IVW
iShares S&P 500 Growth ETF
1W: -1.6%
1M: +5.9%
3M: +12.8%
YTD: +10.8%
1Y: +32.5%
3Y: +114.8%
5Y: +107.9%
$136.62
-0.01 (-0.01%)
Weekly Expected Move ±2.3%
$130
$134
$137
$140
$143
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IVW
2,163
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
39B
Total Invested
99
New Positions
736
Increased
931
Reduced
246
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2288 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 49,323,629 | 6.7B | +5,678,425 | +13.0% | 13Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 40,454,780 | 5.5B | -255,422 | -0.6% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 33,646,152 | 4.6B | +186,391 | +0.6% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 20,889,253 | 2.9B | +1,072,772 | +5.4% | 13Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 19,779,268 | 2.7B | +1,229,382 | +6.6% | 13Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 15,021,156 | 2.1B | +80,216 | +0.5% | 12Q | SEC ↗ |
| 7 | UBS Group AG | 8,578,646 | 1.2B | -109,635 | -1.3% | 13Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 8,010,148 | 1.1B | -495,520 | -5.8% | 13Q | SEC ↗ |
| 9 | STIFEL FINANCIAL CORP | 7,291,428 | $996M | +368,516 | +5.3% | 13Q | SEC ↗ |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 5,390,020 | $736M | -40,322 | -0.7% | 13Q | SEC ↗ |
| 11 | CWM, LLC | 4,777,915 | $653M | +2,664 | +0.1% | 13Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 4,754,617 | $650M | +245,310 | +5.4% | 13Q | SEC ↗ |
| 13 | BlackRock, Inc. | 4,531,673 | $619M | +110,302 | +2.5% | 7Q | SEC ↗ |
| 14 | GOLDMAN SACHS GROUP INC | 4,286,127 | $586M | -2,976,812 | -41.0% | 13Q | SEC ↗ |
| 15 | M&T Bank Corp | 3,914,423 | $535M | -140,661 | -3.5% | 13Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 3,890,879 | $532M | -463,921 | -10.7% | 6Q | SEC ↗ |
| 17 | Lido Advisors, LLC | 3,873,907 | $529M | +85,467 | +2.3% | 13Q | SEC ↗ |
| 18 | PARK AVENUE SECURITIES LLC | 3,856,562 | $527M | +224,980 | +6.2% | 13Q | SEC ↗ |
| 19 | Envestnet Portfolio Solutions, Inc. | 3,653,783 | $499M | -44,828 | -1.2% | 11Q | SEC ↗ |
| 20 | Mariner, LLC | 3,565,694 | $487M | -99,843 | -2.7% | 13Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 3,539,621 | $484M | +193,529 | +5.8% | 13Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 3,335,976 | $456M | -309,228 | -8.5% | 13Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 3,037,160 | $415M | +41,526 | +1.4% | 13Q | SEC ↗ |
| 24 | JONES FINANCIAL COMPANIES LLLP | 2,990,288 | $409M | +140,621 | +4.9% | 13Q | SEC ↗ |
| 25 | FIL Ltd | 2,950,099 | $403M | -948,242 | -24.3% | 3Q | SEC ↗ |
| 26 | REGIONS FINANCIAL CORP | 2,694,953 | $368M | -10,367 | -0.4% | 13Q | SEC ↗ |
| 27 | Janney Montgomery Scott LLC | 2,416,574 | $330M | +211,952 | +9.6% | 13Q | SEC ↗ |
| 28 | SOFI WEALTH, LLC | 2,249,169 | $307M | +145,081 | +6.9% | 6Q | SEC ↗ |
| 29 | HB Wealth Management, LLC | 2,236,643 | $306M | -135,416 | -5.7% | 13Q | SEC ↗ |
| 30 | HighTower Advisors, LLC | 2,050,705 | $280M | +15,119 | +0.7% | 13Q | SEC ↗ |
