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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
41,901
shares
|
$5.07 Million
0.84% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
41,875
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
41,747
shares
|
$5.05 Million
0.76% of portfolio
|
Q3 2025
Added 75.03%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
41,404
shares
|
$5.01 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.06%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
41,369
shares
|
$5.01 Million
0.34% of portfolio
|
Q4 2025
Added 12.06%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
41,350
shares
|
$5.01 Million
1.97% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
41,216
shares
|
$4.99 Million
0.33% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
40,314
shares
|
$4.88 Million
0.28% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
40,228
shares
|
$4.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
40,202
shares
|
$4.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
40,174
shares
|
$4.86 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
39,921
shares
|
$4.83 Million
0.05% of portfolio
|
Q4 2025
Added 2.36%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
39,328
shares
|
$4.76 Million
0.8% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
38,926
shares
|
$4.71 Million
0.16% of portfolio
|
Q4 2025
Reduced 3.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
38,774
shares
|
$4.69 Million
0.11% of portfolio
|
Q3 2023
Reduced 1.82%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 08, 2026 Q4 2025 |
38,670
shares
|
$4.68 Million
0.51% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
38,632
shares
|
$4.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
38,612
shares
|
$4.67 Million
1.46% of portfolio
|
Q4 2025
Added 6.47%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
38,590
shares
|
$4.67 Million
0.05% of portfolio
|
Q4 2023
Added 1.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
38,541
shares
|
$4.67 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
38,450
shares
|
$4.65 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
38,370
shares
|
$4.64 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
38,096
shares
|
$4.61 Million
0.76% of portfolio
|
Q3 2025
Added 2039.02%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
37,903
shares
|
$4.59 Million
0.35% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
37,781
shares
|
$4.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.57%
|
|