iShares S&P 500 Growth ETFIVWETF
13F holders, Q3 2025 (September 30)1,939holders +50
113new positions
55sold out
6famous investors
$120.66avg. 13F price*
At the end of Q3 2025, 1,939 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 50 from Q2 2025. 113 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($5.5B), JPMorgan Chase & Co. ($5.0B) and Morgan Stanley ($4.0B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 113 | $142.4M |
| Exits | 55 | $76.9M |
All 13F filers, Q2 2025 → Q3 2025: 12,295,747 shares bought and 15,031,368 shares sold, net −2,735,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,939 holders
| Envestnet Asset Management Inc. | 1.58% | Add +0.4% | 45,556,746 | $5.5B |
| JPMorgan Chase & Co. | 0.32% | Reduce -2.5% | 41,335,848 | $5.0B |
| Morgan Stanley | 0.24% | Reduce -1.6% | 33,459,761 | $4.0B |
| LPL Financial LLC | 0.69% | Add +4.5% | 19,458,986 | $2.3B |
| Bank of America Corp. | 0.17% | Reduce -1.4% | 18,438,131 | $2.2B |
| Wells Fargo & Company | 0.37% | Reduce -4.1% | 14,940,940 | $1.8B |
| UBS Group AG | 0.21% | Add +0.9% | 8,911,282 | $1.1B |
| Ameriprise Financial Inc. | 0.23% | Reduce -0.8% | 8,428,311 | $1.0B |
| Stifel Financial Corp. | 0.79% | Add +0.4% | 7,158,604 | $864.2M |
| PNC Financial Services Group, Inc. | 0.41% | Reduce -0.3% | 5,550,827 | $670.1M |
| Cwm, LLC | 1.74% | Reduce -8.5% | 4,798,004 | $579.2M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -29.0% | 4,514,028 | $544.9M |
| BlackRock, Inc. | 0.01% | Reduce -4.1% | 4,365,895 | $527.1M |
| Cetera Investment Advisers | 0.61% | Add +32.8% | 4,362,568 | $526.6M |
| Raymond James Financial Inc. | 0.17% | Add +1.2% | 4,309,062 | $520.2M |
| M&T Bank Corp | 1.67% | Reduce -3.1% | 4,116,504 | $496.9M |
| FIL Ltd | 0.37% | Add +14.6% | 3,898,341 | $470.6M |
| Lido Advisors, LLC | 1.82% | Add +6.5% | 3,639,449 | $439.4M |
| Mariner, LLC | 0.56% | Reduce -0.4% | 3,604,139 | $435.1M |
| Park Avenue Securities LLC | 3.37% | Reduce -1.5% | 3,575,069 | $431.6M |
| Envestnet Portfolio Solutions, Inc. | 1.58% | Reduce -5.2% | 3,551,332 | $428.7M |
| MML Investors Services, LLC | 1.06% | Reduce -1.4% | 3,286,708 | $396.8M |
| Commonwealth Equity Services, LLC | 0.50% | Reduce -10.5% | 3,220,554 | $388.8M |
| Royal Bank of Canada | 0.07% | Add +1.4% | 3,218,816 | $388.6M |
| Manufacturers Life Insurance Company, The | 0.29% | Add +70.2% | 2,908,525 | $351.1M |
| Jones Financial Companies LLLP | 0.23% | Add +1.9% | 2,811,945 | $336.8M |
| Regions Financial Corp. | 2.16% | Reduce -1.3% | 2,750,825 | $332.1M |
| HB Wealth Management, LLC | 1.98% | Add +5.7% | 2,409,948 | $290.9M |
| Janney Montgomery Scott LLC | 0.62% | Reduce -4.1% | 2,151,752 | $259.8M |
| Osaic Holdings, Inc. | 0.35% | Add +3.8% | 2,143,920 | $252.0M |
| FMR LLC | 0.01% | Reduce -0.5% | 2,036,951 | $245.9M |
| HighTower Advisors, LLC | 0.27% | Add +6.5% | 1,998,086 | $241.2M |
| Sofi Wealth, LLC | 12.39% | Reduce -1.5% | 1,905,256 | $230.0M |
| Foundations Investment Advisors, LLC | 3.31% | Add +3.2% | 1,887,453 | $227.9M |
| NewEdge Advisors, LLC | 0.94% | Add +3.6% | 1,718,950 | $207.5M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +1.3% | 1,677,939 | $202.6M |
| Bank of New York Mellon Corp | 0.04% | Add +1.4% | 1,649,365 | $199.1M |
| Steward Partners Investment Advisory, LLC | 1.08% | Add +104.7% | 1,562,762 | $188.7M |
| Thrivent Financial for Lutherans | 0.35% | Add +196.9% | 1,441,392 | $174.0M |
| Sanctuary Advisors, LLC | 0.90% | Reduce -3.7% | 1,306,322 | $157.7M |
| Moneta Group Investment Advisors LLC | 1.24% | Add +2.4% | 1,293,428 | $156.1M |
| JB Capital LLC | 6.27% | Add +0.2% | 1,204,563 | $145.4M |
| Truist Financial Corp. | 0.19% | Reduce -2.0% | 1,165,761 | $140.7M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Add +1.3% | 1,142,758 | $138.0M |
| Rehmann Capital Advisory Group | 7.41% | Reduce -4.3% | 1,120,983 | $135.4M |
