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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,112
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2022
Reduced 5.95%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
9,103
shares
|
$1.1 Million
0.27% of portfolio
|
Q4 2025
Added 22.65%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
9,094
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
9,080
shares
|
$1.1 Million
0.23% of portfolio
|
Q4 2025
Reduced 1.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
9,036
shares
|
$1.09 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
9,030
shares
|
$1.09 Million
0.69% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
9,013
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2022
Reduced 46.42%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
9,003
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Neumann Capital Management, LLC
|
Jan 14, 2026 Q4 2025 |
8,950
shares
|
$1.08 Million
0.32% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
8,946
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 216.45%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
8,946
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 216.45%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
8,936
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,923
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2024
Reduced 36.81%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
8,920
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 28, 2025 Q3 2025 |
8,915
shares
|
$1.08 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
8,895
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2023
Added 15.85%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
8,880
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
8,879
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,875
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
8,857
shares
|
$1.07 Million
0.32% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
8,853
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2022
Added 111.95%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,850
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Nov 12, 2025 Q3 2025 |
8,834
shares
|
$1.07 Million
0.75% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
8,799
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
8,778
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2025
Reduced 1.05%
|
|