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 |
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
221,708
shares
|
$25.4 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
221,662
shares
|
$25.4 Million
0.89% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
216,246
shares
|
$24.8 Million
0.42% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
214,890
shares
|
$24.7 Million
0.36% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
214,528
shares
|
$24.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
212,095
shares
|
$24.3 Million
3.47% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
210,897
shares
|
$24.2 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
208,261
shares
|
$23.9 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
206,911
shares
|
$23.7 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
206,510
shares
|
$23.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 43.99%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
201,582
shares
|
$23.1 Million
0.82% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
198,742
shares
|
$22.8 Million
0.36% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
198,512
shares
|
$22.8 Million
0.69% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
197,901
shares
|
$22.7 Million
5.81% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
197,356
shares
|
$22.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.9%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
196,354
shares
|
$22.5 Million
0.69% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
195,807
shares
|
$22.5 Million
4.82% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
193,687
shares
|
$22.2 Million
1.09% of portfolio
|
Q2 2025
Added 1093.98%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
191,498
shares
|
$22 Million
3.51% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
189,777
shares
|
$21.8 Million
0.25% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
189,534
shares
|
$21.7 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
186,334
shares
|
$21.4 Million
7.17% of portfolio
|
Q2 2022
Added 0.52%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
186,207
shares
|
$21.4 Million
6.81% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
185,503
shares
|
$21.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
184,530
shares
|
$21.2 Million
1.32% of portfolio
|
Q1 2025
Added 23.29%
|