IVW institutional holders

iShares S&P 500 Growth ETF · 2,226 reporting institutions · $54.7B reported value

Funds that can replace IVW · IVW return decomposition

Institutional holdings

Institutions reporting IVW, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$6.8B602026-06-30
Jpmorgan Chase & Co$5.4B02026-06-30
Morgan Stanley$4.8B23,1852026-06-30
Lpl Financial LLC$3B23,4582026-06-30
Bank of America Corp /de$2.9B02026-06-30
Wells Fargo & Company/mn$2.1B02026-06-30
UBS Group AG$1.1B02026-06-30
Stifel Financial Corp$1.1B02026-06-30
Ameriprise Financial Inc$1.1B02026-06-30
PNC Financial Services Group, Inc.$720.1M02026-06-30
Cetera Investment Advisers$658.7M10,3702026-06-30
Blackrock, Inc.$601.4M02026-06-30
Raymond James Financial Inc$586.3M02026-06-30
Goldman Sachs Group Inc$581.1M02026-06-30
MML Investors Services, LLC$547.8M5,1202026-06-30
Cwm, LLC$540.4M6672026-03-31
M&T Bank Corp$530.3M02026-06-30
Lido Advisors, LLC$500.2M3202026-06-30
Royal Bank of Canada$495.4M02026-06-30
Envestnet Portfolio Solutions, Inc.$491M32026-06-30
Mariner, LLC$449.7M02026-06-30
Commonwealth Equity Services, LLC$424.3M2,8632026-06-30
Jones Financial Companies LLLP$423.8M02026-06-30
Regions Financial Corp$359.9M02026-06-30
Foundations Investment Advisors, LLC$331.5M3022026-06-30
Sofi Wealth, LLC$323.1M1102026-06-30
Hb Wealth Management, LLC$302.7M1692026-06-30
Fmr LLC$281.6M02026-06-30
Hightower Advisors, LLC$278.1M1,0462026-06-30
Osaic Holdings, Inc.$277M02026-06-30
Bank of New York Mellon Corp$275.1M02026-06-30
Focus Partners Wealth$267.9M1,0482026-06-30
Newedge Advisors$253.3M6012026-06-30
Northwestern Mutual Wealth Management Co$228M02026-06-30
Fifth Third Bancorp$196.6M02026-06-30
Huntington National Bank$183.1M02026-06-30
Rehmann Capital Advisory Group$179.3M422026-06-30
Jb Capital LLC$178.2M262026-06-30
Moneta Group Investment Advisors LLC$177.3M2562026-06-30
Sanctuary Advisors, LLC$168.3M4012026-06-30
Calamos Wealth Management LLC$157.8M402026-06-30
Truist Financial Corp$157.1M02026-06-30
United Capital Financial Advisors, LLC$154.7M1662026-06-30
Mai Capital Management$154.7M3082026-06-30
Cerity Partners LLC$147.8M7772026-06-30
Lvz, Inc.$142.6M162026-06-30
Courier Capital LLC$126.3M142026-06-30
Rockefeller Capital Management LP$123.8M3462026-06-30
Kestra Advisory Services, LLC$118.5M1,4792026-06-30
Advocacy Wealth Management, LLC$111M302026-06-30
Comerica Bank$110.5M02025-12-31
Steward Partners Investment Advisory, LLC$109.4M4812026-06-30
Baird Financial Group, Inc.$107.7M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$104.8M992026-06-30
The Ascent Group, LLC$101.3M202026-06-30
Modern Wealth Management, LLC$101.2M1612026-06-30
Two Sigma Investments, LP$98.7M02026-06-30
Northern Trust Corp$97.7M02026-06-30
Ae Wealth Management LLC$97.5M4712026-06-30
Triad Wealth Partners, LLC$96.5M492026-06-30
Keybank National Association/oh$96.2M02026-06-30
