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

iShares S&P 500 Growth ETF logo
$122.06 +0.06 (+0.05%)
Closing price 04:10 PM Eastern
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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)
1248
Total
Institutional Inflows
(last 12 months)
$6.15B
Number of
Institutional Sellers
(last 12 months)
1099
Total
Institutional Outflows
(last 12 months)
$5.08B
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Skip Chart & View Institutional Buying and Selling Data

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
10/9/2025Bartlett & CO. Wealth Management LLC43,488$5.25M0.1%-0.4%0.008%
10/9/2025Independence Bank of Kentucky525$63K0.0%-16.0%0.000%
10/9/2025Baker Tilly Wealth Management LLC4,745$573K0.1%+1.9%0.001%
10/9/2025AdvisorNet Financial Inc13,083$1.58M0.1%-7.2%0.002%
10/9/2025Lifestyle Asset Management Inc.5,087$614K0.2%-45.8%0.001%
10/9/2025Centurion Wealth Management LLC52,907$6.39M1.5%-6.2%0.010%
10/9/2025Whitcomb & Hess Inc.18,268$2.21M0.6%-2.4%0.003%
10/9/2025Sprinkle Financial Consultants LLC22,096$2.67M1.5%-0.8%0.004%
10/9/2025Compton Wealth Advisory Group LLC56,945$6.87M1.6%+0.6%0.010%
10/9/2025Kessler Investment Group LLC12,271$1.48M0.6%-2.7%0.002%
10/9/2025Newman Dignan & Sheerar Inc.4,159$502K0.1%-5.5%0.001%
10/9/2025Astoria Portfolio Advisors LLC.2,934$358K0.1%N/A0.001%
10/9/2025Perkins Coie Trust Co123,709$14.93M2.8%-2.0%0.023%
10/9/2025Redhawk Wealth Advisors Inc.1,806$218K0.0%-9.4%0.000%
10/9/2025Bay Harbor Wealth Management LLC107,514$12.98M3.5%-6.3%0.020%
10/9/2025Dynamic Advisor Solutions LLC10,076$1.22M0.0%+1.0%0.002%
10/9/2025Eclectic Associates Inc. ADV51,753$6.25M1.1%-10.9%0.010%
10/9/2025Fermata Advisors LLC2,620$316K0.1%-35.6%0.000%
10/9/2025Chapin Davis Inc.13,570$1.64M0.4%-0.6%0.002%
10/9/2025Prosperity Planning Inc.25,145$3.04M0.8%-2.0%0.005%
10/9/2025Embree Financial Group38,283$4.62M0.6%+358.1%0.007%
10/9/2025Peterson Wealth Advisors LLC50,080$6.06M0.9%+1.1%0.009%
10/8/2025 Patriot Financial Group Insurance Agency LLC50,714$6.12M0.8%-24.3%0.009%
10/8/2025 Hilltop National Bank30,161$3.64M0.9%-1.3%0.006%
10/8/2025 YHB Investment Advisors Inc.108,150$13.06M1.0%+0.1%0.020%
10/8/2025 Asset Allocation Strategies LLC29,906$3.61M0.7%-17.9%0.005%
10/8/2025 Fiduciary Alliance LLC18,896$2.28M0.2%+16.2%0.003%
10/8/2025 Firethorn Wealth Partners LLC63,928$7.72M3.0%-5.3%0.012%
10/8/2025 Retirement Wealth Solutions LLC40,098$4.84M3.2%+12.1%0.007%
10/8/2025 Kwmg LLC246,145$29.72M2.6%+0.5%0.045%
10/8/2025 Wedmont Private Capital9,727$1.18M0.0%+2.3%0.002%
10/8/2025 Towerpoint Wealth LLC15,326$1.85M0.8%-8.2%0.003%
10/8/2025 McNaughton Wealth Management LLC142,028$17.15M7.2%-6.2%0.026%
10/8/2025 Sendero Wealth Management LLC15,866$1.92M0.2%-2.6%0.003%
10/8/2025 Veracity Capital LLC14,025$1.69M0.5%-1.0%0.003%
