iShares S&P 500 Growth ETFIVWETF
13F holders, Q3 2024 (September 30)1,706holders +44
90new positions
50sold out
5famous investors
$95.64avg. 13F price*
At the end of Q3 2024, 1,706 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 44 from Q2 2024. 90 opened new positions and 50 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), JPMorgan Chase & Co. ($4.2B) and Morgan Stanley ($3.2B). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $194.1M |
| Exits | 50 | $442.2M |
All 13F filers, Q2 2024 → Q3 2024: 8,994,220 shares bought and 27,176,828 shares sold, net −18,182,608 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,706 holders
| Envestnet Asset Management Inc. | 1.44% | Reduce -5.2% | 46,491,725 | $4.5B |
| JPMorgan Chase & Co. | 0.34% | Reduce -7.4% | 44,113,517 | $4.2B |
| Morgan Stanley | 0.23% | Add +0.0% | 33,340,406 | $3.2B |
| Bank of America Corp. | 0.16% | Reduce -2.7% | 18,613,706 | $1.8B |
| LPL Financial LLC | 0.67% | Add +1.7% | 15,682,897 | $1.5B |
| Wells Fargo & Company | 0.36% | Add +0.5% | 15,602,815 | $1.5B |
| UBS Group AG | 0.25% | Reduce -0.5% | 9,212,594 | $882.1M |
| Jones Financial Companies LLLP | 0.81% | Add +4.6% | 8,331,908 | $793.7M |
| Ameriprise Financial Inc. | 0.19% | Add +5.8% | 7,789,054 | $745.8M |
| Stifel Financial Corp. | 0.75% | Add +0.3% | 7,475,408 | $715.8M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -31.3% | 6,442,431 | $616.9M |
| Envestnet Portfolio Solutions, Inc. | 1.86% | Reduce -6.0% | 5,992,230 | $573.8M |
| Cwm, LLC | 2.35% | Reduce -5.0% | 5,713,256 | $547.0M |
| PNC Financial Services Group, Inc. | 0.33% | Add +2.6% | 5,329,231 | $510.3M |
| BlackRock, Inc. | 0.01% | — | 4,898,602 | $469.0M |
| M&T Bank Corp | 1.47% | Reduce -3.2% | 4,667,296 | $446.9M |
| Park Avenue Securities LLC | 4.09% | Reduce -10.4% | 3,801,919 | $364.0M |
| Mariner, LLC | 0.64% | Reduce -0.8% | 3,758,438 | $359.9M |
| Royal Bank of Canada | 0.07% | Add +3.2% | 3,512,112 | $336.3M |
| US Bancorp \de | 0.43% | Reduce -9.8% | 3,461,367 | $331.4M |
| Commonwealth Equity Services, LLC | 0.47% | Reduce -2.2% | 3,268,241 | $312.9M |
| Cetera Investment Advisers | 0.67% | Reduce -4.3% | 3,178,543 | $304.3M |
| MML Investors Services, LLC | 1.04% | Reduce -3.0% | 2,978,879 | $285.2M |
| Regions Financial Corp. | 1.98% | Reduce -3.2% | 2,871,648 | $275.0M |
| HB Wealth Management, LLC | 2.59% | Reduce -0.6% | 2,517,381 | $241.0M |
| Janney Montgomery Scott LLC | 0.63% | Reduce -6.8% | 2,364,194 | $226.4M |
| Raymond James Financial Services Advisors, Inc. | 0.28% | Reduce -10.1% | 2,214,388 | $212.0M |
| Raymond James & Associates | 0.13% | Add +0.3% | 2,159,492 | $206.8M |
| FMR LLC | 0.01% | Reduce -0.5% | 2,151,918 | $206.0M |
| Lido Advisors, LLC | 1.52% | Reduce -18.9% | 2,088,929 | $200.0M |
| Osaic Holdings, Inc. | 0.41% | Add +3.3% | 1,890,811 | $181.1M |
| HighTower Advisors, LLC | 0.26% | Add +6.5% | 1,853,681 | $177.5M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Reduce -1.2% | 1,645,387 | $157.5M |
| Bank of New York Mellon Corp | 0.03% | Reduce -3.3% | 1,639,969 | $157.0M |
| NewEdge Advisors, LLC | 1.00% | Add +8.4% | 1,610,860 | $154.2M |
| Sanctuary Advisors, LLC | 0.89% | Add +29.8% | 1,412,222 | $140.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 3.22% | Reduce -1.1% | 1,459,489 | $139.7M |
| Thrivent Financial for Lutherans | 0.26% | Add +11.3% | 1,438,191 | $137.7M |
| Foundations Investment Advisors, LLC | 2.88% | Add +14.4% | 1,429,126 | $136.8M |
| United Capital Financial Advisors, LLC | 1.06% | Reduce -9.1% | 1,344,766 | $128.8M |
| JB Capital LLC | 6.99% | Reduce -3.4% | 1,271,236 | $121.7M |
| Moneta Group Investment Advisors LLC | 1.70% | Reduce -0.7% | 1,219,810 | $116.8M |
| Midland Wealth Advisors, LLC | 6.62% | Reduce -9.7% | 1,179,971 | $113.0M |
| Truist Financial Corp. | 0.17% | Reduce -3.7% | 1,153,859 | $110.5M |
| Two Sigma Investments, LP | 0.25% | Reduce -5.8% | 1,137,400 | $108.9M |
