Security record · archived quarter
IVW
iShares S&P 500 Growth ETF · Financial Services · Asset Management - Global
87Tracked holders
+1Δ holders
274.59MShares held
$37.67BReported value
+7New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth +1.2% ·
share flow +0.3% ·
net new positions +1.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 49.28M | -0.1% | $6.78B | 1.6% | ▼ Trim | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 39.46M | -2.5% | $5.35B | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 34.60M | +0.9% | $4.76B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 21 | LPL Financial LLC | 21.56M | +3.2% | $2.97B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 20.80M | +5.2% | $2.86B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 20.80M | +5.2% | $2.86B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 20.80M | +5.2% | $2.86B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 20.80M | +5.2% | $2.86B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 20.80M | +5.2% | $2.86B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 15.41M | +0.3% | $2.12B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 15.41M | +0.3% | $2.12B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 15.41M | +0.3% | $2.12B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 15.41M | +0.3% | $2.12B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 15.41M | +0.3% | $2.12B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS Group AG | 8.21M | -4.3% | $1.13B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 33 | UBS Group AG | 8.21M | -4.3% | $1.13B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 8.17M | +12.1% | $1.12B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 8.17M | +12.1% | $1.12B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 8.17M | +12.1% | $1.12B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 8.17M | +12.1% | $1.12B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 38 | Stifel Financial Corp | 8.17M | +12.1% | $1.12B | 0.9% | ▲ Add | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 8.01M | 0.0% | $1.10B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 8.01M | 0.0% | $1.10B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 8.01M | 0.0% | $1.10B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 8.01M | 0.0% | $1.10B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 5.24M | -2.9% | $720.14M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 51 | Cetera Investment Advisers | 4.79M | +0.7% | $658.74M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 4.37M | -3.5% | $601.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 4.37M | -3.5% | $601.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 54 | BlackRock ✦ (passive) | 4.37M | -3.5% | $601.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | BlackRock ✦ (passive) | 4.37M | -3.5% | $601.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | BlackRock ✦ (passive) | 4.37M | -3.5% | $601.39M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Raymond James Financial Inc | 4.26M | +9.6% | $586.26M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 58 | Raymond James Financial Inc | 4.26M | +9.6% | $586.26M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 59 | Raymond James Financial Inc | 4.26M | +9.6% | $586.26M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 4.22M | -1.4% | $581.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 4.22M | -1.4% | $581.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 4.22M | -1.4% | $581.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 4.22M | -1.4% | $581.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 3.98M | +19.4% | $547.80M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Lido Advisors, LLC | 3.64M | -6.1% | $500.22M | 1.8% | ▼ Trim | 3 | SEC ↗ |
| 66 | Lido Advisors, LLC | 3.64M | -6.1% | $500.22M | 1.8% | ▼ Trim | 3 | SEC ↗ |
| 67 | Lido Advisors, LLC | 3.64M | -6.1% | $500.22M | 1.8% | ▼ Trim | 3 | SEC ↗ |
| 68 | Lido Advisors, LLC | 3.64M | -6.1% | $500.22M | 1.8% | ▼ Trim | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 76 | Royal Bank Of Canada | 3.60M | +1.8% | $495.37M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 77 | Mariner, LLC | 3.27M | -8.3% | $449.65M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mariner, LLC | 3.27M | -8.3% | $449.65M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 79 | Mariner, LLC | 3.27M | -8.3% | $449.65M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 80 | Commonwealth Equity Services, Llc | 3.08M | +1.6% | $424.25M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 81 | Jones Financial Companies Lllp | 3.19M | +6.8% | $423.78M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 82 | Jones Financial Companies Lllp | 3.19M | +6.8% | $423.78M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 2.05M | 0.0% | $281.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 84 | Fidelity (FMR) ✦ | 2.05M | 0.0% | $281.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 85 | HighTower Advisors, LLC | 2.02M | -1.4% | $278.06M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 86 | Osaic Holdings, Inc. | 2.01M | +2.4% | $276.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 87 | Osaic Holdings, Inc. | 2.01M | +2.4% | $276.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 88 | Osaic Holdings, Inc. | 2.01M | +2.4% | $276.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 89 | Osaic Holdings, Inc. | 2.01M | +2.4% | $276.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 90 | Osaic Holdings, Inc. | 2.01M | +2.4% | $276.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 2.00M | +1.1% | $275.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Focus Partners Wealth | 1.95M | +2.3% | $267.90M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 99 | Northwestern Mutual Wealth… | 1.66M | +0.2% | $227.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 100 | Fifth Third Bancorp | 1.43M | -4.5% | $196.63M | 0.3% | ▼ Trim | 3 | 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
| Susquehanna International… | $5.00M | was 0.0% |
| Tudor Investment Corp Et Al | $3.27M | was 0.0% |
| Jane Street Group, Llc | $1.56M | was 0.0% |
| Qube Research & Technologies… | $1.23M | was 0.0% |
| Optiver Holding B.V. | $839,955 | was 0.0% |
| Barclays Plc | $73,522 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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