Vault-13

ISHARES TR IVW

S&P 500 GRWT ETF · ETP · CUSIP 464287309

2,052 institutional holders -23 vs Q4 2025
403,383,074403.4m shares reported held*
$45.6bnreported value*
83 new 795 added 727 reduced 103 sold out net bought ≈ $921.2m (+8.2m 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 ($145.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $113.08. Options: 9 managers hold calls ($118.7m notional), 2 hold puts ($2.4m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 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: 1,892Q3 25: 1,939Q4 25: 2,075Q1 26: 2,0522,052Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 20251,939
Q4 20252,075
Q1 20262,052

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 24: 769 bought or addedQ2 24: 589 cut or sold outQ3 24: 647 bought or addedQ3 24: 740 cut or sold outQ3 24Q4 24: 661 bought or addedQ4 24: 752 cut or sold outQ1 25: 748 bought or addedQ1 25: 812 cut or sold outQ1 25Q2 25: 711 bought or addedQ2 25: 842 cut or sold outQ3 25: 718 bought or addedQ3 25: 822 cut or sold outQ3 25Q4 25: 752 bought or addedQ4 25: 813 cut or sold outQ1 26: 878 bought or addedQ1 26: 830 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024769589
Q3 2024647740
Q4 2024661752
Q1 2025748812
Q2 2025711842
Q3 2025718822
Q4 2025752813
Q1 2026878830

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ2 25 calls: $57.2mQ2 25 puts: $9.9mQ2 25P/C 0.17Q3 25 calls: $55.2mQ3 25 puts: $17.7mQ3 25P/C 0.32Q4 25 calls: $54.1mQ4 25 puts: $18.5mQ4 25P/C 0.34Q1 26 calls: $118.7mQ1 26 puts: $2.4mQ1 26P/C 0.02
Numbers
QuarterCallsPutsP/C
Q2 2025$57.2m$9.9m0.17
Q3 2025$55.2m$17.7m0.32
Q4 2025$54.1m$18.5m0.34
Q1 2026$118.7m$2.4m0.02

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +5,678,425+5.7m
TWO SIGMA INVESTMENTS, LP Added +1,677,831+1.7m
BANK OF AMERICA CORP /DE/ Added +1,229,382+1.2m
Calamos Advisors LLC Added +1,125,813+1.1m
LPL Financial LLC Added +1,072,772+1.1m
FIFTH THIRD BANCORP Added +850,349+850.3k
MORGAN STANLEY Added +660,745+660.7k
Cerity Partners LLC Added +512,738+512.7k
HARBOUR INVESTMENTS, INC. Added +439,239+439.2k
STIFEL FINANCIAL CORP Added +368,516+368.5k

Biggest sellers

FIL Ltd Sold out -2,950,099-3.0m
AMERIPRISE FINANCIAL INC Reduced -495,520-495.5k
USA FINANCIAL FORMULAS Reduced -495,268-495.3k
RAYMOND JAMES FINANCIAL INC Reduced -463,921-463.9k
US BANCORP \DE\ Reduced -362,498-362.5k
Corient Private Wealth LP Reduced -337,276-337.3k
J.W. COLE ADVISORS, INC. Sold out -315,588-315.6k
MML INVESTORS SERVICES, LLC Reduced -309,228-309.2k
Waverly Advisors, LLC Reduced -284,778-284.8k
World Investment Advisors Reduced -273,458-273.5k

