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 2,192 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 |
|---|---|---|---|---|---|
|
Forum Financial Management, LP
Lombard, IL |
Jan 27, 2026 Q4 2025 |
22,527
shares
|
$2.73 Million
0.04% of portfolio
|
Q4 2025
Added 4.05%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
22,512
shares
|
$2.72 Million
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,199
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 32.23%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
22,118
shares
|
$2.68 Million
1.76% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
22,022
shares
|
$2.67 Million
1.9% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
21,934
shares
|
$2.65 Million
0.67% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
21,750
shares
|
$2.63 Million
0.42% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
21,738
shares
|
$2.63 Million
0.21% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
21,657
shares
|
$2.62 Million
0.1% of portfolio
|
Q4 2025
Added 21.49%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
21,633
shares
|
$2.62 Million
0.03% of portfolio
|
Q3 2025
Added 125.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
21,612
shares
|
$2.62 Million
0.12% of portfolio
|
Q4 2023
Added 9.44%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
21,553
shares
|
$2.61 Million
1.39% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Cassilly Financial Group LLC
Severna Park, MD |
Jan 15, 2026 Q4 2025 |
21,546
shares
|
$2.61 Million
2.35% of portfolio
|
Q4 2025
New holding
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
21,528
shares
|
$2.61 Million
0.96% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
21,492
shares
|
$2.6 Million
0.11% of portfolio
|
Q4 2022
Added 159.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jan 26, 2026 Q4 2025 |
21,454
shares
|
$2.6 Million
0.06% of portfolio
|
Q4 2025
Added 14.99%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
21,423
shares
|
$2.59 Million
0.16% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
21,355
shares
|
$2.58 Million
1.37% of portfolio
|
Q2 2022
Added 10.04%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
21,194
shares
|
$2.57 Million
1.33% of portfolio
|
Q4 2025
Reduced 4.08%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
21,180
shares
|
$2.56 Million
0.9% of portfolio
|
Q4 2025
Added 3.32%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
21,158
shares
|
$2.56 Million
0.41% of portfolio
|
Q4 2025
Added 97.04%
|
|
|
Northland Securities, Inc.
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
21,120
shares
|
$2.56 Million
2.5% of portfolio
|
Q4 2025
New holding
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
21,059
shares
|
$2.55 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
20,913
shares
|
$2.53 Million
1.83% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
20,839
shares
|
$2.52 Million
0.58% of portfolio
|
Q4 2025
Reduced 1.37%
|
|