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 |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
6,256
shares
|
$757,226
0.08% of portfolio
|
Q1 2023
Reduced 48.22%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
6,247
shares
|
$756,136
0.17% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
6,242
shares
|
$755,531
0.36% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
6,235
shares
|
$754,684
0.11% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
6,231
shares
|
$754,200
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
6,186
shares
|
$748,753
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
6,169
shares
|
$746,695
0.07% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
6,153
shares
|
$744,759
0.06% of portfolio
|
Q1 2024
Reduced 8.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,144
shares
|
$743,669
0.11% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
6,127
shares
|
$741,612
0.04% of portfolio
|
Q3 2025
Added 158.63%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,117
shares
|
$740,401
0.23% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
6,112
shares
|
$739,796
0.05% of portfolio
|
Q4 2025
Added 2.21%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
6,101
shares
|
$738,465
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
6,088
shares
|
$736,891
0.58% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
6,061
shares
|
$733,623
0.25% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
6,038
shares
|
$730,839
0.71% of portfolio
|
Q4 2025
Reduced 3.18%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
6,030
shares
|
$729,871
0.09% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
6,028
shares
|
$729,629
0.28% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
6,018
shares
|
$728,418
0.14% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
5,990
shares
|
$725,029
0.04% of portfolio
|
Q4 2025
Added 0.52%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
5,988
shares
|
$724,787
0.21% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,954
shares
|
$720,672
0.05% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
5,941
shares
|
$719,098
0.47% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
5,937
shares
|
$718,614
0.09% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,909
shares
|
$715,225
0.05% of portfolio
|
Q3 2025
Reduced 87.53%
|
|