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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
64,945
shares
|
$7.86 Million
0.14% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
64,788
shares
|
$7.84 Million
0.58% of portfolio
|
Q3 2025
Added 683.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
64,711
shares
|
$7.83 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
64,681
shares
|
$7.83 Million
2.67% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
64,460
shares
|
$7.8 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
64,343
shares
|
$7.79 Million
3.48% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
Nov 06, 2025 Q3 2025 |
64,231
shares
|
$7.77 Million
5.99% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
63,949
shares
|
$7.74 Million
0.65% of portfolio
|
Q3 2025
Added 107.44%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
63,499
shares
|
$7.69 Million
0.38% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
63,162
shares
|
$7.65 Million
2.63% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
62,985
shares
|
$7.62 Million
2.62% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2025 Q3 2025 |
62,798
shares
|
$7.6 Million
0.53% of portfolio
|
Q3 2025
Added 33.14%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
62,630
shares
|
$7.58 Million
5.1% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
62,457
shares
|
$7.56 Million
0.32% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
62,168
shares
|
$7.52 Million
2.03% of portfolio
|
Q4 2025
Added 7.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
62,155
shares
|
$7.52 Million
0.58% of portfolio
|
Q4 2025
Reduced 1.18%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
61,699
shares
|
$7.47 Million
0.93% of portfolio
|
Q4 2025
Added 61.17%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
61,685
shares
|
$7.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
61,680
shares
|
$7.47 Million
5.3% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
61,324
shares
|
$7.42 Million
0.81% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
61,207
shares
|
$7.41 Million
3.08% of portfolio
|
Q4 2025
Reduced 4.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
61,114
shares
|
$7.4 Million
0.24% of portfolio
|
Q4 2025
Added 1.1%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
61,091
shares
|
$7.39 Million
0.61% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jan 23, 2026 Q4 2025 |
60,751
shares
|
$7.35 Million
5.44% of portfolio
|
Q4 2025
Added 9.36%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
60,650
shares
|
$7.34 Million
0.53% of portfolio
|
Q4 2025
Added 12.9%
|
|