Biggest calls

HRT FINANCIAL LP Added $45.1m477.4k shares
IMC-Chicago, LLC Added $22.8m228.0k shares
Vision Capital Corp New $22.7m239.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $11.4m100.4k shares
SG Americas Securities, LLC Added $6.9m1.6m shares
JANE STREET GROUP, LLC Added $5.5m48.3k shares
CITADEL ADVISORS LLC Reduced $3.2m28.4k shares
GROUP ONE TRADING LLC Reduced $911.4k9.5k shares
Belvedere Trading LLC Unchanged $226.2k2.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.9m17.2k shares
CITADEL ADVISORS LLC Reduced $429.8k3.8k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.49% of their portfolio Berwyn, PA 49,323,62949.3m $5.6bn $5.6bn 1.49% Added +5.7m +5,678,425
2 JPMORGAN CHASE & CO 0.30% of their portfolio NEW YORK, NY 40,454,78040.5m $4.4bn $4.4bn 0.30% Reduced -255.4k -255,422
3 MORGAN STANLEY 0.23% of their portfolio NEW YORK, NY 34,306,89734.3m $3.9bn $3.9bn 0.23% Added +660.7k +660,745
4 LPL Financial LLC 0.63% of their portfolio FORT MILL, SC 20,889,25320.9m $2.4bn $2.4bn 0.63% Added +1.1m +1,072,772
5 BANK OF AMERICA CORP /DE/ 0.16% of their portfolio CHARLOTTE, NC 19,779,26819.8m $2.2bn $2.2bn 0.16% Added +1.2m +1,229,382
6 WELLS FARGO & COMPANY/MN 0.35% of their portfolio SAN FRANCISCO, CA 15,355,00415.4m $1.7bn $1.7bn 0.35% Added +333.8k +333,848
7 UBS Group AG 0.17% of their portfolio ZURICH, V8 8,578,6468.6m $970.3m $970.3m 0.17% Reduced -109.6k -109,635
8 AMERIPRISE FINANCIAL INC 0.21% of their portfolio MINNEAPOLIS, MN 8,010,1488.0m $906.0m $906.0m 0.21% Reduced -495.5k -495,520
9 STIFEL FINANCIAL CORP 0.76% of their portfolio ST. LOUIS, MO 7,291,4287.3m $824.7m $824.7m 0.76% Added +368.5k +368,516
10 PNC Financial Services Group, Inc. 0.35% of their portfolio Pittsburgh, PA 5,390,0205.4m $609.7m $609.7m 0.35% Reduced -40.3k -40,322
11 CWM, LLC 1.42% of their portfolio OMAHA, NE 4,777,9154.8m $540.4m $540.4m 1.42% Added +2.7k +2,664
12 Cetera Investment Advisers 0.57% of their portfolio SCHAUMBURG, IL 4,754,6174.8m $537.8m $537.8m 0.57% Added +245.3k +245,310
13 BlackRock, Inc. 0.01% of their portfolio New York, NY 4,531,6734.5m $512.6m $512.6m 0.01% Added +110.3k +110,302
14 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 4,286,1274.3m $484.8m $484.8m 0.06% Added +12.1k +12,109
15 M&T Bank Corp 1.52% of their portfolio BUFFALO, NY 3,914,4233.9m $442.8m $442.8m 1.52% Reduced -136.2k -136,159
16 RAYMOND JAMES FINANCIAL INC 0.14% of their portfolio ST. PETERSBURG, FL 3,890,8793.9m $440.1m $440.1m 0.14% Reduced -463.9k -463,921
17 Lido Advisors, LLC 1.72% of their portfolio Los Angeles, CA 3,873,9073.9m $438.2m $438.2m 1.72% Added +85.5k +85,467
18 PARK AVENUE SECURITIES LLC 3.41% of their portfolio NEW YORK, NY 3,856,5623.9m $436.2m $436.2m 3.41% Added +225.0k +224,980
19 Envestnet Portfolio Solutions, Inc. 2.29% of their portfolio BERWYN, PA 3,653,7833.7m $413.3m $413.3m 2.29% Reduced -44.8k -44,828
20 Mariner, LLC 0.47% of their portfolio Overland Park, KS 3,565,6943.6m $403.3m $403.3m 0.47% Reduced -99.8k -99,843
21 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 3,539,6213.5m $400.6m $400.6m 0.08% Added +193.5k +193,529
22 MML INVESTORS SERVICES, LLC 1.05% of their portfolio SPRINGFIELD, MA 3,335,9763.3m $377.3m $377.3m 1.05% Reduced -309.2k -309,228
