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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
472
shares
|
$57,130
0.03% of portfolio
|
Q3 2025
Added 20.72%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 22, 2026 Q4 2025 |
460
shares
|
$55,678
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
452
shares
|
$54,710
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
452
shares
|
$54,710
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
444
shares
|
$53,741
0.0% of portfolio
|
Q2 2022
Reduced 14.45%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
423
shares
|
$51,199
0.02% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
400
shares
|
$48,416
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 23, 2026 Q4 2025 |
380
shares
|
$45,995
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
378
shares
|
$45,753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
360
shares
|
$43,574
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 23, 2026 Q4 2025 |
356
shares
|
$43,090
0.01% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jan 23, 2026 Q4 2025 |
356
shares
|
$43,090
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
355
shares
|
$42,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
337
shares
|
$40,790
0.02% of portfolio
|
Q2 2025
Reduced 26.42%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
336
shares
|
$40,669
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
324
shares
|
$39,216
0.01% of portfolio
|
Q3 2025
Reduced 29.1%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
304
shares
|
$36,796
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
303
shares
|
$36,675
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
300
shares
|
$36,312
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
298
shares
|
$36,069
0.0% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
292
shares
|
$35,343
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
290
shares
|
$35,101
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
290
shares
|
$35,101
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
285
shares
|
$34,496
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
276
shares
|
$33,407
0.03% of portfolio
|
Q1 2024
Closed
|
|