IVW Institutional Ownership
iShares S&P 500 Growth ETF
1W: +0.4%
1M: +3.7%
3M: +5.0%
YTD: +16.7%
1Y: +18.8%
3Y: +113.6%
5Y: +91.9%
$143.91
+1.38 (+0.97%)
Weekly Expected Move ±1.8%
$139
$141
$144
$147
$149
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
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Dark Pool
Short Interest
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Institutional Ownership — IVW
2,211
Institutional Holders
+48 vs prior quarter
0.0%
Ownership
+0.00pp
55B
Total Invested
190
New Positions
691
Increased
867
Reduced
68
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2303 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 49,275,443 | 7.1B | -48,186 | -0.1% | 79Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 39,457,799 | 5.7B | -996,981 | -2.5% | 89Q | SEC ↗ |
| 3 | MORGAN STANLEY | 34,601,758 | 5.0B | +294,861 | +0.9% | 60Q | SEC ↗ |
| 4 | LPL Financial LLC | 21,564,794 | 3.1B | +675,541 | +3.2% | 54Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 20,803,829 | 3.0B | +1,024,561 | +5.2% | 15Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 15,408,492 | 2.2B | +53,488 | +0.3% | 101Q | SEC ↗ |
| 7 | UBS Group AG | 8,213,429 | 1.2B | -365,217 | -4.3% | 47Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 8,171,635 | 1.2B | +880,207 | +12.1% | 49Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 8,007,251 | 1.2B | -2,897 | -0.0% | 16Q | SEC ↗ |
| 10 | PNC Financial Services Group, Inc. | 5,236,259 | 754M | -153,761 | -2.9% | 15Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 4,789,797 | 689M | +35,180 | +0.7% | 43Q | SEC ↗ |
| 12 | CWM, LLC | 4,777,915 | 688M | +2,664 | +0.1% | 18Q | SEC ↗ |
| 13 | BlackRock, Inc. | 4,372,824 | 629M | -158,849 | -3.5% | 8Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 4,262,762 | 613M | +371,883 | +9.6% | 7Q | SEC ↗ |
| 15 | GOLDMAN SACHS GROUP INC | 4,224,901 | 608M | -61,226 | -1.4% | 15Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 3,983,147 | 573M | +647,171 | +19.4% | 37Q | SEC ↗ |
| 17 | PARK AVENUE SECURITIES LLC | 3,868,755 | 557M | +12,193 | +0.3% | 25Q | SEC ↗ |
| 18 | M&T Bank Corp | 3,855,837 | 555M | -96,976 | -2.5% | 20Q | SEC ↗ |
| 19 | Lido Advisors, LLC | 3,637,150 | 523M | -236,757 | -6.1% | 39Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 3,602,660 | 518M | +63,039 | +1.8% | 70Q | SEC ↗ |
| 21 | Envestnet Portfolio Solutions, Inc. | 3,569,833 | 514M | -83,950 | -2.3% | 12Q | SEC ↗ |
| 22 | Mariner, LLC | 3,269,520 | 471M | -296,174 | -8.3% | 50Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 3,194,451 | 460M | +204,163 | +6.8% | 26Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 3,084,786 | 444M | +47,626 | +1.6% | 35Q | SEC ↗ |
| 25 | REGIONS FINANCIAL CORP | 2,617,108 | 377M | -77,845 | -2.9% | 60Q | SEC ↗ |
| 26 | Janney Montgomery Scott LLC | 2,413,813 | 347M | -2,761 | -0.1% | 52Q | SEC ↗ |
| 27 | Foundations Investment Advisors, LLC | 2,410,689 | 347M | +133,894 | +5.9% | 16Q | SEC ↗ |
| 28 | SOFI WEALTH, LLC | 2,349,051 | 338M | +99,882 | +4.4% | 7Q | SEC ↗ |
| 29 | HB Wealth Management, LLC | 2,200,705 | 317M | -35,938 | -1.6% | 19Q | SEC ↗ |
