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 |
|---|---|---|---|---|---|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,725
shares
|
$450,874
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jan 23, 2026 Q4 2025 |
3,707
shares
|
$448,695
0.12% of portfolio
|
Q4 2025
Reduced 3.94%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
3,705
shares
|
$448,453
0.03% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Newton One Investments LLC
|
Jan 22, 2026 Q4 2025 |
3,697
shares
|
$447,484
0.13% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Nov 13, 2025 Q3 2025 |
3,689
shares
|
$446,516
1.02% of portfolio
|
Q3 2025
Reduced 29.45%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
3,688
shares
|
$446,395
0.07% of portfolio
|
Q4 2025
Added 31.25%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
3,682
shares
|
$445,669
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
3,673
shares
|
$444,579
0.05% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Oct 30, 2025 Q3 2025 |
3,666
shares
|
$443,732
0.14% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
3,636
shares
|
$440,101
0.13% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Life Line Wealth Management LLC
Beverly Hills, CA |
Nov 12, 2025 Q3 2025 |
3,634
shares
|
$439,859
0.13% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
3,632
shares
|
$439,617
0.17% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
3,629
shares
|
$439,254
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,624
shares
|
$438,648
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
3,624
shares
|
$438,648
0.03% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
3,623
shares
|
$438,527
0.1% of portfolio
|
Q4 2025
Added 78.12%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
3,621
shares
|
$438,285
0.34% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
3,619
shares
|
$438,043
0.05% of portfolio
|
Q4 2022
Reduced 7.4%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
3,615
shares
|
$437,559
0.16% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Center For Asset Management LLC
|
Jan 21, 2026 Q4 2025 |
3,605
shares
|
$436,349
0.23% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
3,604
shares
|
$436,228
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Genesis Financial Group, LLC
Paramus, NJ |
Jan 16, 2026 Q4 2025 |
3,598
shares
|
$435,501
0.26% of portfolio
|
Q4 2025
New holding
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
3,595
shares
|
$435,138
0.08% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,586
shares
|
$434,049
0.0% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
3,585
shares
|
$433,928
0.04% of portfolio
|
Q2 2025
Reduced 0.55%
|
|