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 |
|---|---|---|---|---|---|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
4,135
shares
|
$450,590
0.14% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
4,133
shares
|
$450,373
0.2% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
4,131
shares
|
$450,155
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,107
shares
|
$447,539
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,089
shares
|
$445,578
0.07% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
4,087
shares
|
$445,360
0.02% of portfolio
|
Q1 2025
Added 71.0%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,080
shares
|
$444,597
0.66% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
4,069
shares
|
$443,398
0.13% of portfolio
|
Q2 2025
Reduced 68.99%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
4,068
shares
|
$443,289
0.29% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
4,059
shares
|
$442,309
0.17% of portfolio
|
Q3 2024
Added 24.17%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
4,047
shares
|
$441,001
0.13% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
4,031
shares
|
$439,258
0.06% of portfolio
|
Q3 2024
Added 44.95%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
4,015
shares
|
$437,514
0.26% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
4,008
shares
|
$436,751
0.21% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,986
shares
|
$434,354
0.43% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,972
shares
|
$432,828
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
3,964
shares
|
$431,957
0.16% of portfolio
|
Q1 2023
Reduced 5.95%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,963
shares
|
$431,848
0.08% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
3,960
shares
|
$431,521
0.01% of portfolio
|
Q4 2024
Reduced 7.72%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
3,958
shares
|
$431,303
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
3,935
shares
|
$428,796
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
3,920
shares
|
$427,162
0.18% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
3,920
shares
|
$427,162
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
3,918
shares
|
$426,944
0.0% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,916
shares
|
$426,726
0.02% of portfolio
|
Q1 2025
Added 0.88%
|