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

iShares S&P 500 Growth ETF logo
$142.21 -1.35 (-0.94%)
Closing price 04:10 PM Eastern
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$142.18 -0.03 (-0.02%)
As of 07:44 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)
1140
Total
Institutional Inflows
(last 12 months)
$3.46B
Number of
Institutional Sellers
(last 12 months)
1030
Total
Institutional Outflows
(last 12 months)
$3.48B
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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
9/23/2026 QRG Capital Management Inc.33,362$4.59M0.0%+40.4%0.006%
9/23/2026 Envestnet Asset Management Inc.49,275,443$6.78B1.0%-0.1%8.956%
9/21/2026 Silicon Valley Capital Partners265,605$36.53M3.3%-2.3%0.049%
9/11/2026 Talon Private Wealth LLC2,699$371K0.0%+8.0%0.000%
9/9/2026 Capstone Financial Advisors Inc.1,719$236K0.0%N/A0.000%
9/9/2026 Sequoia Financial Advisors LLC181,112$24.91M0.1%-0.5%0.033%
9/9/2026 Tidal Investments LLC1,946$268K0.0%N/A0.000%
9/9/2026 Cahill Financial Advisors Inc.234,566$32.26M3.1%-1.9%0.043%
9/9/2026 MCF Advisors LLC9,391$1.29M0.0%+4.7%0.002%
9/9/2026 Gemmer Asset Management LLC14,635$2.01M0.1%+5.7%0.003%
9/9/2026 SMI Advisory Services LLC1,708$234K0.0%N/A0.000%
9/9/2026 Capital Analysts LLC297,608$40.93M0.9%+1.0%0.055%
9/9/2026 Capital Advantage Inc.32,210$4.43M0.5%+8.0%0.006%
9/9/2026 Concorde Asset Management LLC40,897$5.63M3.2%+0.3%0.007%
9/9/2026 Integrated Wealth Concepts LLC262,511$36.10M0.2%+5.0%0.048%
9/9/2026 Community Bank N.A.3,645$501K0.1%-28.4%0.001%
9/9/2026 RFG Advisory LLC19,351$2.66M0.0%+26.0%0.004%
9/9/2026 NewEdge Advisors LLC1,841,602$253.28M0.7%+1.1%0.337%
9/9/2026 Pointe Capital Management LLC1,656$228K0.1%N/A0.000%
9/9/2026 IFP Advisors Inc269,980$37.13M0.7%-21.3%0.049%
9/9/2026 Squarepoint Ops LLC11,372$1.56M0.0%N/A0.002%
9/9/2026 Baird Financial Group Inc.783,316$107.73M0.1%-11.4%0.143%
9/9/2026 XY Planning Network Inc.35,035$4.82M0.6%+15.4%0.006%
9/8/2026 Allworth Financial LP260,671$35.85M0.2%-49.5%0.048%
9/8/2026 Waverly Advisors LLC196,898$27.08M0.2%-3.0%0.036%
9/8/2026 Bank OZK4,166$573K0.2%-2.4%0.001%
9/8/2026 Paragon Capital Management Ltd1,465$201K0.0%N/A0.000%
9/4/2026 Parkside Financial Bank & Trust9,677$1.33M0.1%+1.5%0.002%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group205,261$28.26M2.9%+0.5%0.038%
9/2/2026 Kinetic Wealth Investment Advisors LLC24,747$3.40M1.6%N/A0.005%
8/27/2026 Corient Private Wealth LP285,498$39.26M0.1%-17.6%0.052%
8/27/2026 Tucker Asset Management LLC4,703$647K0.2%+66.7%0.001%
8/26/2026 HORAN Wealth LLC4,423$608K0.1%-25.5%0.001%
8/26/2026 HighTower Advisors LLC2,021,788$278.06M0.3%-1.4%0.370%
8/25/2026 Advus Financial Partners LLC59,682$8.21M1.9%-1.3%0.011%
8/25/2026 Tobias Financial Advisors Inc.50,150$6.90M0.8%-1.3%0.009%
8/23/2026 Hyundai Investments Co. Ltd.4,551$617K0.7%-50.4%0.001%
8/23/2026 Mason & Associates LLC33,204$4.57M0.9%-4.4%0.006%
8/23/2026 Ameritas Advisory Services LLC170,648$23.47M0.5%+121.8%0.031%
8/23/2026 Straight Path Wealth Management2,083$286K0.1%N/A0.000%
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8/23/2026 Wedmont Private Capital32,822$4.55M0.1%-0.7%0.006%
8/23/2026 Kintra Wealth LLC2,035$290K0.0%N/A0.000%
8/23/2026 Morling Financial Advisors LLC1,039$143K0.0%+344.0%0.000%
8/23/2026 Endeavor Private Wealth Inc.80,728$11.10M2.7%+0.3%0.015%
8/23/2026 Beaird Harris Wealth Management LLC1,982$273K0.0%+77.9%0.000%
8/23/2026 HB Wealth Management LLC2,200,705$302.66M1.7%-1.6%0.403%
8/23/2026 Hutchens & Kramer Investment Management Group LLC14,880$2.05M0.6%-2.0%0.003%
8/23/2026 Asset Allocation Strategies LLC24,560$3.38M0.5%-5.2%0.004%
8/23/2026 Angeles Wealth Management LLC26,324$3.62M0.1%+83.5%0.005%
8/23/2026 Ridgeline Wealth LLC1,513$208K0.1%N/A0.000%
8/23/2026 Azimuth Capital Investment Management LLC10,892$1.50M0.1%+12.8%0.002%
