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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Top investors of iShares S&P 500 Growth Index stock
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 | 49M | $5.6B | 13% | Mar 2026 |
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| Morgan Stanley | 34M | $3.9B | 2% | Mar 2026 |
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| LPL Financial | 21M | $2.4B | 5% | Mar 2026 |
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| Bank of America Corporation | 20M | $2.2B | 100% | Mar 2026 |
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| Wells Fargo & Company | 15M | $1.7B | 2% | Mar 2026 |
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| UBS Group | 8.6M | $970M | -1% | Mar 2026 |
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| Ameriprise Financial | 8.0M | $906M | -6% | Mar 2026 |
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| Stifel Financial | 7.3M | $825M | 5% | Mar 2026 |
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| Pnc Financial Services | 5.4M | $610M | -1% | Mar 2026 |
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| CWM | 4.8M | $589M | 0% | Dec 2025 |
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| Cetera Investment Advisers | 4.8M | $538M | 5% | Mar 2026 |
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| BlackRock | 4.5M | $513M | 2% | Mar 2026 |
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| Raymond James Financial | 4.4M | $537M | 1% | Dec 2025 |
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| Goldman Sachs Group | 4.3M | $485M | 0% | Mar 2026 |
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| M^T Bank Corporation | 3.9M | $443M | -3% | Mar 2026 |
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| Lido Advisors | 3.9M | $438M | 2% | Mar 2026 |
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| Park Avenue Securities | 3.9M | $436M | 6% | Mar 2026 |
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| Envestnet Portfolio Solutions | 3.7M | $413M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 3.6M | $403M | -3% | Mar 2026 |
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| Royal Bank of Canada | 3.5M | $401M | 10% | Mar 2026 |
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| Mml Investors Services | 3.3M | $377M | -8% | Mar 2026 |
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| Commonwealth Equity Services | 3.0M | $344M | 1% | Mar 2026 |
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| Fil | 3.0M | $364M | -24% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.8M | $351M | 1% | Dec 2025 |
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| Regions Bank | 2.7M | $305M | 0% | Mar 2026 |
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| Janney Montgomery Scott | 2.4M | $273M | 10% | Mar 2026 |
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| Foundations Investment Advisors | 2.3M | $258M | 12% | Mar 2026 |
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| Sofi Wealth | 2.2M | $254M | 7% | Mar 2026 |
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| HB Wealth Management | 2.2M | $253M | -6% | Mar 2026 |
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| HighTower Advisors | 2.1M | $232M | 1% | Mar 2026 |
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| Advisor Group Holdings | 2.0M | $251M | -5% | Dec 2025 |
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| FMR | 2.0M | $251M | 0% | Dec 2025 |
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| Bank of New York Mellon | 2.0M | $224M | 11% | Mar 2026 |
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| Two Sigma Investments | 2.0M | $223M | 573% | Mar 2026 |
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| Colony | 1.9M | $237M | 81% | Dec 2025 |
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| Goss Wealth Management | 1.8M | $206M | 4% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.7M | $187M | -3% | Mar 2026 |
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| Fifth Third Bancorp | 1.5M | $169M | 131% | Mar 2026 |
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| Thrivent Financial for Lutherans | 1.5M | $166M | 6% | Mar 2026 |
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| Huntington National Bank | 1.5M | $179M | -5% | Dec 2025 |
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| Sanctuary Advisors | 1.4M | $159M | 4% | Mar 2026 |
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| Steward Partners Investment Advisory | 1.4M | $154M | 2% | Mar 2026 |
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| JB Capital | 1.3M | $151M | 7% | Mar 2026 |
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| Moneta Group Investment Advisors | 1.3M | $145M | 1% | Mar 2026 |
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| Branch Banking & Trust Company | 1.2M | $138M | 5% | Mar 2026 |
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| Calamos Advisors | 1.2M | $132M | 2637% | Mar 2026 |
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| Rehmann Capital Advisory | 1.2M | $132M | 5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 1.1M | $129M | 2% | Mar 2026 |
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| Calamos Wealth Management | 1.1M | $127M | 1% | Mar 2026 |
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| MAI Wealth Advisors | 1.1M | $125M | -1% | Mar 2026 |
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| United Capital Financial Advisers | 1.1M | $125M | 2% | Mar 2026 |
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| LVZ Advisors | 1.0M | $119M | 3% | Mar 2026 |
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| HPM Partners | 1.0M | $117M | 99% | Mar 2026 |
