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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,193
shares
|
$507,520
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,191
shares
|
$507,278
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
4,179
shares
|
$505,826
0.02% of portfolio
|
Q4 2025
Added 3.59%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
4,172
shares
|
$504,978
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
4,172
shares
|
$504,978
0.22% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
4,171
shares
|
$504,857
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
4,159
shares
|
$503,405
0.11% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
4,157
shares
|
$503,163
0.02% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 02, 2026 Q4 2025 |
4,146
shares
|
$501,831
0.06% of portfolio
|
Q4 2025
Reduced 11.37%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
4,107
shares
|
$497,111
0.11% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Holland Advisory Services, Inc.
|
Jan 12, 2026 Q4 2025 |
4,089
shares
|
$494,932
0.68% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
4,089
shares
|
$494,932
0.28% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Fairway Wealth LLC
Independence, OH |
Oct 30, 2025 Q3 2025 |
4,083
shares
|
$494,206
0.14% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
4,078
shares
|
$493,601
0.08% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
4,074
shares
|
$493,116
0.02% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,067
shares
|
$492,269
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
4,067
shares
|
$492,269
0.05% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Nov 17, 2025 Q3 2025 |
4,051
shares
|
$490,333
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,046
shares
|
$489,727
0.23% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 20, 2026 Q4 2025 |
4,037
shares
|
$488,638
1.07% of portfolio
|
Q4 2025
Added 19.69%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,036
shares
|
$488,517
0.06% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
4,031
shares
|
$487,912
0.06% of portfolio
|
Q3 2024
Added 44.95%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,008
shares
|
$485,128
0.23% of portfolio
|
Q1 2025
Reduced 12.07%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
3,993
shares
|
$483,312
0.12% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
3,991
shares
|
$483,070
0.02% of portfolio
|
Q3 2025
Reduced 24.57%
|
|