iShares S&P 500 Growth ETFIVWETF
13F holders, Q1 2026 (March 31)2,053holders −23
82new positions
101sold out
5famous investors
$112.71avg. 13F price*
At the end of Q1 2026, 2,053 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, down 23 from Q4 2025. 82 opened new positions and 101 sold out. The largest holders were Envestnet Asset Management Inc. ($5.6B), JPMorgan Chase & Co. ($4.4B) and Morgan Stanley ($3.9B). 5 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $87.1M |
| Exits | 101 | $566.9M |
All 13F filers, Q4 2025 → Q1 2026: 21,969,045 shares bought and 13,707,623 shares sold, net +8,261,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,053 holders
| Envestnet Asset Management Inc. | 1.49% | Add +13.0% | 49,323,629 | $5.6B |
| JPMorgan Chase & Co. | 0.30% | Reduce -0.6% | 40,454,780 | $4.4B |
| Morgan Stanley | 0.23% | Add +2.0% | 34,306,897 | $3.9B |
| LPL Financial LLC | 0.63% | Add +5.4% | 20,889,253 | $2.4B |
| Bank of America Corp. | 0.16% | Add +6.6% | 19,779,268 | $2.2B |
| Wells Fargo & Company | 0.35% | Add +2.2% | 15,355,004 | $1.7B |
| UBS Group AG | 0.17% | Reduce -1.3% | 8,578,646 | $970.3M |
| Ameriprise Financial Inc. | 0.21% | Reduce -5.8% | 8,010,148 | $906.0M |
| Stifel Financial Corp. | 0.76% | Add +5.3% | 7,291,428 | $824.7M |
| PNC Financial Services Group, Inc. | 0.35% | Reduce -0.7% | 5,390,020 | $609.7M |
| Cwm, LLC | 1.42% | Add +0.1% | 4,777,915 | $540.4M |
| Cetera Investment Advisers | 0.57% | Add +5.4% | 4,754,617 | $537.8M |
| BlackRock, Inc. | 0.01% | Add +2.5% | 4,531,673 | $512.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.3% | 4,286,127 | $484.8M |
| M&T Bank Corp | 1.46% | Reduce -2.4% | 3,952,813 | $447.1M |
| Raymond James Financial Inc. | 0.14% | Reduce -10.7% | 3,890,879 | $440.1M |
| Lido Advisors, LLC | 1.73% | Add +2.3% | 3,873,907 | $438.2M |
| Park Avenue Securities LLC | 3.41% | Add +6.2% | 3,856,562 | $436.2M |
| Envestnet Portfolio Solutions, Inc. | 2.29% | Reduce -1.2% | 3,653,783 | $413.3M |
| Mariner, LLC | 0.47% | Reduce -2.7% | 3,565,694 | $403.3M |
| Royal Bank of Canada | 0.08% | Add +5.8% | 3,539,621 | $400.6M |
| MML Investors Services, LLC | 1.05% | Reduce -8.5% | 3,335,976 | $377.3M |
| Commonwealth Equity Services, LLC | 0.48% | Add +1.4% | 3,037,160 | $343.5M |
| Jones Financial Companies LLLP | 0.16% | Add +4.9% | 2,990,288 | $327.9M |
| Regions Financial Corp. | 1.98% | Reduce -0.4% | 2,694,953 | $304.8M |
| Janney Montgomery Scott LLC | 0.68% | Add +9.6% | 2,416,574 | $273.3M |
| Foundations Investment Advisors, LLC | 3.20% | Add +12.0% | 2,276,795 | $257.5M |
| Sofi Wealth, LLC | 12.26% | Add +6.9% | 2,249,169 | $254.4M |
| HB Wealth Management, LLC | 1.64% | Reduce -5.7% | 2,236,643 | $253.0M |
| HighTower Advisors, LLC | 0.25% | Add +0.7% | 2,050,705 | $232.0M |
| FMR LLC | 0.01% | Add +0.8% | 2,047,016 | $231.5M |
| Bank of New York Mellon Corp | 0.04% | Add +10.7% | 1,977,675 | $223.7M |
| Two Sigma Investments, LP | 0.19% | Add +573.0% | 1,970,631 | $222.9M |
| Osaic Holdings, Inc. | 0.33% | Reduce -3.6% | 1,965,703 | $222.4M |
| Focus Partners Wealth | 0.24% | Reduce -0.9% | 1,904,019 | $215.4M |
| NewEdge Advisors, LLC | 0.74% | Add +4.1% | 1,821,181 | $206.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Reduce -2.6% | 1,653,492 | $187.0M |
| Fifth Third Bancorp | 0.31% | Add +131.3% | 1,497,810 | $169.4M |
| Thrivent Financial for Lutherans | 0.32% | Add +6.0% | 1,468,118 | $164.6M |
| Sanctuary Advisors, LLC | 0.86% | Add +4.1% | 1,406,864 | $159.1M |
| Steward Partners Investment Advisory, LLC | 0.79% | Add +1.6% | 1,362,101 | $154.1M |
| JB Capital LLC | 6.11% | Add +6.6% | 1,338,195 | $151.4M |
| Moneta Group Investment Advisors LLC | 1.09% | Add +1.3% | 1,285,735 | $145.4M |
| Truist Financial Corp. | 0.19% | Add +4.7% | 1,223,953 | $138.4M |
| Calamos Advisors LLC | 0.69% | Add +2637.2% | 1,168,503 | $132.2M |
