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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,185
shares
|
$385,512
0.05% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
3,185
shares
|
$385,512
0.04% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
3,180
shares
|
$384,907
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,176
shares
|
$384,423
0.17% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,172
shares
|
$383,938
0.03% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
3,164
shares
|
$382,970
0.07% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
3,161
shares
|
$382,607
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
3,161
shares
|
$382,607
0.17% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
3,153
shares
|
$381,639
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
3,133
shares
|
$379,218
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
3,131
shares
|
$378,976
0.16% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
3,124
shares
|
$378,128
0.11% of portfolio
|
Q3 2025
Reduced 77.64%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
3,123
shares
|
$378,007
0.13% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
3,122
shares
|
$377,886
0.03% of portfolio
|
Q3 2025
Added 32.29%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
3,119
shares
|
$377,523
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Core Wealth Management, Inc.
Jupiter, FL |
Oct 23, 2025 Q3 2025 |
3,099
shares
|
$375,102
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
3,093
shares
|
$374,376
0.03% of portfolio
|
Q3 2025
Reduced 41.03%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
3,044
shares
|
$368,445
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
Oct 29, 2025 Q3 2025 |
3,024
shares
|
$366,024
0.43% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,022
shares
|
$365,782
0.1% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
3,021
shares
|
$365,661
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
3,021
shares
|
$365,661
0.03% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,015
shares
|
$364,935
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
3,009
shares
|
$364,209
0.13% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
3,002
shares
|
$363,362
0.04% of portfolio
|
Q3 2025
Added 17.82%
|