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 |
|---|---|---|---|---|---|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
80,874
shares
|
$9.79 Million
8.19% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jan 15, 2026 Q4 2025 |
80,475
shares
|
$9.74 Million
1.4% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
80,313
shares
|
$9.72 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
80,063
shares
|
$9.69 Million
1.49% of portfolio
|
Q4 2025
Added 1855.62%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
79,576
shares
|
$9.63 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
79,438
shares
|
$9.62 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
79,198
shares
|
$9.59 Million
3.82% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
78,998
shares
|
$9.56 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
78,944
shares
|
$9.56 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
78,897
shares
|
$9.55 Million
0.42% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Polaris Investment Advisors, LLC
Framingham, MA |
Jan 15, 2026 Q4 2025 |
78,314
shares
|
$9.48 Million
6.98% of portfolio
|
Q4 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
76,955
shares
|
$9.31 Million
1.33% of portfolio
|
Q4 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
76,336
shares
|
$9.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
74,866
shares
|
$9.06 Million
4.69% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
74,770
shares
|
$9.05 Million
0.32% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
74,562
shares
|
$9.02 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
74,321
shares
|
$9 Million
4.43% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
74,207
shares
|
$8.98 Million
1.87% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
74,034
shares
|
$8.96 Million
0.67% of portfolio
|
Q4 2025
Reduced 23.42%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
74,032
shares
|
$8.96 Million
1.69% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
73,998
shares
|
$8.96 Million
0.87% of portfolio
|
Q4 2025
Added 824.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
72,607
shares
|
$8.79 Million
0.26% of portfolio
|
Q3 2025
Added 484.88%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
72,531
shares
|
$8.78 Million
0.07% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
72,498
shares
|
$8.78 Million
4.18% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
72,401
shares
|
$8.76 Million
2.56% of portfolio
|
Q3 2025
Added 42.65%
|
|