iShares S&P 500 Growth ETFIVWETF
13F holders, Q4 2024 (December 31)1,875holders +169
85new positions
56sold out
6famous investors
$101.61avg. 13F price*
At the end of Q4 2024, 1,875 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 169 from Q3 2024. 85 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($4.6B), JPMorgan Chase & Co. ($4.6B) and Morgan Stanley ($3.3B). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $393.9M |
| Exits | 56 | $158.7M |
All 13F filers, Q3 2024 → Q4 2024: 15,244,541 shares bought and 14,320,754 shares sold, net +923,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,875 holders
| Envestnet Asset Management Inc. | 1.49% | Reduce -1.6% | 45,729,472 | $4.6B |
| JPMorgan Chase & Co. | 0.36% | Add +1.7% | 44,878,487 | $4.6B |
| Morgan Stanley | 0.23% | Reduce -2.1% | 32,630,945 | $3.3B |
| Bank of America Corp. | 0.17% | Reduce -0.3% | 18,554,012 | $1.9B |
| LPL Financial LLC | 0.74% | Add +14.4% | 17,940,390 | $1.8B |
| Wells Fargo & Company | 0.41% | Add +6.4% | 16,602,697 | $1.7B |
| UBS Group AG | 0.21% | Add +0.4% | 9,247,949 | $938.9M |
| Ameriprise Financial Inc. | 0.21% | Add +2.4% | 7,975,850 | $809.7M |
| Stifel Financial Corp. | 0.74% | Reduce -6.7% | 6,971,341 | $707.8M |
| Goldman Sachs Group Inc. | 0.12% | Reduce -1.3% | 6,359,736 | $645.7M |
| Jones Financial Companies LLLP | 0.57% | Reduce -29.3% | 5,888,244 | $597.8M |
| Envestnet Portfolio Solutions, Inc. | 1.94% | Reduce -2.3% | 5,855,956 | $594.6M |
| PNC Financial Services Group, Inc. | 0.37% | Add +2.8% | 5,478,191 | $556.2M |
| Cwm, LLC | 2.27% | Reduce -5.9% | 5,377,109 | $545.9M |
| BlackRock, Inc. | 0.01% | Reduce -5.3% | 4,636,983 | $470.8M |
| M&T Bank Corp | 1.58% | Reduce -0.8% | 4,630,622 | $470.1M |
| Raymond James Financial Inc. | 0.17% | — | 4,499,950 | $456.9M |
| Park Avenue Securities LLC | 3.99% | Add +0.4% | 3,817,542 | $387.6M |
| Mariner, LLC | 0.63% | Reduce -2.4% | 3,668,595 | $372.5M |
| Royal Bank of Canada | 0.08% | Reduce -0.9% | 3,480,422 | $353.5M |
| Commonwealth Equity Services, LLC | 0.50% | Add +3.6% | 3,386,082 | $343.8M |
| Cetera Investment Advisers | 0.68% | Add +1.1% | 3,212,404 | $326.2M |
| Lido Advisors, LLC | 2.00% | Add +49.7% | 3,127,477 | $317.5M |
| FIL Ltd | 0.29% | New | 3,047,709 | $309.4M |
| MML Investors Services, LLC | 1.06% | Add +1.9% | 3,036,812 | $308.3M |
| Regions Financial Corp. | 2.10% | Reduce -1.8% | 2,820,325 | $286.3M |
| HB Wealth Management, LLC | 2.58% | Reduce -1.4% | 2,483,216 | $252.2M |
| Janney Montgomery Scott LLC | 0.65% | Reduce -2.5% | 2,306,387 | $234.2M |
| FMR LLC | 0.01% | Reduce -1.0% | 2,129,827 | $216.2M |
| Osaic Holdings, Inc. | 0.44% | Add +5.9% | 2,002,173 | $193.8M |
| NewEdge Advisors, LLC | 1.13% | Add +15.3% | 1,857,847 | $188.6M |
| HighTower Advisors, LLC | 0.26% | Reduce -1.1% | 1,833,277 | $186.1M |
| US Bancorp \de | 0.22% | Reduce -52.1% | 1,658,474 | $168.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +0.5% | 1,654,280 | $168.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -1.1% | 1,621,194 | $164.6M |
| Sanctuary Advisors, LLC | 0.94% | Add +0.6% | 1,420,998 | $148.8M |
| Foundations Investment Advisors, LLC | 2.83% | Add +1.0% | 1,444,022 | $146.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 2.67% | Reduce -7.0% | 1,357,648 | $137.8M |
| Thrivent Financial for Lutherans | 0.26% | Reduce -8.2% | 1,320,452 | $133.7M |
| United Capital Financial Advisors, LLC | 1.09% | Reduce -5.6% | 1,269,567 | $128.9M |
| JB Capital LLC | 7.10% | Reduce -1.7% | 1,249,531 | $126.9M |
| MAI Capital Management | 0.91% | Add +25.3% | 1,203,770 | $122.2M |
| Truist Financial Corp. | 0.19% | Add +3.2% | 1,191,099 | $120.9M |
| Moneta Group Investment Advisors LLC | 1.68% | Reduce -2.9% | 1,184,607 | $120.3M |
| Midland Wealth Advisors, LLC | 7.07% | Reduce -2.0% | 1,156,767 | $117.4M |
| Two Sigma Investments, LP | 0.27% | Reduce -4.5% | 1,086,331 | $110.3M |
