ISHARES S&P 500 GROWTH ETF IVW
$135.41
-1.1% 52w: $104.19 – $141.46
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data104.19122.82141.46
Jun 20, 2025 Jul 2, 2026
Institutional holders
2.0K
-28 QoQ
13F value
$45.57B
-7.9% QoQ
Smart-money holders
64
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
8.5×
$20.3M calls / $2.4M puts
Institutional value by quarter
Number of holders
Who owns IVW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 49.3M | $5.58B | 1.5% | +13.0% |
| JPMORGAN CHASE & CO | Bank broker | 40.5M | $4.40B | 0.3% | -0.6% |
| MORGAN STANLEY | Bank broker | 34.3M | $3.88B | 0.2% | +2.0% |
| LPL Financial LLC | Bank broker | 20.9M | $2.36B | 0.6% | +5.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 19.8M | $2.24B | 0.2% | +6.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 15.4M | $1.74B | 0.3% | +2.2% |
| UBS Group AG | Bank broker | 8.6M | $970.3M | 0.2% | -1.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 8.0M | $906.0M | 0.2% | -5.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 7.3M | $824.7M | 0.8% | +5.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 5.4M | $609.7M | 0.4% | -0.7% |
| CWM, LLC | Wealth advisor | 4.8M | $540.4M | 1.4% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 4.8M | $537.8M | 0.6% | +5.4% |
| BlackRock, Inc. | Index provider | 4.5M | $512.6M | 0.0% | +2.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.3M | $484.8M | 0.1% | +0.3% |
| M&T Bank Corp | Diversified mechanical | 3.9M | $442.8M | 1.5% | -3.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.9M | $440.1M | 0.1% | -10.7% |
| Lido Advisors, LLC | Wealth advisor | 3.9M | $438.2M | 1.7% | +2.3% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 3.9M | $436.2M | 3.4% | +6.2% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 3.7M | $413.3M | 2.3% | -1.2% |
| Mariner, LLC | Diversified mechanical | 3.6M | $403.3M | 0.5% | -2.7% |
| ROYAL BANK OF CANADA | Bank broker | 3.5M | $400.6M | 0.1% | +5.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 3.3M | $377.3M | 1.0% | -8.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.0M | $343.5M | 0.5% | +1.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0M | $327.9M | 0.2% | +4.9% |
| REGIONS FINANCIAL CORP | Other | 2.7M | $304.8M | 2.0% | -0.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 2.4M | $273.3M | 0.7% | +9.6% |
| Foundations Investment Advisors, LLC | Wealth advisor | 2.3M | $257.5M | 3.2% | +12.0% |
| SOFI WEALTH, LLC | Wealth advisor | 2.2M | $254.4M | 12.3% | +6.9% |
| HB Wealth Management, LLC | Wealth advisor | 2.2M | $253.0M | 1.6% | -5.7% |
| HighTower Advisors, LLC | Diversified mechanical | 2.1M | $232.0M | 0.2% | +0.7% |
| FMR LLC | Long only active | 2.0M | $231.5M | 0.0% | +0.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.0M | $223.7M | 0.0% | +10.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 2.0M | $222.9M | 0.2% | +573.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.0M | $222.4M | 0.3% | -3.6% |
| Focus Partners Wealth | Wealth advisor | 1.9M | $215.4M | 0.2% | -0.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.8M | $206.0M | 0.7% | +4.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.7M | $187.0M | 0.1% | -2.6% |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.5M | $169.4M | 0.3% | +131.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.5M | $164.6M | 0.3% | +6.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 1.4M | $159.1M | 0.9% | +4.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.4M | $154.1M | 0.8% | +1.6% |
| JB Capital LLC | Wealth advisor | 1.3M | $151.4M | 6.1% | +6.6% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 1.3M | $145.4M | 1.1% | +1.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.2M | $138.4M | 0.2% | +4.7% |
| Calamos Advisors LLC | Other | 1.2M | $132.2M | 0.6% | +2637.2% |
| Rehmann Capital Advisory Group | Wealth advisor | 1.2M | $131.7M | 6.9% | +4.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $128.9M | 0.3% | +1.6% |
| Calamos Wealth Management LLC | Other | 1.1M | $127.4M | 4.4% | +1.2% |
| MAI Capital Management | Wealth advisor | 1.1M | $125.3M | 0.7% | -0.6% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.1M | $125.1M | 0.8% | +2.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.