ISHARES S&P 500 GROWTH ETF (IVW) Institutional Shareholders
ISHARES S&P 500 GROWTH ETF (IVW) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $42.22B in IVW holdings during the latest filing period.
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 $6.66B, representing an estimated loss of -1.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed IVW value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Morgan Stanley, Lpl Financial Llc, 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
2,078
Total Reported Value
$42.22B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$6.78B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | $6,664,503,666 | -$112,344,755 | -1.66% | |
| Morgan Stanley | 0.23% | 34,306,897 | $3,880,453,508 | $4,640,007,819 | +$759,554,311 | +19.57% | |
| Lpl Financial Llc | 0.63% | 20,889,253 | $2,362,783,274 | $2,825,271,468 | +$462,488,194 | +19.57% | |
| Bank Of America Corp | 0.16% | 19,779,268 | $2,237,232,956 | $2,675,145,997 | +$437,913,041 | +19.57% | |
| Wells Fargo & Company/Mn | 0.35% | 15,355,004 | $1,736,804,609 | $2,076,764,291 | +$339,959,682 | +19.57% | |
| Ubs Group Ag | 0.17% | 8,578,646 | $970,330,648 | $1,160,261,872 | +$189,931,224 | +19.57% | |
| Ameriprise Financial Inc | 0.21% | 8,010,148 | $906,026,810 | $1,083,372,517 | +$177,345,707 | +19.57% | |
| Stifel Financial Corp | 0.76% | 7,291,428 | $824,735,286 | $986,165,637 | +$161,430,351 | +19.57% | |
| Pnc Financial Services Group, Inc. | 0.36% | 5,002,592 | $565,843,151 | $676,600,568 | +$110,757,417 | +19.57% | |
| Cwm, Llc | 1.42% | 4,777,915 | $540,430,014 | $646,213,004 | +$105,782,990 | +19.57% | |
| Cetera Investment Advisers | 0.57% | 4,754,617 | $537,794,688 | $643,061,949 | +$105,267,261 | +19.57% | |
| Blackrock, Inc. | 0.01% | 4,531,673 | $512,577,448 | $612,908,773 | +$100,331,325 | +19.57% | |
| Envestnet Portfolio Solutions, Inc. | 2.35% | 3,569,833 | $490,959,200 | $482,819,913 | -$8,139,287 | -1.66% | |
| Goldman Sachs Group Inc | 0.06% | 4,286,127 | $484,803,863 | $579,698,677 | +$94,894,814 | +19.57% | |
| M&T Bank Corp | 1.52% | 3,914,423 | $442,760,390 | $529,425,711 | +$86,665,321 | +19.57% | |
| Raymond James Financial Inc | 0.14% | 3,890,879 | $440,097,308 | $526,241,385 | +$86,144,077 | +19.57% | |
| Lido Advisors, Llc | 1.72% | 3,873,907 | $438,177,784 | $523,945,922 | +$85,768,138 | +19.57% | |
| Commonwealth Equity Services, Llc | 0.53% | 3,084,786 | $424,250,549 | $417,217,307 | -$7,033,243 | -1.66% | |
| Mariner, Llc | 0.47% | 3,565,694 | $403,312,464 | $482,260,114 | +$78,947,650 | +19.57% | |
| Royal Bank Of Canada | 0.08% | 3,539,621 | $400,576,000 | $478,733,740 | +$78,157,740 | +19.51% | |
| Mml Investors Services, Llc | 1.05% | 3,335,976 | $377,332,254 | $451,190,754 | +$73,858,500 | +19.57% | |
| Jones Financial Companies Lllp | 0.16% | 2,990,288 | $327,904,964 | $404,436,452 | +$76,531,488 | +23.34% | |
| Regions Financial Corp | 1.98% | 2,694,953 | $304,826,134 | $364,492,393 | +$59,666,259 | +19.57% | |
| Hb Wealth Management, Llc | 1.70% | 2,200,705 | $302,662,988 | $297,645,351 | -$5,017,637 | -1.66% | |
