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 |
|---|---|---|---|---|---|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
356
shares
|
$43,090
0.01% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
356
shares
|
$43,090
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
355
shares
|
$42,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
337
shares
|
$40,790
0.02% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
336
shares
|
$40,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
324
shares
|
$39,216
0.01% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
303
shares
|
$36,675
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
300
shares
|
$36,312
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Oct 16, 2025 Q3 2025 |
297
shares
|
$35,948
0.0% of portfolio
|
Q1 2025
Reduced 58.35%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
292
shares
|
$35,343
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
290
shares
|
$35,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
285
shares
|
$34,496
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
278
shares
|
$33,649
0.01% of portfolio
|
Q2 2025
Reduced 40.98%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
276
shares
|
$33,407
0.03% of portfolio
|
Q1 2024
Closed
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
270
shares
|
$32,680
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
265
shares
|
$32,075
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
257
shares
|
$31,107
0.01% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
257
shares
|
$31,107
0.0% of portfolio
|
Q3 2025
Added 484.09%
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
250
shares
|
$30,260
0.02% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
235
shares
|
$28,444
0.2% of portfolio
|
Q2 2025
Reduced 97.56%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
234
shares
|
$28,323
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
234
shares
|
$28,323
0.01% of portfolio
|
Q4 2024
Reduced 51.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
231
shares
|
$27,960
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
229
shares
|
$27,718
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
227
shares
|
$27,476
0.0% of portfolio
|
Q4 2024
Reduced 25.82%
|
|