iShares S&P 500 Growth ETFIVWETF
13F holders, Q2 2026 (June 30)2,137holders +84
158new positions
67sold out
6famous investors
$137.17avg. 13F price*
At the end of Q2 2026, 2,137 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 84 from Q1 2026. 158 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($6.8B), JPMorgan Chase & Co. ($5.4B) and Morgan Stanley ($4.8B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares S&P 500 Growth ETF
- CUSIP
- 464287309
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 158 | $206.2M |
| Exits | 67 | $84.7M |
All 13F filers, Q1 2026 → Q2 2026: 11,367,564 shares bought and 10,858,931 shares sold, net +508,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,137 holders
| Envestnet Asset Management Inc. | 1.60% | Reduce -0.1% | 49,275,443 | $6.8B |
| JPMorgan Chase & Co. | 0.31% | Reduce -2.5% | 39,457,799 | $5.4B |
| Morgan Stanley | 0.25% | Add +0.9% | 34,601,758 | $4.8B |
| LPL Financial LLC | 0.67% | Add +3.2% | 21,564,794 | $3.0B |
| Bank of America Corp. | 0.18% | Add +5.2% | 20,803,829 | $2.9B |
| Wells Fargo & Company | 0.37% | Add +0.3% | 15,408,492 | $2.1B |
| UBS Group AG | 0.18% | Reduce -4.3% | 8,213,429 | $1.1B |
| Stifel Financial Corp. | 0.94% | Add +12.1% | 8,171,635 | $1.1B |
| Ameriprise Financial Inc. | 0.22% | Reduce -0.0% | 8,007,251 | $1.1B |
| PNC Financial Services Group, Inc. | 0.36% | Reduce -2.9% | 5,236,259 | $720.1M |
| Cetera Investment Advisers | 0.60% | Add +0.7% | 4,789,797 | $658.7M |
| BlackRock, Inc. | 0.01% | Reduce -3.5% | 4,372,824 | $601.4M |
| Raymond James Financial Inc. | 0.16% | Add +9.6% | 4,262,762 | $586.3M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -1.4% | 4,224,901 | $581.1M |
| MML Investors Services, LLC | 1.12% | Add +19.4% | 3,983,147 | $547.8M |
| Park Avenue Securities LLC | 3.32% | Add +0.3% | 3,868,755 | $532.1M |
| M&T Bank Corp | 1.55% | Reduce -2.5% | 3,855,837 | $530.3M |
| Lido Advisors, LLC | 1.80% | Reduce -6.1% | 3,637,150 | $500.2M |
| Royal Bank of Canada | 0.08% | Add +1.8% | 3,602,660 | $495.4M |
| Envestnet Portfolio Solutions, Inc. | 2.35% | Reduce -2.3% | 3,569,833 | $491.0M |
| Mariner, LLC | 0.47% | Reduce -8.3% | 3,269,520 | $449.7M |
| Commonwealth Equity Services, LLC | 0.53% | Add +1.6% | 3,084,786 | $424.3M |
| Jones Financial Companies LLLP | 0.17% | Add +6.8% | 3,194,451 | $423.8M |
| Regions Financial Corp. | 2.15% | Reduce -2.9% | 2,617,108 | $359.9M |
| Janney Montgomery Scott LLC | 0.64% | Reduce -0.1% | 2,413,813 | $332.0M |
| Foundations Investment Advisors, LLC | 3.41% | Add +5.9% | 2,410,689 | $331.5M |
| Sofi Wealth, LLC | 13.00% | Add +4.4% | 2,349,051 | $323.1M |
| HB Wealth Management, LLC | 1.70% | Reduce -1.6% | 2,200,705 | $302.7M |
| FMR LLC | 0.01% | Add +0.0% | 2,047,686 | $281.6M |
| HighTower Advisors, LLC | 0.27% | Reduce -1.4% | 2,021,788 | $278.1M |
| Osaic Holdings, Inc. | 0.33% | Add +2.4% | 2,013,076 | $277.0M |
| Bank of New York Mellon Corp | 0.05% | Add +1.1% | 2,000,012 | $275.1M |
| Focus Partners Wealth | 0.27% | Add +2.3% | 1,947,941 | $267.9M |
| NewEdge Advisors, LLC | 0.75% | Add +1.1% | 1,841,602 | $253.3M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +0.3% | 1,657,682 | $228.0M |
| Fifth Third Bancorp | 0.32% | Reduce -4.5% | 1,429,702 | $196.6M |
| Thrivent Financial for Lutherans | 0.33% | Reduce -5.4% | 1,389,402 | $190.6M |
| Rehmann Capital Advisory Group | 8.21% | Add +11.9% | 1,303,025 | $179.3M |
| JB Capital LLC | 6.17% | Reduce -3.2% | 1,295,626 | $178.2M |
| Moneta Group Investment Advisors LLC | 1.31% | Add +0.2% | 1,288,834 | $177.3M |
| Sanctuary Advisors, LLC | 0.78% | Reduce -13.0% | 1,223,682 | $168.3M |
| Calamos Wealth Management LLC | 4.84% | Add +1.9% | 1,147,615 | $157.8M |
| Truist Financial Corp. | 0.19% | Reduce -6.7% | 1,142,608 | $157.1M |
| United Capital Financial Advisors, LLC | 0.85% | Add +1.7% | 1,124,043 | $154.7M |
| MAI Capital Management | 0.59% | Add +1.5% | 1,124,765 | $154.7M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Reduce -1.6% | 1,121,121 | $154.2M |
