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 |
|---|---|---|---|---|---|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
2,408
shares
|
$298,375
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
2,406
shares
|
$298,127
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
2,404
shares
|
$297,879
0.04% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,402
shares
|
$297,631
0.06% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
2,400
shares
|
$297,384
0.02% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$297,384
0.07% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,394
shares
|
$296,640
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
2,366
shares
|
$293,171
0.16% of portfolio
|
Q3 2025
Reduced 28.95%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,364
shares
|
$292,923
0.2% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,361
shares
|
$292,551
0.07% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,360
shares
|
$292,427
0.04% of portfolio
|
Q1 2025
Added 21.65%
|
|
|
Crew Capital Management, Ltd.
|
Oct 27, 2025 Q3 2025 |
2,348
shares
|
$290,940
0.22% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
2,346
shares
|
$290,692
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,341
shares
|
$290,073
0.02% of portfolio
|
Q2 2025
Added 42.48%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
2,341
shares
|
$290,073
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
2,337
shares
|
$289,577
0.22% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Buttonwood Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
2,324
shares
|
$287,966
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,324
shares
|
$287,966
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
2,321
shares
|
$287,595
0.13% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
2,316
shares
|
$286,975
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
2,304
shares
|
$285,488
0.19% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
2,300
shares
|
$284,993
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,296
shares
|
$284,497
0.11% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,294
shares
|
$284,249
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
2,292
shares
|
$284,001
0.06% of portfolio
|
Q3 2024
Reduced 3.7%
|