IVW Institutional Ownership & Shareholders
ISHARES S&P 500 GROWTH ETF (IVW) is currently held by 2,137 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $54.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IVW tracked by InsiderSet, reporting ownership valued at approximately $6.78B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.63B, representing an estimated loss of -2.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed IVW value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES S&P 500 GROWTH ETF (IVW).
This page ranks the largest institutional IVW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2,137
Total Reported Value
$54.34B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$6.78B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 1.60% | 49,275,443 | $6,776,848,421 | $6,625,576,066 | -$151,272,355 | -2.23% | |
| Jpmorgan Chase & Co | 0.31% | 39,457,799 | $5,350,477,830 | $5,305,495,654 | -$44,982,176 | -0.84% | |
| Morgan Stanley | 0.25% | 34,601,758 | $4,758,780,298 | $4,652,552,381 | -$106,227,917 | -2.23% | |
| Lpl Financial Llc | 0.67% | 21,564,794 | $2,965,806,020 | $2,899,602,201 | -$66,203,819 | -2.23% | |
| Bank Of America Corp | 0.18% | 20,803,829 | $2,861,150,611 | $2,797,282,847 | -$63,867,764 | -2.23% | |
| Wells Fargo & Company/Mn | 0.37% | 15,408,492 | $2,119,130,002 | $2,071,825,834 | -$47,304,168 | -2.23% | |
| Ubs Group Ag | 0.18% | 8,213,429 | $1,129,592,890 | $1,104,377,663 | -$25,215,227 | -2.23% | |
| Stifel Financial Corp | 0.93% | 8,171,635 | $1,123,844,924 | $1,098,758,042 | -$25,086,882 | -2.23% | |
| Ameriprise Financial Inc | 0.22% | 8,007,251 | $1,101,519,334 | $1,076,654,969 | -$24,864,365 | -2.26% | |
| Pnc Financial Services Group, Inc. | 0.36% | 4,856,599 | $667,928,103 | $653,018,302 | -$14,909,801 | -2.23% | |
| Cetera Investment Advisers | 0.60% | 4,789,797 | $658,740,830 | $644,036,105 | -$14,704,725 | -2.23% | |
| Blackrock, Inc. | 0.01% | 4,372,824 | $601,394,516 | $587,969,915 | -$13,424,601 | -2.23% | |
| Raymond James Financial Inc | 0.16% | 4,262,762 | $586,257,650 | $573,170,979 | -$13,086,671 | -2.23% | |
| Goldman Sachs Group Inc | 0.06% | 4,224,901 | $581,050,675 | $568,080,188 | -$12,970,487 | -2.23% | |
| Mml Investors Services, Llc | 1.12% | 3,983,147 | $547,802,201 | $535,573,946 | -$12,228,255 | -2.23% | |
| Cwm, Llc | 1.42% | 4,777,915 | $540,430,014 | $642,438,451 | +$102,008,437 | +18.88% | |
| Lido Advisors, Llc | 1.79% | 3,637,150 | $500,217,633 | $489,051,189 | -$11,166,444 | -2.23% | |
| Royal Bank Of Canada | 0.08% | 3,602,660 | $495,366,000 | $484,413,664 | -$10,952,336 | -2.21% | |
| Envestnet Portfolio Solutions, Inc. | 2.35% | 3,569,833 | $490,959,200 | $479,999,745 | -$10,959,455 | -2.23% | |
| Mariner, Llc | 0.47% | 3,269,520 | $449,653,047 | $439,619,659 | -$10,033,388 | -2.23% | |
| M&T Bank Corp | 1.46% | 3,952,813 | $447,102,390 | $531,495,236 | +$84,392,846 | +18.88% | |
| Jones Financial Companies Lllp | 0.17% | 3,194,451 | $423,780,671 | $429,525,881 | +$5,745,210 | +1.36% | |
| Commonwealth Equity Services, Llc | 0.49% | 2,676,115 | $380,704,153 | $359,830,423 | -$20,873,730 | -5.48% | |
| Regions Financial Corp | 2.15% | 2,617,108 | $359,930,863 | $351,896,342 | -$8,034,521 | -2.23% | |
| Sofi Wealth, Llc | 12.99% | 2,362,672 | $336,113,760 | $317,684,877 | -$18,428,883 | -5.48% | |
| Janney Montgomery Scott Llc | 0.64% | 2,413,813 | $331,972,000 | $324,561,296 | -$7,410,704 | -2.23% | |
| Foundations Investment Advisors, Llc | 3.41% | 2,410,689 | $331,542,082 | $324,141,243 | -$7,400,839 | -2.23% | |
| Hb Wealth Management, Llc | 1.55% | 2,112,741 | $300,558,491 | $284,079,155 | -$16,479,336 | -5.48% | |
