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 |
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
355
shares
|
$40,729
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
337
shares
|
$38,664
0.02% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
331
shares
|
$37,975
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
300
shares
|
$34,419
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
297
shares
|
$34,074
0.0% of portfolio
|
Q1 2025
Reduced 58.35%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
292
shares
|
$33,501
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
290
shares
|
$33,271
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
284
shares
|
$32,583
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
278
shares
|
$31,894
0.01% of portfolio
|
Q2 2025
Reduced 40.98%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
276
shares
|
$31,665
0.01% of portfolio
|
Q1 2025
Added 559.42%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
270
shares
|
$30,977
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
265
shares
|
$30,403
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
250
shares
|
$28,682
0.02% of portfolio
|
Q3 2024
Reduced 82.0%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
234
shares
|
$26,846
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
234
shares
|
$26,846
0.01% of portfolio
|
Q4 2024
Reduced 51.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
231
shares
|
$26,502
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
227
shares
|
$26,043
0.0% of portfolio
|
Q4 2024
Reduced 25.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
220
shares
|
$25,240
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
220
shares
|
$25,240
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$25,125
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Aug 13, 2025 Q2 2025 |
201
shares
|
$23,060
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
200
shares
|
$22,946
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$22,142
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
190
shares
|
$21,798
0.01% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
190
shares
|
$21,798
0.0% of portfolio
|
Q2 2025
Reduced 84.65%
|