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Public ownership evidence

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

Read IVW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-29218,927$20,322,978None
Corient Private Wealth LP2026-06-302026-08-28285,498$39,264,458None
Redwood Investment Management, LLC2024-12-312026-08-2832,503$3,300,000None
Redwood Investment Management, LLC2025-03-312026-08-2833,647$3,123,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-284,703$646,871None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,821$319,110None
AFFINITY WEALTH LLC2025-06-302026-08-2761$6,716None
AFFINITY WEALTH LLC2025-03-312026-08-2761$5,663None
AFFINITY WEALTH LLC2024-12-312026-08-2761$6,193None
Legacy Edge Advisors, LLC2025-09-302026-08-276,399$772,487None
HORAN Wealth, LLC2026-06-302026-08-274,423$608,331None
Dakota Wealth Management2025-09-302026-08-275,401$652,055None
Dakota Wealth Management2025-12-312026-08-276,325$779,598None
Dakota Wealth Management2026-03-312026-08-276,356$718,926None
Redwood Investment Management, LLC2025-06-302026-08-2731,603$3,479,000None
Redwood Investment Management, LLC2025-09-302026-08-2735,323$4,264,000None
Redwood Investment Management, LLC2025-12-312026-08-2737,217$4,587,000None
Advus Financial Partners, LLC2026-06-302026-08-2659,682$8,208,065None
Advus Financial Partners, LLC2026-03-312026-08-2660,498$6,842,929None
Advus Financial Partners, LLC2025-12-312026-08-2656,242$6,932,389None
Advus Financial Partners, LLC2025-09-302026-08-2655,068$6,647,809None
Advus Financial Partners, LLC2025-06-302026-08-2656,673$6,239,697None
Advus Financial Partners, LLC2025-03-312026-08-2654,278$5,038,627None
Advus Financial Partners, LLC2024-12-312026-08-2652,040$5,283,621None
Advus Financial Partners, LLC2024-09-302026-08-2635,640$3,412,530None
Advus Financial Partners, LLC2024-06-302026-08-2624,633$2,279,538None
Advus Financial Partners, LLC2024-03-312026-08-2617,659$1,491,126None
Advus Financial Partners, LLC2023-12-312026-08-2617,643$1,324,989None
Advus Financial Partners, LLC2023-09-302026-08-2615,693$1,073,715None
Advus Financial Partners, LLC2023-03-312026-08-268,444$539,487None
Advus Financial Partners, LLC2022-12-312026-08-268,444$493,974None
Advus Financial Partners, LLC2022-09-302026-08-268,444$488,485None
Advus Financial Partners, LLC2022-06-302026-08-268,732$526,976None
Advus Financial Partners, LLC2022-03-312026-08-269,498$725,457None
Advus Financial Partners, LLC2021-09-302026-08-262,580$215,869None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26190,950$23,536,453None
Financial Insights, Inc.2026-06-302026-08-263,526$484,938None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2650,150$6,897,130None
Strategic Financial Services, Inc.2026-06-302026-08-252,699$371,193None
HARVEY CAPITAL MANAGEMENT INC2026-06-302026-08-226,975$959,272None
Rehmann Capital Advisory Group2026-06-302026-08-211,303,025$179,280,882None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-214,171$573,638None
Bullock Wealth Management Group2026-06-302026-08-20443$60,706None
Kingsview Wealth Management, LLC2026-06-302026-08-2044,762$6,156,149None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-204,118$465,787None
RESOLUTE WEALTH ADVISOR, INC.2026-06-302026-08-2088,824$10,046,827None
Archer Investment Corp2026-06-302026-08-20514$70,714None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-206,996$962,159None
Field & Main Bank2026-06-302026-08-20128$17,604None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20497,843$68,468,256None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗AFFINITY WEALTH LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.