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

iShares S&P 500 Growth ETF logo
$131.45 +1.08 (+0.83%)
As of 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)
1304
Total
Institutional Inflows
(last 12 months)
$4.60B
Number of
Institutional Sellers
(last 12 months)
1177
Total
Institutional Outflows
(last 12 months)
$5.65B
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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
5/5/2026Marks Group Wealth Management Inc141,683$16.03M1.5%+417.4%0.026%
5/5/2026Bank of New York Mellon Corp1,977,675$223.70M0.0%+10.7%0.365%
5/5/2026Seros Financial LLC2,342$265K0.2%-52.7%0.000%
5/5/2026Three Seasons Wealth LLC17,077$1.93M0.7%-76.9%0.003%
5/5/2026Theory Financial LLC42,611$4.82M1.7%+0.9%0.008%
5/5/2026IMC Chicago LLC5,485$620K0.0%N/A0.001%
5/5/2026Journey Advisory Group LLC6,018$681K0.1%-1.5%0.001%
5/5/2026Geneos Wealth Management Inc.91,318$10.33M0.2%-2.6%0.017%
5/5/2026Ethos Financial Group LLC2,567$279K0.0%-45.3%0.000%
5/5/2026Signet Financial Management LLC52,699$5.96M0.7%+9.7%0.010%
5/5/2026SouthState Bank Corp917$104K0.0%-12.2%0.000%
5/5/2026Sanctuary Advisors LLC1,406,864$159.13M0.9%+4.1%0.260%
5/5/2026 Sigma Planning Corp432,346$48.90M1.4%-0.4%0.080%
5/5/2026 Mosaic Advisors LLC3,586$406K0.5%N/A0.001%
5/5/2026 1ST Source Bank12,984$1.47M0.1%+8.6%0.002%
5/5/2026 Wealthgarden F.S. LLC34,030$3.85M2.6%+2.0%0.006%
5/5/2026 Nwam LLC38,500$4.36M0.3%-5.0%0.007%
5/5/2026 Broadview Financial Management LLC88,666$10.03M6.8%-0.3%0.016%
5/5/2026 Avantax Planning Partners Inc.187,275$21.18M0.6%+0.6%0.035%
5/4/2026 Calamos Wealth Management LLC1,126,579$127.43M4.4%+1.2%0.208%
5/4/2026 Calamos Advisors LLC1,168,503$132.17M0.5%+2,637.2%0.216%
5/4/2026 AMG National Trust Bank27,341$3.09M0.1%+24.1%0.005%
5/4/2026 Retirement Planning Group LLC67,254$7.61M0.2%-6.2%0.012%
5/4/2026 Legacy Capital Group California Inc.6,652$752K0.3%+7.6%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,189$2.74M0.0%+1.8%0.004%
5/4/2026 Bryn Mawr Trust Advisors LLC51,291$5.80M0.3%+2.4%0.009%
5/4/2026 Integrity Wealth Solutions LLC3,344$378K0.1%+3.5%0.001%
5/4/2026 Bleakley Financial Group LLC70,594$7.99M0.1%+9.3%0.013%
5/4/2026 Northland Securities Inc.21,973$2.49M2.4%+4.0%0.004%
5/4/2026 NWF Advisory Services Inc.7,022$794K0.1%+18.6%0.001%
5/4/2026 Principal Financial Group Inc.4,929$558K0.0%N/A0.001%
5/4/2026 Chicago Partners Investment Group LLC13,246$1.50M0.0%-13.9%0.002%
5/4/2026 IFC Advisors LLC4,172$472K0.1%-16.1%0.001%
5/4/2026 Team Financial Group LLC1,418$160K0.1%+7.7%0.000%
5/4/2026 Cdkv Holdings LLC1,775$201K0.2%+208.7%0.000%
5/4/2026 Vantage Point Financial LLC15,644$1.77M0.6%+31.5%0.003%
5/4/2026 Uptick Partners LLC20,455$2.31M0.5%+11.2%0.004%
5/4/2026 Lifeworks Advisors LLC12,036$1.36M0.2%+2.7%0.002%
5/4/2026 Procyon Advisors LLC35,788$4.05M0.1%-1.0%0.007%
5/2/2026 Global Assets Advisory LLC3,932$411K0.1%+16.1%0.001%
5/2/2026 International Assets Investment Management LLC21,071$2.41M0.1%-12.4%0.004%
5/2/2026 Associated Banc Corp87,577$9.91M0.3%-0.8%0.016%
5/2/2026 United Bank45,186$5.11M1.7%-5.1%0.008%
5/2/2026 Diversify Wealth Management LLC198,711$22.48M0.4%+58.8%0.037%
5/2/2026 Valmark Advisers Inc.593,468$67.13M0.8%-0.8%0.110%
5/2/2026 R. W. Roge & Company Inc.40,276$4.56M2.2%-9.1%0.007%
5/2/2026 Carnegie Investment Counsel26,666$3.02M0.1%-13.7%0.005%
5/2/2026 UNIVEST FINANCIAL Corp2,435$275K0.0%-31.1%0.000%
5/1/2026 180 Wealth Advisors LLC3,380$382K0.0%+16.6%0.001%
5/1/2026 Welch & Forbes LLC7,589$858K0.0%-2.3%0.001%
5/1/2026 Ferguson Wellman Capital Management Inc.10,486$1.19M0.0%-6.0%0.002%
5/1/2026 Citizens Financial Group Inc. RI207,466$23.47M0.3%-4.1%0.038%
5/1/2026 Midwest Trust Co50,567$5.72M0.1%-1.9%0.009%
5/1/2026 Fifth Third Bancorp1,497,810$169.42M0.3%+131.3%0.276%
5/1/2026 Sovran Advisors LLC132,318$14.97M1.2%+7.8%0.024%
5/1/2026 American Trust19,079$2.16M0.2%-9.6%0.004%
5/1/2026 Droms Strauss Advisors Inc. MO ADV227,585$25.74M6.7%-1.2%0.042%
5/1/2026 WealthShield Partners LLC154,912$17.52M2.0%+5.2%0.029%
5/1/2026 TSA Wealth Managment LLC92,695$10.49M3.4%+1.7%0.017%
5/1/2026 Financial Connections Group Inc.490$55K0.0%+28.9%0.000%
