5,072
shares
|
$628,471
0.2% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
5,062
shares
|
$627,232
0.43% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
5,059
shares
|
$626,860
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
5,054
shares
|
$626,241
0.09% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
5,050
shares
|
$625,745
0.38% of portfolio
|
Q2 2025
Added 25.78%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$625,249
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
5,034
shares
|
$623,762
0.15% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$621,656
0.05% of portfolio
|
Q2 2023
Added 4.15%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$620,293
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$619,550
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,990
shares
|
$618,310
0.02% of portfolio
|
Q2 2025
Added 52.13%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,988
shares
|
$618,063
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
4,954
shares
|
$613,850
0.35% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
4,942
shares
|
$612,363
0.04% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,941
shares
|
$612,239
0.23% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$611,991
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
4,934
shares
|
$611,371
0.04% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,923
shares
|
$610,008
0.04% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
4,916
shares
|
$609,141
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,888
shares
|
$605,672
0.04% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,879
shares
|
$604,556
0.06% of portfolio
|
Q3 2025
Reduced 25.53%
|