23 COMMONWEALTH EQUITY SERVICES, LLC 0.48% of their portfolio WALTHAM, MA 3,037,1603.0m $343.5m $343.5m 0.48% Added +41.5k +41,526
24 JONES FINANCIAL COMPANIES LLLP 0.16% of their portfolio DES PERES, MO 2,990,2883.0m $327.9m $327.9m 0.16% Added +140.6k +140,621
25 REGIONS FINANCIAL CORP 1.98% of their portfolio BIRMINGHAM, AL 2,694,9532.7m $304.8m $304.8m 1.98% Reduced -10.4k -10,367
26 Janney Montgomery Scott LLC 0.68% of their portfolio PHILADELPHIA, PA 2,416,5742.4m $273.3m $273.3m 0.68% Added +212.0k +211,952
27 Foundations Investment Advisors, LLC 3.20% of their portfolio PHOENIX, AZ 2,276,7952.3m $257.5m $257.5m 3.20% Added +244.6k +244,628
28 SOFI WEALTH, LLC 12.26% of their portfolio SAN FRANCISCO, CA 2,249,1692.2m $254.4m $254.4m 12.26% Added +145.1k +145,081
29 HB Wealth Management, LLC 1.64% of their portfolio Atlanta, GA 2,236,6432.2m $253.0m $253.0m 1.64% Reduced -135.4k -135,416
30 HighTower Advisors, LLC 0.25% of their portfolio CHICAGO, IL 2,050,7052.1m $232.0m $232.0m 0.25% Added +15.1k +15,119
31 FMR LLC 0.01% of their portfolio BOSTON, MA 2,047,0162.0m $231.5m $231.5m 0.01% Added +16.0k +16,029
32 Bank of New York Mellon Corp 0.04% of their portfolio NEW YORK, NY 1,977,6752.0m $223.7m $223.7m 0.04% Added +190.4k +190,408
33 TWO SIGMA INVESTMENTS, LP 0.18% of their portfolio NEW YORK, NY 1,970,6312.0m $222.9m $222.9m 0.18% Added +1.7m +1,677,831
34 OSAIC HOLDINGS, INC. 0.33% of their portfolio SCOTTSDALE, AZ 1,965,7032.0m $222.4m $222.4m 0.33% Reduced -73.3k -73,267
35 Focus Partners Wealth 0.24% of their portfolio ST LOUIS, MO 1,904,0191.9m $215.4m $215.4m 0.24% Reduced -16.5k -16,527
36 NewEdge Advisors, LLC 0.74% of their portfolio NEW ORLEANS, LA 1,821,1811.8m $206.0m $206.0m 0.74% Added +71.7k +71,674
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 1,653,4921.7m $187.0m $187.0m 0.12% Reduced -43.5k -43,521
38 FIFTH THIRD BANCORP 0.31% of their portfolio CINCINNATI, OH 1,497,8101.5m $169.4m $169.4m 0.31% Added +850.3k +850,349
39 Thrivent Financial for Lutherans 0.31% of their portfolio Minneapolis, MN 1,468,1181.5m $164.6m $164.6m 0.31% Added +82.5k +82,481
40 Sanctuary Advisors, LLC 0.86% of their portfolio INDIANAPOLIS, IN 1,406,8641.4m $159.1m $159.1m 0.86% Added +54.9k +54,856
41 Steward Partners Investment Advisory, LLC 0.79% of their portfolio STAMFORD, CT 1,362,1011.4m $154.1m $154.1m 0.79% Added +21.4k +21,364
42 HUNTINGTON NATIONAL BANK 0.84% of their portfolio COLUMBUS, OH 1,347,3731.3m $152.4m $152.4m 0.84% Reduced -103.4k -103,431
43 JB Capital LLC 6.11% of their portfolio WETHERSFIELD, CT 1,338,1951.3m $151.4m $151.4m 6.11% Added +82.8k +82,834
44 MONETA GROUP INVESTMENT ADVISORS LLC 1.09% of their portfolio ST LOUIS, MO 1,285,7351.3m $145.4m $145.4m 1.09% Added +15.9k +15,858
45 TRUIST FINANCIAL CORP 0.19% of their portfolio CHARLOTTE, NC 1,223,9531.2m $138.4m $138.4m 0.19% Added +54.5k +54,490
46 Calamos Advisors LLC 0.51% of their portfolio NAPERVILLE, IL 1,168,5031.2m $132.2m $132.2m 0.51% Added +1.1m +1,125,813
47 Rehmann Capital Advisory Group 6.86% of their portfolio LANSING, MI 1,164,8991.2m $131.7m $131.7m 6.86% Added +50.6k +50,583
48 Cambridge Investment Research Advisors, Inc. 0.33% of their portfolio FAIRFIELD, IA 1,139,6271.1m $128.9m $128.9m 0.33% Added +17.8k +17,837
