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 2,165 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 |
|---|---|---|---|---|---|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
3,909
shares
|
$473,145
0.1% of portfolio
|
Q1 2025
Reduced 17.74%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,897
shares
|
$471,692
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
3,866
shares
|
$467,940
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
3,866
shares
|
$467,940
0.19% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
3,864
shares
|
$467,698
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
3,864
shares
|
$467,698
0.15% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,863
shares
|
$467,577
0.11% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
3,859
shares
|
$467,093
0.12% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
3,833
shares
|
$463,946
0.11% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
3,830
shares
|
$463,583
0.28% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,816
shares
|
$461,888
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
|
$459,952
0.12% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,763
shares
|
$455,473
0.06% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
3,750
shares
|
$453,900
0.1% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
3,736
shares
|
$452,205
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,732
shares
|
$451,721
0.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,728
shares
|
$451,237
0.1% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
3,727
shares
|
$451,116
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,725
shares
|
$450,874
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,705
shares
|
$448,453
0.03% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
3,697
shares
|
$447,484
0.13% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
3,689
shares
|
$446,516
1.02% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
3,682
shares
|
$445,669
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
3,673
shares
|
$444,579
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
3,666
shares
|
$443,732
0.14% of portfolio
|
Q2 2025
Reduced 0.95%
|