| Rehmann Capital Advisory Group | 6.86% | Add +4.5% | 1,164,899 | $131.7M |
| Cambridge Investment Research Advisors, Inc. | 0.33% | Add +1.6% | 1,139,627 | $128.9M |
| Calamos Wealth Management LLC | 4.44% | Add +1.2% | 1,126,579 | $127.4M |
| MAI Capital Management | 0.71% | Reduce -0.6% | 1,107,688 | $125.3M |
| United Capital Financial Advisors, LLC | 0.77% | Add +2.0% | 1,105,695 | $125.1M |
| LVZ, Inc. | 13.53% | Add +2.8% | 1,047,836 | $118.5M |
| Cerity Partners LLC | 0.17% | Add +99.0% | 1,030,500 | $116.6M |
| Courier Capital LLC | 6.09% | Reduce -0.6% | 963,042 | $108.9M |
| Rockefeller Capital Management L.P. | 0.18% | Add +5.8% | 885,451 | $100.2M |
| Baird Financial Group, Inc. | 0.16% | Add +0.2% | 883,779 | $100.0M |
| Kestra Advisory Services, LLC | 0.37% | Add +10.8% | 859,413 | $97.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.40% | Reduce -6.1% | 845,298 | $95.6M |
| Advocacy Wealth Management, LLC | 4.15% | Add +5.6% | 828,745 | $93.7M |
| Northern Trust Corp. | 0.01% | Add +0.7% | 733,815 | $83.0M |
| Ascent Group, LLC | 2.87% | Add +4.3% | 732,503 | $82.9M |
| AE Wealth Management LLC | 0.44% | Add +0.6% | 714,893 | $80.9M |
| Keybank National Association | 0.29% | Reduce -3.9% | 707,760 | $80.1M |
| Private Advisor Group, LLC | 0.37% | Add +0.2% | 688,281 | $77.9M |
| Creative Planning | 0.05% | Add +3.1% | 673,356 | $76.2M |
| Modera Wealth Management, LLC | 0.86% | Reduce -3.1% | 636,384 | $72.0M |
| Stegner Investment Associates Inc. | 38.06% | Reduce -0.8% | 614,290 | $69.5M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +0.8% | 603,344 | $69.2M |
| Salomon & Ludwin, LLC | 6.13% | Reduce -2.3% | 598,490 | $68.6M |
| Modern Wealth Management, LLC | 1.17% | Reduce -27.4% | 592,856 | $67.9M |
| Bank of Montreal | 0.03% | Reduce -3.1% | 595,640 | $67.4M |
| Valmark Advisers, Inc. | 0.80% | Reduce -0.8% | 593,468 | $67.1M |
| Atria Investments, Inc | 0.74% | Add +13.6% | 584,236 | $66.1M |
| US Bancorp \de | 0.08% | Reduce -38.6% | 576,341 | $65.2M |
| SilverOak Wealth Management LLC | 10.14% | Reduce -0.6% | 566,951 | $64.1M |
| Icon Wealth Advisors, LLC | 4.12% | Add +14.0% | 492,926 | $63.5M |
| Harbour Investments, Inc. | 0.93% | Add +469.4% | 532,813 | $60.3M |
| Allworth Financial LP | 0.24% | Reduce -1.3% | 516,567 | $58.4M |
| CreativeOne Wealth, LLC | 1.34% | Add +8.2% | 508,502 | $57.5M |
| Midland Wealth Advisors, LLC | 2.93% | Reduce -20.2% | 502,832 | $56.9M |
| North Star Investment Management Corp. | 3.44% | Reduce -3.3% | 501,583 | $56.7M |
| Probity Advisors, Inc. | 8.98% | Add +3.0% | 501,149 | $56.7M |
| Arkadios Wealth Advisors | 0.93% | Add +32.9% | 496,194 | $56.1M |
| Captrust Financial Advisors | 0.10% | Add +2.1% | 489,338 | $55.3M |
| SCS Capital Management LLC | 0.57% | Reduce -0.1% | 471,760 | $53.4M |
| Triad Wealth Partners, LLC | 4.22% | Add +74.1% | 470,220 | $53.2M |
| West Wealth Group, LLC | 10.49% | Add +6.7% | 469,119 | $53.1M |
| &partners | 0.24% | Add +1.1% | 436,542 | $49.3M |
| Mgo One Seven LLC | 0.99% | Add +15.0% | 434,249 | $49.1M |
| Sigma Planning Corp | 1.36% | Reduce -0.4% | 432,346 | $48.9M |
| Principal Securities, Inc. | 0.70% | Reduce -2.9% | 422,113 | $47.7M |
| Choreo, LLC | 0.57% | Reduce -2.3% | 410,209 | $46.4M |
| OneDigital Investment Advisors LLC | 0.43% | Add +2.6% | 391,098 | $44.2M |
| MA Private Wealth | 7.47% | Add +4.5% | 390,339 | $44.2M |
| Stratos Wealth Partners, LTD. | 0.50% | Reduce -5.9% | 388,544 | $43.9M |
| Encompass Wealth Advisors, LLC | 14.65% | Reduce -0.5% | 372,247 | $42.1M |
| Sharkey, Howes & Javer | 5.65% | Add +5.2% | 370,845 | $41.9M |
| Clearstead Advisors, LLC | 0.38% | Add +0.1% | 369,582 | $41.8M |
| Dynasty Wealth Management, LLC | 0.36% | Add +7.9% | 361,235 | $40.9M |
| Financial Life Advisors | 12.72% | Add +1.5% | 361,009 | $40.8M |
| Lee Financial Co | 5.66% | Reduce -1.9% | 354,513 | $40.1M |
"% 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.