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 |
|---|---|---|---|---|---|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
11,708
shares
|
$1.42 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
11,647
shares
|
$1.41 Million
0.05% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
11,641
shares
|
$1.41 Million
0.95% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,639
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
11,630
shares
|
$1.41 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
11,624
shares
|
$1.41 Million
0.91% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
11,600
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
11,568
shares
|
$1.4 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
11,542
shares
|
$1.4 Million
0.14% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
11,523
shares
|
$1.39 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
11,523
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2025
Added 145.48%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
11,522
shares
|
$1.39 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.55%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
11,490
shares
|
$1.39 Million
0.8% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
11,479
shares
|
$1.39 Million
0.49% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
11,468
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,437
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
11,366
shares
|
$1.38 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
11,363
shares
|
$1.38 Million
2.96% of portfolio
|
Q3 2025
Added 5.77%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
11,354
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2022
Reduced 1.19%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
11,354
shares
|
$1.37 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
11,238
shares
|
$1.36 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
11,224
shares
|
$1.36 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
11,154
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2025
Added 23.96%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
11,119
shares
|
$1.35 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
11,106
shares
|
$1.34 Million
0.76% of portfolio
|
Q3 2025
Added 7.07%
|
|