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

iShares S&P 500 Growth ETF logo
$141.78 -0.76 (-0.53%)
As of 02:28 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)
1133
Total
Institutional Inflows
(last 12 months)
$3.54B
Number of
Institutional Sellers
(last 12 months)
1034
Total
Institutional Outflows
(last 12 months)
$3.57B
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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
8/13/2026Capital Square LLC27,769$3.85M1.7%N/A0.005%
8/12/2026 Compass Financial Management LLC3,301$465K0.1%N/A0.001%
8/12/2026 C M Bidwell & Associates Ltd.452$62K0.0%N/A0.000%
8/7/2026 Trust Co. of Vermont3,940$542K0.0%N/A0.001%
8/6/2026 S&CO Inc.33,695$4.63M0.3%N/A0.006%
8/5/2026USA Financial Formulas29,041$3.29M0.6%-94.5%0.005%
7/25/2026 Midland Wealth Advisors LLC480,380$66.07M3.1%-4.5%0.088%
7/25/2026 Financial Perspectives Inc100,576$13.83M3.4%+1.6%0.018%
7/25/2026 SWP Financial LLC32,338$4.45M2.1%-3.6%0.006%
7/25/2026 TMB Capital Partners LLC1,776$244K0.1%-18.4%0.000%
7/25/2026 BridgePort Financial Solutions LLC23,012$3.17M0.8%-17.7%0.004%
7/25/2026 WealthBridge Capital Management LLC4,729$650K0.1%-1.7%0.001%
7/25/2026 Bartlett & CO. Wealth Management LLC51,461$7.08M0.1%+0.2%0.009%
7/25/2026 TCV Trust & Wealth Management Inc.11,583$1.59M0.1%-1.8%0.002%
7/25/2026 CRA Financial Services LLC8,549$1.18M0.1%-1.3%0.002%
7/25/2026 Lansing Street Advisors130,898$18.00M3.8%-8.6%0.024%
7/25/2026 Greenwood Gearhart LLC13,080$1.80M0.1%-6.6%0.002%
7/25/2026 Freedom Day Solutions LLC3,865$532K0.1%+19.9%0.001%
7/24/2026 Barrett & Company Inc.165,307$22.74M6.4%+5.4%0.030%
7/24/2026 Avidian Wealth Enterprises LLC45,762$6.29M0.2%+9.0%0.008%
7/24/2026 D.A. Davidson & CO.74,030$10.18M0.1%-8.7%0.014%
7/24/2026 Benjamin Edwards Inc.48,847$6.72M0.1%+4.8%0.009%
7/24/2026 XML Financial LLC44,004$6.05M0.4%-1.5%0.008%
7/24/2026 Stegner Investment Associates Inc.608,731$83.72M39.8%-0.9%0.112%
7/24/2026 Gray Private Wealth LLC31,014$4.27M1.8%-4.6%0.006%
7/24/2026 EverSource Wealth Advisors LLC25,401$3.49M0.1%-20.9%0.005%
7/24/2026 Fairway Wealth LLC3,333$458K0.1%-26.3%0.001%
7/24/2026 Total Clarity Wealth Management Inc.11,723$1.61M0.3%+82.5%0.002%
7/24/2026 Crewe Advisors LLC13,225$1.82M0.1%+1.5%0.002%
7/24/2026 NorthLanding Financial Partners LLC10,420$1.43M1.0%+19.1%0.002%
7/24/2026 Forum Financial Management LP22,201$3.05M0.0%-2.2%0.004%
7/23/2026 JNBA Financial Advisors7,778$1.07M0.1%-4.1%0.001%
7/23/2026 Evergreen Private Wealth LLC6,742$927K0.3%-4.3%0.001%
7/23/2026 Cape Investment Advisory Inc.7,761$1.07M0.3%+5.9%0.001%
7/23/2026 PFG Investments LLC14,726$2.03M0.1%+6.5%0.003%
7/23/2026 Johnson Investment Counsel Inc.201,949$27.77M0.2%+1.8%0.037%
7/23/2026 Prism Planning Partners LLC4,638$638K0.7%-7.2%0.001%
7/23/2026 Nations Financial Group Inc. IA ADV44,026$6.06M0.3%+1.4%0.008%
7/23/2026 Capital Investment Advisory Services LLC4,720$649K0.0%+18.4%0.001%
7/23/2026 Financial & Tax Architects LLC41,460$5.70M1.2%N/A0.008%
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7/23/2026 Mosley Wealth Management28,039$3.86M1.2%-53.4%0.005%
7/23/2026 Financial Partners Group Inc7,664$1.05M0.1%-1.7%0.001%
