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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
1,284
shares
|
$155,415
0.09% of portfolio
|
Q3 2025
Added 10.5%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
1,278
shares
|
$154,689
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
1,257
shares
|
$152,147
0.07% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,195
shares
|
$144,642
0.03% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Insight Inv LLC
El Segundo, CA |
Oct 28, 2025 Q3 2025 |
1,195
shares
|
$144,642
0.09% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,180
shares
|
$142,827
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
1,174
shares
|
$142,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
1,168
shares
|
$141,374
0.03% of portfolio
|
Q3 2024
Reduced 43.11%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,150
shares
|
$139,196
0.05% of portfolio
|
Q2 2025
Added 80.25%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,092
shares
|
$132,175
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,085
shares
|
$131,328
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,076
shares
|
$130,239
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$128,665
0.07% of portfolio
|
Q2 2025
Reduced 99.09%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,053
shares
|
$127,455
0.01% of portfolio
|
Q4 2024
Added 40.21%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
1,044
shares
|
$126,365
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
1,032
shares
|
$124,913
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,031
shares
|
$124,792
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,031
shares
|
$124,792
0.05% of portfolio
|
Q1 2025
Reduced 27.29%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
1,028
shares
|
$124,429
0.09% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,027
shares
|
$124,308
0.04% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,008
shares
|
$122,008
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
996
shares
|
$120,555
0.05% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
965
shares
|
$116,803
0.0% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
960
shares
|
$116,198
0.01% of portfolio
|
Q3 2022
Added 1500.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
960
shares
|
$116,198
0.01% of portfolio
|
Q3 2022
Added 45.45%
|