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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
6,950
shares
|
$841,228
0.27% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jan 21, 2026 Q4 2025 |
6,942
shares
|
$840,259
0.32% of portfolio
|
Q4 2025
Added 42.08%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,941
shares
|
$840,138
0.28% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,915
shares
|
$836,991
0.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,889
shares
|
$833,844
0.04% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jan 21, 2026 Q4 2025 |
6,867
shares
|
$831,181
0.55% of portfolio
|
Q4 2025
Reduced 7.15%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,860
shares
|
$830,334
0.06% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
6,832
shares
|
$826,945
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,808
shares
|
$824,040
0.13% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
6,806
shares
|
$823,798
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Sageworth Trust CO Of South Dakota
|
Nov 04, 2025 Q3 2025 |
6,804
shares
|
$823,556
0.83% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,776
shares
|
$820,167
0.03% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
6,768
shares
|
$819,198
0.38% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2026 Q4 2025 |
6,760
shares
|
$818,230
0.27% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
6,753
shares
|
$817,383
0.05% of portfolio
|
Q2 2022
Added 57.23%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,729
shares
|
$814,478
0.11% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
6,698
shares
|
$810,725
0.02% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
6,671
shares
|
$807,457
0.43% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
6,596
shares
|
$798,379
0.08% of portfolio
|
Q4 2025
Added 4.65%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
6,596
shares
|
$798,379
0.14% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
6,584
shares
|
$796,927
0.06% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
6,566
shares
|
$794,748
0.02% of portfolio
|
Q4 2021
Added 43.08%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
6,542
shares
|
$791,843
0.05% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
6,541
shares
|
$791,722
0.03% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
6,535
shares
|
$790,996
0.51% of portfolio
|
Q4 2025
Reduced 0.52%
|
|