8/23/2026 Kaydan Wealth Management Inc.20,893$2.87M0.9%+2.1%0.004%
8/22/2026 Beacon Hill Wealth Management LTD.2,818$388K0.3%N/A0.001%
8/22/2026 Advisory Solutions Group LLC3,762$517K0.2%N/A0.001%
8/22/2026 Compass Financial Management LLC3,301$465K0.1%N/A0.001%
8/22/2026 NI Acquisitions Company LLC1,505$207K0.1%N/A0.000%
8/22/2026 NBH Bank27,039$3.72M1.6%N/A0.005%
8/22/2026 Tenet Wealth Partners LLC6,492$859K0.6%N/A0.001%
8/22/2026 Old Mission Investment Co LLC49,441$6.80M1.4%N/A0.009%
8/22/2026 Montgomery Financial Services LLC568$78K0.1%N/A0.000%
8/22/2026 Highland Investment Advisors LLC20,426$2.81M1.2%N/A0.004%
8/22/2026 Strive Financial Group LLC595$82K0.0%+183.3%0.000%
8/22/2026 Cassilly Financial Group LLC22,561$3.10M2.3%-0.7%0.004%
8/22/2026 Hopwood Nicholas Hunter42,933$5.91M1.6%N/A0.008%
8/22/2026 Blalock Williams LLC35,835$4.93M3.2%+2.0%0.007%
8/22/2026 Formulate Financial LLC54,414$7.48M7.9%+3.1%0.010%
8/22/2026 BAM Wealth Management LLC6,998$962K0.6%+9.0%0.001%
8/22/2026 Three Seasons Wealth LLC5,755$791K0.1%-66.3%0.001%
8/22/2026 SMART Wealth LLC25,649$3.53M0.8%+145.2%0.005%
8/22/2026 Retirement Wealth Solutions LLC50,413$6.93M3.8%+7.3%0.009%
8/22/2026 Investor s Fiduciary Advisor Network LLC2,616$359K0.1%-81.7%0.000%
8/22/2026 Rik Saylor Financial Inc.53,005$7.29M4.6%-0.9%0.010%
8/22/2026 LifePlan Investment Advisors Inc.33,691$4.63M1.6%-3.3%0.006%
8/22/2026 NWF Advisory Services Inc.22,601$3.11M0.3%+221.9%0.004%
8/22/2026 TD Waterhouse Canada Inc.8,409$1.15M0.0%-1.8%0.002%
8/22/2026 United Community Bank6,437$885K0.3%+26.5%0.001%
8/22/2026 Kickstand Ventures LLC.56,920$7.83M1.4%-5.0%0.010%
8/22/2026 Lakeshore Financial Planning Inc.23,601$3.25M1.0%+6.8%0.004%
8/22/2026 Concurrent Investment Advisors LLC299,260$41.16M0.3%+6.9%0.055%
8/22/2026 Power Wealth Management LLC23,138$3.18M1.1%-8.0%0.004%
8/21/2026 Kraft Davis & Associates LLC36,801$5.00M1.0%-0.5%0.007%
8/21/2026 Beacon Capital Management LLC136,146$18.72M2.7%+231.3%0.025%
8/21/2026 Greenspring Advisors LLC10,501$1.44M0.1%-12.8%0.002%
8/21/2026 Rodgers & Associates LTD139,031$19.12M1.4%-3.3%0.025%
8/21/2026 Continuum Advisory LLC24,896$3.42M0.3%+37.0%0.005%
8/21/2026 Round Rock Advisors LLC30,832$4.24M0.5%-1.5%0.006%
8/21/2026 Buttonwood Financial Group LLC1,487$204K0.1%N/A0.000%
8/21/2026 MBA Advisors LLC18,525$2.55M0.8%-2.7%0.003%
8/21/2026 Sunburst Financial Group LLC1,469$202K0.0%N/A0.000%
8/21/2026 Atticus Wealth Management LLC7,791$1.07M0.3%-2.4%0.001%
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8/21/2026 Natural Investments LLC1,890$259K0.1%N/A0.000%
8/21/2026 XML Financial LLC44,004$6.05M0.4%-1.5%0.008%
8/21/2026 Beacon Financial Advisory LLC21,582$2.97M0.6%+3.5%0.004%
8/21/2026 Tsfg LLC18,468$2.54M0.3%-0.4%0.003%
8/21/2026 KFA Private Wealth Group LLC10,183$1.40M0.4%+9.5%0.002%
8/21/2026 Secure Asset Management LLC3,941$542K0.1%+3.9%0.001%
8/21/2026 R. W. Roge & Company Inc.40,070$5.51M2.3%-0.5%0.007%
8/21/2026 Chesapeake Wealth Management2,260$311K0.1%-3.5%0.000%
8/21/2026 Independence Bank of Kentucky9,142$1.26M0.1%+1,641.3%0.002%
8/21/2026 Acorn Wealth Advisors LLC1,743$240K0.1%-13.9%0.000%


IVW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,181 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.78B), 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 1,780 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 28,606,816 shares in the last 24 months. This purchase volume represents approximately $3.46B in transactions.

Of the 1,030 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), Kovitz Investment Group Partners LLC ($874.83K), and Laurel Wealth Advisors LLC ($764.44K).

Institutional investors have sold a total of 28,576,164 shares in the last 24 months. This volume of shares sold represents approximately $3.48B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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