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 |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
2,781
shares
|
$344,593
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,781
shares
|
$344,593
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,779
shares
|
$344,345
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
2,779
shares
|
$344,345
0.21% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,777
shares
|
$344,098
0.0% of portfolio
|
Q2 2025
Reduced 81.58%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
2,775
shares
|
$343,850
0.2% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,760
shares
|
$341,991
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
2,752
shares
|
$341,000
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
2,750
shares
|
$340,752
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Aug 11, 2025 Q2 2025 |
2,741
shares
|
$339,637
0.13% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,740
shares
|
$339,513
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,735
shares
|
$338,893
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,730
shares
|
$338,274
0.1% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,724
shares
|
$337,530
0.16% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,724
shares
|
$337,530
0.05% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
2,718
shares
|
$336,787
0.04% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,707
shares
|
$335,424
0.02% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,702
shares
|
$334,804
0.12% of portfolio
|
Q2 2022
Reduced 82.21%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
2,695
shares
|
$333,937
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,691
shares
|
$333,441
0.06% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,689
shares
|
$333,193
0.14% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,688
shares
|
$333,070
0.06% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,682
shares
|
$332,326
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
2,676
shares
|
$331,583
0.06% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
2,672
shares
|
$331,087
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|