iShares S&P 500 Growth ETFIVWETF
13F holders, Q1 2024 (March 31)1,599holders
5famous investors
$84.44avg. 13F price*
At the end of Q1 2024, 1,599 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($3.9B), Envestnet Asset Management Inc. ($2.8B) and Morgan Stanley ($2.6B). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $392.3M |
| Exits | 72 | $73.8M |
Ownership 1,599 holders
| JPMorgan Chase & Co. | 0.35% | Add +1.5% | 46,660,015 | $3.9B |
| Envestnet Asset Management Inc. | 1.05% | Add +54.8% | 33,348,535 | $2.8B |
| Morgan Stanley | 0.21% | Add +5.6% | 31,370,520 | $2.6B |
| Bank of America Corp. | 0.15% | Add +2.1% | 17,808,363 | $1.5B |
| Wells Fargo & Company | 0.34% | Reduce -3.0% | 15,129,386 | $1.3B |
| Jones Financial Companies LLLP | 1.46% | Reduce -1.3% | 12,701,265 | $1.1B |
| LPL Financial LLC | 0.52% | Add +44.3% | 11,411,899 | $963.6M |
| Goldman Sachs Group Inc. | 0.17% | Reduce -4.6% | 9,651,025 | $814.9M |
| UBS Group AG | 0.26% | Reduce -0.2% | 9,307,580 | $785.9M |
| Stifel Financial Corp. | 0.70% | Add +4.6% | 7,286,705 | $615.3M |
| Ameriprise Financial Inc. | 0.16% | Reduce -3.2% | 6,895,706 | $582.0M |
| BlackRock Inc. | 0.01% | Add +50.0% | 5,437,079 | $459.1M |
| PNC Financial Services Group, Inc. | 0.30% | Add +2.2% | 5,129,327 | $433.1M |
| M&T Bank Corp | 1.49% | Reduce -2.0% | 5,054,349 | $426.8M |
| Cwm, LLC | 1.82% | Add +57.0% | 4,419,212 | $373.2M |
| Envestnet Portfolio Solutions, Inc. | 1.26% | Add +96.5% | 3,967,008 | $335.0M |
| Mariner, LLC | 0.65% | Reduce -0.4% | 3,742,665 | $316.0M |
| US Bancorp \de | 0.42% | Add +6.6% | 3,600,393 | $304.0M |
| Regions Financial Corp. | 1.94% | Reduce -1.4% | 3,021,309 | $255.1M |
| Commonwealth Equity Services, LLC | 0.42% | Add +6.2% | 3,007,626 | $254.0M |
| Royal Bank of Canada | 0.06% | Add +1.0% | 2,950,019 | $248.9M |
| Park Avenue Securities LLC | 2.89% | Add +145.0% | 2,649,963 | $223.8M |
| HB Wealth Management, LLC | 2.75% | Reduce -1.9% | 2,589,003 | $218.6M |
| FIL Ltd | 0.21% | New | 2,555,072 | $215.8M |
| Cetera Investment Advisers | 0.51% | Add +200.4% | 2,545,315 | $214.9M |
| Lido Advisors, LLC | 1.91% | Reduce -1.7% | 2,506,751 | $211.7M |
| Raymond James Financial Services Advisors, Inc. | 0.30% | Reduce -11.4% | 2,408,561 | $203.4M |
| FMR LLC | 0.01% | Reduce -0.3% | 2,158,551 | $182.3M |
| MML Investors Services, LLC | 0.74% | Add +95.8% | 2,116,938 | $178.8M |
| Raymond James & Associates | 0.12% | Add +1.9% | 2,111,674 | $178.3M |
| Osaic Holdings, Inc. | 0.33% | Reduce -54.5% | 1,761,712 | $148.8M |
| HighTower Advisors, LLC | 0.23% | Reduce -3.6% | 1,712,829 | $144.6M |
| Janney Montgomery Scott LLC | 0.42% | Add +92.5% | 1,670,404 | $141.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -2.7% | 1,640,739 | $138.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.91% | Add +3.0% | 1,512,417 | $127.7M |
| Smith Anglin Financial, LLC | 12.75% | Add +38.1% | 1,462,631 | $123.5M |
| Midland Wealth Advisors, LLC | 6.90% | Reduce -0.4% | 1,327,814 | $112.1M |
| Moneta Group Investment Advisors LLC | 1.72% | Add +46.9% | 1,247,199 | $105.3M |
| Two Sigma Investments, LP | 0.25% | Add +21.8% | 1,191,300 | $100.6M |
| Truist Financial Corp. | 0.15% | Add +12.1% | 1,175,802 | $99.3M |
| Thrivent Financial for Lutherans | 0.20% | Reduce -4.1% | 1,162,925 | $98.2M |
| Salomon & Ludwin, LLC | 8.27% | Reduce -4.3% | 1,138,623 | $96.1M |
| Comerica Bank | 0.40% | Reduce -0.7% | 1,100,132 | $92.9M |
| Rehmann Capital Advisory Group | 6.81% | Add +7.5% | 1,081,370 | $91.3M |
| Bank of New York Mellon Corp | 0.02% | Add +100.1% | 1,066,170 | $90.0M |
| Courier Capital LLC | 6.47% | Reduce -1.0% | 1,059,991 | $89.5M |
| United Capital Financial Advisors, LLC | 0.73% | Add +78.3% | 1,043,483 | $88.1M |
| Foundations Investment Advisors, LLC | 2.26% | Add +50.9% | 1,020,349 | $86.2M |
