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 2,176 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
332,486
shares
|
$40.2 Million
0.88% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
327,477
shares
|
$39.6 Million
5.72% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
323,097
shares
|
$39.1 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
319,294
shares
|
$38.6 Million
8.07% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$38.6 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
316,794
shares
|
$38.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
315,669
shares
|
$38.2 Million
0.51% of portfolio
|
Q3 2025
Added 70.17%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
312,243
shares
|
$37.8 Million
0.65% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
309,896
shares
|
$37.5 Million
0.69% of portfolio
|
Q4 2025
Added 9.47%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
309,677
shares
|
$37.5 Million
2.36% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Amarillo National Bank
|
Oct 16, 2025 Q3 2025 |
309,320
shares
|
$37.4 Million
6.57% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
304,135
shares
|
$36.8 Million
0.06% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
303,061
shares
|
$36.7 Million
0.73% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
302,048
shares
|
$36.6 Million
3.57% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$35.8 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
294,224
shares
|
$35.6 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
|
$35.5 Million
0.53% of portfolio
|
Q3 2025
Added 42.06%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
292,201
shares
|
$35.4 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
291,475
shares
|
$35.3 Million
1.69% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
290,370
shares
|
$35.1 Million
12.65% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
288,852
shares
|
$35 Million
0.31% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
287,129
shares
|
$34.8 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
283,423
shares
|
$34.3 Million
1.2% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
279,896
shares
|
$33.9 Million
6.23% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
278,216
shares
|
$33.7 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.61%
|
|