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

iShares S&P 500 Growth ETF logo
$110.97 +0.09 (+0.08%)
Closing price 04:10 PM Eastern
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$110.92 -0.05 (-0.05%)
As of 04:38 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)
1211
Total
Institutional Inflows
(last 12 months)
$8.55B
Number of
Institutional Sellers
(last 12 months)
998
Total
Institutional Outflows
(last 12 months)
$3.58B
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IVW Institutional Buying and Selling by Quarter

iShares S&P 500 Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2025Secure Asset Management LLC3,963$436K0.1%-2.4%0.001%
7/10/2025Farmers & Merchants Trust Co of Chambersburg PA695$77K0.0%N/A0.000%
7/10/2025Shira Ridge Wealth Management3,117$343K0.2%-4.6%0.001%
7/10/2025KMG Fiduciary Partners LLC97,490$10.73M0.8%+3.6%0.018%
7/10/2025Signal Advisors Wealth LLC22,815$2.51M0.2%-2.3%0.004%
7/10/2025Focus Financial Network Inc.162,247$17.86M0.7%-13.9%0.029%
7/10/2025Sovran Advisors LLC112,218$12.33M1.3%+4.2%0.020%
7/10/2025Financial Management Network Inc.71,117$7.88M1.4%-0.8%0.013%
7/9/2025Praetorian Wealth Management Inc.324,536$35.73M8.2%-56.6%0.059%
7/9/2025Chesley Taft & Associates LLC7,520$828K0.0%-3.8%0.001%
7/9/2025Towerpoint Wealth LLC16,698$1.84M0.8%+29.0%0.003%
7/9/2025Procyon Advisors LLC36,349$4.00M0.4%+81.1%0.007%
7/9/2025Graves Light Lenhart Wealth Inc.44,689$4.92M0.6%-3.5%0.008%
7/9/2025Pallas Capital Advisors LLC97,659$10.75M0.4%+193.9%0.018%
7/9/2025Affinity Capital Advisors LLC6,321$696K0.1%-28.9%0.001%
7/9/2025Goelzer Investment Management Inc.68,138$7.50M0.4%+0.6%0.012%
7/9/2025David J Yvars Group2,196$242K0.1%N/A0.000%
7/9/2025Lbmc Investment Advisors LLC128,432$14.14M1.0%-3.6%0.023%
7/9/2025Lifelong Wealth Advisors Inc.58,061$6.39M2.1%-5.9%0.011%
7/9/2025Fermata Advisors LLC4,069$448K0.1%-69.0%0.001%
7/9/2025Aaron Wealth Advisors LLC9,003$991K0.1%-2.0%0.002%
7/9/2025Financiere des Professionnels Fonds d investissement inc.520,000$57.25M3.5%-26.8%0.095%
7/9/2025Keystone Wealth Services LLC17,599$1.94M0.5%-9.0%0.003%
7/9/2025Thrive Wealth Management LLC9,924$1.09M0.2%-1.4%0.002%
7/9/2025Breakwater Capital Group26,691$2.94M0.5%+1.2%0.005%
7/9/2025Post Resch Tallon Group Inc.1,861$205K0.2%N/A0.000%
7/9/2025Inspirion Wealth Advisors LLC14,474$1.59M0.2%-3.0%0.003%
7/9/2025Krilogy Financial LLC10,027$1.10M0.1%N/A0.002%
7/9/2025Fiduciary Alliance LLC16,259$1.79M0.1%-1.0%0.003%
7/9/2025First Bank & Trust2,184$240K0.0%-13.5%0.000%
7/9/2025Lifestyle Asset Management Inc.9,393$1.03M0.5%N/A0.002%
7/9/2025Bowman & Co S.C.17,273$1.90M0.8%-5.3%0.003%
7/9/2025Riversedge Advisors LLC13,174$1.45M0.3%+3.3%0.002%
7/9/2025Bulwark Capital Corp1,044$115K0.1%N/A0.000%
7/9/2025Beacon Financial Group9,421$1.04M0.1%-11.0%0.002%
