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 2,176 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
802
shares
|
$97,074
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
800
shares
|
$96,832
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
772
shares
|
$93,442
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
770
shares
|
$93,200
0.07% of portfolio
|
Q3 2025
Added 940.54%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
751
shares
|
$90,901
0.0% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
736
shares
|
$89,085
0.05% of portfolio
|
Q3 2025
Reduced 20.52%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
728
shares
|
$88,117
0.03% of portfolio
|
Q3 2024
Reduced 42.99%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
725
shares
|
$87,754
0.06% of portfolio
|
Q4 2025
Reduced 3.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
720
shares
|
$87,148
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
708
shares
|
$85,696
0.02% of portfolio
|
Q3 2025
Reduced 12.27%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
704
shares
|
$85,212
0.07% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
700
shares
|
$84,728
0.02% of portfolio
|
Q2 2021
Added 300.0%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
682
shares
|
$82,549
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
668
shares
|
$80,854
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
664
shares
|
$80,370
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
642
shares
|
$77,707
0.04% of portfolio
|
Q1 2025
Reduced 73.44%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
640
shares
|
$77,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
630
shares
|
$76,255
0.01% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
628
shares
|
$76,013
0.0% of portfolio
|
Q4 2025
Added 14.18%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
625
shares
|
$75,650
0.01% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
613
shares
|
$74,197
0.01% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
600
shares
|
$72,624
0.03% of portfolio
|
Q2 2023
Reduced 51.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
585
shares
|
$70,808
0.05% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
581
shares
|
$70,324
0.06% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
579
shares
|
$70,082
0.04% of portfolio
|
Q1 2024
Added 0.17%
|
|