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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jan 20, 2026 Q4 2025 |
16,189
shares
|
$1.96 Million
2.08% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,168
shares
|
$1.96 Million
0.22% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
16,035
shares
|
$1.94 Million
0.17% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jan 20, 2026 Q4 2025 |
16,024
shares
|
$1.94 Million
1.78% of portfolio
|
Q4 2025
Added 233.28%
|
|
|
Bowman & CO S.C.
|
Jan 23, 2026 Q4 2025 |
15,995
shares
|
$1.94 Million
0.84% of portfolio
|
Q4 2025
Reduced 4.81%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
15,981
shares
|
$1.93 Million
1.14% of portfolio
|
Q4 2025
Added 5.83%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
15,930
shares
|
$1.93 Million
0.3% of portfolio
|
Q2 2021
Reduced 5.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
15,869
shares
|
$1.92 Million
0.26% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
15,790
shares
|
$1.91 Million
0.32% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
15,769
shares
|
$1.91 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
15,735
shares
|
$1.9 Million
0.08% of portfolio
|
Q3 2025
Added 32.17%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
15,716
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
15,619
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
15,565
shares
|
$1.88 Million
0.77% of portfolio
|
Q4 2025
Added 1.56%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
15,552
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
15,552
shares
|
$1.88 Million
0.44% of portfolio
|
Q4 2025
Reduced 15.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Jan 22, 2026 Q4 2025 |
15,548
shares
|
$1.88 Million
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
15,500
shares
|
$1.88 Million
0.29% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
15,471
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
15,452
shares
|
$1.87 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
15,426
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2025
Added 15.39%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
15,396
shares
|
$1.86 Million
0.35% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
15,329
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 452.0%
|
|