ISHARES TR IVW
S&P 500 GRWT ETF · ETP · CUSIP 464287309
1,200
institutional holders
299.1m
shares reported held*
$17.4bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($41.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.34. Options: 10 managers hold calls ($324.8m notional), 4 hold puts ($1.8m).
Biggest calls
| Vision Capital Corp | — | $138.4m1.7m shares |
| Twin Tree Management, LP | — | $106.5m1.3m shares |
| JANE STREET GROUP, LLC | — | $43.8m562.6k shares |
| IMC-Chicago, LLC | — | $10.0m122.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $9.3m161.3k shares |
| JPMORGAN CHASE & CO | — | $8.6m105.8k shares |
| CITADEL ADVISORS LLC | — | $6.4m110.0k shares |
| WOLVERINE TRADING, LLC | — | $1.9m32.1k shares |
| Cutler Group LLC / CA | — | $2.0k600 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $648.0k11.2k shares |
| CITADEL ADVISORS LLC | — | $544.0k9.4k shares |
| WOLVERINE TRADING, LLC | — | $329.0k5.6k shares |
| WELLS FARGO & COMPANY/MN | — | $272.0k4.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| JPMORGAN CHASE & CO 0.43% of their portfolio | 47.7m $2.8bn | — |
| MORGAN STANLEY 0.22% of their portfolio | 28.1m $1.6bn | — |
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 17.4m $1.0bn | — |
| WELLS FARGO & COMPANY/MN 0.31% of their portfolio | 15.6m $902.0m | — |
| JONES FINANCIAL COMPANIES LLLP 1.45% of their portfolio | 13.7m $791.9m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.30% of their portfolio | 9.1m $526.2m | — |
| UBS Group AG 0.29% of their portfolio | 8.7m $502.9m | — |
| AMERIPRISE FINANCIAL INC 0.18% of their portfolio | 8.3m $475.2m | — |
| GOLDMAN SACHS GROUP INC 0.12% of their portfolio | 7.2m $415.3m | — |
| STIFEL FINANCIAL CORP 0.65% of their portfolio | 6.9m $400.0m | — |
| M&T Bank Corp 1.50% of their portfolio | 5.8m $337.5m | — |
| PNC Financial Services Group, Inc. 0.31% of their portfolio | 5.2m $298.9m | — |
| LPL Financial LLC 0.28% of their portfolio | 4.9m $285.8m | — |
| Mariner, LLC 0.90% of their portfolio | 3.9m $225.3m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.53% of their portfolio | 3.5m $203.9m | — |
| BlackRock Inc. 0.01% of their portfolio | 3.1m $181.2m | — |
| REGIONS FINANCIAL CORP 1.73% of their portfolio | 3.0m $171.7m | — |
| HB Wealth Management, LLC 3.30% of their portfolio | 2.7m $155.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.40% of their portfolio | 2.7m $155.1m | — |
| ROYAL BANK OF CANADA 0.05% of their portfolio | 2.7m $154.9m | — |
| OSAIC HOLDINGS, INC. 0.33% of their portfolio | 2.5m $142.4m | — |
| Raymond James Financial Services Advisors, Inc. 0.31% of their portfolio | 2.4m $137.5m | — |
| FMR LLC 0.01% of their portfolio | 2.3m $134.1m | — |
| HUNTINGTON NATIONAL BANK 1.49% of their portfolio | 2.3m $130.2m | — |
| FIFTH THIRD BANCORP 0.68% of their portfolio | 2.2m $129.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.12% of their portfolio | 2.1m $120.4m | — |
| US BANCORP \DE\ 0.23% of their portfolio | 1.9m $110.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.18% of their portfolio | 1.8m $102.1m | — |
| HighTower Advisors, LLC 0.27% of their portfolio | 1.7m $98.9m | — |
| Thrivent Financial for Lutherans 0.25% of their portfolio | 1.6m $91.7m | — |
| Composition Wealth, LLC 3.74% of their portfolio | 1.4m $80.2m | — |
| Lido Advisors, LLC 1.61% of their portfolio | 1.4m $80.2m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.46% of their portfolio | 1.3m $77.6m | — |
| CWM, LLC 0.59% of their portfolio | 1.3m $74.5m | — |
| Salomon & Ludwin, LLC 10.66% of their portfolio | 1.2m $71.1m | — |
| Baird Financial Group, Inc. 0.19% of their portfolio | 1.1m $63.2m | — |
| COURIER CAPITAL LLC 7.57% of their portfolio | 1.1m $61.1m | — |
| Allworth Financial LP 0.76% of their portfolio | 1.0m $60.6m | — |
| TRUIST FINANCIAL CORP 0.12% of their portfolio | 1.0m $59.9m | — |
| Valmark Advisers, Inc. 1.08% of their portfolio | 923.5k $53.4m | — |
| KEYBANK NATIONAL ASSOCIATION/OH 0.28% of their portfolio | 922.8k $53.4m | — |
| Equitable Holdings, Inc. 0.97% of their portfolio | 862.1k $49.9m | — |
| LVZ, Inc. 8.41% of their portfolio | 837.1k $48.4m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.47% of their portfolio | 819.0k $47.4m | — |