10/7/2025 TCP Asset Management LLC154,292$18.63M3.3%+1.8%0.028%
10/7/2025 Cooper Financial Group11,824$1.43M0.2%-3.3%0.002%
10/7/2025 Montecito Bank & Trust25,789$3.11M0.5%N/A0.005%
10/7/2025 Lbmc Investment Advisors LLC123,137$14.87M0.9%-4.1%0.023%
10/7/2025 Acropolis Investment Management LLC158,497$17.45M0.9%+2.3%0.029%
10/7/2025 ST Germain D J Co. Inc.3,363$406K0.0%+695.0%0.001%
10/7/2025 Family Legacy Financial Solutions LLC770$93K0.1%+940.5%0.000%
10/7/2025 EWG Elevate Inc.46,501$5.61M1.8%+1,262.1%0.009%
10/7/2025 Proathlete Wealth Management LLC2,030$245K0.1%-21.2%0.000%
10/7/2025 Canandaigua National Bank & Trust Co.5,398$652K0.1%+2.5%0.001%
10/7/2025 Graves Light Lenhart Wealth Inc.40,089$4.84M0.5%-10.3%0.007%
10/7/2025 Nova Wealth Management Inc.1,725$208K0.1%-9.7%0.000%
10/7/2025 Team Financial Group LLC1,257$152K0.1%+11.1%0.000%
10/6/2025 Old Port Advisors8,286$1M0.3%-1.5%0.002%
10/6/2025 SMI Advisory Services LLC1,708$207K0.0%N/A0.000%
10/6/2025 Gradient Investments LLC2,476$299K0.0%+27.9%0.000%
10/6/2025 Heartwood Wealth Advisors LLC952$115K0.0%N/A0.000%
10/6/2025 Sterling Group Wealth Management LLC65,122$7.86M3.9%-3.4%0.012%
10/6/2025 Inspirion Wealth Advisors LLC14,967$1.81M0.3%+3.4%0.003%
10/6/2025 Insight Wealth Strategies LLC4,678$565K0.1%-3.3%0.001%
10/6/2025 Venture Visionary Partners LLC16,733$2.02M0.1%-1.3%0.003%
10/6/2025 Nilsine Partners LLC2,131$257K0.0%N/A0.000%
10/3/2025 KFA Private Wealth Group LLC7,422$896K0.3%+21.7%0.001%
10/3/2025 Dominguez Wealth Management Solutions Inc.16,204$1.96M1.2%+0.6%0.003%
10/3/2025 First Citizens Financial Corp17,192$2.08M1.0%+9.4%0.003%
10/2/2025 Trust Co of the South5,545$669K0.1%-7.9%0.001%
10/2/2025 Investors Research Corp4,310$520K0.1%+23.4%0.001%
10/2/2025 First Hawaiian Bank263,928$31.86M4.1%-4.5%0.048%
10/2/2025 Hiley Hunt Wealth Management6,064$732K0.3%-6.4%0.001%
10/1/2025 First Financial Bank Trust Division97,815$11.81M1.0%-3.5%0.018%
9/29/2025 Summit Financial Wealth Advisors LLC8,190$902K0.2%+8.3%0.001%
9/26/2025Corient Private Wealth LLC275,124$30.18M0.0%-46.0%0.050%
9/26/2025Capital A Wealth Management LLC235$26K0.3%-97.6%0.000%
9/22/2025GatePass Capital LLC7,097$781K0.5%+13.0%0.001%
9/22/2025Caldwell Trust Co3,415$376K0.0%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC133,975$16.07M2.8%+4.9%0.024%
9/19/2025Canal Capital Management LLC4,337$477K0.1%+6.0%0.001%
9/19/2025Base Wealth Management LLC6,319$696K0.4%-2.0%0.001%
9/12/2025Valeo Financial Advisors LLC34,238$3.77M0.1%+5.9%0.006%
9/11/2025Silicon Valley Capital Partners274,726$30.25M3.2%-0.6%0.050%
9/9/2025NWF Advisory Services Inc.4,850$534K0.1%+90.8%0.001%
9/4/2025Osaic Holdings Inc.2,065,099$227.12M0.4%+4.1%0.377%
9/3/2025American Trust11,366$1.25M0.1%N/A0.002%
8/29/2025Evolution Wealth Management Inc.5,073$559K0.7%N/A0.001%
