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Who Owns iShares S&P 500 Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares S&P 500 Growth ETF.
Who crossed 5% of IVW →Managers holding
117
as of 2026-09-30
Reported value
$466.5M
summed across filings
Shares held
3.3M
Added vs trimmed
40 / 39
since each filer's last quarter
Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF332.8K shadded | $47.3M |
| KWMG, LLCS&P 500 GRWT ETF269.7K shadded | $38.4M |
| MJT & Associates Financial Advisory Group, Inc.ETF183.8K shadded | $26.1M |
| Gallagher Capital Advisors, LLCS&P 500 GRWT ETF149.7K shtrimmed | $21.3M |
| Acropolis Investment Management, LLCS&P 500 GRWT ETF148.5K shtrimmed | $21.1M |
| McNaughton Wealth Management, LLCS&P 500 GRWT ETF148.4K shadded | $21.1M |
| First Heartland Consultants, Inc.S&P 500 GRWT ETF138K shtrimmed | $19.6M |
| YHB Investment Advisors, Inc.S&P 500 GRWT ETF108.6K shadded | $15.4M |
| Apella Capital, LLCS&P 500 GRWT ETF102.7K shadded | $15M |
| CoreCap Advisors, LLCETF105.1K shtrimmed | $14.9M |
| Lee, Kelleher & Klein Wealth ManagementS&P 500 GRWT ETF97.9K shadded | $13.9M |
| SigFig Wealth Management, LLCS&P 500 GRWT ETF87.2K shadded | $12.4M |
| Apeiron RIA LLCS&P 500 GRWT ETF79K shtrimmed | $11.3M |
| Balefire, LLCS&P 500 GRWT ETF69.7K shadded | $9.9M |
| FINANCIAL MANAGEMENT NETWORK INCS&P 500 GRWT ETF65.2K shtrimmed | $9.4M |
| SAPIENT CAPITAL LLCS&P 500 GRWT ETF55.9K shheld | $8M |
| Retirement Wealth Solutions LLCS&P 500 GRWT ETF55K shadded | $7.8M |
| Adirondack Capital Advisors, LLCS&P 500 GRWT ETF54.5K shadded | $7.8M |
| Peterson Wealth Advisors, LLCS&P 500 GRWT ETF49.3K shtrimmed | $7M |
| Valeo Financial Advisors, LLCETF40.8K shadded | $5.8M |
| Graves Light Lenhart Wealth, Inc.S&P 500 GRWT ETF36.8K shtrimmed | $5.2M |
| VALLEY WEALTH MANAGERS, INC.ETF36.5K shtrimmed | $5.2M |
| SACKS & ASSOCIATES, LLCS&P 500 GRWT ETF34.9K shtrimmed | $5M |
| Wedmont Private CapitalS&P 500 GRWT ETF33.8K shadded | $4.9M |
| RTD Financial Advisors, Inc.S&P 500 GRWT ETF33.7K shtrimmed | $4.8M |
| Breakwater Capital GroupS&P 500 GRWT ETF32.4K shadded | $4.6M |
| Pathway Financial Advisors LLCS&P 500 GRWT ETF29.8K shheld | $4.2M |
| EASTERN BANKS&P 500 GRWT ETF29.5K shadded | $4.2M |
| Asempa Wealth AdvisorsS&P 500 GRWT ETF28.8K shtrimmed | $4.1M |
| Decker Wealth Management LLCS&P 500 GRWT ETF26.4K shheld | $3.8M |
| Atlas Brown,Inc.ETF25.4K shadded | $3.6M |
| Cassilly Financial Group LLCS&P 500 GRWT ETF23.3K shadded | $3.3M |
| Avidian Wealth Enterprises, LLCS&P 500 GRWT ETF23.1K shtrimmed | $3.3M |
| Sound Income Strategies, LLCS&P 500 GRWT ETF22.4K shtrimmed | $3.2M |
| DIVERSIFIED MANAGEMENT INCS&P 500 GRWT ETF22.1K shadded | $3.1M |
| Kaydan Wealth Management, Inc.S&P 500 GRWT ETF20.9K shtrimmed | $3M |
