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 |
|---|---|---|---|---|---|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
8,731
shares
|
$1.06 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
8,728
shares
|
$1.06 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
8,726
shares
|
$1.06 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
8,717
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
8,602
shares
|
$1.04 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,522
shares
|
$1.03 Million
0.29% of portfolio
|
Q4 2024
Reduced 58.65%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 23, 2026 Q4 2025 |
8,510
shares
|
$1.03 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
8,508
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Cra Financial Services, LLC
|
Jan 15, 2026 Q4 2025 |
8,500
shares
|
$1.03 Million
0.15% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
8,487
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2022
Added 6.09%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
8,477
shares
|
$1.03 Million
0.82% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
8,472
shares
|
$1.03 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
8,467
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
8,453
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
8,430
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
8,404
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
8,397
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
8,383
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 23, 2026 Q4 2025 |
8,344
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,325
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Tarbox Family Office, Inc.
|
Jan 20, 2026 Q4 2025 |
8,323
shares
|
$1.01 Million
0.17% of portfolio
|
Q1 2025
Reduced 14.21%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
8,306
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Nov 05, 2025 Q3 2025 |
8,300
shares
|
$1 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
8,255
shares
|
$999,185
0.79% of portfolio
|
Q3 2022
Reduced 5.87%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
8,229
shares
|
$996,038
0.03% of portfolio
|
Q4 2025
Reduced 1.7%
|
|