Vault-13

ISHARES TR IVW

S&P 500 GRWT ETF · ETP · CUSIP 464287309

1,892 institutional holders +51 vs Q1 2025
408,059,800408.1m shares reported held*
$44.9bnreported value*
130 new 581 added 762 reduced 80 sold out net sold ≈ $351.1m (-1.5m shares)

* 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 ($89.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $110.05. Options: 10 managers hold calls ($57.2m notional), 3 hold puts ($9.9m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,200Q4 22: 1,263Q1 23: 1,263Q2 23: 1,343Q3 23: 1,411Q4 23: 1,548Q1 24: 1,600Q2 24: 1,663Q3 24: 1,707Q4 24: 1,878Q1 25: 1,841Q2 25: 1,8921,892Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20221,200
Q4 20221,263
Q1 20231,263
Q2 20231,343
Q3 20231,411
Q4 20231,548
Q1 20241,600
Q2 20241,663
Q3 20241,707
Q4 20241,878
Q1 20251,841
Q2 20251,892

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 23: 578 bought or addedQ3 23: 527 cut or sold outQ4 23: 603 bought or addedQ4 23: 582 cut or sold outQ4 23Q1 24: 706 bought or addedQ1 24: 647 cut or sold outQ2 24: 769 bought or addedQ2 24: 589 cut or sold outQ2 24Q3 24: 647 bought or addedQ3 24: 740 cut or sold outQ4 24: 661 bought or addedQ4 24: 752 cut or sold outQ4 24Q1 25: 748 bought or addedQ1 25: 812 cut or sold outQ2 25: 711 bought or addedQ2 25: 842 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023578527
Q4 2023603582
Q1 2024706647
Q2 2024769589
Q3 2024647740
Q4 2024661752
Q1 2025748812
Q2 2025711842

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60m$80mQ3 24 calls: $49.8mQ3 24 puts: $42.9mQ3 24P/C 0.86Q4 24 calls: $78.2mQ4 24 puts: $9.1mQ4 24P/C 0.12Q1 25 calls: $65.3mQ1 25 puts: $11.6mQ1 25P/C 0.18Q2 25 calls: $57.2mQ2 25 puts: $9.9mQ2 25P/C 0.17
Numbers
QuarterCallsPutsP/C
Q3 2024$49.8m$42.9m0.86
Q4 2024$78.2m$9.1m0.12
Q1 2025$65.3m$11.6m0.18
Q2 2025$57.2m$9.9m0.17

Biggest buyers

FIL Ltd New +3,401,028+3.4m
ROYAL BANK OF CANADA Added +3,148,177+3.1m
Proficio Capital Partners LLC New +1,590,498+1.6m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +1,311,063+1.3m
MORGAN STANLEY Added +1,053,988+1.1m
Rockefeller Capital Management L.P. Added +676,756+676.8k
TWO SIGMA INVESTMENTS, LP Added +581,600+581.6k
EP Wealth Advisors, LLC Added +563,960+564.0k
AMERIPRISE FINANCIAL INC Added +547,663+547.7k
World Investment Advisors Added +380,049+380.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -2,702,664-2.7m
JONES FINANCIAL COMPANIES LLLP Reduced -1,737,377-1.7m
JPMORGAN CHASE & CO Reduced -1,430,903-1.4m
Thrivent Financial for Lutherans Reduced -883,320-883.3k
PINKERTON WEALTH, LLC Reduced -873,837-873.8k
USA FINANCIAL FORMULAS Reduced -742,707-742.7k
Envestnet Portfolio Solutions, Inc. Reduced -728,351-728.4k
Praetorian Wealth Management, Inc. Reduced -422,644-422.6k
Atria Wealth Solutions, Inc. Reduced -385,775-385.8k
NewEdge Advisors, LLC Reduced -346,942-346.9k

Biggest calls

IMC-Chicago, LLC Added $15.5m159.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.8m134.7k shares
JANE STREET GROUP, LLC Added $8.5m77.3k shares
SG Americas Securities, LLC Added $8.0m1.7m shares
CITADEL ADVISORS LLC Added $3.4m30.7k shares
GARDA CAPITAL PARTNERS LP Reduced $3.3m34.4k shares
Maven Securities LTD Reduced $2.3m23.8k shares
GROUP ONE TRADING LLC Added $1.3m12.8k shares
NATIONAL BANK OF CANADA /FI/ Unchanged $220.6k25 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

