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 2,137 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
283,078
shares
|
$33.9 Million
0.67% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
279,896
shares
|
$33.5 Million
6.23% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
279,731
shares
|
$33.5 Million
0.33% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
275,124
shares
|
$32.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
274,726
shares
|
$32.9 Million
3.16% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
274,300
shares
|
$32.9 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
272,896
shares
|
$32.7 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
270,156
shares
|
$32.4 Million
3.3% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
268,762
shares
|
$32.2 Million
1.3% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
266,745
shares
|
$31.9 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
266,104
shares
|
$31.9 Million
2.25% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
264,132
shares
|
$31.6 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
First Hawaiian Bank
|
Oct 02, 2025 Q3 2025 |
263,928
shares
|
$31.6 Million
4.15% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$31.5 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
263,075
shares
|
$31.5 Million
4.51% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
261,916
shares
|
$31.4 Million
0.78% of portfolio
|
Q3 2025
Added 286.85%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
261,512
shares
|
$31.3 Million
3.45% of portfolio
|
Q2 2025
Reduced 76.97%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
260,728
shares
|
$31.2 Million
0.59% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
260,000
shares
|
$31.1 Million
1.81% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
259,385
shares
|
$31.1 Million
3.69% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
259,097
shares
|
$31 Million
0.95% of portfolio
|
Q2 2025
Added 30.52%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
258,099
shares
|
$30.9 Million
2.81% of portfolio
|
Q2 2025
Added 48.04%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
257,637
shares
|
$30.9 Million
4.6% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
256,954
shares
|
$30.8 Million
8.59% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
255,391
shares
|
$30.6 Million
13.01% of portfolio
|
Q3 2025
Added 1.92%
|