49 Calamos Wealth Management LLC 4.40% of their portfolio NAPERVILLE, IL 1,126,5791.1m $127.4m $127.4m 4.40% Added +13.6k +13,644
50 MAI Capital Management 0.71% of their portfolio INDEPENDENCE, OH 1,107,6881.1m $125.3m $125.3m 0.71% Reduced -6.1k -6,135
51 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.77% of their portfolio IRVING, TX 1,105,6951.1m $125.1m $125.1m 0.77% Added +21.5k +21,535
52 LVZ, Inc. 13.52% of their portfolio Holland, MI 1,047,8361.0m $118.5m $118.5m 13.52% Added +28.0k +28,006
53 Cerity Partners LLC 0.17% of their portfolio NEW YORK, NY 1,030,5001.0m $116.6m $116.6m 0.17% Added +512.7k +512,738
54 COURIER CAPITAL LLC 6.09% of their portfolio BUFFALO, NY 963,042963.0k $108.9m $108.9m 6.09% Reduced -6.2k -6,243
55 Rockefeller Capital Management L.P. 0.18% of their portfolio NEW YORK, NY 885,451885.5k $100.2m $100.2m 0.18% Added +48.7k +48,705
56 Baird Financial Group, Inc. 0.16% of their portfolio MILWAUKEE, WI 883,779883.8k $100.0m $100.0m 0.16% Added +1.5k +1,493
57 Kestra Advisory Services, LLC 0.37% of their portfolio AUSTIN, TX 859,413859.4k $97.2m $97.2m 0.37% Added +83.5k +83,484
58 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.40% of their portfolio MINNEAPOLIS, MN 845,298845.3k $95.6m $95.6m 1.40% Reduced -54.8k -54,845
59 Advocacy Wealth Management, LLC 4.15% of their portfolio ATLANTA, GA 828,745828.7k $93.7m $93.7m 4.15% Added +44.2k +44,231
60 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 733,815733.8k $83.0m $83.0m 0.01% Added +5.0k +4,992
61 Ascent Group, LLC 2.87% of their portfolio VIRGINIA BEACH, VA 732,503732.5k $82.9m $82.9m 2.87% Added +30.4k +30,364
62 AE Wealth Management LLC 0.44% of their portfolio TOPEKA, KS 714,893714.9k $80.9m $80.9m 0.44% Added +4.3k +4,325
63 KEYBANK NATIONAL ASSOCIATION/OH 0.29% of their portfolio BROOKLYN, OH 707,760707.8k $80.1m $80.1m 0.29% Reduced -28.6k -28,600
64 Private Advisor Group, LLC 0.37% of their portfolio MORRISTOWN, NJ 688,281688.3k $77.9m $77.9m 0.37% Added +1.5k +1,487
65 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 673,356673.4k $76.2m $76.2m 0.05% Added +20.0k +19,994
66 Modera Wealth Management, LLC 0.86% of their portfolio WESTWOOD, NJ 636,384636.4k $72.0m $72.0m 0.86% Reduced -20.5k -20,540
67 Stegner Investment Associates Inc. 38.06% of their portfolio LOUISVILLE, KY 614,290614.3k $69.5m $69.5m 38.06% Reduced -5.2k -5,204
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15% of their portfolio PLYMOUTH, MN 603,344603.3k $69.2m $69.2m 0.15% Added +4.7k +4,710
69 Salomon & Ludwin, LLC 6.13% of their portfolio RICHMOND, VA 598,490598.5k $68.6m $68.6m 6.13% Reduced -14.2k -14,163
70 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 595,640595.6k $67.4m $67.4m 0.03% Reduced -19.0k -18,995
71 Valmark Advisers, Inc. 0.80% of their portfolio AKRON, OH 593,468593.5k $67.1m $67.1m 0.80% Reduced -5.0k -4,998
72 Modern Wealth Management, LLC 1.17% of their portfolio KANSAS CITY, MO 592,856592.9k $67.9m $67.9m 1.17% Reduced -223.3k -223,338
73 Atria Investments, Inc 0.74% of their portfolio Charlotte, NC 584,236584.2k $66.1m $66.1m 0.74% Added +69.8k +69,792
