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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
420,999
shares
|
$51 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
420,047
shares
|
$50.8 Million
0.66% of portfolio
|
Q4 2025
Reduced 2.76%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
418,180
shares
|
$50.6 Million
0.83% of portfolio
|
Q3 2025
Added 8.78%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
416,245
shares
|
$50.4 Million
3.66% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
413,008
shares
|
$50 Million
0.61% of portfolio
|
Q4 2025
Added 2.57%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
405,029
shares
|
$49 Million
1.36% of portfolio
|
Q3 2025
Added 68.53%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
400,855
shares
|
$48.5 Million
0.32% of portfolio
|
Q3 2025
Added 15.66%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
390,974
shares
|
$47.3 Million
8.23% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
388,817
shares
|
$47.1 Million
2.1% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
386,527
shares
|
$46.8 Million
0.51% of portfolio
|
Q4 2025
Added 31.76%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
378,309
shares
|
$45.8 Million
0.61% of portfolio
|
Q3 2022
Added 52.06%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
378,086
shares
|
$45.8 Million
15.81% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
371,664
shares
|
$45 Million
20.18% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
371,209
shares
|
$44.9 Million
0.91% of portfolio
|
Q3 2025
Added 51.87%
|
|
|
Financial Life Advisors
|
Nov 03, 2025 Q3 2025 |
370,887
shares
|
$44.9 Million
14.65% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
366,620
shares
|
$44.4 Million
0.6% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
362,653
shares
|
$43.9 Million
5.57% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
361,933
shares
|
$43.8 Million
5.37% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
353,823
shares
|
$42.8 Million
27.3% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Sharkey, Howes & Javer
|
Jan 13, 2026 Q4 2025 |
352,604
shares
|
$42.7 Million
6.16% of portfolio
|
Q4 2025
Added 7.67%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
351,998
shares
|
$42.6 Million
6.96% of portfolio
|
Q3 2025
Reduced 49.95%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
343,373
shares
|
$41.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
339,076
shares
|
$41 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.5%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
336,790
shares
|
$40.8 Million
1.16% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
335,855
shares
|
$40.7 Million
11.18% of portfolio
|
Q3 2025
New holding
|
|