JANE STREET GROUP, LLC Added $6.9m62.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.5m14.0k shares
CITADEL ADVISORS LLC Reduced $1.5m13.3k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.46% of their portfolio Berwyn, PA 45,376,88045.4m $5.0bn $5.0bn 1.46% Reduced -2.7m -2,702,664
2 JPMORGAN CHASE & CO 0.32% of their portfolio NEW YORK, NY 42,378,34142.4m $4.7bn $4.7bn 0.32% Reduced -1.4m -1,430,903
3 MORGAN STANLEY 0.24% of their portfolio NEW YORK, NY 33,994,24334.0m $3.7bn $3.7bn 0.24% Added +1.1m +1,053,988
4 BANK OF AMERICA CORP /DE/ 0.17% of their portfolio CHARLOTTE, NC 18,692,56518.7m $2.1bn $2.1bn 0.17% Reduced -134.0k -134,006
5 LPL Financial LLC 0.68% of their portfolio FORT MILL, SC 18,628,95218.6m $2.1bn $2.1bn 0.68% Reduced -300.4k -300,393
6 WELLS FARGO & COMPANY/MN 0.38% of their portfolio SAN FRANCISCO, CA 15,574,92015.6m $1.7bn $1.7bn 0.38% Added +39.5k +39,488
7 UBS Group AG 0.20% of their portfolio ZURICH, V8 8,834,6808.8m $972.7m $972.7m 0.20% Reduced -114.5k -114,464
8 AMERIPRISE FINANCIAL INC 0.23% of their portfolio MINNEAPOLIS, MN 8,499,8238.5m $935.9m $935.9m 0.23% Added +547.7k +547,663
9 STIFEL FINANCIAL CORP 0.76% of their portfolio ST. LOUIS, MO 7,129,4757.1m $785.0m $785.0m 0.76% Added +43.1k +43,144
10 GOLDMAN SACHS GROUP INC 0.11% of their portfolio NEW YORK, NY 6,356,2666.4m $699.8m $699.8m 0.11% Reduced -283.3k -283,329
11 ROYAL BANK OF CANADA 0.07% of their portfolio TORONTO, A6 6,346,4506.3m $698.4m $698.4m 0.07% Added +3.1m +3,148,177
12 PNC Financial Services Group, Inc. 0.40% of their portfolio Pittsburgh, PA 5,568,2435.6m $613.1m $613.1m 0.40% Added +76.5k +76,455
13 CWM, LLC 2.04% of their portfolio OMAHA, NE 5,241,3995.2m $577.1m $577.1m 2.04% Reduced -132.8k -132,811
14 BlackRock, Inc. 0.01% of their portfolio New York, NY 4,553,7074.6m $501.4m $501.4m 0.01% Reduced -339.2k -339,174
15 RAYMOND JAMES FINANCIAL INC 0.16% of their portfolio ST. PETERSBURG, FL 4,256,5484.3m $468.6m $468.6m 0.16% Reduced -87.8k -87,757
16 M&T Bank Corp 1.61% of their portfolio BUFFALO, NY 4,250,4324.3m $468.0m $468.0m 1.61% Reduced -259.1k -259,127
17 Envestnet Portfolio Solutions, Inc. 1.52% of their portfolio BERWYN, PA 3,746,3873.7m $412.5m $412.5m 1.52% Reduced -728.4k -728,351
18 PARK AVENUE SECURITIES LLC 3.67% of their portfolio NEW YORK, NY 3,628,2733.6m $399.5m $399.5m 3.67% Reduced -314.7k -314,711
19 Mariner, LLC 0.57% of their portfolio Overland Park, KS 3,617,0683.6m $398.2m $398.2m 0.57% Reduced -45.6k -45,560
20 COMMONWEALTH EQUITY SERVICES, LLC 0.52% of their portfolio WALTHAM, MA 3,599,8473.6m $396.3m $396.3m 0.52% Added +66.6k +66,596
21 Lido Advisors, LLC 1.98% of their portfolio Los Angeles, CA 3,418,1383.4m $376.3m $376.3m 1.98% Added +205.3k +205,322
22 FIL Ltd 0.32% of their portfolio HAMILTON, D0 3,401,0283.4m $374.5m $374.5m 0.32% New
23 MML INVESTORS SERVICES, LLC 1.06% of their portfolio SPRINGFIELD, MA 3,333,9023.3m $367.1m $367.1m 1.06% Added +13.8k +13,849
24 Cetera Investment Advisers 0.61% of their portfolio SCHAUMBURG, IL 3,285,3563.3m $361.7m $361.7m 0.61% Reduced -180.4k -180,431
