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

iShares S&P 500 Growth ETF logo
$144.56 -0.06 (-0.04%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$144.61 +0.05 (+0.04%)
As of 10/13/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
1143
Total
Institutional Inflows
(last 12 months)
$3.45B
Number of
Institutional Sellers
(last 12 months)
1018
Total
Institutional Outflows
(last 12 months)
$3.44B
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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
10/14/2026Signal Advisors Wealth LLC20,892$2.97M0.1%-4.3%0.004%
10/14/2026Ifrah Financial Services Inc.153,708$21.87M5.5%-3.4%0.028%
10/14/2026B. Riley Wealth Advisors Inc.68,444$9.74M0.4%+5.2%0.012%
10/14/2026Ulrich Consultants & Investment Group LLC12,667$1.80M1.9%N/A0.002%
10/14/2026Krilogy Financial LLC19,425$2.81M0.1%+49.7%0.004%
10/14/2026Trinity Wealth Management LLC2,116$301K0.1%+16.5%0.000%
10/13/2026Forvis Mazars Wealth Advisors LLC247,348$35.19M0.6%-1.9%0.045%
10/13/2026Bouvel Investment Partners LLC31,048$4.42M1.0%+4.0%0.006%
10/13/2026First County Bank CT4,906$698K0.3%+2.4%0.001%
10/13/2026Heffernan Advisory Inc.2,250$320K0.2%N/A0.000%
10/13/2026Madson Wealth Advisors Inc1,858$264K0.2%-53.3%0.000%
10/13/2026Sax Wealth Advisors LLC26,871$3.82M0.1%+70.0%0.005%
10/13/2026Fermata Advisors LLC1,450$206K0.0%-53.4%0.000%
10/13/2026NorthCrest Asset Manangement LLC2,211$319K0.0%N/A0.000%
10/13/2026Avior Wealth Management LLC231,355$32.91M0.9%-3.3%0.042%
10/13/2026Midwest Financial Network LLC6,234$887K0.6%+14.8%0.001%
10/10/2026Sacks & Associates LLC34,940$4.97M3.5%N/A0.006%
10/10/2026Adirondack Capital Advisors LLC54,485$7.75M4.0%+20.9%0.010%
10/10/2026Councilor Wealth LLC6,829$971K0.4%-3.5%0.001%
10/10/2026Gallagher Capital Advisors LLC149,738$21.30M10.8%-0.5%0.027%
10/10/2026Gilpin Wealth Management LLC454$65K0.0%-20.8%0.000%
10/10/2026Friday Financial18,355$2.62M0.5%+52.4%0.003%
10/10/2026ANB Bank1,612$229K0.1%-6.3%0.000%
10/10/2026Valley Wealth Managers Inc.36,519$5.20M0.3%-2.4%0.007%
10/10/2026Atlas Brown Inc.25,405$3.61M1.0%+1.8%0.005%
10/10/2026Castleview Partners LLC9,682$1.38M0.6%+36.6%0.002%
10/9/2026Sound Income Strategies LLC22,403$3.23M0.1%-20.3%0.004%
10/9/2026GK Wealth Management LLC285$41K0.0%N/A0.000%
10/9/2026Balefire LLC69,671$9.91M1.5%+52.8%0.013%
10/9/2026David J Yvars Group2,249$320K0.1%+9.8%0.000%
10/9/2026Riversedge Advisors LLC11,600$1.65M0.2%-2.3%0.002%
10/9/2026Wedmont Private Capital33,813$4.87M0.1%+3.0%0.006%
10/9/2026WoodTrust Financial Corp2,685$382K0.0%+5.3%0.000%
10/9/2026McNaughton Wealth Management LLC148,426$21.12M7.4%+0.4%0.027%
10/9/2026Graves Light Lenhart Wealth Inc.36,770$5.23M0.5%-1.3%0.007%
10/9/2026Breakwater Capital Group32,352$4.60M0.5%+5.2%0.006%
10/9/2026Chapin Davis Inc.13,972$1.99M0.4%-1.0%0.003%
10/9/2026Prosperity Planning Inc.19,452$2.77M0.6%-1.8%0.004%
10/9/2026Eclectic Associates Inc. ADV15,994$2.28M0.3%-17.0%0.003%
10/9/2026Market Street Wealth Management Advisors LLC16,209$2.31M0.3%-0.6%0.003%
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10/9/2026Lee Kelleher & Klein Wealth Management97,899$13.93M7.6%+5.7%0.018%
10/9/2026Acropolis Investment Management LLC148,458$21.12M0.9%-0.3%0.027%
10/9/2026First Heartland Consultants Inc.138,011$19.63M1.3%-4.6%0.025%
10/9/2026GAMMA Investing LLC4,666$664K0.0%+8.7%0.001%
10/9/2026Galvin Gaustad & Stein LLC1,960$279K0.0%-25.0%0.000%
10/8/2026Farther Finance Advisors LLC332,750$47.34M0.3%+1.0%0.060%
10/8/2026CoreCap Advisors LLC105,078$14.95M0.4%-23.9%0.019%
10/8/2026Apeiron RIA LLC79,035$11.27M2.6%-3.1%0.014%
10/8/2026YHB Investment Advisors Inc.108,550$15.44M1.0%+0.1%0.020%
10/8/2026Titleist Asset Management LLC5,152$733K0.0%N/A0.001%
