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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
2,899
shares
|
$350,894
0.04% of portfolio
|
Q4 2025
Reduced 0.07%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
2,898
shares
|
$350,773
0.12% of portfolio
|
Q3 2025
Reduced 18.5%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jan 23, 2026 Q4 2025 |
2,896
shares
|
$350,531
0.09% of portfolio
|
Q4 2025
Reduced 11.92%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
2,890
shares
|
$349,805
0.05% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
2,883
shares
|
$348,958
0.04% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 04, 2025 Q3 2025 |
2,882
shares
|
$348,837
0.13% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Nov 04, 2025 Q3 2025 |
2,867
shares
|
$347,021
0.23% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
2,851
shares
|
$345,085
0.04% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
2,844
shares
|
$344,237
0.04% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
2,843
shares
|
$344,116
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 15, 2026 Q4 2025 |
2,840
shares
|
$343,753
0.05% of portfolio
|
Q4 2025
Reduced 1.39%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2025 Q3 2025 |
2,838
shares
|
$343,511
0.23% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jan 16, 2026 Q4 2025 |
2,835
shares
|
$343,148
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
2,828
shares
|
$342,301
0.06% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 23, 2026 Q4 2025 |
2,800
shares
|
$338,912
0.08% of portfolio
|
Q4 2025
Reduced 26.32%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
2,788
shares
|
$337,459
0.06% of portfolio
|
Q4 2025
Added 25.36%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
2,781
shares
|
$336,612
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,781
shares
|
$336,612
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
2,780
shares
|
$336,491
0.21% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,779
shares
|
$336,370
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
2,769
shares
|
$335,159
0.06% of portfolio
|
Q4 2025
Reduced 4.81%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
2,760
shares
|
$334,070
0.03% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
2,752
shares
|
$333,102
0.14% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
2,752
shares
|
$333,102
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
2,741
shares
|
$331,770
0.13% of portfolio
|
Q2 2025
Added 3.39%
|
|