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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
4,726
shares
|
$572,035
0.03% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
4,723
shares
|
$571,671
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,716
shares
|
$570,824
0.63% of portfolio
|
Q1 2025
Reduced 79.55%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
4,716
shares
|
$570,824
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
4,704
shares
|
$569,372
0.17% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
4,702
shares
|
$569,130
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
4,694
shares
|
$568,161
0.24% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,691
shares
|
$567,798
0.31% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
4,681
shares
|
$566,588
0.06% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
4,678
shares
|
$566,225
0.07% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,669
shares
|
$565,135
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,665
shares
|
$564,651
0.07% of portfolio
|
Q3 2025
Added 81.17%
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
4,661
shares
|
$564,167
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
4,659
shares
|
$563,925
0.11% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
4,656
shares
|
$563,562
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
4,646
shares
|
$562,351
0.09% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
4,646
shares
|
$562,351
0.02% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,638
shares
|
$561,383
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
4,625
shares
|
$559,810
0.07% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
4,625
shares
|
$559,810
0.07% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,618
shares
|
$558,962
0.2% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
4,615
shares
|
$558,599
0.24% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
4,600
shares
|
$556,784
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
4,595
shares
|
$556,178
0.02% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,587
shares
|
$555,210
0.04% of portfolio
|
Q2 2024
Reduced 20.3%
|