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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,458
shares
|
$552,390
0.0% of portfolio
|
Q1 2024
Added 35.5%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
4,448
shares
|
$551,151
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,444
shares
|
$550,656
1.39% of portfolio
|
Q2 2023
Reduced 13.14%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,444
shares
|
$550,656
0.04% of portfolio
|
Q2 2025
Added 22.49%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
4,444
shares
|
$550,656
0.18% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
4,437
shares
|
$549,788
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
4,435
shares
|
$549,540
0.07% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
4,420
shares
|
$547,682
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 04, 2025 Q3 2025 |
4,413
shares
|
$546,814
0.15% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
4,407
shares
|
$546,071
0.22% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
4,401
shares
|
$545,327
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
4,387
shares
|
$543,593
0.07% of portfolio
|
Q2 2025
Added 2093.5%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
4,386
shares
|
$543,469
0.04% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
4,372
shares
|
$541,734
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Tfo Tdc, LLC
|
Oct 20, 2025 Q3 2025 |
4,370
shares
|
$541,486
0.09% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
4,346
shares
|
$538,512
0.03% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
4,337
shares
|
$537,397
0.08% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
4,320
shares
|
$535,291
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,319
shares
|
$535,167
0.05% of portfolio
|
Q1 2022
Reduced 1.53%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
4,317
shares
|
$534,919
0.55% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
4,310
shares
|
$534,052
0.1% of portfolio
|
Q3 2025
Added 23.39%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
4,306
shares
|
$533,556
0.15% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
4,305
shares
|
$533,432
0.25% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
4,304
shares
|
$533,308
0.02% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,303
shares
|
$533,184
0.02% of portfolio
|
Q3 2022
Added 0.02%
|