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 |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
3,562
shares
|
$431,144
0.16% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
3,536
shares
|
$427,997
0.06% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
3,533
shares
|
$427,634
0.04% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
3,530
shares
|
$427,271
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
3,525
shares
|
$426,666
0.04% of portfolio
|
Q2 2023
Reduced 15.02%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,522
shares
|
$426,302
0.11% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,505
shares
|
$424,245
0.2% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
3,493
shares
|
$422,792
0.11% of portfolio
|
Q3 2025
Reduced 82.83%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
3,492
shares
|
$422,671
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,482
shares
|
$421,461
0.02% of portfolio
|
Q1 2025
Reduced 39.78%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
3,482
shares
|
$421,461
0.23% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
3,467
shares
|
$419,645
0.08% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
3,456
shares
|
$418,314
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
3,455
shares
|
$418,193
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,442
shares
|
$416,619
0.3% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Jan 20, 2026 Q4 2025 |
3,441
shares
|
$416,498
0.25% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Jan 20, 2026 Q4 2025 |
3,428
shares
|
$414,925
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
3,413
shares
|
$413,109
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
3,409
shares
|
$412,625
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,403
shares
|
$411,899
0.03% of portfolio
|
Q2 2025
Added 56.53%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,397
shares
|
$411,172
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
3,395
shares
|
$410,930
0.05% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
3,383
shares
|
$409,478
0.24% of portfolio
|
Q4 2025
Added 0.03%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
3,366
shares
|
$407,420
0.18% of portfolio
|
Q4 2025
Reduced 3.05%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
3,365
shares
|
$407,299
0.06% of portfolio
|
Q2 2025
New holding
|
|