iShares S&P 500 Growth ETFIVWETF
13F holders, Q2 2024 (June 30)1,662holders +63
118new positions
61sold out
5famous investors
$92.32avg. 13F price*
At the end of Q2 2024, 1,662 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 63 from Q1 2024. 118 opened new positions and 61 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), JPMorgan Chase & Co. ($4.4B) and Morgan Stanley ($3.1B). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $214.7M |
| Exits | 61 | $61.3M |
All 13F filers, Q1 2024 → Q2 2024: 56,665,403 shares bought and 9,518,440 shares sold, net +47,146,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,662 holders
| Envestnet Asset Management Inc. | 1.58% | Add +47.0% | 49,022,359 | $4.5B |
| JPMorgan Chase & Co. | 0.38% | Add +2.1% | 47,661,628 | $4.4B |
| Morgan Stanley | 0.24% | Add +6.3% | 33,331,488 | $3.1B |
| Bank of America Corp. | 0.17% | Add +7.4% | 19,127,754 | $1.8B |
| Wells Fargo & Company | 0.37% | Add +2.6% | 15,525,706 | $1.4B |
| LPL Financial LLC | 0.71% | Add +35.2% | 15,426,906 | $1.4B |
| Goldman Sachs Group Inc. | 0.17% | Reduce -2.8% | 9,383,428 | $868.3M |
| UBS Group AG | 0.26% | Reduce -0.5% | 9,259,576 | $856.9M |
| Jones Financial Companies LLLP | 0.85% | Reduce -37.3% | 7,964,633 | $737.0M |
| Stifel Financial Corp. | 0.78% | Add +2.3% | 7,452,843 | $689.7M |
| Ameriprise Financial Inc. | 0.18% | Add +6.8% | 7,363,062 | $680.6M |
| Envestnet Portfolio Solutions, Inc. | 2.06% | Add +60.6% | 6,371,552 | $589.6M |
| Cwm, LLC | 2.62% | Add +36.0% | 6,010,873 | $556.2M |
| BlackRock Inc. | 0.01% | Add +2.9% | 5,593,423 | $517.6M |
| PNC Financial Services Group, Inc. | 0.32% | Add +1.3% | 5,195,062 | $480.8M |
| M&T Bank Corp | 1.52% | Reduce -4.6% | 4,819,691 | $446.0M |
| Park Avenue Securities LLC | 4.80% | Add +60.1% | 4,243,838 | $392.7M |
| FIL Ltd | 0.38% | Add +60.7% | 4,106,586 | $380.0M |
| US Bancorp \de | 0.48% | Add +6.5% | 3,836,358 | $355.0M |
| Mariner, LLC | 0.68% | Add +1.2% | 3,787,254 | $350.5M |
| Royal Bank of Canada | 0.08% | Add +15.4% | 3,403,441 | $315.3M |
| Commonwealth Equity Services, LLC | 0.49% | Add +11.1% | 3,341,967 | $309.3M |
| Cetera Investment Advisers | 0.71% | Add +30.5% | 3,320,633 | $307.3M |
| MML Investors Services, LLC | 1.15% | Add +45.1% | 3,071,574 | $284.2M |
| Regions Financial Corp. | 2.09% | Reduce -1.8% | 2,966,989 | $274.6M |
| Lido Advisors, LLC | 1.98% | Add +2.8% | 2,577,490 | $238.5M |
| Janney Montgomery Scott LLC | 0.72% | Add +51.9% | 2,538,078 | $234.9M |
| HB Wealth Management, LLC | 2.74% | Reduce -2.2% | 2,531,410 | $234.3M |
| Raymond James Financial Services Advisors, Inc. | 0.32% | Add +2.2% | 2,462,255 | $227.9M |
| FMR LLC | 0.01% | Add +0.2% | 2,161,978 | $200.1M |
| Raymond James & Associates | 0.13% | Add +1.9% | 2,152,631 | $199.2M |
| Osaic Holdings, Inc. | 0.40% | Add +3.9% | 1,829,838 | $169.4M |
| HighTower Advisors, LLC | 0.25% | Add +1.6% | 1,740,765 | $161.1M |
| Bank of New York Mellon Corp | 0.03% | Add +59.1% | 1,696,079 | $157.0M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +1.5% | 1,664,740 | $154.1M |
| Focus Partners Wealth | 0.52% | Add +119.6% | 1,653,192 | $153.0M |
| Smith Anglin Financial, LLC | 14.48% | Add +5.9% | 1,548,372 | $143.3M |
| NewEdge Advisors, LLC | 1.00% | Add +87.6% | 1,485,754 | $137.5M |
| United Capital Financial Advisors, LLC | 1.18% | Add +41.8% | 1,479,548 | $136.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.93% | Reduce -2.4% | 1,475,631 | $136.6M |
| JB Capital LLC | 7.63% | Add +63.1% | 1,316,343 | $121.8M |
| Midland Wealth Advisors, LLC | 7.17% | Reduce -1.6% | 1,305,993 | $120.9M |
| Thrivent Financial for Lutherans | 0.24% | Add +11.1% | 1,291,843 | $119.5M |
| Foundations Investment Advisors, LLC | 2.80% | Add +22.4% | 1,248,891 | $115.6M |
| Moneta Group Investment Advisors LLC | 1.82% | Reduce -1.5% | 1,228,734 | $113.7M |
| Two Sigma Investments, LP | 0.27% | Add +1.3% | 1,207,200 | $111.7M |