Creative Planning$92.4M1,1712026-06-30
Wealth Enhancement Advisory Services, LLC$89.8M1,0262026-06-30
Modera Wealth Management, LLC$86.1M1352026-06-30
Stegner Investment Associates Inc.$83.7M02026-06-30
Atria Investments, Inc$83M62026-06-30
Vise Technologies, Inc.$81.9M02026-06-30
Arkadios Wealth Advisors$80.9M2262026-06-30
Bank of Montreal /can$80.5M02026-06-30
US Bancorp$79.6M02026-06-30
Salomon & Ludwin, LLC$79.1M62026-06-30
Valmark Advisers, Inc.$78.4M2952026-06-30
Silveroak Wealth Management LLC$77M72026-06-30
Creativeone Wealth, LLC$73.2M2212026-06-30
Harbour Investments, Inc.$72.5M2472026-06-30
North Star Investment Management Corporation$69.6M112026-06-30
Captrust Financial Advisors$68.8M9622026-06-30
Mercer Global Advisors Inc /adv$68.5M02026-06-30
Private Advisor Group, LLC$68.4M9272026-06-30
Probity Advisors, Inc.$67.3M72026-06-30
West Wealth Group, LLC$67M202026-06-30
Midland Wealth Management$66.1M222026-06-30
Icon Wealth Advisors, LLC$65.6M182026-06-30
Scs Capital Management LLC$64.2M802026-06-30
Mgo One Seven LLC$60.3M1182026-06-30
Austin Private Wealth, LLC$59.5M02025-12-31
Principal Securities, Inc.$58.9M1,4632026-06-30
Sigma Planning Corp$58.8M4742026-06-30
USA Financial Formulas$57.5M02026-06-30
Pathstone Holdings, LLC$56M02026-06-30
Citigroup Inc$56M02026-06-30
Choreo, LLC$55.4M1482026-06-30
Aqr Capital Management LLC$55.4M12026-06-30
&partners$55.3M5552026-06-30
Ma Private Wealth$54.4M52026-06-30
Clearstead; Clearstead Advisory Solutions$51.6M642026-06-30
Shorehaven Wealth Partners, LLC$51.3M42026-06-30
Onedigital Investment Advisors LLC$51.1M3862026-06-30
Sharkey, Howes & Javer$50.9M92026-06-30
Encompass Wealth Advisors, LLC$50.7M42026-06-30
Dynasty Wealth Management, LLC$50.4M142026-06-30
Lee Financial Co$48.8M312026-06-30
Calydon Capital, LLC$48.5M72026-06-30
Connecticut Wealth Management, LLC$48.4M502026-06-30
Beacon Pointe Advisors, LLC$48.4M4662026-06-30
Integrated Wealth Concepts LLC$47.9M4802026-06-30
Cgc Financial Services, LLC$47.2M72026-06-30
Stratos Wealth Partners, Ltd.$47M3862026-06-30
Vestmark Advisory Solutions, Inc.$46.5M82026-06-30
Financial Life Advisors$46.4M72026-06-30
Foundation Wealth Management, LLC$46.3M42026-06-30
Equitable Holdings, Inc.$45.8M02026-06-30
J.W. Cole Advisors, Inc.$45.8M4992026-06-30
Lees Monsour Group$45.8M32026-06-30
Gladstone Institutional Advisory LLC$45.7M1082026-06-30
Farther Finance Advisors, LLC$45.3M3342026-06-30
Busey Bank$44.6M02026-06-30
The Wealth Alliance, LLC$44.1M122026-06-30
1834 Investment Advisors Co$44.1M162026-06-30
Praetorian Wealth Management, Inc.$43M72026-06-30
Integrity Alliance, Llc.$42.9M3532026-06-30
Greenleaf Trust$42.9M02026-06-30
Stone House Investment Management, LLC$41.7M192026-06-30
Concurrent Investment Advisors, LLC$41.2M3492026-06-30
Bokf, NA$41.1M02026-06-30
Blue Edge Capital, LLC$40.8M42026-06-30
