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 2,137 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 $50.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
226,720
shares
|
$27.2 Million
7.7% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
225,622
shares
|
$27 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
224,702
shares
|
$26.9 Million
0.81% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
224,389
shares
|
$26.9 Million
0.38% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
222,982
shares
|
$26.7 Million
2.91% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
222,709
shares
|
$26.7 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
221,825
shares
|
$26.6 Million
9.51% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
221,708
shares
|
$26.6 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
221,662
shares
|
$26.5 Million
0.89% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
212,095
shares
|
$25.4 Million
3.47% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Oct 28, 2025 Q3 2025 |
210,897
shares
|
$25.3 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
210,875
shares
|
$25.3 Million
3.28% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$24.9 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
203,848
shares
|
$24.4 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
203,395
shares
|
$24.4 Million
0.34% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
200,577
shares
|
$24 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
193,825
shares
|
$23.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
193,687
shares
|
$23.2 Million
1.09% of portfolio
|
Q2 2025
Added 1093.98%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
192,037
shares
|
$23 Million
5.83% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
191,498
shares
|
$22.9 Million
3.51% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
191,184
shares
|
$22.9 Million
5.27% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
190,149
shares
|
$22.8 Million
0.67% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
188,362
shares
|
$22.6 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
186,360
shares
|
$22.3 Million
18.3% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$22.3 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|