| Foundations Investment Advisors, Llc | 3.20% | 2,276,795 | $257,528,278 | $307,936,524 | +$50,408,246 | +19.57% | |
| Sofi Wealth, Llc | 12.26% | 2,249,169 | $254,403,465 | $304,200,107 | +$49,796,642 | +19.57% | |
| Hightower Advisors, Llc | 0.25% | 2,050,705 | $231,956,962 | $277,357,851 | +$45,400,889 | +19.57% | |
| Fmr Llc | 0.01% | 2,047,016 | $231,537,961 | $276,858,914 | +$45,320,953 | +19.57% | |
| Bank Of New York Mellon Corp | 0.04% | 1,977,675 | $223,694,901 | $267,480,544 | +$43,785,643 | +19.57% | |
| Two Sigma Investments, Lp | 0.18% | 1,970,631 | $222,898,072 | $266,527,843 | +$43,629,771 | +19.57% | |
| Osaic Holdings, Inc. | 0.33% | 1,965,703 | $222,442,319 | $265,861,331 | +$43,419,012 | +19.52% | |
| Focus Partners Wealth | 0.24% | 1,904,019 | $215,435,010 | $257,518,570 | +$42,083,560 | +19.53% | |
| Northwestern Mutual Wealth Management Co | 0.12% | 1,653,492 | $187,026,462 | $223,634,793 | +$36,608,331 | +19.57% | |
| Jb Capital Llc | 6.17% | 1,295,626 | $178,187,482 | $175,233,417 | -$2,954,066 | -1.66% | |
| Fifth Third Bancorp | 0.31% | 1,497,810 | $169,417,374 | $202,578,803 | +$33,161,429 | +19.57% | |
| Sanctuary Advisors, Llc | 0.86% | 1,406,864 | $159,130,418 | $190,278,356 | +$31,147,938 | +19.57% | |
| Calamos Wealth Management Llc | 4.79% | 1,147,615 | $157,831,441 | $155,214,929 | -$2,616,512 | -1.66% | |
| Truist Financial Corp | 0.19% | 1,142,608 | $157,142,822 | $154,537,732 | -$2,605,090 | -1.66% | |
| Huntington National Bank | 0.86% | 1,374,865 | $155,511,007 | $185,950,491 | +$30,439,484 | +19.57% | |
| Steward Partners Investment Advisory, Llc | 0.79% | 1,362,101 | $154,067,261 | $184,224,160 | +$30,156,899 | +19.57% | |
| Moneta Group Investment Advisors Llc | 1.09% | 1,285,735 | $145,429,466 | $173,895,659 | +$28,466,193 | +19.57% | |
| Lvz, Inc. | 14.49% | 1,036,902 | $142,605,131 | $140,240,996 | -$2,364,136 | -1.66% | |
| Rehmann Capital Advisory Group | 6.86% | 1,164,899 | $131,742,234 | $157,552,590 | +$25,810,356 | +19.59% | |
| Courier Capital Llc | 6.31% | 918,582 | $126,332,544 | $124,238,216 | -$2,094,329 | -1.66% | |
| Mai Capital Management | 0.71% | 1,107,688 | $125,290,585 | $149,814,802 | +$24,524,217 | +19.57% | |
| United Capital Financial Advisors, Llc | 0.77% | 1,105,695 | $125,054,178 | $149,545,249 | +$24,491,071 | +19.58% | |
| Kestra Advisory Services, Llc | 0.38% | 861,433 | $118,472,939 | $116,508,813 | -$1,964,126 | -1.66% | |
| Cerity Partners Llc | 0.17% | 1,030,500 | $116,559,439 | $139,375,125 | +$22,815,686 | +19.57% | |
| Advocacy Wealth Management, Llc | 4.03% | 807,434 | $111,046,411 | $109,205,449 | -$1,840,963 | -1.66% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 1.38% | 762,341 | $104,844,809 | $103,106,620 | -$1,738,189 | -1.66% |
Frequently asked questions about IVW
Who owns the most IVW stock?
The largest holders of IVW are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES S&P 500 GROWTH ETF (IVW).
Is IVW widely held by superinvestors?
Many widely followed stocks like IVW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVW is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.