IVW
iShares S&P 500 Growth ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth -14.3% ·
share flow -0.4% ·
net new positions -16.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +1 | 274.59M | $37.67B | +7 | −6 |
| Q1 2026 | 87 | -2 | 278.53M | $31.32B | +6 | −8 |
| Q4 2025 | 89 | 0 | 270.55M | $33.34B | +1 | −1 |
| Q3 2025 | 12 | -2 | 128.24M | $15.48B | — | −2 |
| Q2 2025 | 11 | 0 | 8.11M | $892.62M | +2 | −2 |
| Q1 2025 | 8 | +1 | 796.32K | $73.92M | +3 | −2 |
| Q4 2024 | 7 | +1 | 1.19M | $120.74M | +2 | −1 |
| Q3 2024 | 6 | 0 | 1.21M | $116.07M | +1 | −1 |
| Q2 2024 | 6 | — | 1.27M | $117.63M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 82.67M | — | $9.98B | 0.3% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 33.46M | — | $4.04B | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 4.51M | — | $544.93M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 4.51M | — | $544.93M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 4.51M | — | $544.93M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 4.51M | — | $544.93M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 4.37M | -4.1% | $527.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 4.37M | -4.1% | $527.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 4.37M | -4.1% | $527.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 4.37M | -4.1% | $527.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 4.37M | -4.1% | $527.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 2.04M | -0.5% | $245.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 2.04M | -0.5% | $245.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Two Sigma Investments ✦ | 893.93K | -29.5% | $107.92M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 123.51K | +33.2% | $14.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 123.51K | +33.2% | $14.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 55.24K | +364.5% | $6.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | GAMCO Investors ✦ | 53.78K | +565.7% | $6.49M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 48 | The Vanguard Group ✦ (passive) | 24.69K | +49.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | The Vanguard Group ✦ (passive) | 24.69K | +49.0% | $2.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 22.20K | -32.2% | $2.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fisher Asset Management ✦ | 16.57K | +38.3% | $2.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $4.15M | was 0.0% |
| D. E. Shaw & Co. | $2.88M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2,015 holders, 361.33M shares, $39.68B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.