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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
89,658
shares
|
$10.9 Million
0.14% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
89,431
shares
|
$10.8 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
89,008
shares
|
$10.8 Million
7.39% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
88,637
shares
|
$10.7 Million
6.61% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
88,440
shares
|
$10.7 Million
0.51% of portfolio
|
Q3 2025
Added 38.42%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
88,025
shares
|
$10.7 Million
2.19% of portfolio
|
Q4 2025
Added 784.76%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
88,005
shares
|
$10.7 Million
2.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
87,792
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
87,668
shares
|
$10.6 Million
1.06% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
87,598
shares
|
$10.6 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
87,279
shares
|
$10.6 Million
0.97% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
86,899
shares
|
$10.5 Million
2.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
86,836
shares
|
$10.5 Million
6.39% of portfolio
|
Q4 2025
Reduced 7.67%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
86,278
shares
|
$10.4 Million
2.54% of portfolio
|
Q4 2023
Reduced 1.22%
|
|
|
Investment Advisory Group, LLC
|
Jan 23, 2026 Q4 2025 |
85,923
shares
|
$10.4 Million
2.81% of portfolio
|
Q4 2025
Added 3.57%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
85,908
shares
|
$10.4 Million
0.14% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
85,699
shares
|
$10.4 Million
2.25% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
85,421
shares
|
$10.3 Million
2.84% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
84,642
shares
|
$10.2 Million
0.07% of portfolio
|
Q3 2025
Added 9.27%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
83,441
shares
|
$10.1 Million
0.78% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
83,244
shares
|
$10.1 Million
1.28% of portfolio
|
Q3 2025
Added 301.68%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
82,850
shares
|
$10 Million
0.31% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 22, 2025 Q3 2025 |
82,707
shares
|
$10 Million
4.67% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
82,176
shares
|
$9.95 Million
0.25% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
81,153
shares
|
$9.82 Million
3.36% of portfolio
|
Q4 2024
Added 4.92%
|
|