iShares S&P 500 Growth ETFIVWETF
13F holders, Q2 2025 (June 30)1,889holders +52
130new positions
77sold out
7famous investors
$109.62avg. 13F price*
At the end of Q2 2025, 1,889 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 52 from Q1 2025. 130 opened new positions and 77 sold out. The largest holders were Envestnet Asset Management Inc. ($5.0B), JPMorgan Chase & Co. ($4.7B) and Morgan Stanley ($3.7B). 7 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 Joel Greenblatt (0.0% of Gotham Asset 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 130 | $479.0M |
| Exits | 77 | $141.8M |
All 13F filers, Q1 2025 → Q2 2025: 16,854,926 shares bought and 22,044,052 shares sold, net −5,189,126 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,889 holders
| Envestnet Asset Management Inc. | 1.46% | Reduce -5.6% | 45,376,880 | $5.0B |
| JPMorgan Chase & Co. | 0.32% | Reduce -3.3% | 42,378,341 | $4.7B |
| Morgan Stanley | 0.24% | Add +3.2% | 33,994,243 | $3.7B |
| Bank of America Corp. | 0.17% | Reduce -0.7% | 18,692,565 | $2.1B |
| LPL Financial LLC | 0.69% | Reduce -1.6% | 18,628,952 | $2.1B |
| Wells Fargo & Company | 0.38% | Add +0.3% | 15,574,920 | $1.7B |
| UBS Group AG | 0.20% | Reduce -1.3% | 8,834,680 | $972.7M |
| Ameriprise Financial Inc. | 0.23% | Add +6.9% | 8,499,823 | $935.9M |
| Stifel Financial Corp. | 0.76% | Add +0.6% | 7,129,475 | $785.0M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -4.3% | 6,356,266 | $699.8M |
| PNC Financial Services Group, Inc. | 0.40% | Add +1.4% | 5,568,243 | $613.1M |
| Cwm, LLC | 2.04% | Reduce -2.5% | 5,241,399 | $577.1M |
| BlackRock, Inc. | 0.01% | Reduce -6.9% | 4,553,707 | $501.4M |
| Raymond James Financial Inc. | 0.16% | Reduce -2.0% | 4,256,548 | $468.6M |
| M&T Bank Corp | 1.61% | Reduce -5.8% | 4,250,432 | $468.0M |
| Envestnet Portfolio Solutions, Inc. | 1.52% | Reduce -16.3% | 3,746,387 | $412.5M |
| Park Avenue Securities LLC | 3.67% | Reduce -8.0% | 3,628,273 | $399.5M |
| Mariner, LLC | 0.57% | Reduce -1.2% | 3,617,068 | $398.2M |
| Commonwealth Equity Services, LLC | 0.52% | Add +1.9% | 3,599,847 | $396.3M |
| Lido Advisors, LLC | 2.00% | Add +6.4% | 3,418,138 | $376.3M |
| FIL Ltd | 0.32% | New | 3,401,028 | $374.5M |
| MML Investors Services, LLC | 1.06% | Add +0.4% | 3,333,902 | $367.1M |
| Cetera Investment Advisers | 0.61% | Reduce -5.2% | 3,285,356 | $361.7M |
| Royal Bank of Canada | 0.07% | Reduce -0.8% | 3,173,225 | $349.2M |
| Regions Financial Corp. | 2.11% | Add +0.3% | 2,786,865 | $306.8M |
| Jones Financial Companies LLLP | 0.23% | Reduce -38.6% | 2,759,719 | $302.2M |
| HB Wealth Management, LLC | 2.01% | Reduce -8.1% | 2,279,446 | $251.0M |
| Janney Montgomery Scott LLC | 0.65% | Reduce -5.6% | 2,244,255 | $247.1M |
| Osaic Holdings, Inc. | 0.40% | Add +4.1% | 2,065,099 | $227.1M |
| FMR LLC | 0.01% | Reduce -3.6% | 2,048,050 | $225.5M |
| Sofi Wealth, LLC | 13.01% | Add +4.2% | 1,934,851 | $213.0M |
| HighTower Advisors, LLC | 0.26% | Add +5.4% | 1,875,636 | $206.5M |
| Foundations Investment Advisors, LLC | 3.18% | Add +13.2% | 1,829,233 | $201.4M |
| Manufacturers Life Insurance Company, The | 0.17% | Add +329.5% | 1,708,995 | $188.2M |
| NewEdge Advisors, LLC | 0.94% | Reduce -17.3% | 1,659,911 | $182.8M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -0.2% | 1,656,326 | $182.4M |
| Bank of New York Mellon Corp | 0.03% | Reduce -5.7% | 1,626,586 | $179.1M |
| Sanctuary Advisors, LLC | 0.92% | Reduce -7.6% | 1,356,044 | $149.3M |
| US Bancorp \de | 0.19% | Reduce -15.7% | 1,350,593 | $148.7M |
| Two Sigma Investments, LP | 0.26% | Add +84.8% | 1,267,831 | $139.6M |
| Moneta Group Investment Advisors LLC | 1.66% | Add +1.1% | 1,263,378 | $139.1M |
| JB Capital LLC | 6.41% | Reduce -7.4% | 1,201,867 | $132.3M |
| Truist Financial Corp. | 0.19% | Reduce -3.2% | 1,189,481 | $131.0M |
| Rehmann Capital Advisory Group | 7.81% | Add +8.2% | 1,171,070 | $128.9M |
| Midland Wealth Advisors, LLC | 6.92% | Add +0.6% | 1,137,915 | $125.3M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -4.2% | 1,128,060 | $124.2M |
