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 |
|---|---|---|---|---|---|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
54,904
shares
|
$6.65 Million
2.98% of portfolio
|
Q3 2025
Added 380.18%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
54,889
shares
|
$6.64 Million
3.53% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
54,834
shares
|
$6.64 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
54,819
shares
|
$6.64 Million
0.5% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
54,546
shares
|
$6.6 Million
0.06% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
54,330
shares
|
$6.58 Million
0.25% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
54,247
shares
|
$6.57 Million
3.61% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
54,160
shares
|
$6.56 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
54,045
shares
|
$6.54 Million
0.17% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
54,026
shares
|
$6.54 Million
0.88% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
53,778
shares
|
$6.51 Million
0.07% of portfolio
|
Q3 2025
Added 565.73%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
53,748
shares
|
$6.51 Million
2.35% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
53,534
shares
|
$6.48 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
53,111
shares
|
$6.43 Million
1.43% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
52,925
shares
|
$6.41 Million
4.67% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
52,872
shares
|
$6.4 Million
0.03% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
52,572
shares
|
$6.36 Million
1.7% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Jan 22, 2026 Q4 2025 |
52,558
shares
|
$6.36 Million
3.75% of portfolio
|
Q4 2025
Reduced 8.56%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
52,242
shares
|
$6.32 Million
1.39% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
52,113
shares
|
$6.31 Million
8.09% of portfolio
|
Q3 2023
Reduced 75.19%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
51,753
shares
|
$6.26 Million
1.37% of portfolio
|
Q3 2025
Reduced 10.94%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
51,681
shares
|
$6.26 Million
0.08% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
51,197
shares
|
$6.2 Million
2.44% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
50,714
shares
|
$6.14 Million
0.87% of portfolio
|
Q3 2025
Reduced 24.34%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
50,548
shares
|
$6.12 Million
2.07% of portfolio
|
Q3 2025
Added 5.81%
|
|