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 2,079 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 $48.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
1,019,483
shares
|
$117 Million
6.92% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,005,071
shares
|
$115 Million
1.86% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
984,972
shares
|
$113 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
958,227
shares
|
$110 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
907,341
shares
|
$104 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
881,122
shares
|
$101 Million
9.93% of portfolio
|
Q1 2023
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
859,735
shares
|
$98.6 Million
13.51% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Advocacy Wealth Management Services, LLC
|
May 06, 2025 Q1 2025 |
805,022
shares
|
$92.4 Million
6.27% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
773,788
shares
|
$88.8 Million
0.32% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
770,011
shares
|
$88.3 Million
0.1% of portfolio
|
Q2 2025
Added 11334.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
763,497
shares
|
$87.6 Million
0.68% of portfolio
|
Q2 2025
Added 44.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
744,016
shares
|
$85.4 Million
1.94% of portfolio
|
Q2 2025
Added 104.42%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
734,740
shares
|
$84.3 Million
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
733,202
shares
|
$84.1 Million
3.3% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
727,471
shares
|
$83.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
720,950
shares
|
$82.7 Million
1.0% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
691,656
shares
|
$79.4 Million
0.44% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
686,231
shares
|
$78.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 36.83%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
666,017
shares
|
$76.4 Million
0.62% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
663,805
shares
|
$76.2 Million
0.2% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
660,026
shares
|
$75.7 Million
7.26% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
649,125
shares
|
$74.5 Million
11.33% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
641,855
shares
|
$73.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Stegner Investment Associates Inc.
|
Jul 28, 2025 Q2 2025 |
635,921
shares
|
$73 Million
42.9% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
634,418
shares
|
$72.8 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.64%
|