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 2,137 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
334,529
shares
|
$40.1 Million
7.57% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
332,486
shares
|
$39.8 Million
0.88% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
327,477
shares
|
$39.2 Million
5.72% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
323,169
shares
|
$38.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
322,406
shares
|
$38.6 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
321,034
shares
|
$38.4 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
319,294
shares
|
$38.2 Million
8.07% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$38.2 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
315,669
shares
|
$37.8 Million
0.51% of portfolio
|
Q3 2025
Added 70.17%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
315,175
shares
|
$37.7 Million
0.33% of portfolio
|
Q2 2025
Added 20.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
314,771
shares
|
$37.7 Million
0.01% of portfolio
|
Q1 2025
Added 32.32%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
312,243
shares
|
$37.4 Million
0.65% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
309,320
shares
|
$37 Million
6.57% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
302,048
shares
|
$36.2 Million
3.57% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$35.4 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
294,224
shares
|
$35.2 Million
11.53% of portfolio
|
Q3 2025
Added 67.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
293,366
shares
|
$35.1 Million
0.53% of portfolio
|
Q3 2025
Added 42.06%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
292,743
shares
|
$35.1 Million
12.44% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
292,201
shares
|
$35 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
291,567
shares
|
$34.9 Million
0.45% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
291,475
shares
|
$34.9 Million
1.69% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
288,427
shares
|
$34.5 Million
0.69% of portfolio
|
Q2 2025
Added 21.09%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
287,129
shares
|
$34.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
285,670
shares
|
$34.2 Million
0.18% of portfolio
|
Q2 2025
Reduced 44.34%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
283,423
shares
|
$33.9 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.21%
|