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 2,187 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 |
|---|---|---|---|---|---|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
112,123
shares
|
$13.6 Million
0.57% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
111,813
shares
|
$13.5 Million
0.74% of portfolio
|
Q4 2025
Added 2.76%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
110,500
shares
|
$13.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
109,758
shares
|
$13.3 Million
1.22% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
109,551
shares
|
$13.3 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
108,898
shares
|
$13.2 Million
3.34% of portfolio
|
Q3 2025
Added 31.45%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
108,263
shares
|
$13.1 Million
0.94% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
107,773
shares
|
$13 Million
1.58% of portfolio
|
Q3 2025
Added 597.24%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
107,585
shares
|
$13 Million
2.13% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
107,553
shares
|
$13 Million
0.49% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
107,514
shares
|
$13 Million
3.74% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
106,951
shares
|
$12.9 Million
0.27% of portfolio
|
Q3 2022
Reduced 10.5%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
105,220
shares
|
$12.7 Million
0.27% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
104,870
shares
|
$12.7 Million
7.36% of portfolio
|
Q4 2025
Added 6.21%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
104,741
shares
|
$12.7 Million
7.0% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
104,108
shares
|
$12.6 Million
4.49% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
104,035
shares
|
$12.6 Million
1.81% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
103,932
shares
|
$12.6 Million
6.71% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
102,847
shares
|
$12.4 Million
0.24% of portfolio
|
Q4 2025
Reduced 0.63%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
101,581
shares
|
$12.3 Million
7.81% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
100,707
shares
|
$12.2 Million
0.03% of portfolio
|
Q2 2023
Reduced 0.38%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
99,621
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2025
Added 27.38%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
99,445
shares
|
$12 Million
0.44% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
99,006
shares
|
$12 Million
0.24% of portfolio
|
Q2 2020
Added 15.55%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
98,310
shares
|
$11.9 Million
0.99% of portfolio
|
Q4 2025
Added 0.51%
|
|