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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
630
shares
|
$76,255
0.01% of portfolio
|
Q3 2025
Added 30.98%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
628
shares
|
$76,013
0.0% of portfolio
|
Q4 2025
Added 14.18%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
625
shares
|
$75,650
0.01% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
621
shares
|
$75,165
0.03% of portfolio
|
Q4 2025
Added 1071.7%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
613
shares
|
$74,197
0.01% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Capital Investment Counsel, Inc
|
Jan 23, 2026 Q4 2025 |
612
shares
|
$74,076
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
600
shares
|
$72,624
0.03% of portfolio
|
Q2 2023
Reduced 51.42%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
585
shares
|
$70,808
0.05% of portfolio
|
Q4 2024
Reduced 8.88%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
581
shares
|
$70,324
0.06% of portfolio
|
Q4 2025
Added 0.17%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
579
shares
|
$70,082
0.04% of portfolio
|
Q1 2024
Added 0.17%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
574
shares
|
$69,476
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
555
shares
|
$67,177
0.01% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
552
shares
|
$66,814
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
550
shares
|
$66,572
0.02% of portfolio
|
Q1 2024
Added 5.97%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
540
shares
|
$65,361
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
539
shares
|
$65,240
0.03% of portfolio
|
Q2 2025
Reduced 82.05%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
537
shares
|
$64,998
0.02% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
534
shares
|
$64,635
0.02% of portfolio
|
Q3 2025
Reduced 69.19%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
525
shares
|
$63,546
0.01% of portfolio
|
Q3 2025
Reduced 16.0%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
519
shares
|
$62,819
0.03% of portfolio
|
Q2 2025
Added 51800.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
507
shares
|
$61,367
0.01% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
501
shares
|
$60,641
0.02% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
497
shares
|
$60,156
0.01% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
496
shares
|
$60,035
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
472
shares
|
$57,130
0.02% of portfolio
|
Q2 2023
Reduced 35.16%
|
|