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 |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
248,802
shares
|
$28.5 Million
3.76% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
248,604
shares
|
$28.5 Million
0.04% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
248,295
shares
|
$28.5 Million
1.11% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
248,054
shares
|
$28.5 Million
8.55% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$28.5 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
245,528
shares
|
$28.2 Million
1.58% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
244,848
shares
|
$28.1 Million
2.57% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
244,432
shares
|
$28 Million
0.66% of portfolio
|
Q2 2025
Added 644.06%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
244,403
shares
|
$28 Million
5.14% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
243,373
shares
|
$27.9 Million
22.81% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
241,400
shares
|
$27.7 Million
0.02% of portfolio
|
Q2 2025
Added 47.34%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
241,360
shares
|
$27.7 Million
0.69% of portfolio
|
Q2 2025
Added 32.05%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
240,326
shares
|
$27.6 Million
0.81% of portfolio
|
Q2 2025
Added 572.22%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$27.3 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
237,536
shares
|
$27.3 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
234,140
shares
|
$26.9 Million
4.03% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
232,067
shares
|
$26.6 Million
7.99% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
230,405
shares
|
$26.4 Million
0.3% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
228,798
shares
|
$26.2 Million
2.14% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
228,782
shares
|
$26.2 Million
1.38% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
228,650
shares
|
$26.2 Million
0.38% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
228,223
shares
|
$26.2 Million
16.21% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
225,622
shares
|
$25.9 Million
3.24% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
224,702
shares
|
$25.8 Million
0.81% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
222,982
shares
|
$25.6 Million
2.91% of portfolio
|
Q2 2025
Added 15.4%
|