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 2,165 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 |
|---|---|---|---|---|---|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,682
shares
|
$324,629
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2025 Q3 2025 |
2,676
shares
|
$323,903
0.06% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
2,672
shares
|
$323,418
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
2,669
shares
|
$323,055
0.06% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
2,656
shares
|
$321,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,650
shares
|
$320,756
0.04% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,650
shares
|
$320,756
0.17% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,646
shares
|
$320,271
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,644
shares
|
$320,029
0.14% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,641
shares
|
$319,666
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,638
shares
|
$319,303
0.02% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
2,624
shares
|
$317,608
0.27% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,621
shares
|
$317,245
0.03% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
2,620
shares
|
$317,124
0.09% of portfolio
|
Q3 2025
Reduced 35.61%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 12, 2025 Q3 2025 |
2,620
shares
|
$317,124
0.02% of portfolio
|
Q3 2025
Reduced 19.88%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
2,619
shares
|
$317,003
0.07% of portfolio
|
Q4 2024
Reduced 12.29%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
2,616
shares
|
$316,640
0.21% of portfolio
|
Q1 2024
Reduced 34.3%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
2,612
shares
|
$316,156
0.03% of portfolio
|
Q3 2025
Added 8.56%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
2,603
shares
|
$315,067
0.04% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
2,591
shares
|
$313,614
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
2,586
shares
|
$313,009
0.28% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Harbor Group, Inc.
|
Oct 14, 2025 Q3 2025 |
2,584
shares
|
$312,767
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,574
shares
|
$311,556
0.1% of portfolio
|
Q2 2025
Added 18.84%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
2,572
shares
|
$311,314
0.2% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
2,567
shares
|
$310,709
0.1% of portfolio
|
Q2 2025
New holding
|