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 |
|---|---|---|---|---|---|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
8,219
shares
|
$994,827
0.47% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
8,212
shares
|
$993,980
0.67% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
8,190
shares
|
$991,317
0.16% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
8,179
shares
|
$989,986
0.04% of portfolio
|
Q3 2025
Added 57.41%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,166
shares
|
$988,412
0.02% of portfolio
|
Q4 2025
Added 3.93%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
8,115
shares
|
$982,239
0.03% of portfolio
|
Q4 2025
Reduced 21.55%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
8,114
shares
|
$982,118
0.05% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
8,065
shares
|
$976,187
0.29% of portfolio
|
Q3 2025
Reduced 26.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
8,049
shares
|
$974,250
0.08% of portfolio
|
Q3 2022
Added 69.63%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
8,043
shares
|
$973,524
0.06% of portfolio
|
Q3 2025
Reduced 4.9%
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
8,027
shares
|
$971,588
0.29% of portfolio
|
Q4 2025
Reduced 15.88%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 24, 2025 Q3 2025 |
7,939
shares
|
$960,936
0.21% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,938
shares
|
$960,815
0.81% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
7,907
shares
|
$957,063
0.22% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,907
shares
|
$957,063
0.12% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
7,871
shares
|
$952,705
0.09% of portfolio
|
Q4 2025
Reduced 55.32%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
7,840
shares
|
$948,953
0.17% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
7,804
shares
|
$944,596
0.54% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
7,788
shares
|
$942,659
0.28% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
7,759
shares
|
$939,149
0.18% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
7,733
shares
|
$936,002
0.78% of portfolio
|
Q3 2025
Added 14.06%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
7,689
shares
|
$930,676
0.01% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Arbor Investment Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
7,685
shares
|
$930,192
0.12% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,666
shares
|
$927,892
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
7,642
shares
|
$924,987
1.08% of portfolio
|
Q3 2025
Reduced 4.84%
|
|