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 |
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
632,317
shares
|
$72.5 Million
0.98% of portfolio
|
Q2 2025
Reduced 7.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
615,606
shares
|
$70.6 Million
0.12% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
609,721
shares
|
$70 Million
3.73% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
601,141
shares
|
$69 Million
6.86% of portfolio
|
Q3 2024
Reduced 6.63%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
581,186
shares
|
$66.7 Million
12.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
581,067
shares
|
$66.7 Million
0.3% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
573,100
shares
|
$65.8 Million
11.01% of portfolio
|
Q2 2025
Reduced 56.44%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
572,153
shares
|
$65.6 Million
0.68% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
560,084
shares
|
$64.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
552,859
shares
|
$63.4 Million
14.17% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
551,761
shares
|
$63.3 Million
13.97% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
542,892
shares
|
$62.3 Million
15.42% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
536,675
shares
|
$61.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
532,183
shares
|
$61.1 Million
5.0% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
525,426
shares
|
$60.3 Million
0.61% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
520,000
shares
|
$59.7 Million
3.46% of portfolio
|
Q2 2025
Reduced 26.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
517,275
shares
|
$59.3 Million
4.04% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
509,834
shares
|
$58.5 Million
0.08% of portfolio
|
Q1 2025
Added 89.37%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
508,118
shares
|
$58.3 Million
5.04% of portfolio
|
Q1 2024
Added 10.98%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
506,561
shares
|
$58.1 Million
10.21% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
485,530
shares
|
$55.7 Million
0.65% of portfolio
|
Q2 2025
Reduced 64.53%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
478,525
shares
|
$54.9 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
476,097
shares
|
$54.6 Million
1.08% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
468,852
shares
|
$53.8 Million
1.54% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
465,413
shares
|
$53.4 Million
1.26% of portfolio
|
Q1 2023
Added 5.92%
|