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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
17,995
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
17,987
shares
|
$2.18 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Jan 16, 2026 Q4 2025 |
17,938
shares
|
$2.17 Million
1.56% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
17,913
shares
|
$2.17 Million
0.86% of portfolio
|
Q3 2025
Added 476.17%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Jan 26, 2026 Q4 2025 |
17,862
shares
|
$2.16 Million
0.29% of portfolio
|
Q4 2025
Added 246.16%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
17,800
shares
|
$2.15 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jan 27, 2026 Q4 2025 |
17,726
shares
|
$2.15 Million
0.32% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
17,712
shares
|
$2.14 Million
1.23% of portfolio
|
Q4 2025
Reduced 7.72%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
17,653
shares
|
$2.14 Million
0.88% of portfolio
|
Q2 2025
Reduced 28.8%
|
|
|
Marino, Stram & Associates LLC
|
Jan 16, 2026 Q4 2025 |
17,642
shares
|
$2.14 Million
0.4% of portfolio
|
Q4 2025
Reduced 1.9%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
17,587
shares
|
$2.13 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
17,492
shares
|
$2.12 Million
0.3% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
17,480
shares
|
$2.12 Million
0.55% of portfolio
|
Q4 2025
Added 1.96%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,478
shares
|
$2.12 Million
0.1% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
17,422
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
17,385
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2022
Reduced 6.82%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,328
shares
|
$2.1 Million
0.37% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
17,250
shares
|
$2.09 Million
1.79% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
17,119
shares
|
$2.07 Million
0.25% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
17,098
shares
|
$2.07 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
17,049
shares
|
$2.06 Million
0.29% of portfolio
|
Q3 2025
Reduced 78.9%
|
|
|
Hanlon Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
16,967
shares
|
$2.05 Million
1.33% of portfolio
|
Q3 2025
Added 40.98%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
16,965
shares
|
$2.05 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
16,914
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
16,882
shares
|
$2.04 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.12%
|
|