| 31 | FMR LLC | 2,047,016 | $280M | +16,029 | +0.8% | 13Q | SEC ↗ |
| 32 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 2,032,167 | $278M | +144,714 | +7.7% | 12Q | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 1,977,675 | $270M | +190,408 | +10.7% | 13Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 1,965,703 | $269M | -73,267 | -3.6% | 13Q | SEC ↗ |
| 35 | COURIER CAPITAL LLC | 1,926,084 | $263M | +956,799 | +98.7% | 13Q | SEC ↗ |
| 36 | Focus Partners Wealth | 1,904,019 | $260M | -16,527 | -0.9% | 10Q | SEC ↗ |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,653,492 | $226M | -373,467 | -18.4% | 13Q | SEC ↗ |
| 38 | FIFTH THIRD BANCORP | 1,497,810 | $205M | +850,349 | +131.3% | 13Q | SEC ↗ |
| 39 | Thrivent Financial for Lutherans | 1,468,118 | $201M | +82,481 | +6.0% | 13Q | SEC ↗ |
| 40 | Sanctuary Advisors, LLC | 1,406,864 | $192M | +54,856 | +4.1% | 8Q | SEC ↗ |
| 41 | HUNTINGTON NATIONAL BANK | 1,374,865 | $188M | -75,939 | -5.2% | 13Q | SEC ↗ |
| 42 | Steward Partners Investment Advisory, | 1,362,101 | $186M | +21,364 | +1.6% | 13Q | SEC ↗ |
| 43 | JB Capital LLC | 1,338,195 | $183M | +82,834 | +6.6% | 12Q | SEC ↗ |
| 44 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,285,735 | $176M | +15,858 | +1.2% | 13Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 1,223,953 | $167M | +54,490 | +4.7% | 13Q | SEC ↗ |
| 46 | Calamos Advisors LLC | 1,168,503 | $160M | +1,125,813 | +2637.2% | 13Q | SEC ↗ |
| 47 | Rehmann Capital Advisory Group | 1,164,899 | $159M | +50,583 | +4.5% | 13Q | SEC ↗ |
| 48 | Cambridge Investment Research Advisors | 1,139,627 | $156M | +17,837 | +1.6% | 13Q | SEC ↗ |
| 49 | Calamos Wealth Management LLC | 1,126,579 | $154M | +13,644 | +1.2% | 13Q | SEC ↗ |
| 50 | MAI Capital Management | 1,107,688 | $151M | -6,135 | -0.6% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Scarborough Advisors, LLC | 146,566 | $20M |
| Arch Global Advisors, LLC | 93,456 | $13M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 89,544 | $12M |
| CIBC Bancorp USA Inc. | 81,811 | $11M |
| Polianta Ltd | 80,900 | $11M |
| MidFirst Bank | 80,482 | $11M |
| BETO FINANCIAL GROUP, LLC | 65,366 | $9M |
| GLENMEDE TRUST CO NA | 62,029 | $8M |
| ASHTON THOMAS SECURITIES, LLC | 56,905 | $8M |
| MILESTONE ASSET MANAGEMENT, LLC | 55,960 | $8M |
| ALPHA CAPITAL ADVISORS INC /ADV | 54,107 | $7M |
| Jump Financial, LLC | 47,412 | $6M |
| Oxford Wealth Group, LLC | 32,341 | $4M |
| MATRIX PRIVATE CAPITAL GROUP LLC | 31,636 | $4M |
| COFG Advisors, LLC | 25,630 | $4M |
| Headlands Technologies LLC | 25,339 | $3M |
| XTX Topco Ltd | 19,268 | $3M |
| Sanchez Gaunt Capital Management, L | 18,056 | $2M |
| PERSONAL CFO SOLUTIONS, LLC | 17,667 | $2M |
| Vantus Wealth LLC | 17,566 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 2,908,525 | $397M |
| NewEdge Advisors, LLC | 1,749,507 | $239M |
| Proficio Capital Partners LLC | 1,590,498 | $217M |
| J.W. COLE ADVISORS, INC. | 315,588 | $43M |
| BARINGS LLC | 269,017 | $37M |
| HSBC HOLDINGS PLC | 167,900 | $23M |
| Gallagher Capital Advisors, LLC | 160,301 | $22M |
