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 2,142 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
254,480
shares
|
$30.5 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
253,769
shares
|
$30.4 Million
0.72% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
252,044
shares
|
$30.2 Million
6.62% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
251,223
shares
|
$30.1 Million
3.6% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
251,213
shares
|
$30.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
248,839
shares
|
$29.8 Million
5.24% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
248,802
shares
|
$29.8 Million
3.76% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
248,604
shares
|
$29.8 Million
0.04% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
248,054
shares
|
$29.7 Million
8.55% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$29.7 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
246,145
shares
|
$29.5 Million
2.65% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
245,528
shares
|
$29.4 Million
1.58% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
245,036
shares
|
$29.3 Million
0.67% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
244,432
shares
|
$29.3 Million
0.66% of portfolio
|
Q2 2025
Added 644.06%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
244,213
shares
|
$29.2 Million
1.47% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
241,400
shares
|
$28.9 Million
0.02% of portfolio
|
Q2 2025
Added 47.34%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Oct 14, 2025 Q3 2025 |
241,164
shares
|
$28.9 Million
23.14% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
240,326
shares
|
$28.8 Million
0.81% of portfolio
|
Q2 2025
Added 572.22%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$28.5 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
236,000
shares
|
$28.3 Million
5.14% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
235,085
shares
|
$28.2 Million
0.29% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
234,140
shares
|
$28 Million
4.03% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
228,798
shares
|
$27.4 Million
2.14% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
228,782
shares
|
$27.4 Million
1.38% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
228,650
shares
|
$27.4 Million
0.38% of portfolio
|
Q2 2025
Added 1.67%
|