ETF Holders

Who owns IVW?

US large cap

iShares S&P 500 Growth ETF · iShares

2,130 institutions reported holding IVW, worth $55.1B, in Form 13F filings for June 30, 2026.

13F holders
2,130
Institutional value
$55.1B
Change from prior quarter
+23.4%
+$10.5B, with price moves
New and sold-out firms
221 / 69
677 added, 784 trimmed

Top 10 institutional holders of IVW

FirmLocationValueSharesChange
Envestnet Asset Management Inc.Berwyn, PA$6.8B49,275,443−48,186 shares
JPMorgan Chase & CoNew York, NY$5.4B39,457,799−996,981 shares
Morgan StanleyNew York, NY$4.8B34,601,758+294,861 shares
LPL Financial LLCFort Mill, SC$3.0B21,564,794+675,541 shares
Bank of America Corp.Charlotte, NC$2.9B20,803,829+1,024,561 shares
Wells Fargo & CompanySan Francisco, CA$2.1B15,408,492+53,488 shares
UBS Group AGZurich, Switzerland$1.1B8,213,429−365,217 shares
Stifel Financial Corp.St. Louis, MO$1.1B8,171,635+880,207 shares
Ameriprise Financial Inc.Minneapolis, MN$1.1B8,007,251−2,897 shares
PNC Financial Services Group, Inc.Pittsburgh, PA$720.1M5,236,259−153,761 shares
2,120 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns IVW?

2,130 institutional managers reported holding IVW in Form 13F filings for June 30, 2026, worth $55.1B in total. The largest reported position was held by Envestnet Asset Management Inc., at $6.8B.

Did institutions buy or sell IVW last quarter?

Reported 13F value rose 23.4% from March 31, 2026, which includes price moves as well as buying and selling. 221 firms reported a new position and 69 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is IVW ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.