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 2,160 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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
2,506
shares
|
$310,518
0.01% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,500
shares
|
$309,775
0.1% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
2,500
shares
|
$309,775
0.17% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
2,499
shares
|
$309,651
0.04% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
2,496
shares
|
$309,279
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
2,488
shares
|
$308,288
0.21% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,485
shares
|
$307,916
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,484
shares
|
$307,792
0.03% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,482
shares
|
$307,544
0.06% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
2,480
shares
|
$307,296
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,476
shares
|
$306,801
0.01% of portfolio
|
Q3 2025
Added 27.89%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
2,476
shares
|
$306,801
0.16% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2025 Q3 2025 |
2,474
shares
|
$306,553
0.13% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,473
shares
|
$306,429
0.07% of portfolio
|
Q1 2025
Added 35.1%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
2,472
shares
|
$306,305
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,451
shares
|
$303,703
0.02% of portfolio
|
Q2 2025
Reduced 35.97%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
2,436
shares
|
$301,844
0.16% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
2,431
shares
|
$301,225
0.02% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,428
shares
|
$300,853
0.1% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,427
shares
|
$300,729
0.04% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
2,427
shares
|
$300,729
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
2,423
shares
|
$300,233
0.13% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,420
shares
|
$299,862
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
2,412
shares
|
$298,870
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,411
shares
|
$298,747
0.17% of portfolio
|
Q3 2024
Reduced 9.87%
|