25 REGIONS FINANCIAL CORP 2.11% of their portfolio BIRMINGHAM, AL 2,786,8652.8m $306.8m $306.8m 2.11% Added +8.0k +8,015
26 JONES FINANCIAL COMPANIES LLLP 0.23% of their portfolio DES PERES, MO 2,759,7192.8m $302.2m $302.2m 0.23% Reduced -1.7m -1,737,377
27 HB Wealth Management, LLC 2.01% of their portfolio Atlanta, GA 2,279,4462.3m $251.0m $251.0m 2.01% Reduced -199.7k -199,729
28 Janney Montgomery Scott LLC 0.65% of their portfolio PHILADELPHIA, PA 2,244,2552.2m $247.1m $247.1m 0.65% Reduced -133.1k -133,105
29 OSAIC HOLDINGS, INC. 0.40% of their portfolio SCOTTSDALE, AZ 2,065,0992.1m $227.1m $227.1m 0.40% Added +82.2k +82,151
30 FMR LLC 0.01% of their portfolio BOSTON, MA 2,048,0502.0m $225.5m $225.5m 0.01% Reduced -76.0k -75,981
31 SOFI WEALTH, LLC 13.01% of their portfolio SAN FRANCISCO, CA 1,934,8511.9m $213.0m $213.0m 13.01% Added +77.8k +77,843
32 HighTower Advisors, LLC 0.26% of their portfolio CHICAGO, IL 1,875,6361.9m $206.5m $206.5m 0.26% Added +96.7k +96,656
33 Foundations Investment Advisors, LLC 3.18% of their portfolio PHOENIX, AZ 1,829,2331.8m $201.4m $201.4m 3.18% Added +213.2k +213,178
34 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.17% of their portfolio Toronto, A6 1,708,9951.7m $188.2m $188.2m 0.17% Added +1.3m +1,311,063
35 NewEdge Advisors, LLC 0.94% of their portfolio NEW ORLEANS, LA 1,659,9111.7m $182.8m $182.8m 0.94% Reduced -346.9k -346,942
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.13% of their portfolio MILWAUKEE, WI 1,656,3261.7m $182.4m $182.4m 0.13% Reduced -3.6k -3,554
37 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 1,626,5861.6m $179.1m $179.1m 0.03% Reduced -98.4k -98,372
38 HUNTINGTON NATIONAL BANK 1.16% of their portfolio COLUMBUS, OH 1,602,9481.6m $176.5m $176.5m 1.16% Reduced -99.8k -99,777
39 Proficio Capital Partners LLC 0.14% of their portfolio NEWTON, MA 1,590,4981.6m $2.3m $2.3m 0.14% New
40 Sanctuary Advisors, LLC 0.92% of their portfolio INDIANAPOLIS, IN 1,356,0441.4m $149.3m $149.3m 0.92% Reduced -112.0k -111,980
41 US BANCORP \DE\ 0.19% of their portfolio MINNEAPOLIS, MN 1,350,5931.4m $148.7m $148.7m 0.19% Reduced -251.9k -251,861
42 Rockefeller Capital Management L.P. 0.17% of their portfolio NEW YORK, NY 1,327,6101.3m $146.7m $146.7m 0.17% Added +676.8k +676,756
43 TWO SIGMA INVESTMENTS, LP 0.25% of their portfolio NEW YORK, NY 1,267,8311.3m $139.6m $139.6m 0.25% Added +581.6k +581,600
44 MONETA GROUP INVESTMENT ADVISORS LLC 1.66% of their portfolio ST LOUIS, MO 1,263,3781.3m $139.1m $139.1m 1.66% Added +14.0k +14,016
45 JB Capital LLC 6.41% of their portfolio WETHERSFIELD, CT 1,201,8671.2m $132.3m $132.3m 6.41% Reduced -96.2k -96,167
46 TRUIST FINANCIAL CORP 0.19% of their portfolio CHARLOTTE, NC 1,189,4811.2m $131.0m $131.0m 0.19% Reduced -39.6k -39,562
47 Rehmann Capital Advisory Group 7.81% of their portfolio LANSING, MI 1,171,0701.2m $128.9m $128.9m 7.81% Added +88.6k +88,609
48 MIDLAND WEALTH ADVISORS, LLC 6.92% of their portfolio EFFINGHAM, IL 1,137,9151.1m $125.3m $125.3m 6.92% Added +7.1k +7,125
49 Cambridge Investment Research Advisors, Inc. 0.38% of their portfolio FAIRFIELD, IA 1,128,0601.1m $124.2m $124.2m 0.38% Reduced -49.7k -49,683
