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

iShares S&P 500 Growth ETF logo
$132.83 -0.76 (-0.57%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Number of
Institutional Buyers
(last 12 months)
1246
Total
Institutional Inflows
(last 12 months)
$4.17B
Number of
Institutional Sellers
(last 12 months)
1124
Total
Institutional Outflows
(last 12 months)
$4.56B
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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
7/25/2026SWP Financial LLC32,338$4.45M2.1%-3.6%0.006%
7/25/2026TMB Capital Partners LLC1,776$244K0.1%-18.4%0.000%
7/25/2026BridgePort Financial Solutions LLC23,012$3.17M0.8%-17.7%0.004%
7/25/2026WealthBridge Capital Management LLC4,729$650K0.1%-1.7%0.001%
7/25/2026Bartlett & CO. Wealth Management LLC51,461$7.08M0.1%+0.2%0.009%
7/25/2026TCV Trust & Wealth Management Inc.11,583$1.59M0.1%-1.8%0.002%
7/25/2026CRA Financial Services LLC8,549$1.18M0.1%-1.3%0.002%
7/25/2026Lansing Street Advisors130,898$18.00M3.8%-8.6%0.024%
7/25/2026Greenwood Gearhart LLC13,080$1.80M0.1%-6.6%0.002%
7/25/2026Freedom Day Solutions LLC3,865$532K0.1%+19.9%0.001%
7/24/2026Barrett & Company Inc.165,307$22.74M6.4%+5.4%0.030%
7/24/2026Avidian Wealth Enterprises LLC45,762$6.29M0.2%+9.0%0.008%
7/24/2026D.A. Davidson & CO.74,030$10.18M0.1%-8.7%0.014%
7/24/2026Benjamin Edwards Inc.48,847$6.72M0.1%+4.8%0.009%
7/24/2026XML Financial LLC44,004$6.05M0.4%-1.5%0.008%
7/24/2026Stegner Investment Associates Inc.608,731$83.72M39.8%-0.9%0.112%
7/24/2026Gray Private Wealth LLC31,014$4.27M1.8%-4.6%0.006%
7/24/2026EverSource Wealth Advisors LLC25,401$3.49M0.1%-20.9%0.005%
7/24/2026Fairway 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%
7/24/2026Crewe 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%
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%
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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%
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%
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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%
7/10/2026 FORM Wealth Advisors LLC24,780$3.41M0.4%-8.8%0.005%
7/10/2026 JFS Wealth Advisors LLC136,636$18.79M0.9%-3.4%0.025%
7/10/2026 GenWealth Group Inc.29,501$4.06M0.6%-6.5%0.005%
7/10/2026 HRC Wealth Management LLC1,714$236K0.1%N/A0.000%
7/10/2026 G&S Capital LLC33,959$4.67M1.4%N/A0.006%
7/10/2026 Diversified Management Inc.22,049$3.03M0.6%+1.0%0.004%
7/10/2026 City Holding Co.6,657$916K0.1%-10.2%0.001%
7/10/2026 Charles Schwab Trust Co2,635$362K0.0%+13.6%0.000%


IVW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,190 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 1,817 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), Wealthfront Advisers LLC ($3.45M), FIL Ltd ($3.05M), The Manufacturers Life Insurance Company ($2.54M), and Sofi Wealth LLC ($2.28M).

Institutional investors have bought a total of 35,291,435 shares in the last 24 months. This purchase volume represents approximately $4.17B in transactions.

Of the 1,120 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. ($3.10M), Envestnet Asset Management Inc. ($2.70M), Thrivent Financial for Lutherans ($1.82M), Goldman Sachs Group Inc. ($1.53M), Northwestern Mutual Wealth Management Co. ($1.35M), and FIL Ltd ($948.24K).

Institutional investors have sold a total of 38,552,877 shares in the last 24 months. This volume of shares sold represents approximately $4.56B in transactions.


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This page (NYSEARCA:IVW) was last updated on 7/25/2026 by MarketBeat.com Staff.
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