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| Courier Capital Corp | 963k | $109M | -1% | Mar 2026 |
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| Us Bancorp | 939k | $116M | 0% | Dec 2025 |
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| Brian McDonald | 897k | $111M | -6% | Dec 2025 |
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| Rockefeller Capital Management | 886k | $100M | 6% | Mar 2026 |
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| Baird Financial | 882k | $109M | 0% | Dec 2025 |
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| Kestra Advisory Services | 859k | $97M | 11% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 845k | $96M | -6% | Mar 2026 |
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| Advocacy Wealth Management Services | 829k | $94M | 6% | Mar 2026 |
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| Modern Wealth Management | 816k | $101M | -5% | Dec 2025 |
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| Northern Trust | 729k | $90M | 0% | Dec 2025 |
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| AE Wealth Management | 715k | $81M | 1% | Mar 2026 |
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| Keybank National Association | 708k | $80M | -4% | Mar 2026 |
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| Ascent Group | 702k | $87M | 1% | Dec 2025 |
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| Private Advisor | 688k | $78M | 0% | Mar 2026 |
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| Creative Planning | 673k | $76M | 3% | Mar 2026 |
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| Modera Wealth Management | 636k | $72M | -3% | Mar 2026 |
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| Stegner Investment Associates | 614k | $70M | -1% | Mar 2026 |
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| Salomon & Ludwin | 599k | $69M | -2% | Mar 2026 |
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| Bank Of Montreal | 596k | $67M | 100% | Mar 2026 |
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| ValMark Advisers | 594k | $67M | -1% | Mar 2026 |
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| Atria Investments | 584k | $66M | 14% | Mar 2026 |
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| SilverOak Wealth Management | 567k | $64M | -1% | Mar 2026 |
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| Harbour Investments | 533k | $60M | 469% | Mar 2026 |
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| Hanson McClain Advisors | 523k | $65M | -1% | Dec 2025 |
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| Change Path | 509k | $58M | 8% | Mar 2026 |
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| Midland Wealth Advisors | 503k | $57M | -20% | Mar 2026 |
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| North Star Investment Management | 502k | $57M | -3% | Mar 2026 |
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| Probity Advisors | 501k | $57M | 3% | Mar 2026 |
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| Arkadios Wealth Advisors | 496k | $56M | 33% | Mar 2026 |
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| Icon Wealth Advisors | 493k | $64M | 14% | Mar 2026 |
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| Warren Averett Asset Management | 488k | $60M | 6% | Dec 2025 |
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| Austin Private Wealth | 483k | $60M | 1% | Dec 2025 |
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| Captrust Financial Advisors | 479k | $59M | 0% | Dec 2025 |
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| SCS Capital Management | 472k | $53M | 0% | Mar 2026 |
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| Triad Wealth Partners | 470k | $53M | 74% | Mar 2026 |
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| West Wealth Group | 469k | $53M | 7% | Mar 2026 |
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| Sigma Planning | 432k | $49M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 432k | $53M | 8% | Dec 2025 |
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| Principal Securities | 422k | $48M | -3% | Mar 2026 |
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| Rsm Us Wealth Management | 410k | $46M | -2% | Mar 2026 |
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| Resources Investment Advisors | 391k | $44M | 3% | Mar 2026 |
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| MA Private Wealth | 390k | $44M | 4% | Mar 2026 |
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| Stratos Wealth Partners | 389k | $44M | -6% | Mar 2026 |
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| We Are One Seven | 378k | $47M | 44% | Dec 2025 |
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| Encompass Wealth Advisors | 372k | $42M | 0% | Mar 2026 |
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| Sharkey, Howes & Javer | 371k | $42M | 5% | Mar 2026 |
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| Hartland & Co | 370k | $42M | 0% | Mar 2026 |
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| Dynasty Wealth Management | 361k | $41M | 8% | Mar 2026 |
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| Financial Life Advisors | 361k | $41M | 2% | Mar 2026 |
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| Lee Financial | 355k | $40M | -2% | Mar 2026 |
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| Connecticut Wealth Management | 354k | $40M | -8% | Mar 2026 |
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| Pathstone Holdings | 353k | $40M | 11% | Mar 2026 |
