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iShares S&P 500 Growth ETF (IVW) Institutional Ownership

iShares S&P 500 Growth ETF logo
$112.31 -0.01 (-0.01%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$112.39 +0.08 (+0.07%)
As of 07/18/2025 06:18 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Number of
Institutional Buyers
(last 12 months)
1218
Total
Institutional Inflows
(last 12 months)
$8.23B
Number of
Institutional Sellers
(last 12 months)
1020
Total
Institutional Outflows
(last 12 months)
$3.84B
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IVW Institutional Buying and Selling by Quarter

iShares S&P 500 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025EWA LLC265,975$29.28M9.2%-23.0%0.048%
7/18/2025Pure Financial Advisors LLC7,028$774K0.0%+7.4%0.001%
7/18/2025RKL Wealth Management LLC65,460$7.21M0.6%-3.6%0.012%
7/18/2025Consolidated Planning Corp2,575$284K0.0%-4.3%0.000%
7/18/2025USA Financial Formulas573,100$63.10M10.8%-56.4%0.104%
7/18/2025B.O.S.S. Retirement Advisors LLC12,200$1.34M0.3%+234.5%0.002%
7/18/2025Heritage Financial Services LLC19,063$2.10M0.2%+3.0%0.003%
7/18/2025Madrona Financial Services LLC32,539$3.58M0.9%-4.2%0.006%
7/18/2025SOA Wealth Advisors LLC.7,710$849K0.1%-14.5%0.001%
7/18/2025Client 1ST Advisory Group LLC32,060$3.53M1.3%+5.8%0.006%
7/18/2025Centricity Wealth Management LLC3,442$379K0.3%+18.3%0.001%
7/18/2025QTR Family Wealth LLC8,276$911K0.6%-2.8%0.002%
7/18/2025Trust Co. of Vermont3,808$419K0.0%-10.6%0.001%
7/18/2025Bartlett & CO. Wealth Management LLC43,682$4.81M0.1%+12.5%0.008%
7/18/2025Marino Stram & Associates LLC17,044$1.88M0.4%+2.9%0.003%
7/18/2025Impact Capital Partners LLC2,092$230K0.1%N/A0.000%
7/18/2025SigFig Wealth Management LLC84,919$9.30M0.3%-10.1%0.015%
7/18/2025Childress Capital Advisors LLC4,702$518K0.1%N/A0.001%
7/18/2025PFG Investments LLC6,606$727K0.0%-8.3%0.001%
7/18/2025Consolidated Portfolio Review Corp6,612$728K0.1%+166.3%0.001%
7/18/2025Midwest Financial Group LLC111,124$12.24M6.4%-3.3%0.020%
7/18/2025Institute for Wealth Management LLC.24,248$2.67M0.3%-9.2%0.004%
7/18/2025Cooper Financial Group12,233$1.35M0.2%-48.5%0.002%
7/18/2025Truist Financial Corp1,189,481$130.96M0.2%-3.2%0.216%
7/18/2025Lockerman Financial Group Inc.3,230$356K0.5%+6.8%0.001%
7/18/2025Pennsylvania Capital Management Inc. ADV10,356$1.14M0.4%N/A0.002%
7/18/2025BCU Wealth Advisors LLC32,440$3.57M1.6%+10.1%0.006%
7/17/2025 MBA Advisors LLC20,291$2.23M1.0%-3.8%0.004%
7/17/2025 Chicago Capital LLC2,653$292K0.0%-14.0%0.000%
7/17/2025 One Wealth Advisors LLC212,095$23.35M3.2%-10.7%0.039%
7/17/2025 Eclectic Associates Inc. ADV58,109$6.40M1.4%-7.7%0.011%
7/17/2025 Bluesphere Advisors LLC1,928$212K0.1%-26.0%0.000%
7/17/2025 Park Place Capital Corp27,829$3.03M0.7%-38.2%0.005%
7/17/2025 Greenleaf Trust341,181$37.56M0.3%+0.7%0.062%
7/17/2025 Mattern Wealth Management LLC28,607$3.15M0.7%-0.4%0.005%
7/17/2025 XML Financial LLC47,560$5.24M0.5%-1.5%0.009%
7/17/2025 Capital Investment Advisors LLC7,857$865K0.0%+22.7%0.001%
7/17/2025 Summit Financial Strategies Inc.13,007$1.43M0.1%-2.9%0.002%
7/17/2025 Raleigh Capital Management Inc.17,715$1.95M0.8%-11.9%0.003%
7/17/2025 HB Wealth Management LLC2,279,446$250.97M2.0%-8.1%0.414%
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7/17/2025 Janney Montgomery Scott LLC2,244,255$247.09M0.6%-5.6%0.408%
7/17/2025 Venture Visionary Partners LLC16,958$1.87M0.1%+3.8%0.003%
7/17/2025 Smith Anglin Financial LLC248,802$27.39M2.5%+17.8%0.045%
7/17/2025 Smith Chas P & Associates PA Cpas5,245$577K0.0%-20.3%0.001%
7/17/2025 Baron Silver Stevens Financial Advisors LLC2,851$314K0.1%N/A0.001%
