Who owns iShares S&P 500 Growth Index?
- Ticker: IVW
- CUSIP Number: 464287309
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 500 Growth Index with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares S&P 500 Growth Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 46M | $5.5B | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 41M | $5.0B | -6% | Sep 2025 |
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| Morgan Stanley | 34M | $3.8B | 100% | Jun 2025 |
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| LPL Financial | 20M | $2.3B | 4% | Sep 2025 |
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| Wells Fargo & Company | 15M | $1.8B | -4% | Sep 2025 |
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| UBS Group | 8.9M | $1.1B | 1% | Sep 2025 |
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| Ameriprise Financial | 8.4M | $1.0B | -1% | Sep 2025 |
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| Stifel Financial | 7.2M | $864M | 0% | Sep 2025 |
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| Pnc Financial Services | 5.6M | $670M | 0% | Sep 2025 |
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| CWM | 4.8M | $579M | -8% | Sep 2025 |
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| Goldman Sachs Group | 4.5M | $545M | -32% | Sep 2025 |
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| BlackRock | 4.4M | $527M | -4% | Sep 2025 |
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| Cetera Investment Advisers | 4.4M | $527M | 33% | Sep 2025 |
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| Raymond James Financial | 4.3M | $520M | 1% | Sep 2025 |
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| M^T Bank Corporation | 4.1M | $497M | -3% | Sep 2025 |
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| Fil | 3.9M | $471M | 15% | Sep 2025 |
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| Lido Advisors | 3.6M | $439M | 6% | Sep 2025 |
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| Mariner Wealth Advisors | 3.6M | $435M | 0% | Sep 2025 |
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| Park Avenue Securities | 3.6M | $432M | -1% | Sep 2025 |
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| Envestnet Portfolio Solutions | 3.6M | $429M | -5% | Sep 2025 |
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| Mml Investors Services | 3.3M | $397M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 3.2M | $389M | -11% | Sep 2025 |
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| Royal Bank of Canada | 3.2M | $389M | 1% | Sep 2025 |
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| Manufacturers Life Insurance Company | 2.9M | $351M | 70% | Sep 2025 |
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| Jones Financial Companies, L.L | 2.8M | $337M | 2% | Sep 2025 |
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| HB Wealth Management | 2.4M | $291M | 6% | Sep 2025 |
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| Janney Montgomery Scott | 2.2M | $260M | -4% | Sep 2025 |
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| Advisor Group Holdings | 2.1M | $259M | 4% | Sep 2025 |
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| FMR | 2.0M | $246M | -1% | Sep 2025 |
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| HighTower Advisors | 2.0M | $241M | 7% | Sep 2025 |
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| Sofi Wealth | 1.9M | $230M | -2% | Sep 2025 |
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| Foundations Investment Advisors | 1.9M | $228M | 3% | Sep 2025 |
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| Goss Wealth Management | 1.7M | $208M | 4% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.7M | $203M | 1% | Sep 2025 |
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| Bank of New York Mellon | 1.6M | $199M | 1% | Sep 2025 |
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| Steward Partners Investment Advisory | 1.6M | $189M | 105% | Sep 2025 |
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| Huntington National Bank | 1.5M | $184M | -5% | Sep 2025 |
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| Thrivent Financial for Lutherans | 1.4M | $174M | 197% | Sep 2025 |
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| Moneta Group Investment Advisors | 1.3M | $156M | 2% | Sep 2025 |
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| JB Capital | 1.2M | $145M | 0% | Sep 2025 |
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| Branch Banking & Trust Company | 1.2M | $141M | -2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 1.1M | $138M | 1% | Sep 2025 |
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| Rehmann Capital Advisory | 1.1M | $135M | -4% | Sep 2025 |
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| MAI Wealth Advisors | 1.1M | $134M | 0% | Sep 2025 |
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| Calamos Wealth Management | 1.1M | $134M | 2% | Sep 2025 |
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| United Capital Financial Advisers | 1.1M | $129M | -3% | Sep 2025 |
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| Colony | 1.1M | $128M | -1% | Sep 2025 |
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| LVZ Advisors | 1.0M | $124M | 19% | Sep 2025 |
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| Courier Capital Corp | 998k | $121M | -2% | Sep 2025 |
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| H D Vest Advisory Services | 958k | $106M | -3% | Jun 2025 |
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| Brian McDonald | 953k | $115M | -3% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 951k | $115M | -5% | Sep 2025 |
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| Us Bancorp | 944k | $114M | -30% | Sep 2025 |
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| Two Sigma Investments | 894k | $108M | -29% | Sep 2025 |
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| Kovitz Investment Group Partners | 893k | $108M | 3% | Sep 2025 |
