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 |
|---|---|---|---|---|---|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
1,076
shares
|
$130,239
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,065
shares
|
$128,907
0.07% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,065
shares
|
$128,907
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,047
shares
|
$126,728
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jan 12, 2026 Q4 2025 |
1,044
shares
|
$126,365
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hoese & CO LLP
|
Jan 14, 2026 Q4 2025 |
1,032
shares
|
$124,913
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1,031
shares
|
$124,792
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
1,028
shares
|
$124,429
0.09% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
1,023
shares
|
$123,823
0.04% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
1,023
shares
|
$123,823
0.05% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
1,008
shares
|
$122,008
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
996
shares
|
$120,555
0.05% of portfolio
|
Q4 2024
Reduced 23.38%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
965
shares
|
$116,803
0.0% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
960
shares
|
$116,198
0.01% of portfolio
|
Q3 2022
Added 1500.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
960
shares
|
$116,198
0.01% of portfolio
|
Q3 2022
Added 45.45%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Jan 05, 2026 Q4 2025 |
957
shares
|
$115,835
0.07% of portfolio
|
Q4 2025
Added 125.18%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
956
shares
|
$115,714
0.06% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
952
shares
|
$115,230
0.03% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Townsend Asset Management Corp
|
Jan 21, 2026 Q4 2025 |
950
shares
|
$114,988
0.04% of portfolio
|
Q1 2024
Reduced 13.32%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
920
shares
|
$111,356
0.01% of portfolio
|
Q3 2023
Reduced 12.05%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
892
shares
|
$107,967
0.03% of portfolio
|
Q3 2025
Added 696.43%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
890
shares
|
$107,725
0.04% of portfolio
|
Q3 2025
Reduced 48.32%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
884
shares
|
$106,999
0.08% of portfolio
|
Q2 2025
Reduced 34.57%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
874
shares
|
$105,788
0.0% of portfolio
|
Q3 2024
Reduced 33.89%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
866
shares
|
$104,820
0.08% of portfolio
|
Q3 2025
Reduced 29.71%
|
|