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

iShares S&P 500 Growth ETF logo
$135.41 0.00 (0.00%)
As of 07/2/2026 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)
1286
Total
Institutional Inflows
(last 12 months)
$4.25B
Number of
Institutional Sellers
(last 12 months)
1159
Total
Institutional Outflows
(last 12 months)
$5.14B
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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
7/2/2026 Hilltop National Bank27,952$3.84M0.8%-5.9%0.005%
7/2/2026 CX Institutional134,747$18.53M0.5%+5.1%0.025%
7/2/2026 First County Bank CT 4,790$659K0.3%-18.5%0.001%
7/1/2026 First Financial Bank Trust Division95,463$13.13M0.9%-7.0%0.018%
7/1/2026 Eastern Bank27,033$3.72M0.1%-4.9%0.005%
7/1/2026 Trust Co of the South7,163$985K0.1%+9.5%0.001%
6/26/2026WealthPoint Financial LLC34,632$3.92M3.1%+2.9%0.006%
6/24/2026Redwood Investment Management LLC42,076$4.76M0.6%+13.1%0.008%
6/22/2026Sapient Capital LLC55,941$6.33M0.1%-24.8%0.010%
6/18/2026Western Wealth Management LLC235,361$26.62M1.0%+8.5%0.043%
6/16/2026Steelhead Wealth Management LLC17,826$2.02M1.0%N/A0.003%
6/12/2026S&A Financial Services Inc.2,460$278K0.2%N/A0.000%
6/11/2026LFG Wealth Partners LLC1,806$204K0.1%N/A0.000%
6/10/2026Curry Webb Wealth Management LLC9,066$1.03M0.5%N/A0.002%
6/10/2026FAS Wealth Partners Inc.171,831$19.44M1.2%-3.7%0.032%
6/8/2026Pine Valley Investments Ltd Liability Co4,508$510K0.0%+11.6%0.001%
6/4/2026Town Capital LLC6,269$709K0.6%-74.3%0.001%
6/3/2026Wealthquest Corp5,846$661K0.0%-1.4%0.001%
6/3/2026CoreFirst Bank & Trust1,742$197K0.1%-22.5%0.000%
6/3/2026DV Trading LLC1,800$204K0.0%+109.8%0.000%
6/3/2026Parallel Advisors LLC74,028$8.37M0.2%-18.8%0.014%
6/3/2026NewEdge Advisors LLC1,821,181$205.99M0.7%+4.1%0.336%
6/2/2026Optiver Holding B.V.7,426$840K0.0%N/A0.001%
6/2/2026Blue Edge Capital LLC295,201$33.39M4.4%+3.4%0.054%
6/1/2026First Nebraska Trust Co5,812$657K0.1%N/A0.001%
6/1/2026Flagship Wealth Advisors LLC34,145$3.76M1.5%-34.3%0.006%
6/1/2026Foguth Wealth Management LLC.5,569$630K0.1%+51.0%0.001%
6/1/2026Concorde Asset Management LLC40,790$4.61M2.3%-2.8%0.008%
6/1/2026Financial Solutions Advisory Group Inc.19,125$2.16M0.3%N/A0.004%
6/1/2026Integrated Investment Consultants LLC11,717$1.33M0.3%-1.4%0.002%
5/29/2026Ramiah Investment Group5,527$625K0.5%-78.7%0.001%
5/29/2026Asset Dedication LLC2,618$296K0.0%+59.3%0.000%
5/28/2026Maripau Wealth Management LLC14,469$1.64M0.7%+1.1%0.003%
5/27/2026Alpha Capital Advisors Inc. ADV52,649$5.96M5.7%-2.7%0.010%
5/27/2026Allen Capital Group LLC3,547$401K0.0%+6.6%0.001%
5/27/2026Security Financial Services INC.248,772$28.14M4.5%+4.1%0.046%
5/22/2026WNY Asset Management LLC5,225$591K0.1%N/A0.001%
5/22/2026Coastline Complete Wealth LLC59,574$6.74M4.2%-64.6%0.011%
5/22/2026Independent Wealth Advisors LLC1,852$210K0.2%N/A0.000%
5/22/2026Wellington Grp LLC1,933$219K0.1%+489.3%0.000%
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5/22/2026Verus Capital Partners LLC55,738$6.31M0.4%-3.2%0.010%
5/21/2026Montchanin Asset Management LLC2,400$271K0.3%N/A0.000%
5/21/2026Raab & Moskowitz Asset Management LLC4,588$519K0.1%-4.2%0.001%
5/21/2026Vestor Capital LLC57,274$6.48M0.5%+1,132.8%0.011%
5/20/2026J. Mark Nickell & Co.48,147$5.45M4.9%+4.8%0.009%
5/20/2026Arete Wealth Advisors LLC24,823$2.81M0.2%-11.1%0.005%
5/20/2026TrueWealth Financial Partners1,883$213K0.1%N/A0.000%
5/19/2026Front Row Advisors LLC4,872$551K0.2%-3.9%0.001%
5/19/2026Western Wealth Management LLC235,361$26.62M1.0%+8.5%0.043%
5/19/2026Silicon Valley Capital Partners271,722$30.73M3.0%-0.7%0.050%
5/19/2026Royal Fund Management LLC143,445$16.23M1.5%+0.3%0.026%
5/19/2026Bank of America Corp DE19,779,268$2.24B0.2%+6.6%3.650%
5/19/2026Edgestream Partners L.P.4,517$511K0.0%-16.6%0.001%
