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 |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
71,770
shares
|
$8.69 Million
3.2% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
71,596
shares
|
$8.67 Million
2.92% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
71,569
shares
|
$8.66 Million
9.22% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
71,021
shares
|
$8.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
70,838
shares
|
$8.57 Million
2.64% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Oct 15, 2025 Q3 2025 |
70,264
shares
|
$8.5 Million
4.28% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
70,237
shares
|
$8.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
70,093
shares
|
$8.48 Million
3.37% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
69,831
shares
|
$8.45 Million
2.9% of portfolio
|
Q1 2023
Added 1.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
69,695
shares
|
$8.44 Million
2.16% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
68,876
shares
|
$8.34 Million
0.6% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
68,600
shares
|
$8.3 Million
1.61% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
67,888
shares
|
$8.22 Million
0.44% of portfolio
|
Q3 2025
Added 538.77%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
67,613
shares
|
$8.18 Million
0.12% of portfolio
|
Q1 2023
Added 0.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 23, 2026 Q4 2025 |
67,459
shares
|
$8.17 Million
0.65% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
67,372
shares
|
$8.15 Million
0.25% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
67,144
shares
|
$8.13 Million
0.31% of portfolio
|
Q3 2025
Added 46.11%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
66,898
shares
|
$8.1 Million
0.14% of portfolio
|
Q4 2025
Reduced 5.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
66,871
shares
|
$8.09 Million
0.05% of portfolio
|
Q3 2025
Added 142.53%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
66,539
shares
|
$8.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
66,447
shares
|
$8.04 Million
0.99% of portfolio
|
Q4 2022
Reduced 0.73%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Nov 07, 2025 Q3 2025 |
66,440
shares
|
$8.04 Million
3.86% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
65,290
shares
|
$7.9 Million
3.35% of portfolio
|
Q3 2025
Reduced 25.89%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
65,122
shares
|
$7.88 Million
4.12% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
65,043
shares
|
$7.87 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.25%
|
|