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 |
|---|---|---|---|---|---|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
143,368
shares
|
$17.4 Million
7.59% of portfolio
|
Q4 2025
Added 0.94%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
142,985
shares
|
$17.3 Million
1.63% of portfolio
|
Q4 2025
Added 76.35%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
142,203
shares
|
$17.2 Million
13.78% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
142,120
shares
|
$17.2 Million
0.05% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
141,961
shares
|
$17.2 Million
0.68% of portfolio
|
Q3 2025
Added 173.42%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
141,699
shares
|
$17.2 Million
0.49% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
141,651
shares
|
$17.1 Million
0.61% of portfolio
|
Q4 2025
Reduced 0.99%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
141,462
shares
|
$17.1 Million
2.62% of portfolio
|
Q4 2025
Added 5.68%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
140,903
shares
|
$17.1 Million
0.27% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
140,650
shares
|
$17 Million
0.04% of portfolio
|
Q4 2025
Added 5.35%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
139,077
shares
|
$16.8 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
138,992
shares
|
$16.8 Million
0.4% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
138,702
shares
|
$16.8 Million
0.96% of portfolio
|
Q4 2025
Reduced 5.89%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
138,622
shares
|
$16.8 Million
8.05% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
136,512
shares
|
$16.5 Million
1.11% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
134,847
shares
|
$16.3 Million
4.63% of portfolio
|
Q3 2025
Added 19.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
134,590
shares
|
$16.3 Million
0.02% of portfolio
|
Q3 2025
Added 294.58%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
134,418
shares
|
$16.3 Million
1.1% of portfolio
|
Q3 2023
Reduced 1.4%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
134,238
shares
|
$16.2 Million
2.42% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
133,463
shares
|
$16.2 Million
3.88% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
132,269
shares
|
$16 Million
1.09% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
128,221
shares
|
$15.5 Million
15.31% of portfolio
|
Q3 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
126,822
shares
|
$15.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
123,509
shares
|
$14.9 Million
0.01% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
123,137
shares
|
$14.9 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.12%
|
|