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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
5,904
shares
|
$714,620
0.18% of portfolio
|
Q3 2025
Added 78.85%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
5,894
shares
|
$713,409
0.3% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
5,879
shares
|
$711,594
0.02% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,876
shares
|
$711,231
0.02% of portfolio
|
Q4 2022
Reduced 11.35%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,818
shares
|
$704,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
5,812
shares
|
$703,484
0.18% of portfolio
|
Q3 2025
Reduced 67.13%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
5,811
shares
|
$703,363
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
5,787
shares
|
$700,458
0.52% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,771
shares
|
$698,521
0.14% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
5,723
shares
|
$692,711
0.2% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,719
shares
|
$692,227
0.07% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Asl Financial, LLC
Los Gatos, CA |
Jan 16, 2026 Q4 2025 |
5,710
shares
|
$691,138
0.55% of portfolio
|
Q4 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
5,706
shares
|
$690,654
0.07% of portfolio
|
Q4 2023
Added 6.61%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
5,703
shares
|
$690,291
0.93% of portfolio
|
Q3 2025
Reduced 52.14%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
5,697
shares
|
$689,564
0.1% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
5,692
shares
|
$688,959
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
5,689
shares
|
$688,596
0.02% of portfolio
|
Q3 2025
Reduced 12.25%
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
5,675
shares
|
$686,902
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
5,639
shares
|
$682,544
0.08% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
5,636
shares
|
$682,181
0.05% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
5,603
shares
|
$678,187
0.32% of portfolio
|
Q3 2025
Reduced 69.82%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
5,594
shares
|
$677,097
0.06% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
5,592
shares
|
$676,855
0.33% of portfolio
|
Q4 2025
Added 1.4%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
5,566
shares
|
$673,708
0.09% of portfolio
|
Q2 2023
Reduced 7.23%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
5,536
shares
|
$670,077
0.22% of portfolio
|
Q4 2024
New holding
|
|