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 |
|---|---|---|---|---|---|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
4,638
shares
|
$561,383
0.03% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
4,625
shares
|
$559,810
0.07% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,625
shares
|
$559,810
0.07% of portfolio
|
Q2 2025
Reduced 37.96%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
4,618
shares
|
$558,962
0.2% of portfolio
|
Q2 2022
Added 0.35%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
4,615
shares
|
$558,599
0.24% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 12, 2026 Q4 2025 |
4,608
shares
|
$557,752
0.11% of portfolio
|
Q4 2025
Added 11.17%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
4,600
shares
|
$556,784
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
4,599
shares
|
$556,662
0.08% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
4,595
shares
|
$556,178
0.02% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,587
shares
|
$555,210
0.04% of portfolio
|
Q2 2024
Reduced 20.3%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
4,548
shares
|
$550,489
0.15% of portfolio
|
Q4 2025
Reduced 4.31%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
4,532
shares
|
$548,553
0.26% of portfolio
|
Q2 2023
Reduced 6.11%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
4,519
shares
|
$546,979
0.11% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
4,506
shares
|
$545,406
0.09% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,498
shares
|
$544,437
0.02% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
4,493
shares
|
$543,832
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
4,474
shares
|
$541,532
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
4,468
shares
|
$540,806
0.02% of portfolio
|
Q3 2025
Added 13.11%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
4,466
shares
|
$540,564
0.02% of portfolio
|
Q4 2025
Added 27.2%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,463
shares
|
$540,201
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
4,459
shares
|
$539,717
0.16% of portfolio
|
Q3 2025
Added 52.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,458
shares
|
$539,596
0.0% of portfolio
|
Q1 2024
Added 35.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
4,452
shares
|
$538,870
0.04% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
4,444
shares
|
$537,901
1.39% of portfolio
|
Q2 2023
Reduced 13.14%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
4,437
shares
|
$537,054
0.15% of portfolio
|
Q2 2025
Added 0.02%
|
|