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

iShares S&P 500 Growth ETF logo
$115.99 -0.11 (-0.09%)
Closing price 09/5/2025 04:10 PM Eastern
Extended Trading
$115.71 -0.28 (-0.24%)
As of 09/5/2025 07:26 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 Polygon.io. 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)
1242
Total
Institutional Inflows
(last 12 months)
$6.17B
Number of
Institutional Sellers
(last 12 months)
1101
Total
Institutional Outflows
(last 12 months)
$5.26B
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Skip Chart & View Institutional Buying and Selling Data

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
9/4/2025 Osaic Holdings Inc.2,065,099$227.12M0.4%+4.1%0.377%
9/3/2025 American Trust11,366$1.25M0.1%N/A0.002%
8/29/2025 Evolution Wealth Management Inc.5,073$559K0.7%N/A0.001%
8/29/2025 Centaurus Financial Inc.81,234$8.94M0.5%-37.9%0.015%
8/28/2025 Stark Wealth Management LLC46,680$4.84M6.7%N/A0.009%
8/27/2025 Barnes Wealth Management Group Inc58,867$6.48M3.8%+1.2%0.011%
8/27/2025 Orion Porfolio Solutions LLC315,175$34.70M0.3%+19.3%0.058%
8/26/2025 Thrivent Financial for Lutherans485,530$53.46M0.1%-64.5%0.089%
8/25/2025 Silverlake Wealth Management LLC10,407$1.15M0.3%+281.2%0.002%
8/25/2025 Fulcrum Equity Management5,902$650K0.7%-23.4%0.001%
8/22/2025 TT Capital Management LLC3,395$355K0.1%N/A0.001%
8/20/2025 Forefront Wealth Partners LLC2,373$241K0.2%N/A0.000%
8/20/2025 Coppell Advisory Solutions LLC1,935$212K0.0%N/A0.000%
8/19/2025 B. Riley Wealth Advisors Inc.71,479$7.87M0.4%N/A0.013%
8/19/2025 Cape Investment Advisory Inc.4,444$489K0.2%-8.4%0.001%
8/19/2025 Advisory Services Network LLC139,461$15.89M0.3%-45.2%0.025%
8/19/2025 Cim LLC2,577$284K0.0%-61.0%0.000%
8/19/2025 Delos Wealth Advisors LLC1,992$219K0.2%N/A0.000%
8/19/2025 Asset Dedication LLC2,341$258K0.0%+42.5%0.000%
8/18/2025 Old North State Trust LLC5,050$556K0.4%+25.8%0.001%
8/18/2025 Tactive Advisors LLC24,583$2.71M0.9%N/A0.004%
8/18/2025 Geneos Wealth Management Inc.97,553$10.74M0.3%+4.5%0.018%
8/18/2025 Westwood Holdings Group Inc.3,586$395K0.0%-8.5%0.001%
8/18/2025 Goodman Advisory Group LLC2,143$236K0.1%-65.3%0.000%
8/16/2025 Evergreen Capital Management LLC79,056$8.70M0.3%-11.0%0.014%
8/15/2025 High Falls Advisors Inc252,044$27.75M6.1%-12.8%0.046%
8/15/2025 Tower Research Capital LLC TRC 12,414$1.37M0.0%N/A0.002%
8/15/2025 First Heartland Consultants Inc.258,099$28.42M2.5%+48.0%0.047%
8/15/2025 Asset Allocation Strategies LLC36,431$4.01M0.8%-34.9%0.007%
8/15/2025 FFT Wealth Management LLC11,639$1.33M0.3%+1.1%0.002%
8/15/2025 Blue Edge Capital LLC263,075$28.97M4.3%-0.1%0.048%
8/15/2025 Semmax Financial Advisors Inc.11,522$1.32M0.3%-17.5%0.002%
8/15/2025 Corient Private Wealth LLC283,101$31.08M0.0%-44.5%0.052%
8/15/2025 Equitable Holdings Inc.176,037$19.38M0.2%-21.5%0.032%
8/15/2025 Florida Financial Advisors LLC13,350$1.47M0.5%+26.5%0.002%
8/15/2025 Northeast Financial Consultants Inc54,330$5.98M0.2%+0.2%0.010%
