iShares S&P 500 Growth ETFIVWETF
13F holders, Q1 2025 (March 31)1,837holders −38
85new positions
101sold out
7famous investors
$92.80avg. 13F price*
At the end of Q1 2025, 1,837 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, down 38 from Q4 2024. 85 opened new positions and 101 sold out. The largest holders were Envestnet Asset Management Inc. ($4.5B), JPMorgan Chase & Co. ($4.1B) and Morgan Stanley ($3.1B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $158.6M |
| Exits | 101 | $472.0M |
All 13F filers, Q4 2024 → Q1 2025: 18,194,044 shares bought and 16,646,025 shares sold, net +1,548,019 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,837 holders
| Envestnet Asset Management Inc. | 1.44% | Add +5.1% | 48,079,544 | $4.5B |
| JPMorgan Chase & Co. | 0.31% | Reduce -2.4% | 43,809,244 | $4.1B |
| Morgan Stanley | 0.22% | Add +0.9% | 32,940,255 | $3.1B |
| LPL Financial LLC | 0.68% | Add +5.5% | 18,929,345 | $1.8B |
| Bank of America Corp. | 0.16% | Add +1.5% | 18,826,571 | $1.7B |
| Wells Fargo & Company | 0.35% | Reduce -6.4% | 15,535,432 | $1.4B |
| UBS Group AG | 0.18% | Reduce -3.2% | 8,949,144 | $830.7M |
| Ameriprise Financial Inc. | 0.20% | Reduce -0.3% | 7,952,160 | $738.2M |
| Stifel Financial Corp. | 0.70% | Add +1.6% | 7,086,331 | $657.8M |
| Goldman Sachs Group Inc. | 0.12% | Add +4.4% | 6,639,595 | $616.4M |
| PNC Financial Services Group, Inc. | 0.27% | Add +0.3% | 5,491,788 | $509.8M |
| Cwm, LLC | 1.99% | Reduce -0.1% | 5,374,210 | $498.9M |
| BlackRock, Inc. | 0.01% | Add +5.5% | 4,892,881 | $454.2M |
| M&T Bank Corp | 1.53% | Reduce -2.6% | 4,509,559 | $418.6M |
| Jones Financial Companies LLLP | 0.37% | Reduce -23.6% | 4,497,096 | $416.2M |
| Envestnet Portfolio Solutions, Inc. | 1.59% | Reduce -23.6% | 4,474,738 | $415.4M |
| Raymond James Financial Inc. | 0.15% | Reduce -3.5% | 4,344,305 | $403.3M |
| Park Avenue Securities LLC | 4.50% | Add +3.3% | 3,942,984 | $366.0M |
| Mariner, LLC | 0.57% | Reduce -0.2% | 3,662,628 | $340.0M |
| Commonwealth Equity Services, LLC | 0.46% | Add +4.3% | 3,533,251 | $328.0M |
| Cetera Investment Advisers | 0.62% | Add +7.9% | 3,465,787 | $321.7M |
| MML Investors Services, LLC | 1.03% | Add +9.3% | 3,320,053 | $308.2M |
| Lido Advisors, LLC | 1.78% | Add +2.7% | 3,212,816 | $298.2M |
| Royal Bank of Canada | 0.07% | Reduce -8.1% | 3,198,273 | $297.0M |
| Regions Financial Corp. | 1.92% | Reduce -1.5% | 2,778,850 | $258.0M |
| HB Wealth Management, LLC | 1.94% | Reduce -0.2% | 2,479,175 | $230.1M |
| Janney Montgomery Scott LLC | 0.63% | Add +3.1% | 2,377,360 | $220.7M |
| FMR LLC | 0.01% | Reduce -0.3% | 2,124,031 | $197.2M |
| NewEdge Advisors, LLC | 1.11% | Add +8.0% | 2,006,853 | $186.3M |
| Osaic Holdings, Inc. | 0.41% | Reduce -1.0% | 1,982,948 | $184.1M |
| Sofi Wealth, LLC | 12.96% | Add +4023.6% | 1,857,008 | $172.4M |
| HighTower Advisors, LLC | 0.22% | Reduce -3.0% | 1,778,980 | $165.1M |
| Bank of New York Mellon Corp | 0.03% | Add +6.4% | 1,724,958 | $160.1M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +0.3% | 1,659,880 | $154.1M |
| Foundations Investment Advisors, LLC | 2.77% | Add +11.9% | 1,616,055 | $150.0M |
| US Bancorp \de | 0.20% | Reduce -3.4% | 1,602,454 | $148.8M |
| Sanctuary Advisors, LLC | 0.96% | Add +3.3% | 1,468,024 | $136.3M |
| Thrivent Financial for Lutherans | 0.30% | Add +3.7% | 1,368,850 | $134.1M |
| USA Financial Formulas | 20.17% | Add +59.1% | 1,315,807 | $122.1M |
| JB Capital LLC | 6.64% | Add +3.9% | 1,298,034 | $120.5M |
| Moneta Group Investment Advisors LLC | 1.60% | Add +5.5% | 1,249,362 | $116.0M |
| Truist Financial Corp. | 0.18% | Add +3.2% | 1,229,043 | $114.1M |
| United Capital Financial Advisors, LLC | 0.98% | Reduce -3.3% | 1,228,174 | $114.0M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Add +14.9% | 1,177,743 | $109.3M |
| Pinkerton Wealth, LLC | 13.68% | Add +192.5% | 1,135,349 | $105.4M |
| Midland Wealth Advisors, LLC | 6.18% | Reduce -2.3% | 1,130,790 | $105.0M |
