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 2,195 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 $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
20,729
shares
|
$2.51 Million
0.24% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
20,714
shares
|
$2.51 Million
0.05% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
20,646
shares
|
$2.5 Million
0.05% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
20,437
shares
|
$2.47 Million
0.73% of portfolio
|
Q4 2025
Added 0.06%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
20,367
shares
|
$2.47 Million
0.2% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
20,332
shares
|
$2.46 Million
0.62% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
20,300
shares
|
$2.46 Million
0.14% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
20,286
shares
|
$2.46 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
20,263
shares
|
$2.45 Million
0.69% of portfolio
|
Q4 2025
Reduced 19.42%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Nov 03, 2025 Q3 2025 |
20,254
shares
|
$2.45 Million
4.0% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
20,207
shares
|
$2.45 Million
0.76% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
20,200
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Added 22.42%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
20,200
shares
|
$2.45 Million
0.4% of portfolio
|
Q4 2023
Reduced 0.49%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
20,066
shares
|
$2.43 Million
0.45% of portfolio
|
Q4 2025
Reduced 1.95%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 23, 2026 Q4 2025 |
20,014
shares
|
$2.42 Million
0.47% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
20,003
shares
|
$2.42 Million
0.32% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Novem Group
Rochester, NY |
Jan 27, 2026 Q4 2025 |
19,999
shares
|
$2.42 Million
0.28% of portfolio
|
Q4 2025
Added 5.98%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
19,984
shares
|
$2.42 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
19,886
shares
|
$2.41 Million
0.11% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
19,878
shares
|
$2.41 Million
1.64% of portfolio
|
Q3 2025
Added 17.06%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
19,856
shares
|
$2.4 Million
0.6% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
19,830
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
19,675
shares
|
$2.38 Million
1.85% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 20, 2026 Q4 2025 |
19,668
shares
|
$2.38 Million
0.62% of portfolio
|
Q4 2025
Added 8.3%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
19,551
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2025
Added 0.02%
|
|