iShares S&P 500 Growth ETFIVWETF
13F holders, Q4 2025 (December 31)2,076holders +137
72new positions
63sold out
6famous investors
$123.12avg. 13F price*
At the end of Q4 2025, 2,076 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 137 from Q3 2025. 72 opened new positions and 63 sold out. The largest holders were Envestnet Asset Management Inc. ($5.4B), JPMorgan Chase & Co. ($5.0B) and Morgan Stanley ($4.1B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $118.9M |
| Exits | 63 | $421.5M |
All 13F filers, Q3 2025 → Q4 2025: 9,732,114 shares bought and 13,916,107 shares sold, net −4,183,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,076 holders
| Envestnet Asset Management Inc. | 1.60% | Reduce -4.2% | 43,645,204 | $5.4B |
| JPMorgan Chase & Co. | 0.34% | Reduce -1.5% | 40,710,202 | $5.0B |
| Morgan Stanley | 0.25% | Add +0.6% | 33,646,152 | $4.1B |
| LPL Financial LLC | 0.67% | Add +1.8% | 19,816,481 | $2.4B |
| Bank of America Corp. | 0.17% | Add +0.6% | 18,549,886 | $2.3B |
| Wells Fargo & Company | 0.36% | Add +0.5% | 15,021,156 | $1.9B |
| UBS Group AG | 0.21% | Reduce -2.5% | 8,688,281 | $1.1B |
| Ameriprise Financial Inc. | 0.24% | Add +0.9% | 8,505,668 | $1.0B |
| Stifel Financial Corp. | 0.77% | Reduce -3.3% | 6,922,912 | $853.3M |
| PNC Financial Services Group, Inc. | 0.37% | Reduce -2.2% | 5,430,342 | $669.3M |
| Cwm, LLC | 1.59% | Reduce -0.5% | 4,775,251 | $588.6M |
| Cetera Investment Advisers | 0.61% | Add +3.4% | 4,509,307 | $555.8M |
| BlackRock, Inc. | 0.01% | Add +1.3% | 4,421,371 | $545.0M |
| Raymond James Financial Inc. | 0.17% | Add +1.1% | 4,354,800 | $536.8M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -5.3% | 4,274,018 | $526.8M |
| M&T Bank Corp | 1.60% | Reduce -1.6% | 4,050,582 | $499.3M |
| Lido Advisors, LLC | 1.82% | Add +4.1% | 3,788,440 | $459.6M |
| Envestnet Portfolio Solutions, Inc. | 1.60% | Add +4.2% | 3,698,611 | $455.9M |
| Mariner, LLC | 0.54% | Add +1.7% | 3,665,537 | $451.8M |
| MML Investors Services, LLC | 1.09% | Add +10.9% | 3,645,204 | $449.3M |
| Park Avenue Securities LLC | 3.79% | Add +1.6% | 3,631,582 | $447.6M |
| Royal Bank of Canada | 0.07% | Add +4.0% | 3,346,092 | $412.3M |
| Commonwealth Equity Services, LLC | 0.49% | Reduce -7.0% | 2,995,634 | $369.2M |
| FIL Ltd | 0.27% | Reduce -24.3% | 2,950,099 | $363.6M |
| Jones Financial Companies LLLP | 0.21% | Add +1.3% | 2,849,667 | $351.2M |
| Regions Financial Corp. | 2.13% | Reduce -1.6% | 2,705,320 | $333.5M |
| HB Wealth Management, LLC | 1.90% | Reduce -1.6% | 2,372,059 | $292.4M |
| Janney Montgomery Scott LLC | 0.62% | Add +2.5% | 2,204,622 | $271.7M |
| Sofi Wealth, LLC | 12.93% | Add +10.4% | 2,104,088 | $259.3M |
| Osaic Holdings, Inc. | 0.37% | Reduce -4.9% | 2,038,970 | $251.4M |
| HighTower Advisors, LLC | 0.27% | Add +1.9% | 2,035,586 | $250.9M |
| Foundations Investment Advisors, LLC | 3.29% | Add +7.7% | 2,032,167 | $250.5M |
| FMR LLC | 0.01% | Reduce -0.3% | 2,030,987 | $250.3M |
| Focus Partners Wealth | 0.27% | Add +81.0% | 1,920,546 | $236.7M |
| Bank of New York Mellon Corp | 0.04% | Add +8.4% | 1,787,267 | $220.3M |
| NewEdge Advisors, LLC | 0.78% | Add +1.8% | 1,749,507 | $215.6M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +1.1% | 1,697,013 | $209.2M |
| Thrivent Financial for Lutherans | 0.31% | Reduce -3.9% | 1,385,637 | $171.6M |
| Sanctuary Advisors, LLC | 0.91% | Add +3.5% | 1,352,008 | $166.6M |
| Steward Partners Investment Advisory, LLC | 0.91% | Reduce -14.2% | 1,340,737 | $165.3M |
| Moneta Group Investment Advisors LLC | 1.18% | Reduce -1.8% | 1,269,877 | $156.5M |
| JB Capital LLC | 6.32% | Add +4.2% | 1,255,361 | $154.7M |
| Truist Financial Corp. | 0.19% | Add +0.3% | 1,169,463 | $144.1M |
| Cambridge Investment Research Advisors, Inc. | 0.37% | Reduce -1.8% | 1,121,790 | $138.3M |
| Rehmann Capital Advisory Group | 7.19% | Reduce -0.6% | 1,114,316 | $138.0M |