8/29/2025Centaurus Financial Inc.81,234$8.94M0.5%-37.9%0.015%
8/28/2025Stark Wealth Management LLC46,680$4.84M6.7%N/A0.009%
8/27/2025Barnes Wealth Management Group Inc58,867$6.48M3.8%+1.2%0.011%
8/27/2025Orion Porfolio Solutions LLC315,175$34.70M0.3%+19.3%0.058%
8/26/2025Thrivent Financial for Lutherans485,530$53.46M0.1%-64.5%0.089%
8/25/2025Silverlake Wealth Management LLC10,407$1.15M0.3%+281.2%0.002%
8/25/2025Fulcrum Equity Management5,902$650K0.7%-23.4%0.001%
8/22/2025TT Capital Management LLC3,395$355K0.1%N/A0.001%
8/20/2025Forefront Wealth Partners LLC2,373$241K0.2%N/A0.000%
8/20/2025Coppell Advisory Solutions LLC1,935$212K0.0%N/A0.000%
8/19/2025B. Riley Wealth Advisors Inc.71,479$7.87M0.4%N/A0.013%
8/19/2025Cape Investment Advisory Inc.4,444$489K0.2%-8.4%0.001%
8/19/2025Advisory Services Network LLC139,461$15.89M0.3%-45.2%0.025%
8/19/2025Cim LLC2,577$284K0.0%-61.0%0.000%
8/19/2025Delos Wealth Advisors LLC1,992$219K0.2%N/A0.000%
8/19/2025Asset Dedication LLC2,341$258K0.0%+42.5%0.000%
8/18/2025Old North State Trust LLC5,050$556K0.4%+25.8%0.001%
8/18/2025Tactive Advisors LLC24,583$2.71M0.9%N/A0.004%
8/18/2025Geneos Wealth Management Inc.97,553$10.74M0.3%+4.5%0.018%
8/18/2025Westwood Holdings Group Inc.3,586$395K0.0%-8.5%0.001%
8/18/2025Goodman Advisory Group LLC2,143$236K0.1%-65.3%0.000%
(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, 1,964 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.00B), JPMorgan Chase & Co. ($4.67B), Bank of America Corp DE ($2.06B), Morgan Stanley ($2.01B), LPL Financial LLC ($1.76B), Wells Fargo & Company MN ($1.69B), and Ameriprise Financial Inc. ($935.87M).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 1,645 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. ($25.71M), LPL Financial LLC ($9.52M), Envestnet Portfolio Solutions Inc. ($6.37M), CWM LLC ($4.72M), 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 61,787,528 shares in the last 24 months. This purchase volume represents approximately $6.15B in transactions.

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

Of the 1,097 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: JPMorgan Chase & Co. ($6.05M), Jones Financial Companies Lllp ($5.88M), Envestnet Asset Management Inc. ($3.46M), US Bancorp DE ($2.49M), Envestnet Portfolio Solutions Inc. ($2.25M), Thrivent Financial for Lutherans ($1.88M), and International Assets Investment Management LLC ($1.57M).

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

Institutional investors have sold a total of 49,992,859 shares in the last 24 months. This volume of shares sold represents approximately $5.08B in transactions.


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This page (NYSEARCA:IVW) was last updated on 10/9/2025 by MarketBeat.com Staff
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