| Modern Wealth Management, LLC | 3.28% | Add +26.1% | 1,105,387 | $102.6M |
| Rehmann Capital Advisory Group | 6.33% | Add +0.5% | 1,082,461 | $100.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.87% | Reduce -20.4% | 1,081,372 | $100.4M |
| Calamos Wealth Management LLC | 5.05% | Add +2.9% | 1,075,698 | $99.9M |
| MAI Capital Management | 0.74% | Reduce -12.6% | 1,052,213 | $97.7M |
| Courier Capital LLC | 6.24% | Reduce -0.1% | 1,027,464 | $95.4M |
| Avantax Advisory Services, Inc. | 0.56% | Add +9.4% | 986,934 | $91.6M |
| Comerica Bank | 0.38% | Reduce -0.4% | 984,972 | $91.4M |
| Focus Partners Wealth | 0.22% | Add +0.8% | 927,442 | $86.1M |
| Baird Financial Group, Inc. | 0.16% | Reduce -0.8% | 907,341 | $84.2M |
| LVZ, Inc. | 10.30% | Reduce -10.7% | 845,630 | $78.5M |
| Ascent Group, LLC | 3.21% | Add +341.6% | 806,123 | $74.8M |
| Advocacy Wealth Management, LLC | 5.09% | Add +11.9% | 805,022 | $74.7M |
| Keybank National Association | 0.28% | Reduce -3.4% | 757,854 | $70.4M |
| Praetorian Wealth Management, Inc. | 16.91% | Add +0.3% | 747,180 | $69.4M |
| Fifth Third Bancorp | 0.26% | Reduce -4.2% | 738,402 | $68.5M |
| Northern Trust Corp. | 0.01% | Add +0.3% | 734,740 | $68.2M |
| Modera Wealth Management, LLC | 0.92% | Reduce -2.7% | 733,688 | $68.1M |
| AE Wealth Management LLC | 0.57% | Reduce -3.8% | 729,467 | $67.7M |
| Atria Wealth Solutions, Inc. | 0.80% | Add +1.2% | 718,261 | $66.7M |
| Financiere des Professionnels - Fonds d'investissement inc. | 4.28% | New | 710,000 | $65.9M |
| Salomon & Ludwin, LLC | 6.81% | Reduce -2.8% | 687,847 | $63.9M |
| Two Sigma Investments, LP | 0.14% | Reduce -36.8% | 686,231 | $63.7M |
| Valmark Advisers, Inc. | 0.95% | Reduce -2.1% | 680,388 | $63.2M |
| Private Advisor Group, LLC | 0.37% | Add +13.6% | 664,252 | $61.7M |
| Creative Planning | 0.06% | Add +14.3% | 658,567 | $61.1M |
| Rockefeller Capital Management L.P. | 0.15% | Add +7.4% | 650,854 | $60.4M |
| Stegner Investment Associates Inc. | 41.36% | Add +1.0% | 637,250 | $59.2M |
| Kestra Advisory Services, LLC | 0.29% | Reduce -3.6% | 634,418 | $58.9M |
| Austin Private Wealth, LLC | 5.22% | Add +7.5% | 626,025 | $58.1M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.7% | 606,701 | $56.3M |
| SilverOak Wealth Management LLC | 11.67% | Add +0.6% | 581,149 | $53.9M |
| NorthCoast Asset Management LLC | 0.27% | Add +1.5% | 581,067 | $53.9M |
| Bank of Montreal | 0.03% | Reduce -3.3% | 578,215 | $53.7M |
| SCS Capital Management LLC | 0.68% | Add +1.1% | 572,153 | $53.1M |
| West Wealth Group, LLC | 15.00% | Add +1.5% | 542,892 | $50.8M |
| Allworth Financial LP | 0.28% | Reduce -1.4% | 543,298 | $50.4M |
| Steward Partners Investment Advisory, LLC | 0.43% | Add +6.0% | 529,449 | $49.1M |
| Integrated Wealth Concepts LLC | 0.57% | Reduce -8.4% | 525,426 | $48.8M |
| North Star Investment Management Corp. | 3.54% | Add +0.1% | 522,677 | $48.5M |
| Wealthspire Advisors, LLC | 0.28% | Add +184.3% | 513,282 | $47.6M |
| Corient Private Wealth LP | 0.08% | Add +89.4% | 509,834 | $47.3M |
| Probity Advisors, Inc. | 8.93% | Add +0.3% | 501,058 | $46.5M |
| OneDigital Investment Advisors LLC | 0.54% | Reduce -10.6% | 494,233 | $45.9M |
| CreativeOne Wealth, LLC | 1.36% | Reduce -6.9% | 490,839 | $45.6M |
| Choreo, LLC | 0.69% | Reduce -3.6% | 478,525 | $44.4M |
| Atria Investments, Inc | 0.55% | Add +4.2% | 463,565 | $43.0M |
| Captrust Financial Advisors | 0.11% | Add +1.6% | 460,349 | $42.7M |
| Parallel Advisors, LLC | 0.95% | Reduce -0.2% | 450,352 | $41.8M |
| 1834 Investment Advisors Co. | 5.28% | Reduce -2.7% | 440,540 | $40.9M |
| Icon Wealth Advisors, LLC | 3.24% | Add +9.3% | 423,915 | $39.4M |
| Sigma Planning Corp | 1.23% | Reduce -11.4% | 416,632 | $38.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.9% | 416,496 | $38.7M |
| Waverly Advisors, LLC | 0.46% | Add +10.6% | 407,890 | $37.9M |
"% 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.