7/9/2025MassMutual Private Wealth & Trust FSB961$106K0.0%-20.1%0.000%
7/8/2025 Lpwm LLC19,058$2.10M0.6%-2.3%0.003%
7/8/2025 Henrickson Nauta Wealth Advisors Inc.10,738$1.18M0.4%-1.0%0.002%
7/8/2025 First National Corp MA ADV6,234$686K0.1%-10.2%0.001%
7/8/2025 Everpar Advisors LLC9,009$992K0.5%+31.7%0.002%
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7/8/2025 Ehrlich Financial Group97,596$10.75M7.0%-17.6%0.018%
7/8/2025 Next Level Private LLC16,358$1.80M0.6%-2.2%0.003%
7/8/2025 Atlas Brown Inc.27,481$3.03M1.0%-2.3%0.005%
7/8/2025 Apella Capital LLC12,323$1.36M0.0%+20.6%0.002%
7/8/2025 Legacy Private Trust Co.2,088$230K0.0%N/A0.000%
7/8/2025 Gradient Investments LLC1,936$213K0.0%N/A0.000%
7/8/2025 Gallacher Capital Management LLC49,245$5.42M2.5%-7.4%0.009%
7/8/2025 Parallel Advisors LLC476,097$52.42M1.0%+5.7%0.087%
7/7/2025 Investors Research Corp3,493$385K0.1%+51.5%0.001%
7/7/2025 St. Clair Advisors LLC50,043$5.51M1.4%-1.5%0.009%
7/7/2025 Accelerate Investment Advisors LLC18,377$2.02M1.5%+7.7%0.003%
7/7/2025 Wesbanco Bank Inc.12,810$1.41M0.0%+10.5%0.002%
7/7/2025 HMS Capital Management LLC7,210$794K0.4%-5.3%0.001%
7/7/2025 First Citizens Financial Corp15,715$1.73M1.0%+7.8%0.003%
7/7/2025 Retirement Wealth Solutions LLC35,778$3.94M2.9%-1.9%0.007%
7/7/2025 Dominguez Wealth Management Solutions Inc.16,114$1.77M1.2%+2.0%0.003%
7/7/2025 OMNI 360 Wealth Inc.23,729$2.61M1.3%+4.1%0.004%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,843$644K0.1%+40.0%0.001%
7/7/2025 Life Line Wealth Management LLC3,390$373K0.1%+23.1%0.001%
7/7/2025 Peterson Wealth Advisors LLC49,551$5.46M0.9%-14.5%0.009%
7/7/2025 Centurion Wealth Management LLC56,424$6.21M1.8%-11.9%0.010%
7/7/2025 RDA Financial Network2,805$309K0.1%-19.0%0.001%
7/3/2025 First Hawaiian Bank276,280$30.42M4.1%-2.3%0.050%
7/3/2025 Whitcomb & Hess Inc.18,718$2.06M0.6%+4.9%0.003%
7/3/2025 Higgins & Schmidt Wealth Strategies LLC71,975$7.92M4.4%-1.3%0.013%
7/3/2025 TrueWealth Advisors LLC4,175$460K0.1%+8.8%0.001%
7/3/2025 Garde Capital Inc.7,970$877K0.0%-14.3%0.001%
7/2/2025 Dentgroup LLC23,888$2.63M1.8%-7.7%0.004%
7/2/2025 Helen Stephens Group LLC2,045$225K0.1%N/A0.000%
7/2/2025 First Financial Bank Trust Division101,390$11.16M1.0%+0.9%0.019%
7/1/2025 Burkett Financial Services LLC17,729$1.95M0.7%+162.8%0.003%
7/1/2025 Bush Investment Group LLC32,655$3.60M2.4%-20.7%0.006%
7/1/2025 BancFirst Trust & Investment Management1,896$208K0.1%N/A0.000%
6/16/2025Maple Capital Management Inc.2,546$236K0.0%N/A0.000%
6/5/2025Cim LLC6,613$614K0.1%+2.4%0.001%
6/4/2025 First Hawaiian Bank282,691$26.24M1.3%-6.1%0.052%
6/3/2025Invst LLC141,699$13.15M1.8%-40.6%0.026%
6/2/2025Modern Wealth Management LLC1,105,387$102.61M3.3%+26.2%0.205%
5/29/2025 Nova Wealth Management Inc.1,937$180K0.2%+168.3%0.000%
5/29/2025Apeiron RIA LLC76,672$7.12M2.2%-41.9%0.014%
5/28/2025Jones Financial Companies Lllp4,497,096$416.22M0.4%-23.6%0.834%