| Fmr Llc | 0.01% | 2,047,686 | $281,618,215 | $275,331,860 | -$6,286,355 | -2.23% | |
| Osaic Holdings, Inc. | 0.33% | 2,013,076 | $276,980,298 | $270,678,199 | -$6,302,099 | -2.28% | |
| Bank Of New York Mellon Corp | 0.05% | 2,000,012 | $275,061,511 | $268,921,614 | -$6,139,897 | -2.23% | |
| Focus Partners Wealth | 0.27% | 1,947,941 | $267,898,437 | $261,920,147 | -$5,978,290 | -2.23% | |
| Newedge Advisors, Llc | 0.75% | 1,841,602 | $253,275,432 | $247,621,805 | -$5,653,627 | -2.23% | |
| Fifth Third Bancorp | 0.32% | 1,429,702 | $196,626,924 | $192,237,731 | -$4,389,193 | -2.23% | |
| Thrivent Financial For Lutherans | 0.32% | 1,389,402 | $190,589,000 | $186,818,993 | -$3,770,007 | -1.98% | |
| Jb Capital Llc | 6.35% | 1,306,993 | $185,932,855 | $175,738,279 | -$10,194,576 | -5.48% | |
| Huntington National Bank | 0.89% | 1,331,306 | $183,094,549 | $179,007,405 | -$4,087,144 | -2.23% | |
| Rehmann Capital Advisory Group | 8.21% | 1,303,025 | $179,280,882 | $175,204,742 | -$4,076,141 | -2.27% | |
| Moneta Group Investment Advisors Llc | 1.31% | 1,288,834 | $177,253,402 | $173,296,620 | -$3,956,782 | -2.23% | |
| Sanctuary Advisors, Llc | 0.78% | 1,223,682 | $168,292,922 | $164,536,282 | -$3,756,640 | -2.23% | |
| Truist Financial Corp | 0.20% | 1,167,274 | $166,056,354 | $156,951,662 | -$9,104,692 | -5.48% | |
| Calamos Wealth Management Llc | 4.70% | 1,148,900 | $163,442,469 | $154,481,094 | -$8,961,375 | -5.48% | |
| United Capital Financial Advisors, Llc | 0.85% | 1,124,043 | $154,741,389 | $151,138,822 | -$3,602,567 | -2.33% | |
| Mai Capital Management | 0.59% | 1,124,765 | $154,689,059 | $151,235,902 | -$3,453,157 | -2.23% | |
| Cerity Partners Llc | 0.18% | 1,074,898 | $147,830,735 | $144,530,785 | -$3,299,950 | -2.23% | |
| Lvz, Inc. | 14.94% | 1,023,969 | $145,669,835 | $137,682,872 | -$7,986,963 | -5.48% | |
| Kestra Advisory Services, Llc | 0.41% | 1,011,319 | $143,870,222 | $135,981,953 | -$7,888,269 | -5.48% | |
| Courier Capital Llc | 6.22% | 884,176 | $125,782,898 | $118,886,305 | -$6,896,593 | -5.48% | |
| Rockefeller Capital Management L.P. | 0.19% | 900,491 | $123,844,579 | $121,080,020 | -$2,764,559 | -2.23% | |
| Vise Technologies, Inc. | 1.00% | 843,079 | $119,936,385 | $113,360,402 | -$6,575,983 | -5.48% |
Frequently asked questions about IVW
Who are the largest institutional holders of IVW?
The largest institutional holders of IVW reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Jpmorgan Chase & Co, Morgan Stanley, Lpl Financial Llc, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IVW position.
What is IVW institutional ownership?
This page tracks IVW positions reported by institutional investment managers through SEC Form 13F. ISHARES S&P 500 GROWTH ETF (IVW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVW?
InsiderSet currently tracks 2,137 institutional managers reporting IVW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVW shareholders.
How much IVW stock do institutions own?
Institutional investment managers disclosed approximately $54.34B in IVW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVW institutional ownership last updated?
The latest IVW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVW position after the reporting date.
Are institutions buying or selling IVW?
Institutional buying and selling can be analyzed by comparing IVW positions across consecutive 13F reporting periods. InsiderSet's IVW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVW ownership changes.
How has IVW institutional ownership changed over time?
InsiderSet tracks IVW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.