| 30 | FMR LLC | 2,047,686 | 295M | +670 | +0.0% | 88Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 2,021,788 | 291M | -28,917 | -1.4% | 63Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 2,013,076 | 290M | +47,373 | +2.4% | 26Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 2,000,012 | 288M | +22,337 | +1.1% | 76Q | SEC ↗ |
| 34 | Focus Partners Wealth | 1,947,941 | 280M | +43,922 | +2.3% | 11Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 1,841,602 | 265M | +20,421 | +1.1% | 37Q | SEC ↗ |
| 36 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,657,682 | 239M | +4,190 | +0.3% | 75Q | SEC ↗ |
| 37 | FIFTH THIRD BANCORP | 1,429,702 | 206M | -68,108 | -4.5% | 26Q | SEC ↗ |
| 38 | Thrivent Financial for Lutherans | 1,389,402 | 200M | -78,716 | -5.4% | 25Q | SEC ↗ |
| 39 | HUNTINGTON NATIONAL BANK | 1,331,306 | 192M | -43,559 | -3.2% | 82Q | SEC ↗ |
| 40 | Rehmann Capital Advisory Group | 1,303,025 | 188M | +138,126 | +11.9% | 26Q | SEC ↗ |
| 41 | JB Capital LLC | 1,295,626 | 186M | -42,569 | -3.2% | 13Q | SEC ↗ |
| 42 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,288,834 | 185M | +3,099 | +0.2% | 85Q | SEC ↗ |
| 43 | Sanctuary Advisors, LLC | 1,223,682 | 176M | -183,182 | -13.0% | 9Q | SEC ↗ |
| 44 | Calamos Wealth Management LLC | 1,147,615 | 165M | +21,036 | +1.9% | 45Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 1,142,608 | 164M | -81,345 | -6.6% | 53Q | SEC ↗ |
| 46 | MAI Capital Management | 1,124,765 | 162M | +17,077 | +1.5% | 47Q | SEC ↗ |
| 47 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,124,043 | 162M | +18,348 | +1.7% | 65Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors | 1,121,121 | 161M | -18,506 | -1.6% | 83Q | SEC ↗ |
| 49 | Cerity Partners LLC | 1,074,898 | 155M | +44,398 | +4.3% | 36Q | SEC ↗ |
| 50 | LVZ, Inc. | 1,036,902 | 149M | -10,934 | -1.0% | 51Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| USA FINANCIAL FORMULAS | 418,090 | 60M |
| J.W. COLE ADVISORS, INC. | 332,923 | 48M |
| Global Retirement Partners, LLC | 278,764 | 40M |
| Sixth Street Partners Management Co | 212,790 | 31M |
| Diversify Advisory Services, LLC | 200,338 | 29M |
| Gallagher Capital Advisors, LLC | 150,529 | 22M |
| IFG Advisory, LLC | 104,901 | 15M |
| JAMISON PRIVATE WEALTH MANAGEMENT, | 68,611 | 10M |
| Waterway Wealth Management, LLC | 48,075 | 7M |
| ALONGSIDE, LLC | 44,787 | 6M |
| Thomasville National Bank | 44,117 | 6M |
| Financial & Tax Architects, LLC | 41,460 | 6M |
| CAPSTONE WEALTH MANAGEMENT GROUP, L | 35,288 | 5M |
| Almanack Investment Partners, LLC. | 34,233 | 5M |
| G&S Capital LLC | 33,959 | 5M |
| ZENITH SOLUTIONS, INC. | 32,956 | 5M |
| NBH Bank | 27,039 | 4M |
| RENAISSANCE TECHNOLOGIES LLC | 25,000 | 4M |
| Kinetic Wealth Investment Advisors | 24,747 | 4M |
| Evanson Financial, LLC | 21,353 | 3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIL Ltd | 2,950,099 | 425M |
| BARINGS LLC | 269,017 | 39M |
| TABR Capital Management, LLC | 156,114 | 22M |
| BANK HAPOALIM BM | 119,500 | 17M |
| Quadrant Private Wealth Management, | 101,367 | 15M |
| HSBC HOLDINGS PLC | 83,950 | 12M |
