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 2,088 institutions that hold shares in the stock, with a total of 423 Million shares, which have been reported (via 13F filing form) to have a value of $48.6 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 |
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
537
shares
|
$61,610
0.02% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
519
shares
|
$59,544
0.03% of portfolio
|
Q2 2025
Added 51800.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
511
shares
|
$58,627
0.04% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
501
shares
|
$57,479
0.02% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
497
shares
|
$57,020
0.01% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
496
shares
|
$56,906
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
481
shares
|
$55,185
0.01% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
472
shares
|
$54,152
0.02% of portfolio
|
Q2 2023
Reduced 35.16%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
471
shares
|
$54,037
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
460
shares
|
$52,775
0.03% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
460
shares
|
$52,775
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
457
shares
|
$52,431
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
452
shares
|
$51,857
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
452
shares
|
$51,857
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
444
shares
|
$50,940
0.0% of portfolio
|
Q2 2022
Reduced 14.45%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
425
shares
|
$48,760
0.03% of portfolio
|
Q2 2025
Reduced 55.59%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
423
shares
|
$48,530
0.0% of portfolio
|
Q2 2025
Added 655.36%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
400
shares
|
$45,892
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
398
shares
|
$45,662
0.02% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
396
shares
|
$45,433
0.0% of portfolio
|
Q4 2024
Reduced 10.41%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
391
shares
|
$44,859
0.02% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
380
shares
|
$43,597
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$41,302
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
356
shares
|
$40,843
0.01% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
355
shares
|
$40,729
0.02% of portfolio
|
Q2 2025
Reduced 13.2%
|