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 |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
270
shares
|
$32,680
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
265
shares
|
$32,075
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
257
shares
|
$31,107
0.01% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
257
shares
|
$31,107
0.0% of portfolio
|
Q3 2025
Added 484.09%
|
|
|
Founders Capital Management
|
Jan 15, 2026 Q4 2025 |
253
shares
|
$30,623
0.02% of portfolio
|
Q4 2025
Added 1.2%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
235
shares
|
$28,444
0.2% of portfolio
|
Q2 2025
Reduced 97.56%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
234
shares
|
$28,323
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
234
shares
|
$28,323
0.01% of portfolio
|
Q4 2024
Reduced 51.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
231
shares
|
$27,960
0.02% of portfolio
|
Q4 2024
Reduced 43.93%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
229
shares
|
$27,718
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
227
shares
|
$27,476
0.0% of portfolio
|
Q4 2024
Reduced 25.82%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
220
shares
|
$26,628
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
220
shares
|
$26,628
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
219
shares
|
$26,507
0.01% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 13, 2025 Q3 2025 |
201
shares
|
$24,329
0.02% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
200
shares
|
$24,208
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
193
shares
|
$23,360
0.0% of portfolio
|
Q2 2024
Reduced 35.67%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
190
shares
|
$22,997
0.01% of portfolio
|
Q4 2024
Reduced 99.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
178
shares
|
$21,545
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
163
shares
|
$19,729
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
161
shares
|
$19,487
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
155
shares
|
$18,761
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
150
shares
|
$18,156
0.01% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
149
shares
|
$18,034
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
148
shares
|
$17,913
0.01% of portfolio
|
Q1 2025
New holding
|
|