Kestra Private Wealth Services, LLC$40.5M2062026-06-30
Sagespring Wealth Partners$40.5M1262026-06-30
Amarillo National Bank$40.2M02026-06-30
Sterling Investment Counsel, LLC$39.6M52026-06-30
Corient Private Wealth LP$39.3M6742026-06-30
Eq LLC$38.9M92026-06-30
Orion Porfolio Solutions, LLC$38.8M1992026-06-30
Marks Group Wealth Management, Inc.$38.6M92026-06-30
Powell Investment Advisors, LLC$38.4M22026-06-30
Ewa, LLC$38.4M92026-06-30
Global Retirement Partners LLC$38.3M4912026-06-30
Laird Norton Wetherby Trust Company, LLC$37.9M02026-06-30
Meridian Wealth Partners, LLC$37.9M102026-06-30
Ifp Advisors, Inc$37.1M3182026-06-30
Ieq Capital, LLC$36.7M1972026-06-30
Wilmington Savings Fund Society, Fsb$36.6M02026-06-30
Mv Capital Management, Inc.$36.3M82026-06-30
Brookstone Capital Management$36.3M3372026-06-30
Keen Wealth Advisors$36.2M222026-06-30
Bok Financial Private Wealth, Inc.$35.9M272026-06-30
Savant Wealth Management$35.9M4052026-06-30
Horst & Graben Wealth Management, LLC$35.9M52026-06-30
Allworth Financial, LP$35.9M3172026-06-30
Alphacore Capital LLC$35.5M692026-06-30
Steelpeak Wealth, LLC$35.4M422026-06-30
First Merchants Corp$35.3M02026-06-30
Quantinno Capital Management LP$35.3M02026-06-30
Pettinga Financial Advisors LLC$35.1M82026-06-30
Alvarez & Marsal Private Wealth Partners, LLC$35.1M02026-06-30
Detalus Advisors, LLC$34.8M132026-06-30
Swmg, LLC$34.8M82026-06-30
Forvis Mazars Wealth Advisors, LLC$34.7M832026-06-30
Adg Wealth Management Group, LLC$33.1M32026-06-30
Security Financial Services, Inc.$33M102026-06-30
Avior Wealth Management, LLC$32.9M692026-06-30
Merit Financial Group, LLC$32.5M2952026-06-30
Cahill Financial Advisors, Inc.$32.3M122026-06-30
Pax Financial Group, LLC$32.1M152026-06-30
Western Wealth Management, LLC$32.1M1122026-06-30
Physician Wealth Advisors, Inc.$31.7M92026-06-30
One Wealth Advisors, LLC$31.4M112026-06-30
World Investment Advisors$31.3M3592026-06-30
Csenge Advisory Group$31.3M752026-06-30
Droms Strauss Advisors Inc /mo/ /adv$31.2M52026-06-30
Saiph Capital, LLC$30.8M22026-06-30
Silicon Valley Capital Partners$30.7M52026-03-31
Hemming& Wealth Management, Inc.$30.3M42026-06-30
Liberty Wealth Management LLC$30.1M252026-06-30
Citizens Financial Group Inc/ri$30.1M02026-06-30
First Hawaiian Bank$29.7M02026-06-30
High Falls Advisors, Inc$29.5M02025-12-31
Trek Financial, LLC$29.4M632026-06-30
Charles Schwab Investment Management Inc$29.3M372026-06-30
Edelman Financial Engines$29.2M7222026-06-30
Per Stirling Capital Management, Llc.$28.9M312026-06-30
Spire Wealth Management$28.7M32026-06-30
TD Private Client Wealth LLC$28.7M5352026-06-30
Apollon Wealth Management, LLC$27.9M1512026-06-30
Johnson Investment Counsel Inc$27.8M652026-06-30
Frontier Asset Management, LLC$27.2M92026-06-30
Spc Financial, Inc.$27.1M02025-09-30
Waverly Advisors, LLC$27.1M2312026-06-30
Keystone Financial Services$26.9M42026-06-30
