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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
60,450
shares
|
$7.32 Million
0.33% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
60,361
shares
|
$7.31 Million
0.15% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
60,274
shares
|
$7.3 Million
1.68% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
59,648
shares
|
$7.22 Million
2.14% of portfolio
|
Q3 2025
Added 98.65%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
59,338
shares
|
$7.18 Million
1.46% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
59,127
shares
|
$7.16 Million
1.19% of portfolio
|
Q3 2025
Added 95.78%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
59,117
shares
|
$7.16 Million
0.45% of portfolio
|
Q3 2025
Reduced 48.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
58,767
shares
|
$7.11 Million
0.84% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 04, 2025 Q3 2025 |
58,673
shares
|
$7.1 Million
3.17% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
58,266
shares
|
$7.05 Million
3.04% of portfolio
|
Q3 2025
Added 13.34%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
58,177
shares
|
$7.04 Million
3.61% of portfolio
|
Q4 2025
Added 5.11%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jan 14, 2026 Q4 2025 |
57,320
shares
|
$6.94 Million
1.6% of portfolio
|
Q4 2025
Reduced 4.11%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
57,130
shares
|
$6.92 Million
0.12% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
56,976
shares
|
$6.9 Million
0.14% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
56,945
shares
|
$6.89 Million
1.63% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
56,606
shares
|
$6.85 Million
2.89% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
56,489
shares
|
$6.84 Million
0.26% of portfolio
|
Q3 2025
Added 11.03%
|
|
|
Rkl Wealth Management LLC
|
Nov 10, 2025 Q3 2025 |
56,196
shares
|
$6.8 Million
0.58% of portfolio
|
Q3 2025
Reduced 14.15%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
56,037
shares
|
$6.78 Million
0.33% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
56,000
shares
|
$6.78 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
55,632
shares
|
$6.73 Million
0.54% of portfolio
|
Q4 2025
Reduced 2.0%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,462
shares
|
$6.71 Million
1.19% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
55,244
shares
|
$6.69 Million
0.03% of portfolio
|
Q3 2025
Added 364.47%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
55,114
shares
|
$6.67 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
55,010
shares
|
$6.66 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.38%
|
|