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 2,162 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 |
|---|---|---|---|---|---|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
2,973
shares
|
$368,384
0.1% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
2,971
shares
|
$368,136
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
2,967
shares
|
$367,640
0.06% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
2,965
shares
|
$367,393
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
2,961
shares
|
$366,897
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,934
shares
|
$363,551
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,925
shares
|
$362,436
0.02% of portfolio
|
Q2 2025
Added 16.81%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
2,909
shares
|
$360,454
0.06% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
2,906
shares
|
$360,082
0.11% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,901
shares
|
$359,462
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
2,898
shares
|
$359,091
0.12% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,890
shares
|
$358,099
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
2,883
shares
|
$357,232
0.04% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
2,882
shares
|
$357,108
0.13% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
2,880
shares
|
$356,860
0.05% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
2,867
shares
|
$355,249
0.23% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,851
shares
|
$353,267
0.04% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Oct 22, 2025 Q3 2025 |
2,844
shares
|
$352,400
0.04% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
2,843
shares
|
$352,276
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
2,838
shares
|
$351,656
0.23% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 20, 2025 Q3 2025 |
2,835
shares
|
$351,284
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
2,828
shares
|
$350,417
0.06% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
2,827
shares
|
$350,293
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
2,810
shares
|
$348,187
0.07% of portfolio
|
Q2 2025
Reduced 19.9%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,790
shares
|
$345,708
0.04% of portfolio
|
Q2 2025
Reduced 8.88%
|