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 |
|---|---|---|---|---|---|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
11,075
shares
|
$1.34 Million
0.35% of portfolio
|
Q1 2023
Reduced 30.56%
|
|
|
C2 C Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
11,052
shares
|
$1.34 Million
1.07% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
11,026
shares
|
$1.33 Million
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
11,008
shares
|
$1.33 Million
0.24% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
10,976
shares
|
$1.33 Million
2.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
10,967
shares
|
$1.33 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
10,926
shares
|
$1.32 Million
0.73% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
10,909
shares
|
$1.32 Million
0.13% of portfolio
|
Q4 2025
Added 106.65%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
10,856
shares
|
$1.31 Million
0.75% of portfolio
|
Q4 2023
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,843
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
10,756
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2025
Reduced 9.03%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
10,697
shares
|
$1.29 Million
0.16% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
10,672
shares
|
$1.29 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
10,645
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2023
Added 226.73%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
10,624
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2022
Added 8.9%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 20, 2026 Q4 2025 |
10,611
shares
|
$1.28 Million
0.04% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Nov 13, 2025 Q3 2025 |
10,598
shares
|
$1.28 Million
1.27% of portfolio
|
Q2 2025
Reduced 14.28%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
10,574
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 41.08%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 23, 2026 Q4 2025 |
10,548
shares
|
$1.28 Million
0.35% of portfolio
|
Q4 2025
Added 8.03%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
10,512
shares
|
$1.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
10,476
shares
|
$1.27 Million
0.86% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
10,470
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
10,467
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
10,463
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
10,462
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2025
Reduced 0.11%
|
|