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 2,186 institutions that hold shares in the stock, with a total of 421 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
156,332
shares
|
$18.9 Million
5.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
155,942
shares
|
$18.9 Million
2.17% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
155,930
shares
|
$18.9 Million
0.91% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
155,923
shares
|
$18.9 Million
1.6% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
154,458
shares
|
$18.7 Million
6.39% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
153,251
shares
|
$18.5 Million
2.27% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
153,044
shares
|
$18.5 Million
0.05% of portfolio
|
Q3 2025
Added 47.7%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
153,006
shares
|
$18.5 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
151,750
shares
|
$18.4 Million
1.48% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
150,821
shares
|
$18.3 Million
0.79% of portfolio
|
Q3 2023
Added 14.68%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
150,816
shares
|
$18.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
150,318
shares
|
$18.2 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
150,013
shares
|
$18.2 Million
2.95% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
149,718
shares
|
$18.1 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
148,921
shares
|
$18 Million
5.1% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
148,474
shares
|
$18 Million
3.16% of portfolio
|
Q4 2025
Reduced 8.51%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
148,099
shares
|
$17.9 Million
5.84% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
147,983
shares
|
$17.9 Million
7.41% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
147,662
shares
|
$17.9 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
147,298
shares
|
$17.8 Million
12.85% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
144,887
shares
|
$17.5 Million
7.55% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
144,827
shares
|
$17.5 Million
1.18% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
144,409
shares
|
$17.5 Million
0.2% of portfolio
|
Q4 2025
Reduced 5.34%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
144,290
shares
|
$17.5 Million
2.08% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
143,746
shares
|
$17.4 Million
2.05% of portfolio
|
Q2 2025
Added 1.44%
|
|