74 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 576,341576.3k $65.2m $65.2m 0.08% Reduced -362.5k -362,498
75 SilverOak Wealth Management LLC 10.14% of their portfolio Edina, MN 566,951567.0k $64.1m $64.1m 10.14% Reduced -3.4k -3,405
76 HARBOUR INVESTMENTS, INC. 0.93% of their portfolio MADISON, WI 532,813532.8k $60.3m $60.3m 0.93% Added +439.2k +439,239
77 Allworth Financial LP 0.24% of their portfolio FOLSOM, CA 516,567516.6k $58.4m $58.4m 0.24% Reduced -6.7k -6,741
78 CreativeOne Wealth, LLC 1.34% of their portfolio OVERLAND PARK, KS 508,502508.5k $57.5m $57.5m 1.34% Added +38.7k +38,666
79 MIDLAND WEALTH ADVISORS, LLC 2.93% of their portfolio EFFINGHAM, IL 502,832502.8k $56.9m $56.9m 2.93% Reduced -127.3k -127,346
80 North Star Investment Management Corp. 3.44% of their portfolio CHICAGO, IL 501,583501.6k $56.7m $56.7m 3.44% Reduced -16.9k -16,913
81 Probity Advisors, Inc. 8.98% of their portfolio DALLAS, TX 501,149501.1k $56.7m $56.7m 8.98% Added +14.8k +14,790
82 Arkadios Wealth Advisors 0.93% of their portfolio ATLANTA, GA 496,194496.2k $56.1m $56.1m 0.93% Added +122.8k +122,778
83 Icon Wealth Advisors, LLC 4.12% of their portfolio HOUSTON, TX 492,926492.9k $63.5m $63.5m 4.12% Added +60.5k +60,500
84 CAPTRUST FINANCIAL ADVISORS 0.10% of their portfolio RALEIGH, NC 489,338489.3k $55.3m $55.3m 0.10% Added +9.9k +9,929
85 SCS Capital Management LLC 0.57% of their portfolio BOSTON, MA 471,760471.8k $53.4m $53.4m 0.57% Reduced -642 -642
86 Triad Wealth Partners, LLC 4.22% of their portfolio LAWRENCE, KS 470,220470.2k $53.2m $53.2m 4.22% Added +200.1k +200,115
87 West Wealth Group, LLC 10.49% of their portfolio Irvine, CA 469,119469.1k $53.1m $53.1m 10.49% Added +29.6k +29,551
88 &PARTNERS 0.24% of their portfolio NASHVILLE, TN 436,542436.5k $49.3m $49.3m 0.24% Added +4.7k +4,706
89 MGO ONE SEVEN LLC 0.99% of their portfolio Beachwood, OH 434,249434.2k $49.1m $49.1m 0.99% Added +56.6k +56,572
90 Sigma Planning Corp 1.36% of their portfolio ANN ARBOR, MI 432,346432.3k $48.9m $48.9m 1.36% Reduced -1.6k -1,631
91 PRINCIPAL SECURITIES, INC. 0.70% of their portfolio DES MOINES, IA 422,113422.1k $47.7m $47.7m 0.70% Reduced -12.6k -12,598
92 CHOREO, LLC 0.57% of their portfolio ROCKFORD, IL 410,209410.2k $46.4m $46.4m 0.57% Reduced -9.8k -9,838
93 OneDigital Investment Advisors LLC 0.43% of their portfolio OVERLAND PARK, KS 391,098391.1k $44.2m $44.2m 0.43% Added +9.8k +9,767
94 MA Private Wealth 7.47% of their portfolio SAN CARLOS, CA 390,339390.3k $44.2m $44.2m 7.47% Added +16.7k +16,740
95 Stratos Wealth Partners, LTD. 0.50% of their portfolio BEACHWOOD, OH 388,544388.5k $43.9m $43.9m 0.50% Reduced -24.5k -24,464
96 ENCOMPASS WEALTH ADVISORS, LLC 14.65% of their portfolio PORTLAND, OR 372,247372.2k $42.1m $42.1m 14.65% Reduced -1.7k -1,677
97 Sharkey, Howes & Javer 5.65% of their portfolio DENVER, CO 370,845370.8k $41.9m $41.9m 5.65% Added +18.2k +18,241
98 Clearstead Advisors, LLC 0.38% of their portfolio CLEVELAND, OH 369,582369.6k $41.8m $41.8m 0.38% Added +356 +356
99 Dynasty Wealth Management, LLC 0.36% of their portfolio ST. PETERSBURG, FL 361,235361.2k $40.9m $40.9m 0.36% Added +26.6k +26,554
100 FINANCIAL LIFE ADVISORS 12.72% of their portfolio SAN ANTONIO, TX 361,009361.0k $40.8m $40.8m 12.72% Added +5.4k +5,353