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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
16,768
shares
|
$2.03 Million
1.69% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
16,733
shares
|
$2.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
16,729
shares
|
$2.02 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
16,717
shares
|
$2.02 Million
0.04% of portfolio
|
Q3 2025
Added 33.76%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
16,698
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
16,693
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
16,685
shares
|
$2.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
Jan 27, 2026 Q4 2025 |
16,644
shares
|
$2.01 Million
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
16,611
shares
|
$2.01 Million
0.21% of portfolio
|
Q3 2025
Reduced 25.86%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
16,576
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
16,574
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 38.32%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,543
shares
|
$2 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
16,520
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
16,515
shares
|
$2 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
16,507
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
16,500
shares
|
$2 Million
0.27% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
16,489
shares
|
$2 Million
0.22% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2026 Q4 2025 |
16,471
shares
|
$1.99 Million
1.24% of portfolio
|
Q4 2025
Added 1.65%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
16,453
shares
|
$1.99 Million
0.76% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
16,420
shares
|
$1.99 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
16,363
shares
|
$1.98 Million
0.44% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
16,343
shares
|
$1.98 Million
1.16% of portfolio
|
Q4 2025
Reduced 7.05%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
16,328
shares
|
$1.98 Million
0.43% of portfolio
|
Q1 2022
Reduced 10.8%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
16,247
shares
|
$1.97 Million
0.58% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
16,195
shares
|
$1.96 Million
0.99% of portfolio
|
Q4 2025
Reduced 5.8%
|
|