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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
50,458
shares
|
$6.11 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
50,234
shares
|
$6.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
50,184
shares
|
$6.07 Million
2.13% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
50,112
shares
|
$6.07 Million
0.39% of portfolio
|
Q4 2025
Reduced 5.71%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
50,100
shares
|
$6.06 Million
0.18% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jan 20, 2026 Q4 2025 |
50,050
shares
|
$6.06 Million
1.59% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
49,990
shares
|
$6.05 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
49,610
shares
|
$6 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
49,539
shares
|
$6 Million
1.97% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
49,443
shares
|
$5.98 Million
0.99% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
49,396
shares
|
$5.98 Million
0.66% of portfolio
|
Q4 2025
Reduced 1.61%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
49,354
shares
|
$5.97 Million
2.03% of portfolio
|
Q4 2025
Added 4.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
49,336
shares
|
$5.97 Million
0.45% of portfolio
|
Q4 2025
Added 270.86%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
49,300
shares
|
$5.97 Million
0.3% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
49,131
shares
|
$5.95 Million
1.05% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
48,855
shares
|
$5.91 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
48,576
shares
|
$5.88 Million
1.24% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
48,160
shares
|
$5.83 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
48,045
shares
|
$5.82 Million
0.69% of portfolio
|
Q4 2025
Added 26.26%
|
|
|
Formulate Financial LLC
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
47,437
shares
|
$5.74 Million
7.1% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
47,369
shares
|
$5.73 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Oct 30, 2025 Q3 2025 |
47,182
shares
|
$5.71 Million
3.23% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
47,092
shares
|
$5.7 Million
1.9% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
46,780
shares
|
$5.66 Million
0.22% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Stark Wealth Management LLC
Bethlehem, PA |
Aug 28, 2025 Q2 2025 |
46,680
shares
|
$5.65 Million
6.92% of portfolio
|
Q2 2025
New holding
|
|