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 |
|---|---|---|---|---|---|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,735
shares
|
$331,044
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,730
shares
|
$330,439
0.1% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 16, 2026 Q4 2025 |
2,725
shares
|
$329,834
0.19% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
2,724
shares
|
$329,712
0.16% of portfolio
|
Q2 2025
Reduced 12.8%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,724
shares
|
$329,712
0.05% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
2,719
shares
|
$329,107
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
2,718
shares
|
$328,986
0.05% of portfolio
|
Q4 2024
Reduced 15.54%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
2,707
shares
|
$327,655
0.02% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,702
shares
|
$327,050
0.12% of portfolio
|
Q2 2022
Reduced 82.21%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
2,691
shares
|
$325,718
0.06% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Jan 23, 2026 Q4 2025 |
2,691
shares
|
$325,718
0.08% of portfolio
|
Q4 2025
Added 8.82%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
2,689
shares
|
$325,476
0.14% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
2,688
shares
|
$325,355
0.06% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,682
shares
|
$324,629
0.2% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
2,676
shares
|
$323,903
0.06% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
2,673
shares
|
$323,539
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
2,672
shares
|
$323,418
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
2,669
shares
|
$323,055
0.06% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
2,650
shares
|
$320,756
0.04% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,650
shares
|
$320,756
0.17% of portfolio
|
Q2 2023
Reduced 5.36%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 16, 2026 Q4 2025 |
2,647
shares
|
$320,392
0.13% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
2,646
shares
|
$320,271
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,641
shares
|
$319,666
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
2,638
shares
|
$319,303
0.02% of portfolio
|
Q1 2025
Reduced 70.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
2,620
shares
|
$317,124
0.09% of portfolio
|
Q3 2025
Reduced 35.61%
|
|