Callan Family Office, LLC$26.9M02026-06-30
Instrumental Wealth, LLC$26.8M52026-06-30
Ghp Investment Advisors Inc$26.5M272026-06-30
Diversify Advisory Services, LLC$26.5M1162026-06-30
Diversify Wealth Management, LLC$26.5M782026-06-30
Ashton Thomas Private Wealth, LLC$26.5M962026-06-30
Cullen/frost Bankers, Inc.$26.1M02026-06-30
Elevated Financial Group LLC$26M72026-06-30
Guidance Point Advisors, LLC$25.8M52026-06-30
McMorgan & Co LLC$25.7M12026-06-30
Kelly Financial Services LLC$25.6M72026-06-30
Adaptive Financial Consulting, LLC$25.1M62026-06-30
Patton Albertson Miller Group, LLC$25.1M182026-06-30
Sequoia Financial Group, LLC$24.9M2582026-06-30
Avantax Planning Partners, Inc.$24.8M102026-06-30
Sei Investments Co$24.2M02026-06-30
Stokes Family Office LLC$24.2M122026-06-30
Scissortail Wealth Management, LLC$24.1M82026-06-30
Mjt & Associates Financial Advisory Group, Inc.$24M12026-06-30
Ep Wealth Advisors, LLC$23.9M3382026-06-30
Ameritas Investment Partners, Inc.$23.6M72026-06-30
Itau Unibanco Holding S.A.$23.6M02026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$23.5M02025-12-31
Regal Investment Advisors LLC$23.5M1172026-06-30
Ameritas Advisory Services, LLC$23.5M5502026-06-30
Fas Wealth Partners, Inc.$23.4M232026-06-30
Kilter Group LLC$23.4M82026-06-30
Mesirow Financial Investment Management, Inc.$23M922026-06-30
Advisory Services Network$23M2532026-06-30
Barrett & Company, Inc.$22.7M42026-06-30
Legacy Financial Group LLC$22.6M82026-06-30
Rothschild Wealth LLC$22.4M312026-06-30
One Advisory Partners, LLC$22.2M72026-06-30
Commerce Bank$22.1M02026-06-30
Cfs Investment Advisory Services LLC$22.1M102026-06-30
Ifrah Financial Services, Inc.$21.9M92026-06-30
Assetmark, Inc$21.8M2202026-06-30
Cresset Asset Management, LLC$21.6M2122026-06-30
Dt Investment Partners, LLC$21.2M82026-06-30
Umb Bank, N.A.$21.2M02026-06-30
Plancorp, LLC$21.1M522026-06-30
Prosperity - An Eisneramper Company$20.9M652026-06-30
Sunbelt Securities, Inc.$20.7M632026-03-31
Gallagher Capital Advisors, LLC$20.7M12026-06-30
Fifth Third Securities, Inc.$20.5M1,0142026-06-30
Acropolis Investment Management, LLC$20.5M372026-06-30
Sterling Financial Planning, Inc.$20.4M82026-06-30
McNaughton Wealth Management, LLC$20.3M42026-06-30
Cypress Wealth Services, LLC$20.3M142026-06-30
Royal Fund Management, LLC$20.2M832026-06-30
Independent Solutions Wealth Management, LLC$20.1M302026-06-30
Focus Financial$20.1M1212026-06-30
First Heartland Consultants, Inc.$19.9M992026-06-30
Scarborough Advisors, LLC$19.8M152026-06-30
Prudential Financial Inc$19.5M02026-06-30
Trust Point Inc.$19.4M02026-06-30
Snowden Capital Advisors LLC$19.4M1222026-06-30
Mayflower Advisors$19.3M272026-06-30
Rodgers & Associates, Ltd$19.1M122026-06-30
Corecap Advisors, LLC$19M1182026-06-30
Jfs Wealth Advisors, LLC$18.8M332026-06-30

The 250 largest of 2,226 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30