| TABR Capital Management, LLC | 156,114 | $21M |
| BANK HAPOALIM BM | 119,500 | $16M |
| Vertex Planning Partners, LLC | 88,005 | $12M |
| IFG Advisory, LLC | 87,670 | $12M |
| Elevation Capital Advisory, LLC | 79,198 | $11M |
| WIN ADVISORS, INC | 74,321 | $10M |
| Diversify Advisory Services, LLC | 61,114 | $8M |
| SeaBridge Investment Advisors LLC | 59,127 | $8M |
| Duncan Williams Asset Management, L | 55,458 | $8M |
| BRIGHTON JONES LLC | 54,045 | $7M |
| Stark Wealth Management LLC | 46,680 | $6M |
| WATERS PARKERSON & CO., LLC | 44,750 | $6M |
| Global View Capital Management LLC | 38,357 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +5,678,425 | +13.0% | 49,323,629 |
| BANK OF AMERICA CORP /DE | +1,229,382 | +6.6% | 19,779,268 |
| Calamos Advisors LLC | +1,125,813 | +2637.2% | 1,168,503 |
| LPL Financial LLC | +1,072,772 | +5.4% | 20,889,253 |
| COURIER CAPITAL LLC | +956,799 | +98.7% | 1,926,084 |
| FIFTH THIRD BANCORP | +850,349 | +131.3% | 1,497,810 |
| Valpey Financial Services, LLC | +712,124 | +11986.6% | 718,065 |
| Cerity Partners LLC | +512,738 | +99.0% | 1,030,500 |
| HARBOUR INVESTMENTS, INC. | +439,239 | +469.4% | 532,813 |
| STIFEL FINANCIAL CORP | +368,516 | +5.3% | 7,291,428 |
| Cetera Investment Advisers | +245,310 | +5.4% | 4,754,617 |
| PARK AVENUE SECURITIES LLC | +224,980 | +6.2% | 3,856,562 |
| Janney Montgomery Scott LLC | +211,952 | +9.6% | 2,416,574 |
| Triad Wealth Partners, LLC | +200,115 | +74.1% | 470,220 |
| ROYAL BANK OF CANADA | +193,529 | +5.8% | 3,539,621 |
| Bank of New York Mellon Corp | +190,408 | +10.7% | 1,977,675 |
| MORGAN STANLEY | +186,391 | +0.6% | 33,646,152 |
| SOFI WEALTH, LLC | +145,081 | +6.9% | 2,249,169 |
| FOUNDATIONS INVESTMENT ADVISORS, LL | +144,714 | +7.7% | 2,032,167 |
| JONES FINANCIAL COMPANIES LLLP | +140,621 | +4.9% | 2,990,288 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -2,976,812 | -41.0% | 4,286,127 |
| LVZ, Inc. | -991,824 | -48.6% | 1,047,836 |
| Rockefeller Capital Management L.P. | -974,977 | -52.4% | 885,451 |
| FIL Ltd | -948,242 | -24.3% | 2,950,099 |
| World Investment Advisors | -804,366 | -75.8% | 257,450 |
| TWO SIGMA INVESTMENTS, LP | -601,131 | -67.2% | 292,800 |
| AMERIPRISE FINANCIAL INC | -495,520 | -5.8% | 8,010,148 |
| USA FINANCIAL FORMULAS | -495,268 | -94.5% | 29,041 |
| RAYMOND JAMES FINANCIAL INC | -463,921 | -10.7% | 3,890,879 |
| Align Financial, LLC | -395,756 | -99.2% | 3,237 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -373,467 | -18.4% | 1,653,492 |
| US BANCORP \DE | -362,498 | -38.6% | 576,341 |
| Corient Private Wealth LLC | -337,276 | -49.3% | 346,339 |
| MML INVESTORS SERVICES, LLC | -309,228 | -8.5% | 3,335,976 |
| Waverly Advisors, LLC | -284,778 | -58.4% | 203,024 |
| TSG Advice Partners, LLC | -259,677 | -74.1% | 90,641 |
| JPMORGAN CHASE & CO | -255,422 | -0.6% | 40,454,780 |
| Modern Wealth Management, LLC | -223,338 | -27.4% | 592,856 |
| Capital Analysts, LLC | -209,533 | -41.6% | 294,526 |
| MJT & Associates Financial Advisory | -187,589 | -49.7% | 190,231 |