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 2,057 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $47.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,352
shares
|
$378,608
0.02% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
3,348
shares
|
$378,156
0.08% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
3,339
shares
|
$377,140
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,333
shares
|
$376,462
0.1% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
3,330
shares
|
$376,123
0.2% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
3,322
shares
|
$375,219
0.09% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
3,315
shares
|
$374,429
0.04% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
3,305
shares
|
$373,299
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,301
shares
|
$372,847
0.04% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,301
shares
|
$372,847
0.03% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,301
shares
|
$372,847
0.1% of portfolio
|
Q2 2025
Reduced 35.22%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
3,288
shares
|
$371,379
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,280
shares
|
$370,476
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
3,277
shares
|
$370,137
0.05% of portfolio
|
Q1 2025
Reduced 50.58%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,275
shares
|
$369,911
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
3,270
shares
|
$369,346
0.02% of portfolio
|
Q2 2024
Added 24.81%
|
|
|
Freedom Day Solutions, LLC
|
Jul 24, 2025 Q2 2025 |
3,265
shares
|
$368,781
0.09% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
3,264
shares
|
$368,668
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,251
shares
|
$367,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
3,248
shares
|
$366,861
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
3,246
shares
|
$366,635
0.04% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
3,240
shares
|
$365,958
0.22% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,237
shares
|
$365,619
0.29% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Apr 28, 2025 Q1 2025 |
3,237
shares
|
$365,619
0.4% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
3,236
shares
|
$365,506
0.11% of portfolio
|
Q1 2025
Reduced 2.12%
|