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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$53.4 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
451,445
shares
|
$51.8 Million
0.56% of portfolio
|
Q2 2025
Added 10.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
445,816
shares
|
$51.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
442,922
shares
|
$50.8 Million
0.58% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
437,502
shares
|
$50.2 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
427,873
shares
|
$49.1 Million
1.48% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
424,013
shares
|
$48.6 Million
1.03% of portfolio
|
Q4 2023
Added 2.51%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
423,504
shares
|
$48.6 Million
3.5% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
419,087
shares
|
$48.1 Million
12.57% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
409,110
shares
|
$46.9 Million
5.73% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
391,480
shares
|
$44.9 Million
7.99% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
389,746
shares
|
$44.7 Million
14.92% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
389,297
shares
|
$44.7 Million
2.05% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
384,442
shares
|
$44.1 Million
0.8% of portfolio
|
Q2 2025
Added 14.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
378,309
shares
|
$43.4 Million
0.61% of portfolio
|
Q3 2022
Added 52.06%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
377,513
shares
|
$43.3 Million
15.44% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
371,664
shares
|
$42.6 Million
20.18% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
370,567
shares
|
$42.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
364,405
shares
|
$41.8 Million
5.84% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
363,453
shares
|
$41.7 Million
27.87% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
362,641
shares
|
$41.6 Million
0.58% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
346,573
shares
|
$39.8 Million
0.31% of portfolio
|
Q2 2025
Added 61.55%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
343,062
shares
|
$39.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
341,514
shares
|
$39.2 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
341,181
shares
|
$39.1 Million
0.33% of portfolio
|
Q2 2025
Added 0.66%
|