| MAI Capital Management | 0.79% | Add +0.2% | 1,113,823 | $137.3M |
| Calamos Wealth Management LLC | 4.79% | Add +0.5% | 1,112,935 | $137.2M |
| United Capital Financial Advisors, LLC | 0.81% | Add +1.8% | 1,084,160 | $133.6M |
| LVZ, Inc. | 14.05% | Reduce -0.7% | 1,019,830 | $125.7M |
| Courier Capital LLC | 6.71% | Reduce -2.9% | 969,285 | $119.5M |
| US Bancorp \de | 0.14% | Reduce -0.5% | 938,839 | $115.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.68% | Reduce -5.3% | 900,143 | $111.0M |
| Comerica Bank | 0.44% | Reduce -5.9% | 896,757 | $110.5M |
| Baird Financial Group, Inc. | 0.17% | Reduce -0.2% | 882,286 | $108.8M |
| Rockefeller Capital Management L.P. | 0.19% | Add +23.6% | 836,746 | $103.1M |
| Modern Wealth Management, LLC | 1.83% | Reduce -4.9% | 816,194 | $100.6M |
| Advocacy Wealth Management, LLC | 4.05% | Add +3.9% | 784,514 | $96.7M |
| Kestra Advisory Services, LLC | 0.39% | Add +12.5% | 775,929 | $95.6M |
| Keybank National Association | 0.33% | Reduce -3.3% | 736,360 | $90.8M |
| Northern Trust Corp. | 0.01% | Reduce -0.3% | 728,823 | $89.8M |
| AE Wealth Management LLC | 0.50% | Add +2.5% | 710,568 | $87.6M |
| Ascent Group, LLC | 2.96% | Add +1.3% | 702,139 | $86.5M |
| Private Advisor Group, LLC | 0.40% | Add +2.1% | 686,794 | $84.7M |
| Modera Wealth Management, LLC | 0.94% | Reduce -8.1% | 656,924 | $81.0M |
| Creative Planning | 0.06% | Add +0.5% | 653,362 | $80.5M |
| Fifth Third Bancorp | 0.25% | Reduce -2.8% | 647,461 | $79.8M |
| Midland Wealth Advisors, LLC | 4.04% | Reduce -7.4% | 630,178 | $77.7M |
| Stegner Investment Associates Inc. | 40.58% | Reduce -1.8% | 619,494 | $76.4M |
| Salomon & Ludwin, LLC | 6.70% | Reduce -2.6% | 612,653 | $75.8M |
| Bank of Montreal | 0.03% | Add +10.9% | 614,635 | $75.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.7% | 598,634 | $74.5M |
| Valmark Advisers, Inc. | 0.91% | Reduce -3.4% | 598,466 | $73.8M |
| SilverOak Wealth Management LLC | 11.02% | Reduce -1.9% | 570,356 | $70.3M |
| World Investment Advisors | 1.07% | Reduce -27.3% | 530,908 | $65.4M |
| USA Financial Formulas | 11.76% | Reduce -4.2% | 524,309 | $64.6M |
| Allworth Financial LP | 0.27% | Reduce -1.4% | 523,308 | $64.5M |
| North Star Investment Management Corp. | 4.02% | Reduce -0.1% | 518,496 | $63.9M |
| Cerity Partners LLC | 0.09% | Add +80.3% | 517,762 | $63.8M |
| Atria Investments, Inc | 0.72% | Add +12.5% | 514,444 | $63.4M |
| Waverly Advisors, LLC | 0.49% | Add +5.5% | 487,802 | $60.1M |
| Probity Advisors, Inc. | 9.60% | Reduce -3.0% | 486,359 | $59.9M |
| Austin Private Wealth, LLC | 4.46% | Add +0.8% | 482,689 | $59.5M |
| Captrust Financial Advisors | 0.11% | Add +0.3% | 479,409 | $59.1M |
| SCS Capital Management LLC | 0.62% | Reduce -5.3% | 472,402 | $58.2M |
| CreativeOne Wealth, LLC | 1.40% | Add +1.4% | 469,836 | $57.9M |
| IFP Advisors, Inc | 1.30% | Add +15.6% | 468,364 | $57.7M |
| Concurrent Investment Advisors, LLC | 0.64% | Add +45.0% | 452,635 | $55.8M |
| West Wealth Group, LLC | 11.24% | Add +4.4% | 439,568 | $54.2M |
| Principal Securities, Inc. | 0.83% | Add +4.0% | 434,711 | $53.6M |
| Sigma Planning Corp | 1.48% | Add +0.7% | 433,977 | $53.5M |
| Icon Wealth Advisors, LLC | 3.55% | Add +3.9% | 432,426 | $53.3M |
| &partners | 0.28% | Add +7.7% | 431,836 | $53.3M |
| Choreo, LLC | 0.66% | Reduce -2.8% | 420,047 | $52.2M |
| Mercer Global Advisors Inc. | 0.08% | Add +23.0% | 417,050 | $51.4M |
| Stratos Wealth Partners, LTD. | 0.58% | Add +2.6% | 413,008 | $50.9M |
| Bokf, NA | 0.73% | Add +22.3% | 387,565 | $47.8M |
| Farther Finance Advisors, LLC | 0.51% | Add +31.8% | 386,527 | $47.6M |
| Connecticut Wealth Management, LLC | 2.06% | Reduce -0.9% | 385,195 | $47.5M |
| OneDigital Investment Advisors LLC | 0.46% | Reduce -9.4% | 381,331 | $47.0M |
| Mgo One Seven LLC | 0.95% | Add +44.2% | 377,677 | $46.6M |
"% 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.