8/15/2025 Captrust Financial Advisors475,910$52.40M0.1%+3.4%0.087%
8/15/2025 Zuckerman Investment Group LLC2,485$274K0.0%N/A0.000%
8/15/2025 Manhattan West Asset Management LLC8,477$933K0.2%+2.5%0.002%
8/15/2025 United Services Automobile Association47,166$5.19M0.5%-50.0%0.009%
8/15/2025 Lantern Wealth Advisors LLC9,601$1.06M0.6%N/A0.002%
8/15/2025 Vident Advisory LLC7,347$809K0.0%+10.3%0.001%
8/15/2025 Talisman Wealth Advisors LLC6,780$746K0.7%+19.6%0.001%
8/15/2025 Tidal Investments LLC2,072$228K0.0%N/A0.000%
8/15/2025 Smartleaf Asset Management LLC17,997$1.97M0.2%+166.5%0.003%
8/15/2025 Snowden Capital Advisors LLC141,445$15.57M0.5%-14.1%0.026%
8/15/2025 Redwood Investment Management LLC31,603$3.48M0.4%-6.1%0.006%
8/15/2025 Oxford Financial Group LTD. LLC39,102$4.31M0.3%-3.0%0.007%
8/15/2025 Orion Porfolio Solutions LLC262,309$28.88M0.2%-0.7%0.048%
8/15/2025 MML Investors Services LLC3,333,902$367.06M1.1%+0.4%0.608%
8/15/2025 Modern Wealth Management LLC1,083,991$119.35M3.0%-1.9%0.198%
8/15/2025 Helium Advisors LLC18,009$1.98M1.3%-1.0%0.003%
8/15/2025 IHT Wealth Management LLC44,590$4.91M0.1%+11.0%0.008%
8/15/2025 Great Valley Advisor Group Inc.128,222$14.12M0.3%-1.9%0.023%
8/15/2025 Gallagher Fiduciary Advisors LLC9,747$1.07M0.0%-2.0%0.002%
8/15/2025 EP Wealth Advisors LLC679,544$74.82M0.5%+487.9%0.124%
8/15/2025 Curi Capital LLC19,053$2.10M0.0%+258.1%0.003%
8/15/2025 Benjamin Edwards Inc.31,032$3.42M0.0%+253.0%0.006%
8/15/2025 BNP Paribas Financial Markets67,004$7.38M0.0%-61.6%0.012%
8/15/2025 Bank of America Corp DE18,692,565$2.06B0.2%-0.7%3.411%
8/15/2025 Acas LLC61,680$7.13M4.8%-2.4%0.011%
8/15/2025 AQR Capital Management LLC92,691$10.21M0.0%+38.1%0.017%
8/15/2025 Ameriprise Financial Inc.8,499,823$935.87M0.2%+6.9%1.551%
8/14/2025 Connecticut Wealth Management LLC389,297$42.86M2.0%-1.5%0.071%
8/14/2025 Florida Financial Advisors LLC14,705$1.62M1.2%+39.3%0.003%
8/14/2025 Camarda Financial Advisors LLC88,096$9.70M3.8%-63.0%0.016%
8/14/2025 Ausdal Financial Partners Inc.10,628$1.17M0.1%+75.9%0.002%
8/14/2025 Financial Advisors Network Inc.104,572$11.51M1.7%-0.7%0.019%
8/14/2025 NCM Capital Management LLC7,645$844K0.3%+6.2%0.001%
8/14/2025 Raymond James Financial Inc.4,256,548$468.65M0.2%-2.0%0.777%
8/14/2025 Darwin Wealth Management LLC276$30K0.0%N/A0.000%
8/14/2025 Betterment LLC11,795$1.30M0.0%+15.1%0.002%
8/14/2025 Quantinno Capital Management LP103,618$11.41M0.0%+30.6%0.019%
8/14/2025 Diversify Advisory Services LLC32,656$3.78M0.1%-22.0%0.006%
8/14/2025 Peapack Gladstone Financial Corp129,376$14.24M0.2%-1.0%0.024%
8/14/2025 Vivaldi Capital Management LP2,040$225K0.0%-7.1%0.000%
8/14/2025 HUB Investment Partners LLC7,624$839K0.0%-7.4%0.001%
8/14/2025 Ieq Capital LLC152,306$16.77M0.1%-41.7%0.028%
8/14/2025 Laird Norton Wetherby Trust Company LLC163,647$18.02M2.5%-0.5%0.030%
8/14/2025 Glenview Trust co40,539$4.46M0.1%+32.9%0.007%
8/14/2025 Beacon Investment Advisors LLC9,200$1.01M0.4%-1.5%0.002%
