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 2,051 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 $47.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$27,995
0.02% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
234
shares
|
$26,203
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
234
shares
|
$26,203
0.01% of portfolio
|
Q4 2024
Reduced 51.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
231
shares
|
$25,867
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
227
shares
|
$25,419
0.0% of portfolio
|
Q4 2024
Reduced 25.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
220
shares
|
$24,635
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
220
shares
|
$24,635
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$24,523
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
201
shares
|
$22,507
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
200
shares
|
$22,396
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$21,612
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
190
shares
|
$21,276
0.01% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$19,932
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
175
shares
|
$19,596
0.0% of portfolio
|
Q3 2024
Added 15.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
170
shares
|
$19,036
0.01% of portfolio
|
Q3 2024
Reduced 53.93%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
169
shares
|
$18,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
163
shares
|
$18,252
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
155
shares
|
$17,356
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
154
shares
|
$17,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
150
shares
|
$16,797
0.01% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
149
shares
|
$16,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
149
shares
|
$16,685
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
148
shares
|
$16,573
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
145
shares
|
$16,237
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
137
shares
|
$15,341
0.01% of portfolio
|
Q2 2025
Reduced 74.1%
|