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 |
|---|---|---|---|---|---|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
2,346
shares
|
$283,959
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
2,342
shares
|
$283,475
0.13% of portfolio
|
Q4 2025
Added 34.44%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
2,341
shares
|
$283,354
0.04% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
2,337
shares
|
$282,870
0.22% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 20, 2026 Q4 2025 |
2,327
shares
|
$281,660
0.06% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
2,316
shares
|
$280,328
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
2,304
shares
|
$278,876
0.19% of portfolio
|
Q3 2025
Reduced 17.09%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
2,300
shares
|
$278,392
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
2,300
shares
|
$278,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneva Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,296
shares
|
$277,907
0.11% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,294
shares
|
$277,665
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
2,292
shares
|
$277,423
0.06% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Chicago Capital, LLC
|
Oct 22, 2025 Q3 2025 |
2,288
shares
|
$276,939
0.01% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
2,285
shares
|
$276,576
0.04% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
2,276
shares
|
$275,487
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,274
shares
|
$275,244
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
2,264
shares
|
$274,034
0.08% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
2,242
shares
|
$271,371
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
2,239
shares
|
$271,008
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Aug 05, 2025 Q2 2025 |
2,229
shares
|
$269,798
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
2,223
shares
|
$269,071
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
2,220
shares
|
$268,708
0.15% of portfolio
|
Q1 2023
Added 175.78%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,218
shares
|
$268,466
0.1% of portfolio
|
Q3 2025
Reduced 7.47%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 23, 2026 Q4 2025 |
2,216
shares
|
$268,224
0.05% of portfolio
|
Q4 2025
Added 1.28%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
2,200
shares
|
$266,288
0.06% of portfolio
|
Q2 2025
New holding
|
|