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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
19,470
shares
|
$2.36 Million
0.04% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
19,420
shares
|
$2.35 Million
1.36% of portfolio
|
Q4 2025
Reduced 3.98%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
19,389
shares
|
$2.35 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
19,335
shares
|
$2.34 Million
0.96% of portfolio
|
Q4 2025
Reduced 2.19%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
19,313
shares
|
$2.34 Million
0.61% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
18,930
shares
|
$2.29 Million
1.76% of portfolio
|
Q4 2022
Reduced 2.91%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
18,896
shares
|
$2.29 Million
0.15% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
18,895
shares
|
$2.29 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
18,870
shares
|
$2.28 Million
0.27% of portfolio
|
Q3 2025
Added 100.83%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
18,732
shares
|
$2.27 Million
0.36% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
18,538
shares
|
$2.24 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
18,520
shares
|
$2.24 Million
0.67% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
18,429
shares
|
$2.23 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
18,421
shares
|
$2.23 Million
0.01% of portfolio
|
Q4 2025
Added 3.04%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,366
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
18,354
shares
|
$2.22 Million
1.82% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
18,349
shares
|
$2.22 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
18,347
shares
|
$2.22 Million
1.52% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 27, 2026 Q4 2025 |
18,309
shares
|
$2.22 Million
0.33% of portfolio
|
Q4 2025
Reduced 7.2%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
18,227
shares
|
$2.21 Million
0.57% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
18,209
shares
|
$2.2 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 21, 2026 Q4 2025 |
18,138
shares
|
$2.2 Million
0.84% of portfolio
|
Q4 2025
Added 4.0%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
18,115
shares
|
$2.19 Million
0.37% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
18,105
shares
|
$2.19 Million
0.63% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
18,020
shares
|
$2.18 Million
0.54% of portfolio
|
Q3 2023
Reduced 21.84%
|
|