iShares S&P 500 Growth ETF (IVW): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
4 concentrated managers hold it with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (4 → 4): 0 opened · 0 exited = 0
Net flow in the quarter: −$57K (−415 shares) · bought $0 and sold $57KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 5 held it last quarter (the chart point); with today's set, 4 (the base for the change).
Concentrated managers holding it
- Progressive Investment Management$1.9M0.4%
- Harvey Capital Management$959K0.2%
- Winslow Capital ManagementReduced$414K0.0%−0.0 pp
- M. KrausReduced$378K0.1%−0.0 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of IVW (all 13F filers)
- Envestnet Asset Management49.3 MWealth adviser−48 K
- JPMorgan Chase39.5 MBank or trading desk−997 K
- Morgan Stanley34.6 MBank or trading desk+295 K
- LPL Financial21.6 MWealth adviser+676 K
- Bank of America20.8 MBank or trading desk+1.0 M
- Wells Fargo15.4 MBank or trading desk+53 K
- UBS Group8.2 MBank or trading desk−365 K
- Stifel Financial8.2 MWealth adviser+880 K
- Ameriprise Financial8.0 MWealth adviser−2,897
- PNC Financial Services Group5.2 MBank or trading desk−154 K
- Shares
- 49.3 M
- Change
- −48 K
See more
- Type
- Wealth adviser
- Value
- $6.8 bn
- Shares
- 39.5 M
- Change
- −997 K
See more
- Type
- Bank or trading desk
- Value
- $5.4 bn
- Shares
- 34.6 M
- Change
- +295 K
See more
- Type
- Bank or trading desk
- Value
- $4.8 bn
- Shares
- 21.6 M
- Change
- +676 K
See more
- Type
- Wealth adviser
- Value
- $3.0 bn
- Shares
- 20.8 M
- Change
- +1.0 M
See more
- Type
- Bank or trading desk
- Value
- $2.9 bn
- Shares
- 15.4 M
- Change
- +53 K
See more
- Type
- Bank or trading desk
- Value
- $2.1 bn
- Shares
- 8.2 M
- Change
- −365 K
See more
- Type
- Bank or trading desk
- Value
- $1.1 bn
- Shares
- 8.2 M
- Change
- +880 K
See more
- Type
- Wealth adviser
- Value
- $1.1 bn
- Shares
- 8.0 M
- Change
- −2,897
See more
- Type
- Wealth adviser
- Value
- $1.1 bn
- Shares
- 5.2 M
- Change
- −154 K
See more
- Type
- Bank or trading desk
- Value
- $720M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