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 2,174 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
96
shares
|
$11,619
0.0% of portfolio
|
Q3 2025
Reduced 99.12%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
95
shares
|
$11,498
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$10,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
88
shares
|
$10,651
0.0% of portfolio
|
Q1 2025
Reduced 48.54%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
88
shares
|
$10,651
0.0% of portfolio
|
Q1 2024
Reduced 71.97%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
87
shares
|
$10,530
0.01% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
83
shares
|
$10,046
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
82
shares
|
$9,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
82
shares
|
$9,925
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
81
shares
|
$9,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
81
shares
|
$9,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
80
shares
|
$9,683
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
77
shares
|
$9,320
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
76
shares
|
$9,199
0.0% of portfolio
|
Q2 2025
Reduced 48.99%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
73
shares
|
$8,835
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
71
shares
|
$8,593
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
65
shares
|
$7,867
0.01% of portfolio
|
Q2 2025
Added 96.97%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
65
shares
|
$7,867
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
63
shares
|
$7,625
0.0% of portfolio
|
Q3 2025
Reduced 99.37%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
63
shares
|
$7,625
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Nov 12, 2025 Q3 2025 |
59
shares
|
$7,141
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
53
shares
|
$6,415
0.01% of portfolio
|
Q3 2025
Reduced 99.09%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
49
shares
|
$5,930
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
49
shares
|
$5,930
0.0% of portfolio
|
Q4 2022
Reduced 96.84%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
46
shares
|
$5,567
0.0% of portfolio
|
Q3 2025
New holding
|
|