Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,187 institutions that hold shares in the stock, with a total of 421 Million shares, which have been reported (via 13F filing form) to have a value of $50.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
7,204
shares
|
$871,972
0.04% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
7,200
shares
|
$871,488
0.36% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
7,189
shares
|
$870,156
0.03% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
7,183
shares
|
$869,430
0.01% of portfolio
|
Q3 2025
Reduced 18.11%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,176
shares
|
$868,583
0.08% of portfolio
|
Q1 2025
Added 60.93%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
7,165
shares
|
$867,251
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$867,009
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
7,113
shares
|
$860,957
0.4% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
7,096
shares
|
$858,899
0.23% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
7,083
shares
|
$857,326
0.14% of portfolio
|
Q4 2025
Added 27.74%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
7,068
shares
|
$855,510
0.29% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
7,063
shares
|
$854,905
0.02% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
7,051
shares
|
$853,453
0.04% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,051
shares
|
$853,453
0.1% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
7,043
shares
|
$852,484
0.01% of portfolio
|
Q3 2025
Added 57.63%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
7,040
shares
|
$852,121
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,001
shares
|
$847,401
0.03% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,985
shares
|
$845,464
0.03% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
6,985
shares
|
$845,464
0.34% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
6,984
shares
|
$845,343
0.37% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
6,980
shares
|
$844,859
0.21% of portfolio
|
Q4 2025
Reduced 15.76%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
6,975
shares
|
$844,254
0.18% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
6,962
shares
|
$842,680
0.09% of portfolio
|
Q4 2025
Added 14.19%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,952
shares
|
$841,470
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,951
shares
|
$841,349
0.14% of portfolio
|
Q3 2025
Added 48.88%
|
|