7/17/2025 Fifth Third Securities Inc.140,016$15.42M1.2%-1.5%0.025%
7/17/2025 Kelly Financial Services LLC186,207$20.50M6.0%-7.1%0.034%
7/17/2025 Covenant Asset Management LLC1,914$211K0.0%N/A0.000%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH11,446$1.26M0.3%+59.6%0.002%
7/17/2025 Alpine Bank Wealth Management80,422$8.85M1.3%-0.5%0.015%
7/17/2025 Albion Financial Group UT11,945$1.32M0.1%-91.5%0.002%
7/17/2025 Sound Income Strategies LLC29,953$3.30M0.2%-5.8%0.005%
7/17/2025 Norris Perne & French LLP MI1,860$205K0.0%N/A0.000%
7/17/2025 First County Bank CT 6,713$739K0.4%-11.3%0.001%
7/17/2025 Moody Lynn & Lieberson LLC9,690$1.07M0.1%-15.0%0.002%
7/17/2025 City Holding Co.8,967$987K0.1%+2.6%0.002%
7/17/2025 Beacon Capital Management LLC22,062$2.43M0.3%-30.6%0.004%
7/17/2025 Patton Albertson Miller Group LLC143,948$15.85M2.1%+25.3%0.026%
7/17/2025 Tritonpoint Wealth LLC11,629$1.28M0.1%+1.4%0.002%
7/17/2025 Sonora Investment Management Group LLC2,360$260K0.0%N/A0.000%
7/17/2025 Avior Wealth Management LLC221,662$24.41M0.8%+0.8%0.040%
7/17/2025 Charles Schwab Trust Co2,041$225K0.0%N/A0.000%
7/17/2025 Tempus Wealth Planning LLC15,660$1.72M0.4%+1.4%0.003%
7/17/2025 SeaBridge Investment Advisors LLC30,200$3.33M0.6%N/A0.005%
7/17/2025 Western Financial Corp CA2,951$325K0.2%-11.8%0.001%
7/16/2025 Signature Resources Capital Management LLC1,999$220K0.1%+202.9%0.000%
7/16/2025 Midwest Heritage Bank FSB3,744$412K0.2%+27.6%0.001%
7/16/2025 Spirepoint Private Client LLC27,984$3.08M0.3%-9.7%0.005%
7/16/2025 Builder Investment Group Inc. ADV1,931$213K0.1%N/A0.000%
7/16/2025 Cahaba Wealth Management Inc.59,705$6.57M0.5%-2.4%0.011%
7/16/2025 Ascent Capital Management LLC117,123$12.90M11.4%+0.9%0.021%
7/16/2025 Processus Wealth & Capital Management LLC12,553$1.38M1.1%-2.3%0.002%
7/16/2025 ORG Wealth Partners LLC278$30K0.0%-41.0%0.000%
7/16/2025 West Branch Capital LLC1,084$119K0.0%-13.1%0.000%
7/16/2025 Encompass Wealth Advisors LLC377,513$41.56M15.2%+1.0%0.069%
7/16/2025 Signaturefd LLC13,367$1.47M0.0%-14.7%0.002%
7/16/2025 ORG Partners LLC15,356$1.67M0.4%+163.8%0.003%
7/16/2025 Lloyd Advisory Services LLC.8,031$884K0.4%-1.5%0.001%
7/16/2025 1834 Investment Advisors Co.409,110$45.04M5.7%-7.1%0.074%
7/16/2025 Old Port Advisors8,416$927K0.3%-2.9%0.002%
7/16/2025 Instrumental Wealth LLC147,101$16.36M13.0%+2.6%0.027%
7/16/2025 PFS Partners LLC337$37K0.0%-26.4%0.000%
7/16/2025 GenWealth Group Inc.32,836$3.62M0.7%-0.3%0.006%
7/16/2025 ST Germain D J Co. Inc.423$47K0.0%+655.4%0.000%
7/16/2025 MJT & Associates Financial Advisory Group Inc.170,294$18.75M23.3%+2.8%0.031%
7/16/2025 Southern Capital Advisors LLC32,444$3.57M1.8%+1.9%0.006%
7/16/2025 Swisher Financial Concepts Inc.3,431$378K0.2%-19.8%0.001%
7/16/2025 Evergreen Private Wealth LLC6,826$752K0.3%-5.6%0.001%
7/16/2025 Novem Group9,396$1.03M0.1%+300.5%0.002%
7/16/2025 Amarillo National Bank312,922$34.45M6.4%-0.7%0.057%
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7/16/2025 Embree Financial Group8,357$920K0.1%+101.2%0.002%
7/16/2025 FORM Wealth Advisors LLC30,453$3.35M0.4%+3.4%0.006%
7/16/2025 CX Institutional117,390$12.93M0.5%-0.2%0.021%
7/16/2025 Colton Groome Financial Advisors LLC6,247$688K0.2%+3.7%0.001%
7/16/2025 Essex Financial Services Inc.29,132$3.21M0.2%+5.3%0.005%
7/16/2025 Dakota Wealth Management6,624$729K0.0%-15.7%0.001%
7/16/2025 Perigon Wealth Management LLC105,043$11.57M0.3%+0.7%0.019%
7/16/2025 Magnus Financial Group LLC34,760$3.83M0.3%-2.3%0.006%
7/16/2025 Kennicott Capital Management LLC2,724$300K0.2%-12.8%0.000%
7/16/2025 Moneywise Inc.9,002$991K0.5%-87.4%0.002%
(Data available from 1/1/2016 forward)

