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 |
|---|---|---|---|---|---|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,678
shares
|
$203,105
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
1,675
shares
|
$202,742
0.01% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
1,670
shares
|
$202,136
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
1,668
shares
|
$201,894
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,664
shares
|
$201,410
0.02% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,631
shares
|
$197,416
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,615
shares
|
$195,479
0.02% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,586
shares
|
$191,969
0.13% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,584
shares
|
$191,727
0.02% of portfolio
|
Q3 2025
Added 20.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,548
shares
|
$187,369
0.02% of portfolio
|
Q3 2025
Reduced 31.96%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,536
shares
|
$185,917
0.05% of portfolio
|
Q4 2023
Reduced 20.04%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
1,530
shares
|
$185,191
0.04% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,527
shares
|
$184,828
0.02% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,524
shares
|
$184,464
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
1,453
shares
|
$175,871
0.05% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,427
shares
|
$172,724
0.04% of portfolio
|
Q4 2023
Reduced 6.55%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,410
shares
|
$170,666
0.0% of portfolio
|
Q3 2025
Added 76.25%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
1,375
shares
|
$166,430
0.01% of portfolio
|
Q3 2025
Reduced 38.78%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,350
shares
|
$163,404
0.06% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,348
shares
|
$163,161
0.04% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
1,348
shares
|
$163,161
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,336
shares
|
$161,709
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,329
shares
|
$160,862
0.03% of portfolio
|
Q2 2024
Reduced 6.93%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
1,326
shares
|
$160,499
0.04% of portfolio
|
Q1 2023
Reduced 19.15%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
1,316
shares
|
$159,288
0.07% of portfolio
|
Q2 2024
Added 0.08%
|