5/28/2025Silicon Valley Capital Partners276,358$25.58M3.3%-0.7%0.051%
5/27/2025Advisors Capital Management LLC16,252$1.51M0.0%-30.1%0.003%
5/22/2025Rollins Financial Advisors LLC58,110$5.39M0.9%-9.7%0.011%
5/22/2025Kilter Group LLC159,753$14.83M9.7%+4.3%0.029%
5/21/2025Indiana Trust & Investment Management Co1,453$135K0.0%+11.1%0.000%
5/21/2025McAdam LLC2,545$236K0.0%-52.9%0.000%
5/21/2025Geneos Wealth Management Inc.93,356$8.67M0.3%+0.7%0.017%
5/20/2025Fortis Capital Advisors LLC11,420$1.06M0.2%-37.5%0.002%
5/20/2025Belpointe Asset Management LLC60,669$5.63M0.3%-40.1%0.011%
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5/20/2025Focus Partners Wealth927,442$86.10M0.2%+0.8%0.170%
5/20/2025Flaharty Asset Management LLC284$26K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.368,984$34.25M1.4%+58.7%0.068%
5/20/2025Glenview Trust co30,493$2.83M0.1%-4.8%0.006%
5/19/2025Client 1ST Advisory Group LLC30,307$2.81M1.1%+8.5%0.006%
5/19/2025SCS Capital Management LLC572,153$53.11M0.7%+1.2%0.105%
5/16/2025Semmax Financial Advisors Inc.13,974$1.36M0.4%+4.2%0.003%
5/16/2025Northeast Financial Consultants Inc54,210$5.03M0.2%+2.9%0.010%
5/16/2025Faithward Advisors LLC37,505$3.48M0.6%+12.3%0.007%
5/16/2025Ascent Group LLC806,123$74.83M3.2%+341.5%0.148%
(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, 1,917 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($4.46B), JPMorgan Chase & Co. ($4.07B), Morgan Stanley ($2.01B), Bank of America Corp DE ($1.88B), LPL Financial LLC ($1.76B), Wells Fargo & Company MN ($1.69B), and Ameriprise Financial Inc. ($738.22M).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 1,599 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. ($26.35M), LPL Financial LLC ($10.29M), Envestnet Portfolio Solutions Inc. ($6.37M), CWM LLC ($4.73M), Raymond James Financial Inc. ($4.50M), Park Avenue Securities LLC ($4.36M), 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 89,602,446 shares in the last 24 months. This purchase volume represents approximately $8.57B in transactions.

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

Of the 998 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: Jones Financial Companies Lllp ($5.88M), JPMorgan Chase & Co. ($4.62M), US Bancorp DE ($2.23M), International Assets Investment Management LLC ($1.57M), Envestnet Portfolio Solutions Inc. ($1.52M), Smith Anglin Financial LLC ($1.34M), and The Manufacturers Life Insurance Company ($827.61K).

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

Institutional investors have sold a total of 36,933,294 shares in the last 24 months. This volume of shares sold represents approximately $3.58B in transactions.



This page (NYSEARCA:IVW) was last updated on 7/10/2025 by MarketBeat.com Staff
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