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 |
|---|---|---|---|---|---|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$440,101
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
|
$439,859
0.13% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
3,632
shares
|
$439,617
0.17% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$439,254
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,624
shares
|
$438,648
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
3,624
shares
|
$438,648
0.03% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,621
shares
|
$438,285
0.34% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
3,619
shares
|
$438,043
0.05% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,615
shares
|
$437,559
0.16% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,604
shares
|
$436,228
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
3,595
shares
|
$435,138
0.08% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,586
shares
|
$434,049
0.0% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
3,585
shares
|
$433,928
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
3,562
shares
|
$431,144
0.03% of portfolio
|
Q3 2025
Added 74.52%
|
|
|
Keystone Financial Group
|
Nov 14, 2025 Q3 2025 |
3,562
shares
|
$431,144
0.04% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
3,562
shares
|
$431,144
0.16% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
3,536
shares
|
$427,997
0.06% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Nov 05, 2025 Q3 2025 |
3,530
shares
|
$427,271
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
3,525
shares
|
$426,666
0.04% of portfolio
|
Q2 2023
Reduced 15.02%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,522
shares
|
$426,302
0.11% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
3,511
shares
|
$424,971
0.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,505
shares
|
$424,245
0.2% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,493
shares
|
$422,792
0.11% of portfolio
|
Q3 2025
Reduced 82.83%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,492
shares
|
$422,671
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,482
shares
|
$421,461
0.02% of portfolio
|
Q1 2025
Reduced 39.78%
|