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| Green Square Asset Management | 352k | $43M | 0% | Dec 2025 |
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| Mercer Global Advisors | 350k | $40M | -16% | Mar 2026 |
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| Northern Oak Capital Management | 350k | $43M | -3% | Dec 2025 |
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| CGC Financial Services | 347k | $39M | 3% | Mar 2026 |
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| CI Private Wealth | 346k | $37M | 2% | Mar 2026 |
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| IFP Advisors | 343k | $39M | -27% | Mar 2026 |
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| Citigroup | 342k | $39M | 100% | Mar 2026 |
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| Foundation Wealth Management | 338k | $38M | 1% | Mar 2026 |
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| AQR Capital Management | 335k | $36M | 22% | Mar 2026 |
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| Farther Finance Advisors | 333k | $38M | -14% | Mar 2026 |
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| LMG Wealth Partners | 332k | $38M | -1% | Mar 2026 |
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| Busey Trust Company | 330k | $37M | -2% | Mar 2026 |
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| Gladstone Institutional Advisory | 323k | $37M | 20% | Mar 2026 |
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| Praetorian Wealth Management | 315k | $38M | -1% | Mar 2026 |
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| Brookstone Capital Management | 312k | $35M | 32% | Mar 2026 |
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| Greenleaf Trust | 308k | $35M | -3% | Mar 2026 |
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| ShoreHaven Wealth Partners | 305k | $35M | 16% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 304k | $34M | -22% | Mar 2026 |
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| Beacon Pointe Advisors | 303k | $37M | 22% | Dec 2025 |
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| Stone House Investment Management | 297k | $34M | 5% | Mar 2026 |
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| Blue Edge Capital | 295k | $33M | 3% | Mar 2026 |
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| Capital Analysts | 295k | $33M | 5% | Mar 2026 |
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| Amarillo National Bank | 294k | $33M | -4% | Mar 2026 |
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| Powell Investment Advisors | 290k | $33M | 0% | Mar 2026 |
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| Sagespring Wealth Partners | 289k | $33M | -7% | Mar 2026 |
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| Integrity Alliance | 288k | $33M | 8% | Mar 2026 |
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| CLS Investments | 283k | $32M | -11% | Mar 2026 |
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| Sterling Investment Counsel | 283k | $32M | -2% | Mar 2026 |
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| Ewa | 281k | $32M | 7% | Mar 2026 |
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| Concurrent Investment Advisors | 280k | $32M | -38% | Mar 2026 |
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| AlphaCore Capital | 280k | $32M | -7% | Mar 2026 |
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| Laird Norton Tyee Trust | 276k | $34M | 69% | Dec 2025 |
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| Equitable Holdings | 276k | $34M | 0% | Mar 2026 |
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| Silicon Valley Capital Partners | 272k | $31M | -1% | Mar 2026 |
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| Kestra Private Wealth Services | 271k | $31M | 8% | Mar 2026 |
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| MV Capital Management | 266k | $30M | -9% | Mar 2026 |
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| Liberty Wealth Management | 266k | $30M | 2% | Mar 2026 |
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| Milestone Group | 266k | $30M | -3% | Mar 2026 |
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| Steel Peak Wealth Management | 266k | $30M | -5% | Mar 2026 |
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| Eq | 265k | $30M | 10% | Mar 2026 |
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| Bryn Mawr Trust | 264k | $30M | 0% | Mar 2026 |
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| Horst & Graben Wealth Management | 262k | $34M | 4% | Mar 2026 |
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| Pettinga Financial Advisors | 262k | $30M | 2% | Mar 2026 |
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| BKD Wealth Advisors | 262k | $30M | -1% | Mar 2026 |
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| Global Retirement Partners | 262k | $32M | 3% | Dec 2025 |
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| Pensionmark Financial Group | 258k | $29M | -52% | Mar 2026 |
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| Apollon Wealth Management | 226k | $26M | -18% | Mar 2026 |
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| Susquehanna International | 205k | $25M | -28% | Dec 2025 |
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| USA Financial Portformulas | 29k | $3.3M | -94% | Mar 2026 |
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Who sold out of iShares S&P 500 Growth Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 41M | $5.0B |
| Wealth Enhancement Advisory Services | Dec 2025 | 599k | $75M |
| J.w. Cole Advisors | Dec 2025 | 316k | $34M |
| Babson Capital Management | Dec 2025 | 269k | $33M |