| Truist Financial Corp. | 0.17% | Add +1.9% | 1,198,254 | $110.9M |
| Comerica Bank | 0.42% | Reduce -1.4% | 1,085,249 | $100.4M |
| Baird Financial Group, Inc. | 0.20% | Add +4.5% | 1,055,870 | $97.7M |
| Courier Capital LLC | 7.72% | Reduce -0.9% | 1,049,966 | $97.2M |
| Rehmann Capital Advisory Group | 6.96% | Reduce -3.0% | 1,049,462 | $97.1M |
| Calamos Wealth Management LLC | 5.03% | Add +3.6% | 1,001,862 | $92.7M |
| LVZ, Inc. | 12.36% | Add +0.2% | 979,889 | $90.7M |
| Sanctuary Advisors, LLC | 0.65% | — | 1,088,044 | $89.8M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Add +22.6% | 964,618 | $89.3M |
| MAI Capital Management | 0.88% | Add +0.7% | 964,007 | $89.2M |
| Two Sigma Advisers, LP | 0.19% | Add +248.6% | 906,100 | $83.9M |
| Modern Wealth Management, LLC | 6.17% | Add +7.3% | 903,063 | $83.6M |
| USA Financial Formulas | 13.12% | Reduce -3.1% | 874,515 | $80.9M |
| Atria Wealth Solutions, Inc. | 0.87% | Add +42.9% | 844,644 | $78.2M |
| Salomon & Ludwin, LLC | 8.66% | Reduce -26.4% | 838,230 | $77.6M |
| AE Wealth Management LLC | 0.77% | Add +82.7% | 832,158 | $77.0M |
| Fifth Third Bancorp | 0.29% | Reduce -7.7% | 828,761 | $76.7M |
| Keybank National Association | 0.31% | Reduce -1.6% | 820,871 | $76.0M |
| Avantax Advisory Services, Inc. | 0.53% | Add +46.2% | 806,658 | $74.6M |
| Modera Wealth Management, LLC | 1.06% | Add +0.6% | 777,861 | $72.0M |
| Praetorian Wealth Management, Inc. | 17.66% | Reduce -0.5% | 745,586 | $69.0M |
| Valmark Advisers, Inc. | 1.16% | Reduce -9.8% | 736,266 | $68.1M |
| Advocacy Wealth Management, LLC | 5.54% | Add +61.4% | 725,361 | $67.1M |
| OneDigital Investment Advisors LLC | 0.82% | Reduce -0.9% | 707,670 | $65.5M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 657,323 | $60.8M |
| Alera Investment Advisors, LLC | 7.17% | Add +250.6% | 643,844 | $59.6M |
| Bank of Montreal | 0.02% | Reduce -1.1% | 629,996 | $58.9M |
| Stegner Investment Associates Inc. | 42.17% | Reduce -3.7% | 633,530 | $58.6M |
| Peninsula Wealth, LLC | 10.64% | Add +50.3% | 594,300 | $56.9M |
| Arvest Trust Co. N A | 3.35% | Reduce -4.3% | 609,721 | $56.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.2% | 604,025 | $55.9M |
| Kestra Advisory Services, LLC | 0.30% | Add +27.0% | 634,587 | $53.9M |
| SilverOak Wealth Management LLC | 12.89% | Reduce -0.0% | 580,223 | $53.7M |
| Steward Partners Investment Advisory, LLC | 0.56% | Add +27.2% | 569,929 | $52.7M |
| Sigma Planning Corp | 1.66% | Add +1.9% | 565,403 | $52.3M |
| Allworth Financial LP | 0.34% | Reduce -2.0% | 565,233 | $52.0M |
| SCS Capital Management LLC | 1.09% | Add +1.9% | 562,159 | $52.0M |
| Austin Private Wealth, LLC | 5.59% | Add +74.5% | 561,233 | $51.9M |
| NorthCoast Asset Management LLC | 0.44% | New | 556,594 | $51.5M |
| Integrated Wealth Concepts LLC | 0.70% | Add +141.3% | 555,769 | $51.4M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +2.4% | 540,980 | $50.1M |
| Atria Investments, Inc | 0.64% | Add +44.3% | 534,049 | $49.4M |
| Platte River Wealth Advisors, LLC | 13.76% | Add +7.0% | 530,011 | $49.0M |
| Rockefeller Capital Management L.P. | 0.14% | Add +4.0% | 527,308 | $48.8M |
| Equitable Holdings, Inc. | 0.51% | Reduce -20.4% | 524,244 | $48.5M |
| Choreo, LLC | 0.79% | Add +13.8% | 506,741 | $47.2M |
| World Investment Advisors | 2.92% | Reduce -5.8% | 403,909 | $46.9M |
| North Star Investment Management Corp. | 3.42% | Reduce -4.9% | 504,319 | $46.7M |
| 1834 Investment Advisors Co. | 5.57% | Reduce -2.2% | 499,971 | $46.3M |
| Probity Advisors, Inc. | 9.54% | Add +1.8% | 497,693 | $46.1M |
| Creative Planning | 0.05% | Add +0.5% | 490,439 | $45.4M |
| West Wealth Group, LLC | 15.91% | Add +13.2% | 486,128 | $45.0M |
| Captrust Financial Advisors | 0.14% | Reduce -1.1% | 477,435 | $44.2M |
| Capital Advisors Inc. | 0.89% | Reduce -1.8% | 467,239 | $43.2M |
"% 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.