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| Baird Financial | 884k | $107M | -3% | Sep 2025 |
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| Modern Wealth Management | 859k | $104M | -21% | Sep 2025 |
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| Keybank National Association | 762k | $92M | -2% | Sep 2025 |
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| Advocacy Wealth Management Services | 755k | $91M | 1% | Sep 2025 |
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| Northern Trust | 731k | $88M | 0% | Sep 2025 |
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| Pensionmark Financial Group | 730k | $88M | -2% | Sep 2025 |
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| Modera Wealth Management | 715k | $86M | -1% | Sep 2025 |
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| Ascent Group | 694k | $84M | -5% | Sep 2025 |
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| AE Wealth Management | 693k | $84M | 4% | Sep 2025 |
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| Kestra Advisory Services | 690k | $83M | -3% | Sep 2025 |
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| Midland Wealth Advisors | 680k | $82M | -40% | Sep 2025 |
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| EP Wealth Advisors | 680k | $75M | 488% | Jun 2025 |
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| Rockefeller Capital Management | 677k | $82M | 2% | Sep 2025 |
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| Private Advisor | 673k | $81M | -3% | Sep 2025 |
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| Fifth Third Bancorp | 666k | $80M | -8% | Sep 2025 |
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| Creative Planning | 650k | $79M | 1% | Sep 2025 |
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| Stegner Investment Associates | 631k | $76M | -1% | Sep 2025 |
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| Salomon & Ludwin | 629k | $76M | -5% | Sep 2025 |
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| ValMark Advisers | 619k | $75M | -2% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 615k | $74M | 0% | Sep 2025 |
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| SilverOak Wealth Management | 581k | $70M | 0% | Sep 2025 |
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| Bank Of Montreal | 560k | $62M | 100% | Jun 2025 |
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| USA Financial Portformulas | 548k | $66M | -4% | Sep 2025 |
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| Hanson McClain Advisors | 531k | $64M | -1% | Sep 2025 |
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| North Star Investment Management | 519k | $63M | 0% | Sep 2025 |
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| Probity Advisors | 501k | $61M | -1% | Sep 2025 |
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| SCS Capital Management | 499k | $60M | -17% | Sep 2025 |
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| Austin Private Wealth | 479k | $58M | -10% | Sep 2025 |
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| Captrust Financial Advisors | 478k | $58M | 0% | Sep 2025 |
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| Change Path | 463k | $56M | -1% | Sep 2025 |
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| Warren Averett Asset Management | 462k | $56M | 2% | Sep 2025 |
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| Atria Investments | 457k | $55M | 5% | Sep 2025 |
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| Rsm Us Wealth Management | 432k | $52M | -3% | Sep 2025 |
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| Sigma Planning | 431k | $52M | 1% | Sep 2025 |
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| West Wealth Group | 421k | $51M | 0% | Sep 2025 |
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| Resources Investment Advisors | 421k | $51M | -5% | Sep 2025 |
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| Principal Securities | 418k | $51M | 9% | Sep 2025 |
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| Icon Wealth Advisors | 416k | $50M | -2% | Sep 2025 |
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| IFP Advisors | 405k | $49M | 69% | Sep 2025 |
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| Stratos Wealth Partners | 403k | $49M | 38% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 401k | $48M | 16% | Sep 2025 |
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| MA Private Wealth | 391k | $47M | 0% | Sep 2025 |
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| Connecticut Wealth Management | 389k | $47M | 0% | Sep 2025 |
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| Encompass Wealth Advisors | 378k | $46M | 0% | Sep 2025 |
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| Babson Capital Management | 371k | $45M | 52% | Sep 2025 |
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| Financial Life Advisors | 371k | $45M | -5% | Sep 2025 |
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| Hartland & Co | 367k | $44M | 1% | Sep 2025 |
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| Lee Financial | 363k | $44M | 0% | Sep 2025 |
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| Northern Oak Capital Management | 362k | $44M | -12% | Sep 2025 |
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| Foundation Wealth Management | 354k | $43M | -3% | Sep 2025 |
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| Green Square Asset Management | 352k | $43M | -50% | Sep 2025 |
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| Mercer Global Advisors | 339k | $41M | -8% | Sep 2025 |
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| Greenleaf Trust | 339k | $41M | -1% | Sep 2025 |
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| Busey Trust Company | 337k | $41M | -1% | Sep 2025 |
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| CGC Financial Services | 336k | $41M | 100% | Sep 2025 |
