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 |
|---|---|---|---|---|---|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
4,031
shares
|
$489,927
0.06% of portfolio
|
Q3 2024
Added 44.95%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,008
shares
|
$487,132
0.23% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
3,993
shares
|
$485,309
0.12% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
3,986
shares
|
$484,458
0.62% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
3,986
shares
|
$484,458
0.37% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,972
shares
|
$482,756
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
3,964
shares
|
$481,784
0.11% of portfolio
|
Q1 2023
Reduced 5.95%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,963
shares
|
$481,663
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,950
shares
|
$480,083
0.02% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,946
shares
|
$479,596
0.06% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,944
shares
|
$479,353
0.08% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
3,922
shares
|
$476,679
0.03% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
3,920
shares
|
$476,436
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,913
shares
|
$475,586
0.14% of portfolio
|
Q3 2025
Reduced 19.19%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
3,909
shares
|
$475,099
0.1% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,897
shares
|
$473,641
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
3,866
shares
|
$469,873
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,864
shares
|
$469,630
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
3,864
shares
|
$469,630
0.15% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,863
shares
|
$469,509
0.11% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
3,859
shares
|
$469,022
0.12% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
3,833
shares
|
$465,862
0.11% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
3,830
shares
|
$465,498
0.28% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,816
shares
|
$463,796
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,814
shares
|
$463,553
0.34% of portfolio
|
Q2 2024
Reduced 1.7%
|