IVW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVW shares?

During the previous two years, 1,927 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.46B), JPMorgan Chase & Co. ($4.07B), Morgan Stanley ($2.01B), Bank of America Corp DE ($1.88B), LPL Financial LLC ($1.76B), Wells Fargo & Company MN ($1.69B), and Ameriprise Financial Inc. ($738.22M).Learn more on iShares S&P 500 Growth ETF's institutional investors.

Which institutional investors have been buying iShares S&P 500 Growth ETF's stock?

Of the 1,605 institutional investors that purchased iShares S&P 500 Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($26.35M), LPL Financial LLC ($10.29M), Envestnet Portfolio Solutions Inc. ($6.37M), CWM LLC ($4.73M), Raymond James Financial Inc. ($4.50M), Park Avenue Securities LLC ($4.24M), and Wealthfront Advisers LLC ($3.45M).

How much institutional buying is happening at iShares S&P 500 Growth ETF?

Institutional investors have bought a total of 85,747,240 shares in the last 24 months. This purchase volume represents approximately $8.22B in transactions.

Which of iShares S&P 500 Growth ETF's major shareholders have been selling company stock?

Of the 1,017 institutional investors that sold iShares S&P 500 Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jones Financial Companies Lllp ($5.88M), JPMorgan Chase & Co. ($4.62M), US Bancorp DE ($2.23M), International Assets Investment Management LLC ($1.57M), Envestnet Portfolio Solutions Inc. ($1.52M), Smith Anglin Financial LLC ($1.34M), and The Manufacturers Life Insurance Company ($827.61K).

How much institutional selling is happening at iShares S&P 500 Growth ETF?

Institutional investors have sold a total of 39,209,445 shares in the last 24 months. This volume of shares sold represents approximately $3.84B in transactions.


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This page (NYSEARCA:IVW) was last updated on 7/19/2025 by MarketBeat.com Staff
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