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 2,174 institutions that hold shares in the stock, with a total of 420 Million shares, which have been reported (via 13F filing form) to have a value of $50.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
36,918
shares
|
$4.47 Million
0.32% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
36,837
shares
|
$4.46 Million
0.76% of portfolio
|
Q3 2025
Added 21.47%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
36,662
shares
|
$4.44 Million
0.07% of portfolio
|
Q3 2025
Added 170.89%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
36,538
shares
|
$4.42 Million
0.22% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
36,522
shares
|
$4.42 Million
0.89% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
36,464
shares
|
$4.41 Million
2.57% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
36,423
shares
|
$4.41 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
36,266
shares
|
$4.39 Million
1.43% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
36,231
shares
|
$4.39 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
36,014
shares
|
$4.36 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
35,769
shares
|
$4.33 Million
0.33% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35,563
shares
|
$4.3 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
35,540
shares
|
$4.3 Million
3.13% of portfolio
|
Q3 2025
Reduced 31.23%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
35,503
shares
|
$4.3 Million
2.16% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
35,323
shares
|
$4.28 Million
0.46% of portfolio
|
Q3 2025
Added 11.77%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Oct 29, 2025 Q3 2025 |
35,235
shares
|
$4.26 Million
8.75% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
35,234
shares
|
$4.26 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
35,099
shares
|
$4.25 Million
0.2% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
35,029
shares
|
$4.24 Million
0.47% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
35,000
shares
|
$4.24 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
34,654
shares
|
$4.19 Million
0.04% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
34,617
shares
|
$4.19 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
34,440
shares
|
$4.17 Million
2.04% of portfolio
|
Q3 2025
Reduced 33.07%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
34,297
shares
|
$4.15 Million
0.65% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
34,255
shares
|
$4.15 Million
0.51% of portfolio
|
Q1 2023
Added 0.47%
|
|