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 |
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
276,358
shares
|
$31.7 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
276,280
shares
|
$31.7 Million
4.17% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
276,164
shares
|
$31.7 Million
0.75% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
275,590
shares
|
$31.6 Million
0.69% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
275,010
shares
|
$31.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
272,896
shares
|
$31.3 Million
0.79% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
270,791
shares
|
$31.1 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
270,156
shares
|
$31 Million
3.3% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
265,975
shares
|
$30.5 Million
9.22% of portfolio
|
Q2 2025
Reduced 22.96%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
264,742
shares
|
$30.4 Million
0.63% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
264,520
shares
|
$30.3 Million
2.11% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
264,132
shares
|
$30.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
264,132
shares
|
$30.3 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
263,432
shares
|
$30.2 Million
4.1% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
263,331
shares
|
$30.2 Million
11.14% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
261,313
shares
|
$30 Million
0.2% of portfolio
|
Q1 2025
Added 71.62%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
260,255
shares
|
$29.9 Million
6.57% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
259,385
shares
|
$29.8 Million
3.69% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
255,430
shares
|
$29.3 Million
5.14% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
254,495
shares
|
$29.2 Million
0.47% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
250,770
shares
|
$28.8 Million
4.52% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
250,570
shares
|
$28.7 Million
12.56% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
249,776
shares
|
$28.7 Million
1.44% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
248,802
shares
|
$28.5 Million
3.76% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
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%
|