| Sovereign Investment Advisors, LLC | 83,805 | 12M |
| SeaBridge Investment Advisors LLC | 59,127 | 9M |
| Dorsey Wright & Associates | 57,039 | 8M |
| ASHTON THOMAS SECURITIES, LLC | 56,905 | 8M |
| Jump Financial, LLC | 47,412 | 7M |
| WATERS PARKERSON & CO., LLC | 44,750 | 6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 44,221 | 6M |
| Heck Capital Advisors, LLC | 37,903 | 5M |
| Arrow Investment Advisors, LLC | 36,872 | 5M |
| M Holdings Securities, Inc. | 30,539 | 4M |
| Financiere des Professionnels - Fon | 29,600 | 4M |
| TUDOR INVESTMENT CORP ET AL | 28,935 | 4M |
| Camarda Financial Advisors, LLC | 26,557 | 4M |
| Headlands Technologies LLC | 25,339 | 4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +1,024,561 | +5.2% | 20,803,829 |
| STIFEL FINANCIAL CORP | +880,207 | +12.1% | 8,171,635 |
| LPL Financial LLC | +675,541 | +3.2% | 21,564,794 |
| MML INVESTORS SERVICES, LLC | +647,171 | +19.4% | 3,983,147 |
| RAYMOND JAMES FINANCIAL INC | +371,883 | +9.6% | 4,262,762 |
| Vise Technologies, Inc. | +368,653 | +162.4% | 595,611 |
| MORGAN STANLEY | +294,861 | +0.9% | 34,601,758 |
| Vestmark Advisory Solutions, Inc. | +248,991 | +278.7% | 338,319 |
| Triad Wealth Partners, LLC | +227,669 | +48.4% | 697,889 |
| JONES FINANCIAL COMPANIES LLLP | +204,163 | +6.8% | 3,194,451 |
| Plancorp, LLC | +148,696 | +2613.7% | 154,385 |
| MERCER GLOBAL ADVISORS INC /ADV | +147,461 | +42.1% | 497,843 |
| Modern Wealth Management, LLC | +142,788 | +24.1% | 735,644 |
| Marks Group Wealth Management, Inc | +139,214 | +98.3% | 280,897 |
| Rehmann Capital Advisory Group | +138,126 | +11.9% | 1,303,025 |
| Foundations Investment Advisors, LL | +133,894 | +5.9% | 2,410,689 |
| WEALTH ALLIANCE, LLC | +102,621 | +47.1% | 320,489 |
| PRUDENTIAL FINANCIAL INC | +101,215 | +251.3% | 141,485 |
| SOFI WEALTH, LLC | +99,882 | +4.4% | 2,349,051 |
| Beacon Capital Management, LLC | +95,052 | +231.3% | 136,146 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -1,252,800 | -63.6% | 717,831 |
| Calamos Advisors LLC | -1,126,983 | -96.4% | 41,520 |
| JPMORGAN CHASE & CO | -996,981 | -2.5% | 39,457,799 |
| Steward Partners Investment Advisor | -566,998 | -41.6% | 795,103 |
| USA FINANCIAL FORMULAS | -495,268 | -94.5% | 29,041 |
| UBS Group AG | -365,217 | -4.3% | 8,213,429 |
| Mariner, LLC | -296,174 | -8.3% | 3,269,520 |
| TSG Advice Partners, LLC | -259,677 | -74.1% | 90,641 |
| Allworth Financial LP | -255,896 | -49.5% | 260,671 |
| Lido Advisors, LLC | -236,757 | -6.1% | 3,637,150 |
| PINKERTON WEALTH, LLC | -207,960 | -88.8% | 26,326 |
| Private Advisor Group, LLC | -191,206 | -27.8% | 497,075 |
| Sanctuary Advisors, LLC | -183,182 | -13.0% | 1,223,682 |
| BlackRock, Inc. | -158,849 | -3.5% | 4,372,824 |
| PNC Financial Services Group, Inc. | -153,761 | -2.9% | 5,236,259 |
| Independent Advisor Alliance | -122,157 | -94.0% | 7,846 |
| Coastline Complete Wealth LLC | -108,939 | -64.6% | 59,574 |
| Baird Financial Group, Inc. | -100,463 | -11.4% | 783,316 |
| M&T Bank Corp | -96,976 | -2.5% | 3,855,837 |
| Prime Capital Investment Advisors, | -95,110 | -51.8% | 88,428 |