| Cerity Partners LLC | 0.18% | Add +4.3% | 1,074,898 | $147.8M |
| LVZ, Inc. | 14.49% | Reduce -1.0% | 1,036,902 | $142.6M |
| Courier Capital LLC | 6.31% | Reduce -4.6% | 918,582 | $126.3M |
| Rockefeller Capital Management L.P. | 0.19% | Add +1.7% | 900,491 | $123.8M |
| Kestra Advisory Services, LLC | 0.38% | Add +0.2% | 861,433 | $118.5M |
| Advocacy Wealth Management, LLC | 4.04% | Reduce -2.6% | 807,434 | $111.0M |
| Steward Partners Investment Advisory, LLC | 0.56% | Reduce -41.6% | 795,103 | $109.4M |
| Baird Financial Group, Inc. | 0.15% | Reduce -11.4% | 783,316 | $107.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.38% | Reduce -9.8% | 762,341 | $104.8M |
| Ascent Group, LLC | 3.03% | Add +0.6% | 736,912 | $101.3M |
| Modern Wealth Management, LLC | 1.21% | Add +24.1% | 735,644 | $101.2M |
| Two Sigma Investments, LP | 0.08% | Reduce -63.6% | 717,831 | $98.7M |
| Northern Trust Corp. | 0.01% | Reduce -3.2% | 710,390 | $97.7M |
| AE Wealth Management LLC | 0.45% | Reduce -0.8% | 709,045 | $97.5M |
| Triad Wealth Partners, LLC | 5.72% | Add +48.4% | 697,889 | $96.5M |
| Keybank National Association | 0.32% | Reduce -1.1% | 699,654 | $96.2M |
| Creative Planning | 0.05% | Reduce -0.3% | 671,647 | $92.4M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +7.3% | 647,650 | $89.8M |
| Modera Wealth Management, LLC | 0.92% | Reduce -1.6% | 625,957 | $86.1M |
| Stegner Investment Associates Inc. | 39.80% | Reduce -0.9% | 608,731 | $83.7M |
| Atria Investments, Inc | 0.83% | Add +3.3% | 603,475 | $83.0M |
| Vise Technologies, Inc. | 0.93% | Add +162.4% | 595,611 | $81.9M |
| Arkadios Wealth Advisors | 1.24% | Add +18.5% | 588,050 | $80.9M |
| Bank of Montreal | 0.03% | Reduce -1.7% | 585,670 | $80.5M |
| US Bancorp \de | 0.09% | Add +0.4% | 578,774 | $79.6M |
| Salomon & Ludwin, LLC | 6.51% | Reduce -3.4% | 578,289 | $79.1M |
| Valmark Advisers, Inc. | 0.83% | Reduce -4.0% | 569,928 | $78.4M |
| SilverOak Wealth Management LLC | 9.92% | Reduce -1.2% | 559,953 | $77.0M |
| CreativeOne Wealth, LLC | 1.58% | Add +4.6% | 531,981 | $73.2M |
| Harbour Investments, Inc. | 0.98% | Reduce -1.0% | 527,487 | $72.5M |
| North Star Investment Management Corp. | 3.79% | Add +0.9% | 505,966 | $69.6M |
| Captrust Financial Advisors | 0.11% | Add +2.3% | 500,578 | $68.8M |
| Mercer Global Advisors Inc. | 0.08% | Add +42.1% | 497,843 | $68.5M |
| Private Advisor Group, LLC | 0.31% | Reduce -27.8% | 497,075 | $68.4M |
| Probity Advisors, Inc. | 9.63% | Reduce -2.3% | 489,655 | $67.3M |
| West Wealth Group, LLC | 10.95% | Add +3.8% | 486,868 | $67.0M |
| Midland Wealth Advisors, LLC | 3.10% | Reduce -4.5% | 480,380 | $66.1M |
| Icon Wealth Advisors, LLC | 3.95% | Reduce -3.3% | 476,929 | $65.6M |
| SCS Capital Management LLC | 0.61% | Reduce -1.1% | 466,610 | $64.2M |
| Mgo One Seven LLC | 1.00% | Add +1.0% | 438,642 | $60.3M |
| Principal Securities, Inc. | 0.71% | Add +1.5% | 428,592 | $58.9M |
| Sigma Planning Corp | 1.48% | Reduce -1.1% | 427,683 | $58.8M |
| USA Financial Formulas | 10.53% | — | 418,090 | $57.5M |
| Pathstone Holdings, LLC | 0.16% | Add +15.4% | 407,233 | $56.0M |
| Citigroup Inc. | 0.03% | Add +19.1% | 407,199 | $56.0M |
| Choreo, LLC | 0.61% | Reduce -1.8% | 402,802 | $55.4M |
| AQR Capital Management | 0.02% | Add +20.1% | 402,461 | $55.4M |
| &partners | 0.23% | Reduce -8.1% | 401,071 | $55.3M |
| MA Private Wealth | 8.11% | Add +1.4% | 395,664 | $54.4M |
| Clearstead Advisors, LLC | 0.49% | Add +1.4% | 374,870 | $51.6M |
| ShoreHaven Wealth Partners, LLC | 16.15% | Add +22.2% | 373,246 | $51.3M |
| OneDigital Investment Advisors LLC | 0.43% | Reduce -5.0% | 371,331 | $51.1M |
| Sharkey, Howes & Javer | 6.14% | Reduce -0.3% | 369,845 | $50.9M |
| Encompass Wealth Advisors, LLC | 15.43% | Reduce -1.0% | 368,443 | $50.7M |
"% of holder's portfolio" is IVW's weight in each manager's 13F, not the share of iShares S&P 500 Growth ETF the manager owns.