| ARVEST TRUST CO N A 3.05% of their portfolio | 767.3k $44.4m | — |
| Rehmann Capital Advisory Group 4.66% of their portfolio | 726.1k $42.0m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 725.5k $45.4m | — |
| Silicon Valley Capital Partners 9.00% of their portfolio | 717.3k $41.5m | — |
| MAI Capital Management 0.77% of their portfolio | 705.8k $40.8m | — |
| Stegner Investment Associates Inc. 39.39% of their portfolio | 702.0k $41.0m | — |
| SCS Capital Management LLC 1.19% of their portfolio | 698.8k $40.4m | — |
| FIRST HAWAIIAN BANK 1.49% of their portfolio | 664.8k $38.5m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.21% of their portfolio | 620.2k $35.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.20% of their portfolio | 617.4k $35.7m | — |
| Smith Anglin Financial, LLC 7.38% of their portfolio | 605.2k $35.0m | — |
| Modera Wealth Management, LLC 1.71% of their portfolio | 585.1k $33.8m | — |
| Financial Engines Advisors L.L.C. 0.11% of their portfolio | 584.8k $33.8m | — |
| Probity Advisors, Inc. 8.31% of their portfolio | 578.4k $33.5m | — |
| 1834 INVESTMENT ADVISORS CO 4.96% of their portfolio | 573.2k $33.2m | — |
| Praetorian Wealth Management, Inc. 11.84% of their portfolio | 545.9k $31.6m | — |
| Ameritas Investment Partners, Inc. 1.39% of their portfolio | 537.5k $31.1m | — |
| Rockefeller Capital Management L.P. 0.16% of their portfolio | 519.0k $30.0m | — |
| TD PRIVATE CLIENT WEALTH LLC 1.47% of their portfolio | 498.5k $28.8m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 1.09% of their portfolio | 495.5k $28.7m | — |
| North Star Investment Management Corp. 2.78% of their portfolio | 489.6k $28.3m | — |
| Connecticut Wealth Management, LLC 2.64% of their portfolio | 489.3k $28.3m | — |
| NORTHERN TRUST CORP 0.01% of their portfolio | 471.9k $27.3m | — |
| TRIAD FINANCIAL ADVISORS, INC. 14.66% of their portfolio | 466.1k $27.0m | — |
| Western Wealth Management, LLC 1.50% of their portfolio | 452.6k $26.2m | — |
| Avantax Planning Partners, Inc. 1.18% of their portfolio | 451.7k $26.1m | — |
| Creative Planning 0.04% of their portfolio | 442.1k $25.6m | — |
| BOKF, NA 0.52% of their portfolio | 440.8k $25.5m | — |
| Saiph Capital, LLC 19.58% of their portfolio | 433.5k $25.1m | — |
| CAPTRUST FINANCIAL ADVISORS 0.14% of their portfolio | 429.1k $24.8m | — |
| AMARILLO NATIONAL BANK 5.71% of their portfolio | 425.9k $24.6m | — |
| Parsec Financial Management, Inc. 1.20% of their portfolio | 414.5k $24.0m | — |
| GREENLEAF TRUST 0.35% of their portfolio | 414.0k $23.9m | — |
| Busey Bank 1.15% of their portfolio | 403.2k $23.3m | — |
| MML INVESTORS SERVICES, LLC 0.17% of their portfolio | 397.2k $23.0m | — |
| World Investment Advisors 5.33% of their portfolio | 388.2k $22.5m | — |
| Cetera Investment Advisers 0.36% of their portfolio | 384.3k $22.2m | — |
| 55I, LLC 0.61% of their portfolio | 378.3k $21.9m | — |
| CAPITAL ADVISORS INC/OK 0.66% of their portfolio | 377.6k $21.4m | — |
| CITIGROUP INC 0.03% of their portfolio | 377.3k $21.8m | — |
| EisnerAmper Wealth Management Corporate Benefits, LLC 12.42% of their portfolio | 376.7k $21.8m | — |
| ENCOMPASS WEALTH ADVISORS, LLC 8.13% of their portfolio | 369.6k $21.4m | — |
| FIRST MERCHANTS CORP 2.09% of their portfolio | 361.0k $20.9m | — |
| Forvis Mazars Wealth Advisors, LLC 0.81% of their portfolio | 348.9k $20.2m | — |
| Sterling Investment Counsel, LLC 14.39% of their portfolio | 340.5k $19.7m | — |
| Sigma Planning Corp 0.74% of their portfolio | 335.2k $19.4m | — |
| COLONY GROUP LLC 0.34% of their portfolio | 328.9k $19.0m | — |
| Strategic Wealth Partners Group, LLC 4.42% of their portfolio | 328.5k $19.0m | — |
| Private Advisor Group, LLC 0.21% of their portfolio | 323.3k $18.7m | — |
| MV CAPITAL MANAGEMENT, INC. 3.19% of their portfolio | 320.3k $18.5m | — |
| COMERICA BANK 0.16% of their portfolio | 316.9k $19.2m | — |
| Janney Montgomery Scott LLC 0.08% of their portfolio | 316.4k $18.3m | — |
| Platte River Wealth Advisors, LLC 8.06% of their portfolio | 311.5k $18.0m | — |
| Kestra Advisory Services, LLC 0.19% of their portfolio | 305.9k $17.7m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.27% of their portfolio | 305.4k $17.7m | — |
| CAHILL FINANCIAL ADVISORS INC 3.68% of their portfolio | 302.1k $17.5m | — |