8/14/2025 The Manufacturers Life Insurance Company 1,708,995$188.16M0.2%+329.5%0.312%
8/14/2025 FAS Wealth Partners Inc.182,133$20.05M1.5%+0.5%0.033%
8/14/2025 Faithward Advisors LLC38,834$4.28M0.7%+3.5%0.007%
8/14/2025 Sei Investments Co.193,825$21.34M0.0%-1.8%0.035%
8/14/2025 NewEdge Advisors LLC1,659,911$182.76M0.9%-17.3%0.303%
8/14/2025 Integrated Investment Consultants LLC14,587$1.61M0.3%-2.6%0.003%
8/14/2025 Qube Research & Technologies Ltd2,777$306K0.0%-81.6%0.001%
8/14/2025 Tripletail Wealth Management LLC12,825$1.48M2.2%N/A0.002%
8/14/2025 CoreFirst Bank & Trust1,292$142K0.1%N/A0.000%
8/14/2025 Sentinus LLC127,522$14.04M3.4%-14.9%0.023%
8/14/2025 Gerber Kawasaki Wealth & Investment Management11,561$1.27M0.0%+15.1%0.002%
8/14/2025 Transce3nd LLC10,929$1.20M0.5%-4.7%0.002%
8/14/2025 Vertex Planning Partners LLC88,939$9.79M2.0%-17.4%0.016%
8/14/2025 Navis Wealth Advisors LLC19,786$2.18M1.8%+16.1%0.004%
8/14/2025 Balance Wealth LLC8,719$960K0.6%-52.8%0.002%
8/14/2025 Cary Street Partners Financial LLC30,919$3.40M0.1%+1.7%0.006%
8/14/2025 Cerity Partners LLC321,673$35.42M0.1%-0.4%0.059%
8/13/2025 Per Stirling Capital Management LLC.225,622$24.84M3.2%-1.2%0.041%
8/13/2025 Cary Street Partners Investment Advisory LLC7,108$783K0.4%-6.7%0.001%
(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, 1,953 institutional investors and hedge funds held shares of iShares S&P 500 Growth ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($5.00B), JPMorgan Chase & Co. ($4.67B), Bank of America Corp DE ($2.06B), Morgan Stanley ($2.01B), LPL Financial LLC ($1.76B), Wells Fargo & Company MN ($1.69B), and Ameriprise Financial Inc. ($935.87M).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 1,635 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. ($25.71M), LPL Financial LLC ($9.52M), Envestnet Portfolio Solutions Inc. ($6.37M), CWM LLC ($4.72M), Raymond James Financial Inc. ($4.50M), Park Avenue Securities LLC ($4.24M), 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 62,046,170 shares in the last 24 months. This purchase volume represents approximately $6.17B in transactions.

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

Of the 1,101 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: JPMorgan Chase & Co. ($6.05M), Jones Financial Companies Lllp ($5.88M), Envestnet Asset Management Inc. ($3.46M), US Bancorp DE ($2.49M), Envestnet Portfolio Solutions Inc. ($2.25M), Thrivent Financial for Lutherans ($1.88M), and International Assets Investment Management LLC ($1.57M).

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

Institutional investors have sold a total of 51,957,023 shares in the last 24 months. This volume of shares sold represents approximately $5.26B in transactions.


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This page (NYSEARCA:IVW) was last updated on 9/6/2025 by MarketBeat.com Staff
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