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 |
|---|---|---|---|---|---|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Jul 22, 2025 Q2 2025 |
2,902
shares
|
$327,780
0.58% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,890
shares
|
$326,425
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
2,880
shares
|
$325,296
0.05% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,851
shares
|
$322,020
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
2,843
shares
|
$321,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
2,835
shares
|
$320,213
0.05% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
2,835
shares
|
$320,213
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
2,822
shares
|
$318,744
0.05% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,813
shares
|
$317,728
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
2,810
shares
|
$317,389
0.07% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
2,805
shares
|
$316,824
0.08% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Apr 15, 2025 Q1 2025 |
2,791
shares
|
$315,243
0.2% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
2,781
shares
|
$314,113
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,781
shares
|
$314,113
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
2,779
shares
|
$313,888
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
2,778
shares
|
$313,775
0.21% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
2,775
shares
|
$313,436
0.19% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
2,771
shares
|
$312,984
0.11% of portfolio
|
Q2 2025
Reduced 59.34%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
2,760
shares
|
$311,742
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
2,750
shares
|
$310,612
0.0% of portfolio
|
Q1 2025
Reduced 49.49%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,748
shares
|
$310,386
0.14% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
2,746
shares
|
$310,160
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
2,735
shares
|
$308,918
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
2,730
shares
|
$308,353
0.1% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
2,724
shares
|
$307,675
0.17% of portfolio
|
Q2 2025
Reduced 12.8%
|