IVW · iShares S&P 500 Growth ETF ETF
$140.55
-0.19 (-0.14%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 12
Total Value: $92,506,247
Total Shares: 672,626
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 12 13F filers · Δ vs Mar 31, 2026Top Holder
42.4%
−51.1 pts
Top 5
93.0%
−7.0 pts
Top 10
99.5%
−0.5 pts
HHI
2,895
Highly concentrated−5,877
Quarterly Activity
vs Mar 31, 2026
New
9
Increased
2
Decreased
1
Sold Out
2
Unchanged
0
Holder count:
+7
Institutional value:
-80.7%
Shares held:
-84.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | +1,882 | 4,703 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | +1,004 | 205,261 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | −816 | 59,682 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 285,498 | $39,264,539 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 50,150 | $6,897,129 | |
| Small Kinetic Wealth Investment Advisors LLC | 24,747 | $3,403,454 | |
| Mega CITADEL ADVISORS LLC | 21,800 | $2,998,154 | |
| Mid Parkside Financial Bank & Trust | 9,677 | $1,330,877 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 3,952,813 | $447,102,674 | |
| Mid Dakota Wealth Management | 6,356 | $718,927 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IVW | $39,264,539 | 42.45% | 285,498 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IVW | $28,229,545 | 30.52% | 205,261 | Shares | 2026-09-02 | |
| Small Advus Financial Partners, LLC IVW | $8,208,065 | 8.87% | 59,682 | Shares | 2026-08-25 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IVW | $6,897,129 | 7.46% | 50,150 | Shares | 2026-08-25 | |
| Small Kinetic Wealth Investment Advisors LLC IVW | $3,403,454 | 3.68% | 24,747 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IVW | $2,613,070 | 2.82% | 19,000 | Call | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IVW | $1,330,877 | 1.44% | 9,677 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC IVW | $646,803 | 0.70% | 4,703 | Shares | 2026-08-27 | |
| Small HORAN Wealth, LLC IVW | $608,295 | 0.66% | 4,423 | Shares | 2026-08-26 | |
| Small Financial Insights, Inc. IVW | $484,930 | 0.52% | 3,526 | Shares | 2026-08-25 | |
| Mega CITADEL ADVISORS LLC IVW | $385,084 | 0.42% | 2,800 | Put | 2026-09-02 | |
| Mid Strategic Financial Services, Inc. IVW | $371,193 | 0.40% | 2,699 | Shares | 2026-08-24 | |
| Small BROWN, LISLE/CUMMINGS, INC. IVW | $63,263 | 0.07% | 460 | Shares | 2026-09-02 |