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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
10,426
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
10,400
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
10,394
shares
|
$1.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 66.74%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,376
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Pennsylvania Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
10,356
shares
|
$1.25 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
10,351
shares
|
$1.25 Million
0.5% of portfolio
|
Q3 2025
Reduced 25.42%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
10,323
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.69%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
10,302
shares
|
$1.25 Million
0.49% of portfolio
|
Q4 2025
Added 5.45%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
10,300
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
10,263
shares
|
$1.24 Million
0.07% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
10,254
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2025
Reduced 17.33%
|
|
|
Forte Asset Management LLC
|
Jan 16, 2026 Q4 2025 |
10,250
shares
|
$1.24 Million
0.58% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
10,250
shares
|
$1.24 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
10,248
shares
|
$1.24 Million
0.31% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Jan 23, 2026 Q4 2025 |
10,222
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2025
Reduced 6.32%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
10,217
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Jan 23, 2026 Q4 2025 |
10,215
shares
|
$1.24 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
10,180
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
10,176
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
10,170
shares
|
$1.23 Million
1.04% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
10,143
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,112
shares
|
$1.22 Million
0.34% of portfolio
|
Q4 2020
Added 270.13%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Jan 26, 2026 Q4 2025 |
10,109
shares
|
$1.22 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 23, 2026 Q4 2025 |
10,108
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2025
Reduced 4.94%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
10,094
shares
|
$1.22 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.01%
|
|