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 2,174 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
274,693
shares
|
$33.2 Million
3.13% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
274,300
shares
|
$33.2 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
273,381
shares
|
$33.1 Million
0.7% of portfolio
|
Q3 2025
Added 231.73%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
272,896
shares
|
$33 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
269,798
shares
|
$32.7 Million
4.89% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
268,762
shares
|
$32.5 Million
1.3% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
266,579
shares
|
$32.3 Million
0.94% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
266,104
shares
|
$32.2 Million
2.25% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
264,132
shares
|
$32 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$31.9 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
261,916
shares
|
$31.7 Million
0.78% of portfolio
|
Q3 2025
Added 286.85%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
260,728
shares
|
$31.6 Million
0.59% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
260,217
shares
|
$31.5 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
260,000
shares
|
$31.5 Million
1.81% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
259,139
shares
|
$31.4 Million
1.47% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
258,036
shares
|
$31.2 Million
4.32% of portfolio
|
Q3 2025
Added 56.62%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
257,637
shares
|
$31.2 Million
4.6% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
256,954
shares
|
$31.1 Million
8.59% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
256,883
shares
|
$31.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 50.15%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
255,391
shares
|
$30.9 Million
13.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
254,846
shares
|
$30.8 Million
6.44% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
254,480
shares
|
$30.8 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
253,769
shares
|
$30.7 Million
0.72% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
253,099
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
252,239
shares
|
$30.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.87%
|
|