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 2,162 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 |
|---|---|---|---|---|---|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
3,859
shares
|
$478,168
0.12% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
3,833
shares
|
$474,947
0.11% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
3,830
shares
|
$474,575
0.28% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,816
shares
|
$472,840
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
3,800
shares
|
$470,858
0.12% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
3,750
shares
|
$464,662
0.1% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
3,736
shares
|
$462,927
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,732
shares
|
$462,432
0.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,728
shares
|
$461,936
0.1% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
3,727
shares
|
$461,812
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,725
shares
|
$461,564
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,705
shares
|
$459,086
0.03% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
3,697
shares
|
$458,095
0.13% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,697
shares
|
$458,095
0.06% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
3,682
shares
|
$456,236
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,673
shares
|
$455,121
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
3,666
shares
|
$454,254
0.14% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$450,536
0.13% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
3,634
shares
|
$450,288
0.13% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
3,632
shares
|
$450,041
0.17% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
3,629
shares
|
$449,669
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,624
shares
|
$449,049
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,621
shares
|
$448,678
0.34% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
3,619
shares
|
$448,430
0.05% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,615
shares
|
$447,934
0.16% of portfolio
|
Q3 2025
Added 10.15%
|