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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,538
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2025
Added 44.38%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
9,516
shares
|
$1.15 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
9,507
shares
|
$1.15 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
9,507
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
9,500
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
9,497
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
9,436
shares
|
$1.14 Million
0.35% of portfolio
|
Q4 2025
Added 23.6%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
9,424
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 28.27%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
9,400
shares
|
$1.14 Million
0.48% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
9,389
shares
|
$1.14 Million
0.13% of portfolio
|
Q4 2025
Added 4.55%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
9,356
shares
|
$1.13 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
9,316
shares
|
$1.13 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,307
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
9,291
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
9,276
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
9,275
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
9,258
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
9,225
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2025
Reduced 5.16%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
9,219
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
9,216
shares
|
$1.12 Million
0.44% of portfolio
|
Q3 2025
Added 27.5%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2025 Q3 2025 |
9,200
shares
|
$1.11 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jan 21, 2026 Q4 2025 |
9,200
shares
|
$1.11 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
9,193
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2026 Q4 2025 |
9,190
shares
|
$1.11 Million
0.57% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,173
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.68%
|
|