10/8/2026Apella Capital LLC102,740$14.99M0.2%+64.3%0.019%
10/8/2026Everhart Financial Group Inc.6,527$929K0.1%+1.5%0.001%
10/8/2026Gradient Investments LLC4,848$690K0.0%-10.9%0.001%
10/8/2026Avidian Wealth Enterprises LLC23,134$3.29M0.1%-49.4%0.004%
10/8/2026Valeo Financial Advisors LLC40,768$5.80M0.1%+0.6%0.007%
10/8/2026Veracity Capital LLC12,780$1.82M0.5%-1.1%0.002%
10/8/2026Peterson Wealth Advisors LLC49,258$7.01M0.8%-1.4%0.009%
10/8/2026Kessler Investment Group LLC9,840$1.40M0.6%-11.7%0.002%
10/8/2026MJT & Associates Financial Advisory Group Inc.183,800$26.15M16.8%+5.1%0.033%
10/7/2026Venture Visionary Partners LLC16,487$2.35M0.1%+1.1%0.003%
10/7/2026Retirement Wealth Solutions LLC54,962$7.82M4.1%+9.0%0.010%
10/7/2026Cooper Financial Group10,723$1.53M0.1%-1.3%0.002%
10/7/2026Whitcomb & Hess Inc.18,597$2.65M0.6%-0.6%0.003%
10/7/2026Canandaigua National Bank & Trust Co.4,592$653K0.1%-6.0%0.001%
10/7/2026Cassilly Financial Group LLC23,338$3.32M2.2%+3.4%0.004%
10/7/2026Investors Research Corp5,752$818K0.1%+6.2%0.001%
10/7/2026Wealth Enhancement Trust Services Inc.8,822$1.26M0.1%-54.7%0.002%
10/7/2026North Point Portfolio Managers Corp OH800$114K0.0%N/A0.000%
10/7/2026Kwmg LLC269,693$38.37M2.8%+2.4%0.049%
10/7/2026SigFig Wealth Management LLC87,199$12.41M0.3%+3.3%0.016%
10/7/2026Asempa Wealth Advisors28,815$4.11M3.2%-0.3%0.005%
10/7/2026Weaver Consulting Group12,908$1.84M0.4%+17.1%0.002%
10/5/2026Tompkins Financial Corp9,091$1.29M0.1%+1.1%0.002%
10/5/2026Eastern Bank29,470$4.19M0.1%+9.0%0.005%
10/2/2026 First Citizens Financial Corp19,920$2.83M1.2%-3.4%0.004%
10/2/2026 CX Institutional149,008$21.20M0.6%+10.6%0.027%
10/1/2026 First Financial Bank Trust Division97,442$13.86M1.1%+2.1%0.018%
10/1/2026 Burkett Financial Services LLC14,902$2.12M0.6%-1.3%0.003%
9/23/2026QRG Capital Management Inc.33,362$4.59M0.0%+40.4%0.006%
9/23/2026Envestnet Asset Management Inc.49,275,443$6.78B1.0%-0.1%8.956%
9/21/2026Silicon Valley Capital Partners265,605$36.53M3.3%-2.3%0.049%
9/11/2026Talon Private Wealth LLC2,699$371K0.0%+8.0%0.000%
9/9/2026Capstone Financial Advisors Inc.1,719$236K0.0%N/A0.000%
9/9/2026Sequoia Financial Advisors LLC181,112$24.91M0.1%-0.5%0.033%
9/9/2026Tidal Investments LLC1,946$268K0.0%N/A0.000%
9/9/2026Cahill Financial Advisors Inc.234,566$32.26M3.1%-1.9%0.043%
9/9/2026MCF Advisors LLC9,391$1.29M0.0%+4.7%0.002%
9/9/2026Gemmer Asset Management LLC14,635$2.01M0.1%+5.7%0.003%
9/9/2026SMI Advisory Services LLC1,708$234K0.0%N/A0.000%
9/9/2026Capital Analysts LLC297,608$40.93M0.9%+1.0%0.055%
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9/9/2026Capital Advantage Inc.32,210$4.43M0.5%+8.0%0.006%
9/9/2026Concorde Asset Management LLC40,897$5.63M3.2%+0.3%0.007%
9/9/2026Integrated Wealth Concepts LLC262,511$36.10M0.2%+5.0%0.048%
9/9/2026Community Bank N.A.3,645$501K0.1%-28.4%0.001%
9/9/2026RFG Advisory LLC19,351$2.66M0.0%+26.0%0.004%
9/9/2026NewEdge Advisors LLC1,841,602$253.28M0.7%+1.1%0.337%
9/9/2026Pointe Capital Management LLC1,656$228K0.1%N/A0.000%
9/9/2026IFP Advisors Inc269,980$37.13M0.7%-21.3%0.049%
9/9/2026Squarepoint Ops LLC11,372$1.56M0.0%N/A0.002%
9/9/2026Baird Financial Group Inc.783,316$107.73M0.1%-11.4%0.143%


IVW Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,184 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 1,778 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 28,537,784 shares in the last 24 months. This purchase volume represents approximately $3.45B in transactions.

Of the 1,011 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 28,214,189 shares in the last 24 months. This volume of shares sold represents approximately $3.44B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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