| Rehmann Capital Advisory Group | 6.93% | Add +2.0% | 1,077,456 | $109.4M |
| Calamos Wealth Management LLC | 5.38% | Add +1.8% | 1,045,415 | $106.1M |
| Courier Capital LLC | 7.20% | Reduce -1.1% | 1,028,505 | $104.4M |
| Cambridge Investment Research Advisors, Inc. | 0.35% | Add +3.0% | 1,025,189 | $104.1M |
| Comerica Bank | 0.41% | Reduce -3.3% | 989,191 | $100.4M |
| LVZ, Inc. | 12.32% | Reduce -0.7% | 946,392 | $96.1M |
| Focus Partners Wealth | 0.24% | Add +93.8% | 919,993 | $93.4M |
| Baird Financial Group, Inc. | 0.18% | Reduce -6.0% | 914,992 | $92.9M |
| Avantax Advisory Services, Inc. | 0.58% | Add +13.4% | 902,386 | $91.6M |
| Modern Wealth Management, LLC | 3.32% | Add +8.4% | 876,220 | $89.0M |
| USA Financial Formulas | 13.20% | Reduce -1.3% | 827,204 | $84.0M |
| Keybank National Association | 0.31% | Reduce -3.3% | 784,449 | $79.6M |
| Fifth Third Bancorp | 0.28% | Reduce -5.7% | 770,939 | $78.3M |
| AE Wealth Management LLC | 0.65% | Reduce -5.0% | 758,448 | $77.0M |
| Modera Wealth Management, LLC | 0.92% | Reduce -1.0% | 754,241 | $76.6M |
| Praetorian Wealth Management, Inc. | 18.37% | Reduce -0.7% | 744,601 | $75.6M |
| Northern Trust Corp. | 0.01% | Add +1.5% | 732,661 | $74.4M |
| Advocacy Wealth Management, LLC | 5.55% | Add +4.9% | 719,242 | $73.0M |
| Atria Wealth Solutions, Inc. | 0.79% | Reduce -3.4% | 709,612 | $72.0M |
| Salomon & Ludwin, LLC | 7.61% | Reduce -7.0% | 707,791 | $71.9M |
| Valmark Advisers, Inc. | 1.10% | Reduce -3.4% | 695,288 | $70.6M |
| Kestra Advisory Services, LLC | 0.37% | Add +10.1% | 658,404 | $66.8M |
| Peninsula Wealth, LLC | 11.23% | Add +3.9% | 649,125 | $65.9M |
| Stegner Investment Associates Inc. | 42.41% | Reduce -1.5% | 631,174 | $64.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +16.1% | 605,841 | $61.5M |
| Bank of Montreal | 0.03% | Reduce -3.5% | 597,896 | $60.7M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +10.9% | 596,523 | $60.6M |
| World Investment Advisors | 1.64% | Add +116.2% | 587,869 | $59.7M |
| Private Advisor Group, LLC | 0.33% | Add +0.6% | 584,514 | $59.3M |
| Austin Private Wealth, LLC | 5.55% | Add +2.2% | 582,437 | $59.1M |
| Arvest Bank Trust Division | 3.56% | Reduce -2.1% | 582,426 | $59.1M |
| SilverOak Wealth Management LLC | 12.62% | Add +0.0% | 577,636 | $58.6M |
| Creative Planning | 0.06% | Add +13.8% | 576,393 | $58.5M |
| Allworth Financial LP | 0.32% | Reduce -0.9% | 550,844 | $58.5M |
| Integrated Wealth Concepts LLC | 0.68% | Reduce -1.9% | 573,684 | $58.2M |
| NorthCoast Asset Management LLC | 0.29% | Reduce -1.5% | 572,618 | $58.1M |
| SCS Capital Management LLC | 1.18% | Add +17.2% | 565,639 | $57.4M |
| OneDigital Investment Advisors LLC | 0.65% | Reduce -15.2% | 552,826 | $56.1M |
| West Wealth Group, LLC | 16.20% | Add +4.4% | 534,688 | $54.3M |
| CreativeOne Wealth, LLC | 1.64% | Add +0.6% | 527,255 | $53.5M |
| North Star Investment Management Corp. | 3.69% | Reduce -1.5% | 522,269 | $53.0M |
| Probity Advisors, Inc. | 9.77% | Reduce -0.8% | 499,710 | $50.7M |
| Steward Partners Investment Advisory, LLC | 0.45% | Reduce -10.1% | 499,278 | $50.7M |
| Choreo, LLC | 0.73% | Reduce -0.9% | 496,589 | $50.5M |
| Sigma Planning Corp | 1.50% | Reduce -7.2% | 470,456 | $47.8M |
| Captrust Financial Advisors | 0.13% | Reduce -3.1% | 453,014 | $46.0M |
| 1834 Investment Advisors Co. | 5.82% | Reduce -5.3% | 452,941 | $46.0M |
| Parallel Advisors, LLC | 1.04% | Add +8.6% | 451,256 | $45.8M |
| Atria Investments, Inc | 0.56% | Reduce -7.6% | 445,001 | $45.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -20.9% | 442,562 | $44.9M |
| Connecticut Wealth Management, LLC | 2.11% | Reduce -3.8% | 423,817 | $43.0M |
| PKS Advisory Services, LLC | 10.58% | — | 71,896 | $42.3M |
| Prudential PLC | 0.21% | Add +148.2% | 414,700 | $42.1M |
| Capital Advisors Inc. | 0.82% | Reduce -6.6% | 404,076 | $41.0M |
"% 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.