50 MAI Capital Management 0.85% of their portfolio INDEPENDENCE, OH 1,114,0921.1m $122.7m $122.7m 0.85% Added +61.9k +61,879
51 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.98% of their portfolio IRVING, TX 1,098,3551.1m $120.9m $120.9m 0.98% Reduced -129.8k -129,819
52 Modern Wealth Management, LLC 2.94% of their portfolio KANSAS CITY, MO 1,083,5661.1m $119.3m $119.3m 2.94% Reduced -21.8k -21,821
53 Calamos Wealth Management LLC 5.07% of their portfolio NAPERVILLE, IL 1,082,9371.1m $119.2m $119.2m 5.07% Added +7.2k +7,239
54 Focus Partners Wealth 0.25% of their portfolio ST LOUIS, MO 1,066,5101.1m $117.4m $117.4m 0.25% Added +139.1k +139,068
55 COURIER CAPITAL LLC 6.81% of their portfolio BUFFALO, NY 1,019,4831.0m $112.2m $112.2m 6.81% Reduced -8.0k -7,981
56 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.86% of their portfolio MINNEAPOLIS, MN 1,005,0711.0m $110.7m $110.7m 1.86% Reduced -76.3k -76,301
57 COMERICA BANK 0.42% of their portfolio DALLAS, TX 985,456985.5k $108.5m $108.5m 0.42% Added +484 +484
58 AVANTAX ADVISORY SERVICES, INC. 0.58% of their portfolio DALLAS, TX 958,227958.2k $105.5m $105.5m 0.58% Reduced -28.7k -28,707
59 Baird Financial Group, Inc. 0.18% of their portfolio MILWAUKEE, WI 914,023914.0k $100.6m $100.6m 0.18% Added +6.7k +6,682
60 NorthCoast Asset Management LLC 0.41% of their portfolio STAMFORD, CT 869,187869.2k $95.7m $95.7m 0.41% Added +288.1k +288,120
61 LVZ, Inc. 11.35% of their portfolio Holland, MI 859,735859.7k $94.7m $94.7m 11.35% Added +14.1k +14,105
62 KEYBANK NATIONAL ASSOCIATION/OH 0.32% of their portfolio BROOKLYN, OH 773,788773.8k $85.2m $85.2m 0.32% Added +15.9k +15,934
63 Steward Partners Investment Advisory, LLC 0.66% of their portfolio STAMFORD, CT 763,497763.5k $84.1m $84.1m 0.66% Added +234.0k +234,048
64 Advocacy Wealth Management, LLC 5.06% of their portfolio ATLANTA, GA 748,838748.8k $82.4m $82.4m 5.06% Reduced -56.2k -56,184
65 World Investment Advisors 1.86% of their portfolio LINCROFT, NJ 744,016744.0k $81.9m $81.9m 1.86% Added +380.0k +380,049
66 Ascent Group, LLC 3.14% of their portfolio VIRGINIA BEACH, VA 733,202733.2k $80.7m $80.7m 3.14% Reduced -72.9k -72,921
67 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 731,049731.0k $80.5m $80.5m 0.01% Reduced -3.7k -3,691
68 FIFTH THIRD BANCORP 0.28% of their portfolio CINCINNATI, OH 727,471727.5k $80.1m $80.1m 0.28% Reduced -10.9k -10,931
69 Modera Wealth Management, LLC 0.98% of their portfolio WESTWOOD, NJ 720,950721.0k $79.4m $79.4m 0.98% Reduced -12.7k -12,738
70 Kestra Advisory Services, LLC 0.38% of their portfolio AUSTIN, TX 710,137710.1k $78.2m $78.2m 0.38% Added +75.7k +75,719
71 Calydon Capital 7.59% of their portfolio MEMPHIS, TN 703,346703.3k $77.4m $77.4m 7.59% Added +352.0k +351,988
72 Private Advisor Group, LLC 0.41% of their portfolio MORRISTOWN, NJ 691,656691.7k $76.2m $76.2m 0.41% Added +27.4k +27,404
73 EP Wealth Advisors, LLC 0.49% of their portfolio TORRANCE, CA 679,544679.5k $74.8m $74.8m 0.49% Added +564.0k +563,960
74 AE Wealth Management LLC 0.54% of their portfolio TOPEKA, KS 666,017666.0k $73.3m $73.3m 0.54% Reduced -63.5k -63,450