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| LMG Wealth Partners | 334k | $40M | 0% | Sep 2025 |
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| Atria Wealth Solutions | 333k | $37M | -54% | Jun 2025 |
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| Sharkey, Howes & Javer | 328k | $40M | 2% | Sep 2025 |
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| Pathstone Holdings | 323k | $39M | 0% | Sep 2025 |
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| Praetorian Wealth Management | 319k | $39M | -2% | Sep 2025 |
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| Bank Of Oklahoma National Association / | 317k | $38M | -1% | Sep 2025 |
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| Dynasty Wealth Management | 316k | $38M | 70% | Sep 2025 |
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| Concurrent Investment Advisors | 312k | $38M | 0% | Sep 2025 |
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| Milestone Group | 310k | $37M | -4% | Sep 2025 |
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| Amarillo National Bank | 309k | $37M | -1% | Sep 2025 |
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| CI Private Wealth | 304k | $37M | 11% | Sep 2025 |
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| J.w. Cole Advisors | 303k | $37M | 5% | Sep 2025 |
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| MV Capital Management | 302k | $33M | -4% | Jun 2025 |
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| Sterling Investment Counsel | 294k | $36M | 67% | Sep 2025 |
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| Farther Finance Advisors | 293k | $35M | 42% | Sep 2025 |
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| Arkadios Wealth Advisors | 292k | $35M | -4% | Sep 2025 |
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| Powell Investment Advisors | 290k | $35M | -1% | Sep 2025 |
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| CLS Investments | 289k | $35M | -8% | Sep 2025 |
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| HPM Partners | 287k | $35M | -11% | Sep 2025 |
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| Susquehanna International | 285k | $34M | 65% | Sep 2025 |
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| Steel Peak Wealth Management | 283k | $34M | -3% | Sep 2025 |
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| Sagespring Wealth Partners | 283k | $34M | 7% | Sep 2025 |
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| Stone House Investment Management | 280k | $34M | -5% | Sep 2025 |
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| Sontag Advisory | 278k | $34M | -3% | Sep 2025 |
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| Silicon Valley Capital Partners | 275k | $33M | 0% | Sep 2025 |
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| BKD Wealth Advisors | 274k | $33M | 0% | Sep 2025 |
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| Vestmark Advisory Solutions | 273k | $33M | 232% | Sep 2025 |
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| FTB Advisors | 273k | $30M | -2% | Jun 2025 |
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| Blue Edge Capital | 270k | $33M | 3% | Sep 2025 |
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| Gladstone Institutional Advisory | 269k | $32M | 2% | Sep 2025 |
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| Capital Analysts | 267k | $32M | 3% | Sep 2025 |
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| First Merchants Bank, National Association | 266k | $32M | 1% | Sep 2025 |
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| First Hawaiian Bank | 264k | $32M | -4% | Sep 2025 |
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| We Are One Seven | 262k | $32M | 287% | Sep 2025 |
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| Apollon Wealth Management | 261k | $32M | 10% | Sep 2025 |
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| Bryn Mawr Trust | 260k | $31M | -4% | Sep 2025 |
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| Financiere des Professionnels - Fonds d,investissement | 260k | $31M | -50% | Sep 2025 |
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| Integrity Alliance | 259k | $31M | 13% | Sep 2025 |
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| Meridian Wealth Partners | 258k | $31M | 57% | Sep 2025 |
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| Liberty Wealth Management | 258k | $31M | 3% | Sep 2025 |
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| Ewa | 257k | $31M | -3% | Sep 2025 |
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| Integrated Wealth Concepts | 257k | $31M | -50% | Sep 2025 |
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| Pettinga Financial Advisors | 255k | $31M | -2% | Sep 2025 |
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| Charles Schwab Investment Management | 252k | $31M | -20% | Sep 2025 |
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| Ohe Financial | 251k | $30M | -3% | Sep 2025 |
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| Stokes Family Office | 251k | $30M | -7% | Sep 2025 |
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| Beacon Pointe Advisors | 249k | $30M | -11% | Sep 2025 |
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| Td Private Client Wealth | 245k | $30M | -11% | Sep 2025 |
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| Pinkerton Retirement Specialists | 206k | $25M | -21% | Sep 2025 |
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| First Heartland Consultants | 204k | $25M | -21% | Sep 2025 |
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| Parallel Advisors | 94k | $11M | -80% | Sep 2025 |
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| Three Seasons Wealth | 8.0k | $967k | -97% | Sep 2025 |
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Who sold out of iShares S&P 500 Growth Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Regions Bank | Jun 2025 | 2.8M | $307M |
| Proficio Capital Partners | Jun 2025 | 1.6M | $2.3M |