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 |
|---|---|---|---|---|---|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,006
shares
|
$605,926
0.22% of portfolio
|
Q1 2023
Added 0.24%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$605,200
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,988
shares
|
$603,747
0.05% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4,954
shares
|
$599,632
0.59% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
4,954
shares
|
$599,632
0.35% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
4,950
shares
|
$599,148
0.12% of portfolio
|
Q4 2025
Added 11.99%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
4,942
shares
|
$598,179
0.04% of portfolio
|
Q1 2024
Added 17.81%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
4,941
shares
|
$598,058
0.23% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
4,939
shares
|
$597,816
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
4,934
shares
|
$597,211
0.04% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,923
shares
|
$595,879
0.04% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
4,916
shares
|
$595,032
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 20, 2026 Q4 2025 |
4,907
shares
|
$593,943
0.06% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,888
shares
|
$591,643
0.04% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,879
shares
|
$590,554
0.06% of portfolio
|
Q3 2025
Reduced 25.53%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
4,876
shares
|
$590,191
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
4,872
shares
|
$589,706
0.06% of portfolio
|
Q2 2023
Added 20.06%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
4,868
shares
|
$589,222
0.19% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
4,862
shares
|
$588,496
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,836
shares
|
$585,349
0.06% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
4,831
shares
|
$584,744
0.04% of portfolio
|
Q3 2025
Added 8.61%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
4,815
shares
|
$582,807
0.04% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,814
shares
|
$582,686
0.04% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
4,805
shares
|
$581,597
0.22% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,803
shares
|
$581,355
0.27% of portfolio
|
Q3 2023
Reduced 29.27%
|
|