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 2,087 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 $48.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
1,082,937
shares
|
$124 Million
5.25% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,052,213
shares
|
$121 Million
0.75% of portfolio
|
Q1 2025
Reduced 12.59%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
1,019,483
shares
|
$117 Million
6.92% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,005,071
shares
|
$115 Million
1.86% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
985,456
shares
|
$113 Million
0.43% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
958,227
shares
|
$110 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
914,023
shares
|
$105 Million
0.18% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$101 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
869,187
shares
|
$99.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 34.12%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
859,735
shares
|
$98.6 Million
13.51% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
773,788
shares
|
$88.8 Million
0.32% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
770,011
shares
|
$88.3 Million
0.1% of portfolio
|
Q2 2025
Added 11334.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
763,497
shares
|
$87.6 Million
0.68% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
748,838
shares
|
$85.9 Million
6.38% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
744,016
shares
|
$85.4 Million
1.94% of portfolio
|
Q2 2025
Added 104.42%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
733,202
shares
|
$84.1 Million
3.3% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
731,049
shares
|
$83.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
727,471
shares
|
$83.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
720,950
shares
|
$82.7 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
710,137
shares
|
$81.5 Million
0.41% of portfolio
|
Q2 2025
Added 11.94%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
703,346
shares
|
$80.7 Million
7.63% of portfolio
|
Q2 2025
Added 100.18%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
691,656
shares
|
$79.4 Million
0.44% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
679,544
shares
|
$78 Million
0.51% of portfolio
|
Q2 2025
Added 487.92%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
666,017
shares
|
$76.4 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
663,805
shares
|
$76.2 Million
0.17% of portfolio
|
Q2 2025
Added 1.99%
|