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 2,165 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 $52.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,176
shares
|
$889,178
0.08% of portfolio
|
Q1 2025
Added 60.93%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
7,165
shares
|
$887,815
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
7,163
shares
|
$887,567
0.36% of portfolio
|
Q4 2022
Reduced 0.58%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
7,113
shares
|
$881,371
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
|
$879,265
0.23% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
7,088
shares
|
$878,274
0.03% of portfolio
|
Q3 2025
Added 14.53%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
7,063
shares
|
$875,176
0.02% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
7,060
shares
|
$874,804
0.29% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
7,051
shares
|
$873,689
0.04% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
7,051
shares
|
$873,689
0.1% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
7,043
shares
|
$872,698
0.01% of portfolio
|
Q3 2025
Added 57.63%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
7,040
shares
|
$872,326
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
6,985
shares
|
$865,511
0.03% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
6,985
shares
|
$865,511
0.34% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
6,984
shares
|
$865,387
0.37% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
6,975
shares
|
$864,272
0.18% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,952
shares
|
$861,422
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,951
shares
|
$861,298
0.14% of portfolio
|
Q3 2025
Added 48.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
6,950
shares
|
$861,174
0.27% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,941
shares
|
$860,059
0.28% of portfolio
|
Q3 2025
Reduced 13.41%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,915
shares
|
$856,837
0.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,889
shares
|
$853,615
0.05% of portfolio
|
Q2 2025
Added 21.99%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
6,860
shares
|
$850,022
0.06% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
6,832
shares
|
$846,553
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,808
shares
|
$843,579
0.13% of portfolio
|
Q3 2025
Added 0.49%
|