| Baird Financial Group, Inc. | 0.18% | Add +1.5% | 1,010,661 | $85.3M |
| LVZ, Inc. | 11.23% | Reduce -9.3% | 978,251 | $82.6M |
| Calamos Wealth Management LLC | 4.68% | Add +3.5% | 967,440 | $81.7M |
| MAI Capital Management | 0.84% | Add +8.5% | 957,104 | $80.8M |
| USA Financial Formulas | 12.36% | Add +5.5% | 902,698 | $76.2M |
| Fifth Third Bancorp | 0.30% | Reduce -4.9% | 897,959 | $75.8M |
| Modern Wealth Management, LLC | 6.60% | Reduce -6.3% | 841,325 | $71.0M |
| Keybank National Association | 0.29% | Add +0.3% | 834,222 | $70.4M |
| Valmark Advisers, Inc. | 1.20% | Reduce -1.6% | 816,514 | $68.9M |
| JB Capital LLC | 4.54% | Add +168.4% | 807,109 | $68.2M |
| NewEdge Advisors, LLC | 0.58% | Add +99.6% | 791,906 | $66.9M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Reduce -1.2% | 786,811 | $66.4M |
| Modera Wealth Management, LLC | 0.99% | Reduce -2.1% | 772,999 | $65.3M |
| Focus Partners Wealth | 0.52% | Add +132.7% | 752,896 | $63.6M |
| Praetorian Wealth Management, Inc. | 16.92% | Add +6.1% | 749,205 | $63.3M |
| OneDigital Investment Advisors LLC | 0.95% | Reduce -32.7% | 713,891 | $60.3M |
| Equitable Holdings, Inc. | 0.63% | Reduce -17.2% | 658,711 | $55.6M |
| Stegner Investment Associates Inc. | 40.68% | Reduce -3.7% | 657,847 | $55.5M |
| Northern Trust Corp. | 0.01% | Add +8.3% | 650,803 | $55.0M |
| Bank of Montreal | 0.02% | Reduce -9.5% | 637,164 | $54.1M |
| Arvest Trust Co. N A | 3.06% | Reduce -3.2% | 637,149 | $53.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -6.0% | 637,102 | $53.8M |
| Atria Wealth Solutions, Inc. | 0.56% | Add +30.4% | 591,293 | $49.9M |
| SilverOak Wealth Management LLC | 12.17% | Reduce -1.8% | 580,327 | $49.0M |
| Allworth Financial LP | 0.34% | Reduce -3.4% | 576,965 | $48.7M |
| Sigma Planning Corp | 1.47% | Add +151.4% | 554,831 | $46.8M |
| Avantax Advisory Services, Inc. | 0.41% | Add +59.5% | 551,873 | $46.6M |
| SCS Capital Management LLC | 0.99% | Reduce -30.0% | 551,503 | $46.6M |
| North Star Investment Management Corp. | 3.19% | Add +2.1% | 530,117 | $44.8M |
| First Hawaiian Bank | 1.39% | Reduce -16.1% | 529,498 | $44.7M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +0.1% | 528,291 | $44.6M |
| 1834 Investment Advisors Co. | 5.13% | Reduce -4.3% | 511,035 | $43.2M |
| Strategic Wealth Partners Group, LLC | 4.73% | Add +11.0% | 508,118 | $42.9M |
| Rockefeller Capital Management L.P. | 0.13% | Add +2.2% | 507,177 | $42.8M |
| Kestra Advisory Services, LLC | 0.28% | Add +16.3% | 499,503 | $42.2M |
| Platte River Wealth Advisors, LLC | 11.92% | Add +26.8% | 495,534 | $41.8M |
| Probity Advisors, Inc. | 8.54% | Reduce -2.8% | 489,157 | $41.3M |
| Mercer Global Advisors Inc. | 0.12% | Reduce -13.9% | 480,097 | $41.3M |
| Creative Planning | 0.05% | Reduce -0.4% | 488,002 | $41.2M |
| Captrust Financial Advisors | 0.15% | Reduce -14.1% | 482,841 | $40.8M |
| Capital Advisors Inc. | 0.86% | Reduce -6.0% | 475,760 | $40.2M |
| Connecticut Wealth Management, LLC | 2.11% | Reduce -0.2% | 469,423 | $39.6M |
| AE Wealth Management LLC | 0.43% | Add +24.0% | 455,407 | $38.5M |
| Advocacy Wealth Management, LLC | 3.26% | Add +270.8% | 449,485 | $38.0M |
| Steward Partners Investment Advisory, LLC | 0.42% | Add +141.5% | 448,107 | $37.8M |
| Choreo, LLC | 0.97% | Reduce -6.4% | 445,321 | $37.6M |
| West Wealth Group, LLC | 13.43% | Add +488.1% | 429,416 | $36.3M |
| World Investment Advisors | 5.18% | Reduce -16.2% | 428,583 | $36.2M |
| Greenleaf Trust | 0.33% | Reduce -4.0% | 421,369 | $35.6M |
| Amarillo National Bank | 6.45% | Reduce -0.6% | 409,539 | $34.6M |
| Private Advisor Group, LLC | 0.25% | Add +3.0% | 406,343 | $34.3M |
| Financial Life Advisors | 13.99% | Reduce -3.3% | 395,968 | $33.4M |
"% 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.