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

iShares S&P 500 Growth ETF logo
$115.45 -0.35 (-0.30%)
Closing price 08/15/2025 04:10 PM Eastern
Extended Trading
$115.44 -0.01 (-0.01%)
As of 08/15/2025 07:46 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)
1240
Total
Institutional Inflows
(last 12 months)
$6.33B
Number of
Institutional Sellers
(last 12 months)
1099
Total
Institutional Outflows
(last 12 months)
$5.15B
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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
8/16/2025 Evergreen Capital Management LLC79,056$8.70M0.3%-11.0%0.014%
8/15/2025High Falls Advisors Inc252,044$27.75M6.1%-12.8%0.046%
8/15/2025Tower Research Capital LLC TRC 12,414$1.37M0.0%N/A0.002%
8/15/2025First Heartland Consultants Inc.258,099$28.42M2.5%+48.0%0.047%
8/15/2025Asset Allocation Strategies LLC36,431$4.01M0.8%-34.9%0.007%
8/15/2025FFT Wealth Management LLC11,639$1.33M0.3%+1.1%0.002%
8/15/2025Blue Edge Capital LLC263,075$28.97M4.3%-0.1%0.048%
8/15/2025Semmax Financial Advisors Inc.11,522$1.32M0.3%-17.5%0.002%
8/15/2025Corient Private Wealth LLC283,101$31.08M0.0%-44.5%0.052%
8/15/2025Equitable 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%
8/15/2025Northeast Financial Consultants Inc54,330$5.98M0.2%+0.2%0.010%
8/15/2025Captrust Financial Advisors475,910$52.40M0.1%+3.4%0.087%
8/15/2025Zuckerman Investment Group LLC2,485$274K0.0%N/A0.000%
8/15/2025Manhattan West Asset Management LLC8,477$933K0.2%+2.5%0.002%
8/15/2025United Services Automobile Association47,166$5.19M0.5%-50.0%0.009%
8/15/2025Lantern 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%
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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%
8/13/2025 PGIM Custom Harvest LLC27,280$3.00M0.1%+3.0%0.005%
8/13/2025 Idaho Trust Co12,094$1.33M0.5%-18.6%0.002%
8/13/2025 Avestar Capital LLC73,568$8.10M0.6%+3.1%0.013%
8/13/2025 Flow Traders U.S. LLC2,217$244K0.0%N/A0.000%
8/13/2025 StoneX Group Inc.222,709$24.52M1.2%-7.7%0.041%
8/13/2025 SageView Advisory Group LLC8,808$1.01M0.0%+1.8%0.002%
8/13/2025 Cresset Asset Management LLC177,494$19.54M0.1%-1.6%0.032%
8/13/2025 Proactive Wealth Strategies LLC8,753$964K0.5%-6.3%0.002%
8/13/2025 Saiph Capital LLC221,825$24.42M7.9%-10.1%0.040%
8/13/2025 Gateway Wealth Partners LLC51,917$5.72M1.1%+3.4%0.009%
8/13/2025 Brown Advisory Inc.120,660$13.29M0.0%+9.2%0.022%
8/13/2025 North Berkeley Wealth Management LLC95,473$10.51M9.6%+13.6%0.017%
8/13/2025 SCS Capital Management LLC602,015$66.28M0.7%+5.2%0.110%
8/13/2025 GeoWealth Management LLC45,955$5.06M0.2%-9.7%0.008%
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8/13/2025 Royal Fund Management LLC163,099$17.96M1.8%+1,230.2%0.030%
8/13/2025 Baird Financial Group Inc.914,023$100.63M0.2%+0.7%0.167%
8/13/2025 First Trust Advisors LP31,834$3.51M0.0%+15.4%0.006%
8/13/2025 Kilter Group LLC147,983$16.29M7.4%-7.4%0.027%
8/13/2025 EverSource Wealth Advisors LLC25,661$2.83M0.1%-4.3%0.005%
8/13/2025 Trek Financial LLC178,046$19.60M1.3%-3.5%0.032%
8/13/2025 Plan Group Financial LLC2,007$221K0.1%N/A0.000%
8/13/2025 CW Advisors LLC54,546$6.01M0.1%+21.7%0.010%
8/13/2025 JT Stratford LLC37,232$4.10M0.6%-3.9%0.007%
8/13/2025 Elios Financial Group Inc.17,653$1.94M0.9%-28.8%0.003%
(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, 1,949 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 1,630 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 63,812,625 shares in the last 24 months. This purchase volume represents approximately $6.33B in transactions.

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

Of the 1,099 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), International Assets Investment Management LLC ($1.57M), and Smith Anglin Financial LLC ($1.34M).

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

Institutional investors have sold a total of 50,907,248 shares in the last 24 months. This volume of shares sold represents approximately $5.15B in transactions.


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This page (NYSEARCA:IVW) was last updated on 8/16/2025 by MarketBeat.com Staff
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