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 |
|---|---|---|---|---|---|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,222
shares
|
$632,070
0.37% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
5,209
shares
|
$630,497
0.1% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
5,200
shares
|
$629,408
0.16% of portfolio
|
Q4 2024
Reduced 12.81%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
5,200
shares
|
$629,408
0.15% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
5,192
shares
|
$628,439
0.19% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
5,173
shares
|
$626,139
0.36% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
5,168
shares
|
$625,534
0.64% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
5,161
shares
|
$624,687
0.06% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
5,160
shares
|
$624,566
0.09% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Jan 22, 2026 Q4 2025 |
5,139
shares
|
$622,024
0.14% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
5,136
shares
|
$621,661
0.09% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Parthenon LLC
|
Jan 22, 2026 Q4 2025 |
5,136
shares
|
$621,661
0.07% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
5,119
shares
|
$619,603
0.19% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Jan 20, 2026 Q4 2025 |
5,102
shares
|
$617,546
0.34% of portfolio
|
Q4 2025
Reduced 14.95%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,096
shares
|
$616,819
0.04% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Enzi Wealth
Austin, TX |
Jan 15, 2026 Q4 2025 |
5,091
shares
|
$616,214
0.3% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
5,087
shares
|
$615,730
0.21% of portfolio
|
Q3 2025
Reduced 45.84%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,076
shares
|
$614,399
0.18% of portfolio
|
Q4 2024
Reduced 43.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
5,072
shares
|
$613,914
0.22% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
5,062
shares
|
$612,704
0.43% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
5,059
shares
|
$612,341
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
5,054
shares
|
$611,736
0.09% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
5,046
shares
|
$610,767
0.04% of portfolio
|
Q1 2023
Reduced 30.04%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,017
shares
|
$607,257
0.05% of portfolio
|
Q2 2023
Added 4.15%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,012
shares
|
$606,652
0.09% of portfolio
|
Q4 2025
Reduced 1.99%
|
|