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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
3,986
shares
|
$482,465
0.62% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Oct 29, 2025 Q3 2025 |
3,986
shares
|
$482,465
0.37% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
3,974
shares
|
$481,012
0.03% of portfolio
|
Q4 2025
Added 11.57%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
3,972
shares
|
$480,770
0.02% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,971
shares
|
$480,649
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
3,964
shares
|
$479,802
0.11% of portfolio
|
Q1 2023
Reduced 5.95%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
3,937
shares
|
$476,534
0.05% of portfolio
|
Q4 2025
Reduced 48.15%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
3,922
shares
|
$474,718
0.03% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
3,920
shares
|
$474,476
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,913
shares
|
$473,629
0.14% of portfolio
|
Q3 2025
Reduced 19.19%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
3,897
shares
|
$471,692
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2026 Q4 2025 |
3,872
shares
|
$468,666
0.43% of portfolio
|
Q4 2025
Reduced 10.31%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 04, 2025 Q3 2025 |
3,866
shares
|
$467,940
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
3,866
shares
|
$467,940
0.19% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
3,864
shares
|
$467,698
0.11% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
3,864
shares
|
$467,698
0.15% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,863
shares
|
$467,577
0.11% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
3,833
shares
|
$463,946
0.11% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Shearwater Capital LLC
|
Jan 13, 2026 Q4 2025 |
3,830
shares
|
$463,583
0.28% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,816
shares
|
$461,888
0.01% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,763
shares
|
$455,473
0.06% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
3,750
shares
|
$453,900
0.1% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
3,736
shares
|
$452,205
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
3,732
shares
|
$451,721
0.15% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
3,728
shares
|
$451,237
0.1% of portfolio
|
Q2 2025
Reduced 5.26%
|
|