5/19/2026Financial Insights Inc.3,526$399K0.1%-21.9%0.001%
5/19/2026Chesapeake Wealth Management2,341$265K0.1%-9.3%0.000%
5/19/2026Centaurus Financial Inc.35,738$4.04M0.2%-53.6%0.007%
5/19/2026Ashton Thomas Securities LLC56,905$6.43M0.8%N/A0.011%
5/19/2026Arkadios Wealth Advisors496,194$56.12M0.9%+32.9%0.092%
5/19/2026Arete Wealth Advisors LLC24,823$2.81M0.2%-11.1%0.005%
5/18/2026Sunbelt Securities Inc.183,413$20.75M1.3%+0.9%0.034%
5/18/2026EverSource Wealth Advisors LLC32,130$3.63M0.1%+23.4%0.006%
5/18/2026Talon Private Wealth LLC2,499$283K0.0%N/A0.000%
5/18/2026Resources Management Corp CT ADV2,404$272K0.0%-4.8%0.000%
5/18/2026Royal Bank of Canada3,539,621$400.58M0.1%+5.8%0.653%
5/18/2026Empowered Funds LLC2,698$305K0.0%+22.6%0.000%
5/16/2026Excelsior Advisor Network LLC11,339$1.28M0.5%+4.9%0.002%
5/16/2026Quantinno Capital Management LP251,360$28.43M0.0%+9.4%0.046%
5/16/2026Family Manage LLC4,750$537K0.1%-6.0%0.001%
5/15/2026Gateway Wealth Partners LLC174,730$19.76M0.8%+204.9%0.032%
5/15/2026Wealth Watch Advisors INC13,283$1.50M0.6%+5.9%0.002%
5/15/2026Blue Chip Partners LLC2,558$289K0.0%-18.9%0.000%
5/15/2026Quadcap Wealth Management LLC5,386$609K0.1%+1.7%0.001%
5/15/2026Van Diest Capital LLC3,008$340K0.3%-4.2%0.001%
5/15/2026Bradley Foster & Sargent Inc. CT16,162$1.83M0.0%-0.7%0.003%
5/15/2026Matrix Private Capital Group LLC31,636$3.58M1.7%N/A0.006%
5/15/2026Waverly Advisors LLC203,024$22.96M0.2%-58.4%0.037%
5/15/2026Asset Management Group Inc.36,890$4.17M0.7%-10.7%0.007%
5/15/2026Wealth Alliance LLC217,868$24.64M2.4%-6.0%0.040%
5/15/2026Vivaldi Capital Management LP1,840$208K0.0%-9.8%0.000%
5/14/2026Sentinel Advisory Group LLC6,322$715K0.3%N/A0.001%
5/14/2026Gamco Investors INC. ET AL53,700$6.07M0.1%-0.1%0.010%
5/14/2026Hilltop Holdings Inc.3,883$439K0.0%-56.8%0.001%
5/14/2026GC Wealth Management RIA LLC77,313$8.75M0.4%+0.2%0.014%
5/14/2026Compound Planning Inc.25,819$2.92M0.1%+439.8%0.005%
5/14/2026Klingman & Associates LLC3,671$415K0.0%+5.4%0.001%
5/14/2026Modern Wealth Management LLC592,856$67.95M1.2%-27.4%0.109%
5/14/2026Keebeck Wealth Management113,101$12.79M1.4%-1.4%0.021%
5/14/2026RMG Wealth Management LLC6,275$710K0.1%N/A0.001%
5/14/2026Gibbs Wealth Management4,185$473K0.1%+55.5%0.001%
5/14/2026American Financial Advisors LLC8,123$919K0.1%-1.7%0.001%
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5/14/2026Sei Investments Co.182,278$20.62M0.0%-1.2%0.034%
5/14/2026MWA Asset Management4,290$485K0.3%-2.8%0.001%
5/14/2026Davis R M Inc.7,063$799K0.0%-2.5%0.001%
5/14/2026Lido Advisors LLC3,873,907$438.18M1.3%+2.3%0.715%
5/13/2026Cetera Investment Advisers4,754,617$537.80M0.6%+5.4%0.877%
5/13/2026American Investment Services Inc.16,412$1.86M0.4%-2.4%0.003%
5/13/2026Measured Wealth Private Client Group LLC302$34K0.0%N/A0.000%
5/13/2026Signature Equity Partners LLC2,145$243K0.1%-3.9%0.000%
5/13/2026NewEdge Wealth LLC30,973$3.50M0.0%+12.2%0.006%
5/13/2026Arvest Bank Trust Division59,991$6.79M0.4%-48.8%0.011%


IVW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,186 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 1,824 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), Envestnet Portfolio Solutions Inc. ($2.55M), and The Manufacturers Life Insurance Company ($2.54M).

Institutional investors have bought a total of 36,170,028 shares in the last 24 months. This purchase volume represents approximately $4.25B in transactions.

Of the 1,159 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 43,991,081 shares in the last 24 months. This volume of shares sold represents approximately $5.14B in transactions.


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This page (NYSEARCA:IVW) was last updated on 7/5/2026 by MarketBeat.com Staff.
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