| MAI Capital Management | 0.85% | Add +5.9% | 1,114,092 | $122.7M |
| United Capital Financial Advisors, LLC | 0.98% | Reduce -10.6% | 1,098,355 | $120.9M |
| Modern Wealth Management, LLC | 2.94% | Reduce -2.0% | 1,083,566 | $119.3M |
| Calamos Wealth Management LLC | 5.12% | Add +0.7% | 1,082,937 | $119.2M |
| Focus Partners Wealth | 0.25% | Add +15.0% | 1,066,510 | $117.4M |
| Courier Capital LLC | 6.81% | Reduce -0.8% | 1,019,483 | $112.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.86% | Reduce -7.1% | 1,005,071 | $110.7M |
| Comerica Bank | 0.42% | Add +0.1% | 985,456 | $108.5M |
| Avantax Advisory Services, Inc. | 0.58% | Reduce -2.9% | 958,227 | $105.5M |
| Baird Financial Group, Inc. | 0.18% | Add +0.7% | 914,023 | $100.6M |
| NorthCoast Asset Management LLC | 0.41% | Add +49.6% | 869,187 | $95.7M |
| LVZ, Inc. | 11.35% | Add +1.7% | 859,735 | $94.7M |
| Keybank National Association | 0.32% | Add +2.1% | 773,788 | $85.2M |
| Steward Partners Investment Advisory, LLC | 0.66% | Add +44.2% | 763,497 | $84.1M |
| Advocacy Wealth Management, LLC | 5.06% | Reduce -7.0% | 748,838 | $82.4M |
| World Investment Advisors | 1.86% | Add +104.4% | 744,016 | $81.9M |
| Ascent Group, LLC | 3.14% | Reduce -9.1% | 733,202 | $80.7M |
| Northern Trust Corp. | 0.01% | Reduce -0.5% | 731,049 | $80.5M |
| Fifth Third Bancorp | 0.28% | Reduce -1.5% | 727,471 | $80.1M |
| Modera Wealth Management, LLC | 0.98% | Reduce -1.7% | 720,950 | $79.4M |
| Kestra Advisory Services, LLC | 0.38% | Add +11.9% | 710,137 | $78.2M |
| Calydon Capital | 7.59% | Add +100.2% | 703,346 | $77.4M |
| Private Advisor Group, LLC | 0.41% | Add +4.1% | 691,656 | $76.2M |
| EP Wealth Advisors, LLC | 0.49% | Add +487.9% | 679,544 | $74.8M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.0% | 663,805 | $73.3M |
| AE Wealth Management LLC | 0.54% | Reduce -8.7% | 666,017 | $73.3M |
| Salomon & Ludwin, LLC | 7.16% | Reduce -4.0% | 660,026 | $72.4M |
| Creative Planning | 0.06% | Reduce -2.5% | 641,855 | $70.7M |
| Stegner Investment Associates Inc. | 42.90% | Reduce -0.2% | 635,921 | $70.0M |
| Valmark Advisers, Inc. | 0.97% | Reduce -7.1% | 632,317 | $69.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +1.5% | 615,606 | $68.2M |
| SCS Capital Management LLC | 0.73% | Add +5.2% | 602,015 | $66.3M |
| SilverOak Wealth Management LLC | 12.01% | Add +0.0% | 581,186 | $64.0M |
| USA Financial Formulas | 10.77% | Reduce -56.4% | 573,100 | $63.1M |
| Bank of Montreal | 0.03% | Reduce -3.1% | 560,084 | $61.7M |
| Allworth Financial LP | 0.28% | Reduce -1.2% | 536,675 | $59.1M |
| Austin Private Wealth, LLC | 4.64% | Reduce -15.0% | 532,183 | $58.6M |
| Financiere des Professionnels - Fonds d'investissement inc. | 3.47% | Reduce -26.8% | 520,000 | $57.3M |
| North Star Investment Management Corp. | 3.97% | Reduce -1.0% | 517,275 | $57.0M |
| Integrated Wealth Concepts LLC | 0.57% | Reduce -1.9% | 515,263 | $56.7M |
| Probity Advisors, Inc. | 9.79% | Add +1.1% | 506,561 | $55.8M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -64.5% | 485,530 | $53.5M |
| Parallel Advisors, LLC | 1.05% | Add +5.7% | 476,097 | $52.4M |
| Captrust Financial Advisors | 0.12% | Add +3.4% | 475,910 | $52.4M |
| CreativeOne Wealth, LLC | 1.35% | Reduce -4.5% | 468,852 | $51.6M |
| Waverly Advisors, LLC | 0.55% | Add +10.7% | 451,445 | $49.7M |
| Choreo, LLC | 0.68% | Reduce -6.8% | 445,816 | $49.1M |
| OneDigital Investment Advisors LLC | 0.54% | Reduce -10.4% | 442,922 | $48.8M |
| Atria Investments, Inc | 0.57% | Reduce -5.6% | 437,502 | $48.2M |
| West Wealth Group, LLC | 11.92% | Reduce -22.8% | 419,087 | $47.9M |
| Sigma Planning Corp | 1.42% | Add +2.7% | 427,873 | $47.1M |
| Icon Wealth Advisors, LLC | 3.32% | Reduce -0.1% | 423,504 | $46.6M |
| 1834 Investment Advisors Co. | 5.70% | Reduce -7.1% | 409,110 | $45.0M |
| MA Private Wealth | 7.71% | Add +19.2% | 391,480 | $43.1M |
"% 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.