| Rehmann Capital Advisory Group | 6.61% | Add +0.7% | 1,056,304 | $101.2M |
| Courier Capital LLC | 6.82% | Reduce -0.9% | 1,040,160 | $99.6M |
| Calamos Wealth Management LLC | 5.13% | Add +2.5% | 1,026,909 | $98.3M |
| Comerica Bank | 0.39% | Reduce -5.8% | 1,022,807 | $97.9M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +3.2% | 995,646 | $95.3M |
| Baird Financial Group, Inc. | 0.18% | Reduce -7.9% | 972,829 | $93.1M |
| MAI Capital Management | 0.88% | Reduce -0.4% | 960,528 | $92.0M |
| LVZ, Inc. | 11.68% | Reduce -2.7% | 953,339 | $91.3M |
| Manufacturers Life Insurance Company, The | 0.07% | New | 861,240 | $82.5M |
| USA Financial Formulas | 12.48% | Reduce -4.2% | 838,089 | $80.2M |
| Fifth Third Bancorp | 0.28% | Reduce -1.4% | 817,595 | $78.3M |
| Keybank National Association | 0.30% | Reduce -1.2% | 810,774 | $77.6M |
| Modern Wealth Management, LLC | 4.75% | Reduce -10.5% | 808,492 | $77.4M |
| AE Wealth Management LLC | 0.69% | Reduce -4.0% | 798,495 | $76.5M |
| Avantax Advisory Services, Inc. | 0.50% | Reduce -1.3% | 795,928 | $76.2M |
| Modera Wealth Management, LLC | 0.93% | Reduce -2.0% | 762,055 | $73.0M |
| Salomon & Ludwin, LLC | 7.43% | Reduce -9.2% | 761,476 | $72.9M |
| Praetorian Wealth Management, Inc. | 17.88% | Add +0.6% | 750,036 | $71.8M |
| Atria Wealth Solutions, Inc. | 0.76% | Reduce -13.1% | 734,306 | $70.3M |
| Northern Trust Corp. | 0.01% | Add +9.9% | 722,114 | $69.1M |
| Valmark Advisers, Inc. | 1.08% | Reduce -2.2% | 720,024 | $68.9M |
| Advocacy Wealth Management, LLC | 5.16% | Reduce -5.4% | 685,907 | $65.7M |
| OneDigital Investment Advisors LLC | 0.71% | Reduce -7.9% | 652,040 | $62.4M |
| Stegner Investment Associates Inc. | 41.68% | Add +1.1% | 640,708 | $61.3M |
| Peninsula Wealth, LLC | 10.57% | Add +5.1% | 624,720 | $60.5M |
| Bank of Montreal | 0.03% | Reduce -1.7% | 619,382 | $59.0M |
| Alera Investment Advisors, LLC | 6.76% | Reduce -6.6% | 601,141 | $57.6M |
| Kestra Advisory Services, LLC | 0.32% | Reduce -5.8% | 598,017 | $57.3M |
| Arvest Bank Trust Division | 3.28% | — | 594,994 | $57.0M |
| Integrated Wealth Concepts LLC | 0.68% | Add +5.3% | 585,025 | $56.0M |
| Private Advisor Group, LLC | 0.35% | Add +29.9% | 580,827 | $55.6M |
| SilverOak Wealth Management LLC | 12.40% | Reduce -0.5% | 577,418 | $55.3M |
| Austin Private Wealth, LLC | 5.37% | Add +1.6% | 570,025 | $54.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -7.4% | 559,523 | $53.6M |
| Allworth Financial LP | 0.32% | Reduce -1.6% | 556,142 | $53.3M |
| Steward Partners Investment Advisory, LLC | 0.49% | Reduce -2.6% | 555,121 | $53.2M |
| Platte River Wealth Advisors, LLC | 14.18% | Add +4.1% | 551,761 | $52.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.6% | 537,790 | $51.5M |
| North Star Investment Management Corp. | 3.51% | Add +5.1% | 530,128 | $50.8M |
| CreativeOne Wealth, LLC | 1.71% | Add +33.4% | 524,147 | $50.2M |
| Rockefeller Capital Management L.P. | 0.13% | Reduce -1.1% | 521,633 | $49.9M |
| West Wealth Group, LLC | 15.89% | Add +5.3% | 511,977 | $49.0M |
| Sigma Planning Corp | 1.49% | Reduce -10.4% | 506,713 | $48.5M |
| Creative Planning | 0.05% | Add +3.3% | 506,415 | $48.5M |
| Probity Advisors, Inc. | 9.24% | Add +1.3% | 503,893 | $48.2M |
| Two Sigma Advisers, LP | 0.11% | Reduce -44.8% | 500,000 | $47.9M |
| Choreo, LLC | 0.69% | Reduce -1.1% | 500,956 | $47.3M |
| SCS Capital Management LLC | 0.93% | Reduce -14.1% | 482,655 | $46.2M |
| Atria Investments, Inc | 0.57% | Reduce -9.8% | 481,588 | $46.1M |
| 1834 Investment Advisors Co. | 5.33% | Reduce -4.3% | 478,499 | $45.8M |
| Focus Partners Wealth | 0.15% | Reduce -71.3% | 474,683 | $45.5M |
| Captrust Financial Advisors | 0.13% | Reduce -2.0% | 467,771 | $44.8M |
| Connecticut Wealth Management, LLC | 2.04% | No change | 440,438 | $42.2M |
| Capital Advisors Inc. | 0.83% | Reduce -7.4% | 432,711 | $41.4M |
| Parallel Advisors, LLC | 0.94% | Add +1091.2% | 415,503 | $39.8M |
"% 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.