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 |
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
334,529
shares
|
$38.4 Million
7.57% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
332,486
shares
|
$38.1 Million
0.88% of portfolio
|
Q2 2025
Reduced 53.71%
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
324,536
shares
|
$37.2 Million
8.4% of portfolio
|
Q2 2025
Reduced 56.57%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
323,169
shares
|
$37.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
322,954
shares
|
$37.1 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
322,406
shares
|
$37 Million
2.38% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
321,976
shares
|
$36.9 Million
5.23% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
321,034
shares
|
$36.8 Million
0.58% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
318,562
shares
|
$36.5 Million
0.33% of portfolio
|
Q3 2023
Reduced 3.26%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
314,771
shares
|
$36.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.42%
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
312,922
shares
|
$35.9 Million
6.41% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
310,985
shares
|
$35.7 Million
0.66% of portfolio
|
Q2 2025
Added 94.54%
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
305,691
shares
|
$35.1 Million
1.07% of portfolio
|
Q2 2025
Added 14.21%
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
302,048
shares
|
$34.7 Million
3.57% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
295,480
shares
|
$33.9 Million
0.13% of portfolio
|
Q2 2023
Reduced 97.99%
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
293,141
shares
|
$33.6 Million
6.25% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
292,831
shares
|
$33.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
292,743
shares
|
$33.6 Million
12.44% of portfolio
|
Q2 2025
Added 7.89%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
291,567
shares
|
$33.5 Million
0.45% of portfolio
|
Q2 2025
Added 1.14%
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
291,475
shares
|
$33.4 Million
1.69% of portfolio
|
Q1 2025
Added 39.66%
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
289,135
shares
|
$33.2 Million
6.5% of portfolio
|
Q1 2025
Added 0.77%
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
288,427
shares
|
$33.1 Million
0.69% of portfolio
|
Q2 2025
Added 21.09%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
285,670
shares
|
$32.8 Million
0.18% of portfolio
|
Q2 2025
Reduced 44.34%
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
283,996
shares
|
$32.6 Million
3.59% of portfolio
|
Q2 2025
Added 9.83%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
279,488
shares
|
$32.1 Million
0.3% of portfolio
|
Q1 2025
Added 4.02%
|