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 2,186 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 |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
251,360
shares
|
$30.4 Million
4.17% of portfolio
|
Q4 2025
Reduced 4.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
251,223
shares
|
$30.4 Million
3.6% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
250,683
shares
|
$30.3 Million
3.08% of portfolio
|
Q3 2025
Reduced 7.21%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
248,839
shares
|
$30.1 Million
5.24% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
248,802
shares
|
$30.1 Million
3.76% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
248,691
shares
|
$30.1 Million
0.27% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
247,977
shares
|
$30 Million
1.23% of portfolio
|
Q4 2023
Added 12.86%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
245,528
shares
|
$29.7 Million
1.58% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
245,036
shares
|
$29.7 Million
0.67% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
244,213
shares
|
$29.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
244,067
shares
|
$29.5 Million
2.51% of portfolio
|
Q4 2025
Reduced 0.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
243,393
shares
|
$29.5 Million
0.41% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
241,400
shares
|
$29.2 Million
0.02% of portfolio
|
Q2 2025
Added 47.34%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
240,414
shares
|
$29.1 Million
22.45% of portfolio
|
Q4 2025
Reduced 0.31%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
238,739
shares
|
$28.9 Million
6.56% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
237,739
shares
|
$28.8 Million
5.78% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
237,167
shares
|
$28.7 Million
0.38% of portfolio
|
Q4 2025
Added 5.69%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
236,000
shares
|
$28.6 Million
5.14% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
235,085
shares
|
$28.5 Million
0.29% of portfolio
|
Q3 2025
Added 2.03%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
231,193
shares
|
$28 Million
8.28% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
231,156
shares
|
$28 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
226,720
shares
|
$27.4 Million
7.7% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
224,358
shares
|
$27.2 Million
2.15% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
221,638
shares
|
$26.8 Million
0.89% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
219,649
shares
|
$26.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.93%
|
|