75 Salomon & Ludwin, LLC 7.16% of their portfolio RICHMOND, VA 660,026660.0k $72.4m $72.4m 7.16% Reduced -27.8k -27,821
76 Creative Planning 0.06% of their portfolio OVERLAND PARK, KS 641,855641.9k $70.7m $70.7m 0.06% Reduced -16.7k -16,712
77 Stegner Investment Associates Inc. 42.90% of their portfolio LOUISVILLE, KY 635,921635.9k $70.0m $70.0m 42.90% Reduced -1.3k -1,329
78 Valmark Advisers, Inc. 0.97% of their portfolio AKRON, OH 632,317632.3k $69.6m $69.6m 0.97% Reduced -48.1k -48,071
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 615,606615.6k $68.2m $68.2m 0.11% Added +8.9k +8,905
80 SCS Capital Management LLC 0.73% of their portfolio BOSTON, MA 602,015602.0k $66.3m $66.3m 0.73% Added +29.9k +29,862
81 SilverOak Wealth Management LLC 12.01% of their portfolio Edina, MN 581,186581.2k $64.0m $64.0m 12.01% Added +37 +37
82 USA FINANCIAL FORMULAS 10.77% of their portfolio ADA, MI 573,100573.1k $63.1m $63.1m 10.77% Reduced -742.7k -742,707
83 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 560,084560.1k $61.7m $61.7m 0.03% Reduced -18.1k -18,131
84 Allworth Financial LP 0.28% of their portfolio FOLSOM, CA 536,675536.7k $59.1m $59.1m 0.28% Reduced -6.6k -6,623
85 Austin Private Wealth, LLC 4.64% of their portfolio Austin, TX 532,183532.2k $58.6m $58.6m 4.64% Reduced -93.8k -93,842
86 Financiere des Professionnels - Fonds d'investissement inc. 3.46% of their portfolio MONTREAL, A8 520,000520.0k $57.3m $57.3m 3.46% Reduced -190.0k -190,000
87 North Star Investment Management Corp. 3.97% of their portfolio CHICAGO, IL 517,275517.3k $57.0m $57.0m 3.97% Reduced -5.4k -5,402
88 Integrated Wealth Concepts LLC 0.57% of their portfolio WALTHAM, MA 515,263515.3k $56.7m $56.7m 0.57% Reduced -10.2k -10,163
89 Probity Advisors, Inc. 9.79% of their portfolio DALLAS, TX 506,561506.6k $55.8m $55.8m 9.79% Added +5.5k +5,503
90 Thrivent Financial for Lutherans 0.12% of their portfolio Minneapolis, MN 485,530485.5k $53.5m $53.5m 0.12% Reduced -883.3k -883,320
91 Parallel Advisors, LLC 1.05% of their portfolio SAN FRANCISCO, CA 476,097476.1k $52.4m $52.4m 1.05% Added +25.7k +25,745
92 CAPTRUST FINANCIAL ADVISORS 0.12% of their portfolio RALEIGH, NC 475,910475.9k $52.4m $52.4m 0.12% Added +15.6k +15,561
93 CreativeOne Wealth, LLC 1.35% of their portfolio OVERLAND PARK, KS 468,852468.9k $51.6m $51.6m 1.35% Reduced -22.0k -21,987
94 Waverly Advisors, LLC 0.55% of their portfolio BIRMINGHAM, AL 451,445451.4k $49.7m $49.7m 0.55% Added +43.6k +43,555
95 CHOREO, LLC 0.68% of their portfolio ROCKFORD, IL 445,816445.8k $49.1m $49.1m 0.68% Reduced -32.7k -32,709
96 OneDigital Investment Advisors LLC 0.54% of their portfolio OVERLAND PARK, KS 442,922442.9k $48.8m $48.8m 0.54% Reduced -51.3k -51,311
97 Atria Investments, Inc 0.57% of their portfolio Charlotte, NC 437,502437.5k $48.2m $48.2m 0.57% Reduced -26.1k -26,063
98 Sigma Planning Corp 1.42% of their portfolio ANN ARBOR, MI 427,873427.9k $47.1m $47.1m 1.42% Added +11.2k +11,241
99 Icon Wealth Advisors, LLC 3.32% of their portfolio HOUSTON, TX 423,504423.5k $46.6m $46.6m 3.32% Reduced -411 -411
100 West Wealth Group, LLC 11.92% of their portfolio Irvine, CA 419,087419.1k $47.9m $47.9m 11.92% Reduced -123.8k -123,805