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 |
|---|---|---|---|---|---|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
10,059
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
10,049
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,019
shares
|
$1.21 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2025 Q3 2025 |
9,979
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Reduced 11.44%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,953
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2023
Reduced 0.48%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
9,939
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
9,938
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
9,898
shares
|
$1.2 Million
0.55% of portfolio
|
Q4 2025
Reduced 3.07%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
9,889
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2024
Reduced 33.58%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Oct 29, 2025 Q3 2025 |
9,879
shares
|
$1.2 Million
1.13% of portfolio
|
Q3 2025
Added 16.9%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
9,838
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
Added 106.25%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
9,834
shares
|
$1.19 Million
0.61% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
9,833
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,824
shares
|
$1.19 Million
0.18% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
9,810
shares
|
$1.19 Million
0.2% of portfolio
|
Q4 2025
Reduced 3.54%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
9,745
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 20.34%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
9,739
shares
|
$1.18 Million
0.41% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
9,736
shares
|
$1.18 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 26, 2026 Q4 2025 |
9,729
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2025
Added 2.0%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
9,711
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
9,708
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2025
Added 16.94%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
9,704
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
9,651
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
9,645
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
9,580
shares
|
$1.16 Million
0.28% of portfolio
|
Q2 2025
Added 55.02%
|
|