| Tactive Advisors, LLCS&P 500 GRWT ETF20.7K shtrimmed | $2.9M |
| Sprinkle Financial Consultants LLCS&P 500 GRWT ETF20.6K shtrimmed | $2.9M |
| Prosperity Planning, Inc.S&P 500 GRWT ETF19.5K shtrimmed | $2.8M |
| Whitcomb & Hess, Inc.S&P 500 GRWT ETF18.6K shtrimmed | $2.6M |
| Friday FinancialS&P 500 GRWT ETF18.4K shadded | $2.6M |
| Venture Visionary Partners LLCS&P 500 GRWT ETF16.5K shadded | $2.3M |
| Dominguez Wealth Management Solutions, Inc.S&P 500 GRWT ETF16.4K shtrimmed | $2.3M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCS&P 500 GRWT ETF16.2K shtrimmed | $2.3M |
| ECLECTIC ASSOCIATES INC /ADVS&P 500 GRWT ETF16K shtrimmed | $2.3M |
| INSPIRION WEALTH ADVISORS, LLCS&P 500 GRWT ETF14.1K shheld | $2M |
| CHAPIN DAVIS, INC.S&P 500 GRWT ETF14K shtrimmed | $2M |
| Weaver Consulting GroupS&P 500 GRWT ETF12.9K shadded | $1.8M |
| Veracity Capital LLCS&P 500 GRWT ETF12.8K shtrimmed | $1.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCETF11.9K shheld | $1.7M |
| RIVERSEDGE ADVISORS, LLCS&P 500 GRWT ETF11.6K shtrimmed | $1.7M |
| Cooper Financial GroupS&P 500 GRWT ETF10.7K shtrimmed | $1.5M |
| KFA Private Wealth Group, LLCS&P 500 GRWT ETF10.2K shheld | $1.4M |
| Kessler Investment Group, LLCS&P 500 GRWT ETF9.8K shtrimmed | $1.4M |
| Castleview Partners, LLCS&P 500 GRWT ETF9.7K shadded | $1.4M |
| TOMPKINS FINANCIAL CORPS&P 500 GRWT ETF9.1K shadded | $1.3M |
| Wealth Enhancement Trust Services, Inc.S&P 500 GRWT ETF8.8K shtrimmed | $1.3M |
| Gerald Baker Financial Group LLCS&P 500 GRWT ETF7.4K shadded | $1.1M |
| Buska Wealth Management, LLCS&P 500 GRWT ETF7.3K shadded | $1M |
| BAKER TILLY WEALTH MANAGEMENT, LLCS&P 500 GRWT ETF7.1K shadded | $1M |
| Councilor Wealth, LLCS&P 500 GRWT ETF6.8K shtrimmed | $971.5K |
| Bank of New HampshireS&P 500 GRWT ETF6.8K shheld | $965.8K |
| Everhart Financial Group, Inc.S&P 500 GRWT ETF6.5K shadded | $928.5K |
| PARK NATIONAL CORP /OH/Com6.4K shtrimmed | $908.8K |
| Investors Research CorpS&P 500 GRWT ETF5.8K shadded | $818.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLCS&P 500 GRWT ETF5.5K shheld | $781.4K |
| TITLEIST ASSET MANAGEMENT, LLCS&P 500 GRWT ETF5.2K sh— | $732.9K |
| Gradient Investments LLCS&P 500 GRWT ETF4.8K shtrimmed | $689.7K |
| GAMMA Investing LLCETF4.7K shadded | $663.8K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom4.6K shtrimmed | $653.3K |
| BOS Asset Management, LLCS&P 500 GRWT ETF4.5K shheld | $647K |
| Grove Bank & TrustS&P 500 GRWT ETF4.3K shheld | $609K |
| Insight Wealth Strategies, LLCS&P 500 GRWT ETF4.2K shadded | $591.4K |
| Hiley Hunt Wealth ManagementS&P 500 GRWT ETF4.1K shtrimmed | $590.2K |
| TrueWealth Advisors, LLCS&P 500 GRWT ETF3.9K shtrimmed | $556.2K |
| Veery Capital, LLCS&P 500 GRWT ETF3.8K shheld | $534K |
| ARMSTRONG ADVISORY GROUP, INCS&P 500 GRWT ETF3.7K shheld | $527.1K |
