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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares S&P 500 Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
218,927
Value (USD)
$20,322,978
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVW fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVW fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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