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 |
|---|---|---|---|---|---|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
3,382
shares
|
$419,063
0.24% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
3,373
shares
|
$417,948
0.55% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
3,366
shares
|
$417,081
0.07% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
3,365
shares
|
$416,957
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,363
shares
|
$416,709
0.02% of portfolio
|
Q3 2025
Added 695.04%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
3,360
shares
|
$416,337
0.16% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
3,352
shares
|
$415,346
0.02% of portfolio
|
Q3 2023
Reduced 4.06%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
3,342
shares
|
$414,107
0.14% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
3,332
shares
|
$412,868
0.08% of portfolio
|
Q3 2025
Added 18.96%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
3,305
shares
|
$409,522
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,301
shares
|
$409,026
0.1% of portfolio
|
Q2 2025
Reduced 35.22%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
3,288
shares
|
$407,416
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,286
shares
|
$407,168
0.04% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
3,276
shares
|
$405,929
0.14% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,275
shares
|
$405,805
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
3,270
shares
|
$405,185
0.02% of portfolio
|
Q2 2024
Added 24.81%
|
|
|
Freedom Day Solutions, LLC
|
Oct 24, 2025 Q3 2025 |
3,264
shares
|
$404,442
0.11% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
3,264
shares
|
$404,442
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
3,263
shares
|
$404,318
0.07% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,251
shares
|
$402,831
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,250
shares
|
$402,707
0.22% of portfolio
|
Q3 2025
Added 54.76%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
3,248
shares
|
$402,459
0.26% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3,243
shares
|
$401,840
0.07% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
3,239
shares
|
$401,344
0.04% of portfolio
|
Q3 2025
Reduced 27.2%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
3,238
shares
|
$401,220
0.29% of portfolio
|
Q3 2025
Added 0.03%
|