7/23/2026 Cornerstone Wealth Management LLC18,502$2.55M0.1%+0.4%0.003%
7/23/2026 VSM Wealth Advisory LLC1,951$268K0.1%-9.0%0.000%
7/23/2026 Apollon Wealth Management LLC203,002$27.92M0.3%-10.0%0.037%
7/23/2026 Atlatl Advisers LLC7,347$1.01M0.2%-4.2%0.001%
7/23/2026 Confluence Wealth Services Inc.13,959$1.92M0.1%+6.5%0.003%
7/22/2026 Two West Capital Advisors LLC23,119$3.11M1.5%+17.5%0.004%
7/22/2026 Lee Financial Co354,953$48.82M6.2%+0.1%0.065%
7/22/2026 Newton One Investments LLC3,465$477K0.1%-6.3%0.001%
7/22/2026 Pines Wealth Management LLC1,772$244K0.1%N/A0.000%
7/22/2026 Patton Albertson Miller Group LLC182,247$25.06M2.5%+9.1%0.033%
7/22/2026 Elevated Financial Group LLC188,701$25.95M7.1%+7.8%0.035%
7/22/2026 4J Wealth Management LLC8,061$1.11M0.5%-4.7%0.001%
7/22/2026 Aurora Private Wealth Inc.10,953$1.51M1.0%+1.4%0.002%
7/22/2026 MFA Wealth Services24,550$3.38M2.0%-0.7%0.004%
7/22/2026 Madson Wealth Advisors Inc3,978$547K0.4%-38.5%0.001%
7/22/2026 Raleigh Capital Management Inc.18,333$2.52M0.8%-3.3%0.003%
7/22/2026 Laurel Oak Wealth Management LLC4,539$624K0.1%-8.1%0.001%
7/22/2026 Moneywise Inc.9,627$1.32M0.5%-2.9%0.002%
7/22/2026 Evolution Wealth Management Inc.6,892$948K0.6%-9.6%0.001%
7/22/2026 Greenleaf Trust311,771$42.88M0.4%+1.2%0.057%
7/21/2026 Novem Group58,379$8.03M0.8%+55.8%0.011%
7/21/2026 5T Wealth LLC27,100$3.73M1.4%-6.9%0.005%
7/21/2026 Center for Financial Planning Inc.1,187$163K0.0%-9.9%0.000%
7/21/2026 CV Advisors LLC1,713$236K0.0%N/A0.000%
7/21/2026 Vision Retirement LLC14,467$1.99M0.5%+20.0%0.003%
7/21/2026 ONE Advisory Partners LLC161,154$22.16M6.0%-4.1%0.030%
7/21/2026 Envestnet Portfolio Solutions Inc.3,569,833$490.96M2.4%-2.3%0.654%
7/21/2026 Physician Wealth Advisors Inc.230,758$31.74M3.8%+9.2%0.042%
7/21/2026 B.O.S.S. Retirement Advisors LLC57,195$7.87M2.1%-1.7%0.010%
7/21/2026 Opal Wealth Advisors LLC6,629$912K0.2%-3.7%0.001%
7/21/2026 Sound Income Strategies LLC28,110$3.87M0.2%-7.8%0.005%
7/21/2026 First Pacific Financial245$34K0.0%N/A0.000%
7/21/2026 IFP Advisors Inc269,980$37.13M0.7%-21.3%0.049%
7/21/2026 Interchange Capital Partners LLC24,710$3.40M0.6%-21.4%0.005%
7/21/2026 Market Street Wealth Management Advisors LLC16,305$2.24M0.3%-2.0%0.003%
7/21/2026 Owl Creek Wealth Partners LLC2,350$323K0.1%-4.5%0.000%
7/21/2026 Merit Financial Group LLC236,673$32.55M0.1%-1.5%0.043%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors25,373$3.49M0.2%+0.4%0.005%
7/20/2026 Global Financial Private Client LLC2,742$377K0.1%-10.9%0.001%
7/20/2026 Thomasville National Bank44,117$6.07M0.3%N/A0.008%
7/20/2026 Arcadia Wealth Management LLC19,508$2.68M0.8%+68.2%0.004%
7/20/2026 Sterling Investment Counsel LLC287,866$39.59M9.3%+1.7%0.053%
7/20/2026 Farmers & Merchants Investments Inc.111,546$15.34M0.4%-3.2%0.020%
7/20/2026 Stewardship Advisors LLC3,288$452K0.1%+28.7%0.001%
7/20/2026 Royal Fund Management LLC146,678$20.17M1.7%+2.3%0.027%
7/20/2026 Venturi Wealth Management LLC28,192$3.88M0.1%+0.6%0.005%
7/20/2026 Wellspring Financial Advisors LLC85,038$11.70M0.2%-0.3%0.016%
7/20/2026 Independent Wealth Network Inc.4,327$595K0.2%-4.1%0.001%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

