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 |
|---|---|---|---|---|---|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
1,720
shares
|
$208,188
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,718
shares
|
$207,946
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
1,715
shares
|
$207,583
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,715
shares
|
$207,583
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jan 21, 2026 Q4 2025 |
1,714
shares
|
$207,462
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
1,709
shares
|
$206,857
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
1,708
shares
|
$206,736
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
1,705
shares
|
$206,373
0.05% of portfolio
|
Q4 2025
Reduced 13.41%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
1,682
shares
|
$203,589
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,680
shares
|
$203,347
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,678
shares
|
$203,105
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
1,670
shares
|
$202,136
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Nov 10, 2025 Q3 2025 |
1,670
shares
|
$202,136
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
1,670
shares
|
$202,136
0.03% of portfolio
|
Q4 2025
Added 0.12%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
1,664
shares
|
$201,410
0.02% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 16, 2026 Q4 2025 |
1,657
shares
|
$200,563
0.01% of portfolio
|
Q4 2025
Reduced 15.93%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
1,643
shares
|
$198,868
0.01% of portfolio
|
Q3 2025
Reduced 29.82%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
1,633
shares
|
$197,658
0.14% of portfolio
|
Q4 2025
Reduced 5.33%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
1,631
shares
|
$197,416
0.02% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
1,627
shares
|
$196,932
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
1,626
shares
|
$196,811
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Buttonwood Financial Group, LLC
|
Jan 13, 2026 Q4 2025 |
1,624
shares
|
$196,568
0.15% of portfolio
|
Q4 2025
Reduced 30.12%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,615
shares
|
$195,479
0.02% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,586
shares
|
$191,969
0.13% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
1,584
shares
|
$191,727
0.02% of portfolio
|
Q3 2025
Added 20.18%
|
|