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 2,187 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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
12,509
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2022
Added 27.79%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
12,503
shares
|
$1.51 Million
0.22% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
12,452
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
12,416
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
12,406
shares
|
$1.5 Million
0.57% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
12,315
shares
|
$1.49 Million
0.18% of portfolio
|
Q1 2023
Added 3.33%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 26, 2026 Q4 2025 |
12,301
shares
|
$1.49 Million
0.11% of portfolio
|
Q4 2025
Reduced 2.82%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
12,271
shares
|
$1.49 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
12,253
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,252
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
12,205
shares
|
$1.48 Million
0.09% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
12,163
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,147
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
12,131
shares
|
$1.47 Million
0.05% of portfolio
|
Q4 2025
Added 20.39%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
12,062
shares
|
$1.46 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
12,036
shares
|
$1.46 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 15, 2026 Q4 2025 |
12,028
shares
|
$1.46 Million
0.69% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
12,020
shares
|
$1.45 Million
0.24% of portfolio
|
Q3 2025
Added 155.2%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
11,907
shares
|
$1.44 Million
0.62% of portfolio
|
Q4 2023
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jan 16, 2026 Q4 2025 |
11,898
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2025
Reduced 1.01%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
11,820
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
Trust CO Of Virginia
|
Jan 23, 2026 Q4 2025 |
11,796
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
11,785
shares
|
$1.43 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
11,759
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2025
Reduced 31.07%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
11,752
shares
|
$1.42 Million
0.53% of portfolio
|
Q3 2025
Reduced 1.55%
|
|