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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
46,646
shares
|
$5.65 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
46,501
shares
|
$5.63 Million
2.01% of portfolio
|
Q3 2025
Added 1262.07%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
46,021
shares
|
$5.57 Million
0.56% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
45,871
shares
|
$5.55 Million
0.04% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
45,455
shares
|
$5.5 Million
0.22% of portfolio
|
Q3 2025
Added 17.94%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
45,284
shares
|
$5.48 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
45,212
shares
|
$5.47 Million
1.85% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
45,084
shares
|
$5.46 Million
1.68% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
45,070
shares
|
$5.46 Million
2.49% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
44,776
shares
|
$5.42 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
44,750
shares
|
$5.42 Million
0.27% of portfolio
|
Q2 2025
Added 17.76%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
44,584
shares
|
$5.4 Million
0.13% of portfolio
|
Q4 2025
Added 4.71%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 23, 2026 Q4 2025 |
44,326
shares
|
$5.37 Million
2.7% of portfolio
|
Q4 2025
Reduced 1.32%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
44,303
shares
|
$5.36 Million
2.52% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,930
shares
|
$5.32 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Nov 14, 2025 Q3 2025 |
43,816
shares
|
$5.3 Million
3.96% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
43,774
shares
|
$5.3 Million
0.45% of portfolio
|
Q4 2025
Reduced 1.41%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
43,488
shares
|
$5.26 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 12, 2026 Q4 2025 |
43,287
shares
|
$5.24 Million
3.31% of portfolio
|
Q4 2025
Added 1.84%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
42,432
shares
|
$5.14 Million
3.31% of portfolio
|
Q4 2025
Added 5.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
42,412
shares
|
$5.13 Million
0.06% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
42,400
shares
|
$5.13 Million
1.89% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
42,196
shares
|
$5.11 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
42,131
shares
|
$5.1 Million
2.14% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
41,953
shares
|
$5.08 Million
3.37% of portfolio
|
Q3 2025
Added 51.81%
|
|