| MAI Capital Management | 0.84% | Reduce -0.2% | 1,111,594 | $134.2M |
| Calamos Wealth Management LLC | 4.88% | Add +2.3% | 1,107,429 | $133.7M |
| United Capital Financial Advisors, LLC | 0.93% | Reduce -3.0% | 1,065,257 | $128.6M |
| Focus Partners Wealth | 0.21% | Reduce -0.5% | 1,060,962 | $128.1M |
| LVZ, Inc. | 14.09% | Add +19.4% | 1,026,958 | $124.0M |
| Courier Capital LLC | 6.91% | Reduce -2.1% | 998,419 | $120.5M |
| Comerica Bank | 0.43% | Reduce -3.3% | 952,775 | $115.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.81% | Reduce -5.4% | 950,939 | $114.8M |
| US Bancorp \de | 0.14% | Reduce -30.1% | 943,485 | $113.9M |
| Two Sigma Investments, LP | 0.17% | Reduce -29.5% | 893,931 | $107.9M |
| NorthCoast Asset Management LLC | 0.42% | Add +2.7% | 892,589 | $107.8M |
| Baird Financial Group, Inc. | 0.17% | Reduce -3.3% | 883,663 | $106.7M |
| Modern Wealth Management, LLC | 2.05% | Reduce -20.8% | 858,560 | $103.6M |
| Keybank National Association | 0.32% | Reduce -1.6% | 761,658 | $91.9M |
| Advocacy Wealth Management, LLC | 3.96% | Add +0.8% | 754,939 | $91.1M |
| Northern Trust Corp. | 0.01% | Add +0.0% | 731,210 | $88.3M |
| World Investment Advisors | 1.80% | Reduce -1.9% | 729,990 | $88.1M |
| Modera Wealth Management, LLC | 1.00% | Reduce -0.8% | 714,830 | $86.3M |
| Ascent Group, LLC | 2.96% | Reduce -5.4% | 693,464 | $83.7M |
| AE Wealth Management LLC | 0.53% | Add +4.1% | 693,299 | $83.7M |
| Kestra Advisory Services, LLC | 0.38% | Reduce -2.9% | 689,623 | $83.3M |
| Midland Wealth Advisors, LLC | 4.39% | Reduce -40.2% | 680,238 | $82.1M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.0% | 677,237 | $81.8M |
| Private Advisor Group, LLC | 0.40% | Reduce -2.7% | 672,804 | $81.2M |
| Fifth Third Bancorp | 0.26% | Reduce -8.4% | 666,244 | $80.4M |
| Creative Planning | 0.06% | Add +1.3% | 650,204 | $78.5M |
| Salomon & Ludwin, LLC | 6.85% | Reduce -4.7% | 628,889 | $76.1M |
| Stegner Investment Associates Inc. | 41.74% | Reduce -0.8% | 630,543 | $76.1M |
| Valmark Advisers, Inc. | 0.97% | Reduce -2.0% | 619,350 | $74.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -0.1% | 615,149 | $74.4M |
| SilverOak Wealth Management LLC | 11.84% | Add +0.0% | 581,363 | $70.2M |
| Bank of Montreal | 0.03% | Reduce -1.1% | 554,145 | $66.9M |
| USA Financial Formulas | 11.64% | Reduce -4.5% | 547,462 | $66.1M |
| Allworth Financial LP | 0.28% | Reduce -1.1% | 530,547 | $64.0M |
| North Star Investment Management Corp. | 4.03% | Add +0.3% | 518,899 | $62.6M |
| Probity Advisors, Inc. | 9.81% | Reduce -1.1% | 501,264 | $60.5M |
| SCS Capital Management LLC | 0.66% | Reduce -17.1% | 499,052 | $60.2M |
| Austin Private Wealth, LLC | 4.45% | Reduce -10.1% | 478,631 | $57.8M |
| Captrust Financial Advisors | 0.12% | Add +0.4% | 477,996 | $57.7M |
| CreativeOne Wealth, LLC | 1.37% | Reduce -1.2% | 463,167 | $55.9M |
| Waverly Advisors, LLC | 0.56% | Add +2.4% | 462,200 | $55.8M |
| Atria Investments, Inc | 0.63% | Add +4.5% | 457,419 | $55.2M |
| Choreo, LLC | 0.68% | Reduce -3.1% | 431,975 | $52.1M |
| Sigma Planning Corp | 1.48% | Add +0.8% | 431,166 | $52.1M |
| OneDigital Investment Advisors LLC | 0.52% | Reduce -5.0% | 420,999 | $50.8M |
| West Wealth Group, LLC | 11.43% | Add +0.5% | 421,069 | $50.7M |
| Principal Securities, Inc. | 0.83% | Add +8.8% | 418,180 | $50.5M |
| Icon Wealth Advisors, LLC | 3.41% | Reduce -1.7% | 416,245 | $50.2M |
| IFP Advisors, Inc | 1.27% | Add +68.5% | 405,012 | $48.9M |
| Stratos Wealth Partners, LTD. | 0.58% | Add +38.1% | 402,642 | $48.6M |
| &partners | 0.31% | Add +15.7% | 400,855 | $48.4M |
| MA Private Wealth | 7.94% | Reduce -0.1% | 390,974 | $47.2M |
| Connecticut Wealth Management, LLC | 2.08% | Reduce -0.1% | 388,817 | $46.9M |
| Encompass Wealth Advisors, LLC | 15.54% | Add +0.1% | 378,086 | $45.6M |
| Barings LLC | 0.88% | Add +51.9% | 371,209 | $44.8M |
"% 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.