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 2,062 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 $47.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
3,234
shares
|
$365,280
0.04% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
3,230
shares
|
$364,828
0.51% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
3,218
shares
|
$363,473
0.12% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
3,209
shares
|
$362,456
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
3,200
shares
|
$361,440
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
3,196
shares
|
$360,988
0.05% of portfolio
|
Q4 2022
Reduced 39.65%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,188
shares
|
$360,084
0.01% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
3,186
shares
|
$359,858
0.12% of portfolio
|
Q4 2022
Reduced 0.03%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
3,180
shares
|
$359,181
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
3,173
shares
|
$358,390
0.17% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
3,167
shares
|
$357,712
0.04% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
3,164
shares
|
$357,373
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
3,152
shares
|
$356,018
0.03% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
3,152
shares
|
$356,018
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
3,130
shares
|
$353,533
0.07% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,129
shares
|
$353,420
0.16% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
3,126
shares
|
$353,081
0.13% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
3,120
shares
|
$352,404
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
3,119
shares
|
$352,291
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
3,117
shares
|
$352,065
0.16% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Apr 29, 2025 Q1 2025 |
3,099
shares
|
$350,032
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
3,070
shares
|
$346,756
0.05% of portfolio
|
Q4 2024
New holding
|