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 2,174 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 $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
219,196
shares
|
$26.5 Million
1.15% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
218,195
shares
|
$26.4 Million
9.48% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
216,582
shares
|
$26.2 Million
0.2% of portfolio
|
Q3 2025
Added 23.03%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
215,956
shares
|
$26.1 Million
2.89% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
214,460
shares
|
$26 Million
3.1% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
214,369
shares
|
$25.9 Million
0.82% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
210,897
shares
|
$25.5 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
210,875
shares
|
$25.5 Million
3.28% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
210,597
shares
|
$25.5 Million
3.48% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$25.2 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
206,238
shares
|
$25 Million
2.7% of portfolio
|
Q3 2025
Reduced 21.14%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
203,848
shares
|
$24.7 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
203,616
shares
|
$24.6 Million
2.22% of portfolio
|
Q3 2025
Reduced 21.11%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
203,395
shares
|
$24.6 Million
0.34% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
200,577
shares
|
$24.3 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
195,954
shares
|
$23.7 Million
3.98% of portfolio
|
Q3 2025
Reduced 16.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
193,833
shares
|
$23.5 Million
0.75% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
192,037
shares
|
$23.2 Million
5.83% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
191,184
shares
|
$23.1 Million
5.27% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
190,149
shares
|
$23 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
189,768
shares
|
$23 Million
3.53% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
188,362
shares
|
$22.8 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
188,352
shares
|
$22.8 Million
4.62% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
186,955
shares
|
$22.6 Million
1.76% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
186,954
shares
|
$22.6 Million
7.53% of portfolio
|
Q3 2025
Added 2.26%
|
|