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 |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
34,122
shares
|
$4.13 Million
1.82% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
34,110
shares
|
$4.13 Million
0.07% of portfolio
|
Q3 2025
Added 14.47%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
34,017
shares
|
$4.12 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
33,847
shares
|
$4.1 Million
1.18% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,710
shares
|
$4.08 Million
0.25% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
33,695
shares
|
$4.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
33,521
shares
|
$4.06 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
33,521
shares
|
$4.06 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
33,500
shares
|
$4.05 Million
0.51% of portfolio
|
Q1 2021
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
33,259
shares
|
$4.03 Million
1.35% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
33,205
shares
|
$4.02 Million
0.59% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
33,144
shares
|
$4.01 Million
1.92% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
32,993
shares
|
$3.99 Million
2.08% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
32,966
shares
|
$3.99 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
32,940
shares
|
$3.99 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,931
shares
|
$3.99 Million
0.11% of portfolio
|
Q1 2024
Reduced 15.58%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
32,777
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
32,655
shares
|
$3.95 Million
2.41% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
32,640
shares
|
$3.95 Million
2.51% of portfolio
|
Q3 2022
Reduced 0.22%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,615
shares
|
$3.95 Million
0.94% of portfolio
|
Q3 2025
Added 85.32%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
32,532
shares
|
$3.94 Million
2.18% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
32,524
shares
|
$3.94 Million
3.31% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
32,504
shares
|
$3.93 Million
2.81% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
32,475
shares
|
$3.93 Million
0.05% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
32,398
shares
|
$3.92 Million
0.34% of portfolio
|
Q3 2025
Added 0.03%
|
|