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7/20/2026 Mission Wealth Management LP47,285$6.50M0.1%+18.2%0.009%
7/20/2026 Sowell Financial Services LLC49,405$6.80M0.2%+5.2%0.009%
7/20/2026 West Paces Advisors Inc.14,404$1.98M0.3%+11.2%0.003%
7/20/2026 AA Financial Advisors LLC3,822$526K0.1%+3.0%0.001%
7/20/2026 GHP Investment Advisors Inc.193,024$26.55M1.0%-1.6%0.035%
7/10/2026 Lee Kelleher & Klein Wealth Management92,597$12.74M6.7%+2.0%0.017%
7/10/2026 Investors Research Corp5,414$745K0.1%+1.4%0.001%
7/10/2026 Annex Advisory Services LLC4,312$593K0.0%-16.6%0.001%
7/10/2026 Accel Wealth Management1,599$220K0.0%N/A0.000%
7/10/2026 Adirondack Capital Advisors LLC45,075$6.20M3.3%+29.0%0.008%


IVW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,164 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.50B), JPMorgan Chase & Co. ($5.02B), Morgan Stanley ($4.15B), LPL Financial LLC ($2.44B), Bank of America Corp DE ($2.24B), Wells Fargo & Company MN ($1.85B), and UBS Group AG ($1.07B).Learn more on iShares S&P 500 Growth ETF's institutional investors.

Of the 1,767 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: Raymond James Financial Inc. ($4.60M), LPL Financial LLC ($3.86M), Wealthfront Advisers LLC ($3.45M), FIL Ltd ($3.05M), The Manufacturers Life Insurance Company ($2.54M), Envestnet Asset Management Inc. ($2.53M), and Sofi Wealth LLC ($2.28M).

Institutional investors have bought a total of 29,513,375 shares in the last 24 months. This purchase volume represents approximately $3.54B in transactions.

Of the 1,023 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: M&T Bank Corp ($4.31M), JPMorgan Chase & Co. ($1.67M), Goldman Sachs Group Inc. ($1.53M), Northwestern Mutual Wealth Management Co. ($1.35M), FIL Ltd ($948.24K), Thrivent Financial for Lutherans ($939.08K), and Kovitz Investment Group Partners LLC ($874.83K).

Institutional investors have sold a total of 29,552,169 shares in the last 24 months. This volume of shares sold represents approximately $3.57B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IVW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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