13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IVW

ISHARES S&P 500 GROWTH ETF

2,170 institutions still hold ISHARES S&P 500 GROWTH ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287309·Exchange Traded Fund·2,170 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.7%
vs prior quarter
13F value held
$28.1B
70.0% inst. owned
of float
Holders
2,170
-83 QoQ
filers reporting
Activity
+45 / −38
+895 added · −791 reduced
this quarter
Concentration
19.83%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

2,170 institutions reported IVW in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 19.8% of the visible book. -83 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5.6B49.3M1.49%Q1 202602
JPMORGAN CHASE & CO
CIK 0000019617
$4.4B40.5M0.28%Q1 202603
MORGAN STANLEY
CIK 0000895421
$3.9B34.3M0.23%Q1 202604
LPL Financial LLC
CIK 0001403438
$2.4B20.9M0.63%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2.2B19.8M0.16%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.7B15.4M0.33%Q1 202607
UBS Group AG
CIK 0001610520
$970M8.6M0.15%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$906M8.0M0.21%Q1 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$825M7.3M0.76%Q1 202610
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$621M5.0M0.37%Q4 202511
CWM, LLC
CIK 0001535847
$540M4.8M1.42%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$538M4.8M0.57%Q1 202613
BlackRock, Inc.
CIK 0002012383
$513M4.5M0.01%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$485M4.3M0.06%Q1 202615
M&T BANK CORP
CIK 0000036270
$443M3.9M1.52%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$440M3.9M0.14%Q1 202617
Lido Advisors, LLC
CIK 0001650150
$438M3.9M1.34%Q1 202618
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$413M3.7M2.29%Q1 202619
Mariner, LLC
CIK 0001373442
$403M3.6M0.47%Q1 202620
ROYAL BANK OF CANADA
CIK 0001000275
$401M3.5M0.07%Q1 2026
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