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 2,048 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 $46.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,396
shares
|
$479,032
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
May 07, 2025 Q1 2025 |
4,394
shares
|
$478,814
0.14% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
4,388
shares
|
$478,160
0.1% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,387
shares
|
$478,051
0.08% of portfolio
|
Q2 2025
Added 2093.5%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,372
shares
|
$476,416
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
4,366
shares
|
$475,763
0.03% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
4,341
shares
|
$473,038
0.16% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,319
shares
|
$470,641
0.05% of portfolio
|
Q1 2022
Reduced 1.53%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
4,307
shares
|
$469,333
0.03% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Jul 15, 2025 Q2 2025 |
4,307
shares
|
$469,333
0.34% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
4,305
shares
|
$469,115
0.24% of portfolio
|
Q1 2025
Reduced 12.23%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,303
shares
|
$468,897
0.02% of portfolio
|
Q3 2022
Added 0.02%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
4,277
shares
|
$466,064
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
4,277
shares
|
$466,064
0.17% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,276
shares
|
$465,955
0.13% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
4,229
shares
|
$460,834
0.07% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,228
shares
|
$460,725
0.38% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,204
shares
|
$458,109
0.05% of portfolio
|
Q2 2024
Added 50.3%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
4,203
shares
|
$458,000
0.07% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,193
shares
|
$456,911
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,191
shares
|
$456,693
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,175
shares
|
$454,949
0.17% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
4,172
shares
|
$454,622
0.21% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
4,170
shares
|
$454,404
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
4,137
shares
|
$450,808
0.0% of portfolio
|
Q1 2025
New holding
|