| Shira Ridge Wealth ManagementS&P 500 GRWT ETF3.6K shadded | $507.4K |
| RVW Wealth, LLCS&P 500 GRWT ETF3.5K shheld | $501.5K |
| Montz Harcus Wealth Management LLCS&P 500 GRWT ETF3.2K shadded | $462.2K |
| STEPH & COS&P 500 GRWT ETF3K shheld | $428.1K |
| Roan Capital PartnersS&P 500 GRWT ETF3K shtrimmed | $422.9K |
| MRA Advisory GroupS&P 500 GRWT ETF2.8K shadded | $392.1K |
| WoodTrust Financial CorpOTHER2.7K shadded | $382K |
| Investment Partners Asset Management, Inc.S&P 500 GRWT ETF2.6K shheld | $365.9K |
| DAVIDSON TRUST COEquities2.6K shheld | $363.6K |
| Cambridge Financial Group, LLCS&P 500 GRWT ETF2.6K shheld | $356.3K |
| AVAII WEALTH MANAGEMENT, LLCS&P 500 GRWT ETF2.4K shadded | $348.7K |
| Bangor Savings BankS&P 500 GRWT ETF2.4K shheld | $336.7K |
| Longview Financial Advisors, Inc.ETF2.3K shadded | $325.7K |
| David J Yvars GroupS&P 500 GRWT ETF2.2K shadded | $319.9K |
| Mallini Complete Financial Planning LLCETF2.2K shheld | $307.9K |
| Legacy Private Trust Co.S&P 500 GRWT ETF2.1K shheld | $297K |
| Galvin, Gaustad & Stein, LLCS&P 500 GRWT ETF2K shtrimmed | $278.9K |
| Green Ridge Wealth Planning LLCS&P 500 GRWT ETF1.8K shheld | $258.5K |
| Capital Advisors Wealth Management, LLCS&P 500 GRWT ETF1.8K shadded | $249.1K |
| Bill Few Associates, Inc.S&P 500 GRWT ETF1.7K shheld | $244.7K |
| ANB BANKCom1.6K shtrimmed | $229.3K |
| Midwest Financial Partners Investments, Inc.S&P 500 GRWT ETF1.6K shheld | $226.3K |
| McAlister, Sweet & Associates, Inc.S&P 500 GRWT ETF1.6K shheld | $225.5K |
| JUNCTURE WEALTH STRATEGIES, LLCS&P 500 GRWT ETF1.6K shheld | $224.9K |
| AVITY INVESTMENT MANAGEMENT INC.S&P 500 GRWT ETF1.6K shheld | $224.1K |
| Baron Financial Group, LLCS&P 500 GRWT ETF1.5K shadded | $213.8K |
| Sunburst Financial Group, LLCS&P 500 GRWT ETF1.5K shheld | $209K |
| Paragon Capital Management LtdS&P 500 GRWT ETF1.5K shheld | $208.4K |
| Central Pacific Bank - Trust DivisionS&P 500 GRWT ETF985 shheld | $140.1K |
| AMERICAN NATIONAL BANK & TRUSTS&P 500 GRWT ETF854 shheld | $121.5K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OHS&P 500 GRWT ETF800 sh— | $113.8K |
| GILPIN WEALTH MANAGEMENT, LLCS&P 500 GRWT ETF454 shtrimmed | $64.6K |
| Bullock Wealth Management GroupETF444 shadded | $63.3K |
| GK Wealth Management LLCS&P 500 GRWT ETF285 sh— | $40.5K |
| Davis Capital ManagementETF231 shheld | $32.9K |
| Pacifica Partners Inc.S&P 500 GRWT ETF150 shheld | $21.4K |
| Horizons Wealth ManagementETF148 shheld | $21.1K |
| TOTH FINANCIAL ADVISORY CORPS&P 500 GRWT ETF104 shheld | $14.8K |
| Quintet Private Bank (Europe) S.A.S&P 500 GRWT ETF100 shtrimmed | $14.2K |
| Rosenberg Matthew HamiltonETF88 shheld | $12.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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