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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
32,112
shares
|
$3.89 Million
1.8% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
31,958
shares
|
$3.87 Million
1.69% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Gen Wealth Group, Inc.
|
Nov 14, 2025 Q3 2025 |
31,804
shares
|
$3.85 Million
0.72% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
31,710
shares
|
$3.84 Million
0.08% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
31,647
shares
|
$3.83 Million
0.04% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
31,641
shares
|
$3.83 Million
0.26% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
31,619
shares
|
$3.83 Million
0.1% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
31,322
shares
|
$3.79 Million
0.22% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
31,318
shares
|
$3.79 Million
1.5% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
31,239
shares
|
$3.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
31,178
shares
|
$3.77 Million
0.62% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
31,078
shares
|
$3.76 Million
0.89% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
31,025
shares
|
$3.76 Million
0.19% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
30,860
shares
|
$3.74 Million
2.04% of portfolio
|
Q3 2025
Reduced 21.26%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
30,815
shares
|
$3.73 Million
1.62% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
30,812
shares
|
$3.73 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
30,758
shares
|
$3.72 Million
0.21% of portfolio
|
Q4 2022
Reduced 32.26%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
30,696
shares
|
$3.72 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
30,559
shares
|
$3.7 Million
1.55% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
30,453
shares
|
$3.69 Million
0.41% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
30,373
shares
|
$3.68 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
30,311
shares
|
$3.67 Million
0.98% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
30,161
shares
|
$3.65 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
30,150
shares
|
$3.65 Million
0.54% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
30,096
shares
|
$3.64 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.52%
|
|