5/1/2026 Simplicity Wealth LLC71,221$8.06M0.5%+7.8%0.013%
5/1/2026 Avid Wealth Partners LLC96,586$10.93M5.2%+7.2%0.018%
5/1/2026 Conning Inc.61,779$6.99M0.2%-22.9%0.011%
5/1/2026 Sequoia Financial Advisors LLC181,999$20.59M0.1%-4.2%0.034%
5/1/2026 Mascoma Wealth Management LLC2,764$313K0.1%+5.5%0.001%
5/1/2026 WealthCare Asset Management LLC15,593$1.76M1.9%-15.7%0.003%
5/1/2026 Relyea Zuckerberg Hanson LLC9,996$1.13M0.1%+128.6%0.002%
5/1/2026 Walled Lake Planning & Wealth Management LLC3,627$410K0.1%-2.5%0.001%
5/1/2026 Manning & Napier Advisors LLC6,114$692K0.0%+41.9%0.001%
4/30/2026 Elevated Capital Advisors LLC7,324$828K0.2%-6.0%0.001%
4/30/2026 Accredited Investors Inc.11,697$1.32M0.1%+152.2%0.002%
4/30/2026 GreatBanc Trust CO4,200$475K0.3%-4.5%0.001%
4/30/2026 Roman Butler Fullerton & Co.6,714$800K0.2%-75.1%0.001%
4/30/2026 Sonata Capital Group Inc.71,338$8.07M3.0%+2.8%0.013%
4/30/2026 Beacon Financial Group8,953$1.01M0.1%-4.4%0.002%
4/30/2026 First Horizon Corp34,223$3.87M0.2%-2.6%0.006%
4/30/2026 Mosaic Family Wealth Partners LLC2,227$252K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC859,413$97.21M0.4%+10.8%0.159%
4/30/2026 Money Concepts Capital Corp23,807$2.69M0.1%-6.9%0.004%
4/30/2026 Your Advocates Ltd. LLP1,111$126K0.0%N/A0.000%
4/30/2026 Personal CFO Solutions LLC17,667$2.00M0.3%N/A0.003%
4/30/2026 CFS Investment Advisory Services LLC167,625$18.96M1.3%-2.8%0.031%
4/30/2026 W Advisors LLC117,897$13.34M6.8%-0.8%0.022%
4/30/2026 Cahaba Wealth Management Inc.55,828$6.32M0.4%+0.4%0.010%
4/30/2026 Quantum Portfolio Management LLC29,511$3.34M0.0%-0.7%0.005%
4/29/2026 Rockwood Wealth Management LLC10,150$1.15M0.1%+3.2%0.002%
4/29/2026 Financial Life Advisors361,009$40.83M12.7%+1.5%0.067%
4/29/2026 Richmond Investment Services LLC18,536$2.10M0.3%+13.2%0.003%
4/29/2026 SilverOak Wealth Management LLC566,951$64.13M10.1%-0.6%0.105%
4/29/2026 Axxcess Wealth Management LLC15,295$1.73M0.1%+5.7%0.003%
4/29/2026 American Wealth Advisors LLC123,717$13.99M14.6%-2.6%0.023%
4/29/2026 Childress Capital Advisors LLC7,588$858K0.2%+61.4%0.001%
4/29/2026 Renasant Bank13,302$1.51M1.1%-36.9%0.002%
4/29/2026 WealthPLAN Partners LLC61,341$6.94M1.3%-7.2%0.011%
4/29/2026 Geneva Partners LLC1,787$202K0.1%-21.0%0.000%
4/29/2026 Bank of Stockton7,377$834K0.3%-8.1%0.001%
4/29/2026 Horst & Graben Wealth Management LLC262,431$29.68M4.2%+4.1%0.048%
4/29/2026 Evergreen Private Wealth LLC7,045$797K0.3%+7.7%0.001%
4/29/2026 Burney Co.2,714$307K0.0%-39.2%0.001%
4/29/2026 Integrated Advisors Network LLC75,710$8.56M0.4%+9.9%0.014%


IVW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVW shares?

During the previous two years, 2,167 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 ($2.23B), Wells Fargo & Company MN ($1.85B), and UBS Group AG ($1.07B).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 1,807 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. ($18.20M), LPL Financial LLC ($7.87M), Raymond James Financial Inc. ($4.60M), Envestnet Portfolio Solutions Inc. ($4.50M), Wealthfront Advisers LLC ($3.45M), FIL Ltd ($3.05M), and Cetera Investment Advisers ($2.91M).

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

Institutional investors have bought a total of 40,400,079 shares in the last 24 months. This purchase volume represents approximately $4.58B in transactions.

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

Of the 1,168 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 ($4.57M), JPMorgan Chase & Co. ($4.17M), Jones Financial Companies Lllp ($3.44M), Envestnet Asset Management Inc. ($2.70M), Thrivent Financial for Lutherans ($1.82M), Goldman Sachs Group Inc. ($1.53M), and Northwestern Mutual Wealth Management Co. ($1.35M).

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

Institutional investors have sold a total of 49,693,412 shares in the last 24 months. This volume of shares sold represents approximately $5.65B in transactions.


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This page (NYSEARCA:IVW) was last updated on 5/5/2026 by MarketBeat.com Staff.
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