Vault-13

ISHARES TR IVW

S&P 500 GRWT ETF · ETP · CUSIP 464287309

2,130 institutional holders +78 vs Q1 2026
399,908,667399.9m shares reported held*
$55.0bnreported value*
159 new 689 added 796 reduced 71 sold out net bought ≈ $204.1m (+1.6m 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 ($187.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $137.62. Options: 8 managers hold calls ($100.2m notional), 3 hold puts ($1.4m).

Trends to Q2 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: 2,052Q2 26: 2,1302,130Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20262,130

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q3 25: 718 bought or addedQ3 25: 822 cut or sold outQ4 25: 752 bought or addedQ4 25: 813 cut or sold outQ4 25Q1 26: 878 bought or addedQ1 26: 830 cut or sold outQ2 26: 848 bought or addedQ2 26: 867 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024647740
Q4 2024661752
Q1 2025748812
Q2 2025711842
Q3 2025718822
Q4 2025752813
Q1 2026878830
Q2 2026848867

Calls vs puts

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

CallsPuts
$0$50m$100m$150mQ3 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 0.02Q2 26 calls: $100.2mQ2 26 puts: $1.4mQ2 26P/C 0.01
Numbers
QuarterCallsPutsP/C
Q3 2025$55.2m$17.7m0.32
Q4 2025$54.1m$18.5m0.34
Q1 2026$118.7m$2.4m0.02
Q2 2026$100.2m$1.4m0.01

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +1,102,152+1.1m
BANK OF AMERICA CORP /DE/ Added +1,024,561+1.0m
STIFEL FINANCIAL CORP Added +880,207+880.2k
LPL Financial LLC Added +675,541+675.5k
MML INVESTORS SERVICES, LLC Added +647,171+647.2k
RAYMOND JAMES FINANCIAL INC Added +371,883+371.9k
Vise Technologies, Inc. Added +368,653+368.7k
J.W. COLE ADVISORS, INC. New +332,923+332.9k
MORGAN STANLEY Added +294,861+294.9k
Vestmark Advisory Solutions, Inc. Added +248,991+249.0k

Biggest sellers

TWO SIGMA INVESTMENTS, LP Reduced -1,252,800-1.3m
Calamos Advisors LLC Reduced -1,126,983-1.1m
JPMORGAN CHASE & CO Reduced -996,981-997.0k
Steward Partners Investment Advisory, LLC Reduced -566,998-567.0k
UBS Group AG Reduced -365,217-365.2k
Mariner, LLC Reduced -296,174-296.2k
Allworth Financial LP Reduced -255,896-255.9k
Lido Advisors, LLC Reduced -236,757-236.8k
PINKERTON WEALTH, LLC Reduced -207,960-208.0k
Private Advisor Group, LLC Reduced -191,206-191.2k

Biggest calls

IMC-Chicago, LLC Added $36.5m339.1k shares
HRT FINANCIAL LP Reduced $32.0m312.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $15.6m113.3k shares
SG Americas Securities, LLC Reduced $6.4m821.6k shares
JANE STREET GROUP, LLC Reduced $3.8m27.9k shares
CITADEL ADVISORS LLC Reduced $2.6m19.0k shares
JPMORGAN CHASE & CO New $2.2m20.8k shares
GROUP ONE TRADING LLC Added $1.0m10.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $811.4k5.9k shares
CITADEL ADVISORS LLC Reduced $385.1k2.8k shares
JANE STREET GROUP, LLC New $220.0k1.6k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.60% of their portfolio Berwyn, PA 49,275,44349.3m $6.8bn $6.8bn 1.60% Reduced -48.2k -48,186
2 JPMORGAN CHASE & CO 0.31% of their portfolio NEW YORK, NY 39,457,79939.5m $5.4bn $5.4bn 0.31% Reduced -997.0k -996,981
3 MORGAN STANLEY 0.25% of their portfolio NEW YORK, NY 34,601,75834.6m $4.8bn $4.8bn 0.25% Added +294.9k +294,861
4 LPL Financial LLC 0.67% of their portfolio FORT MILL, SC 21,564,79421.6m $3.0bn $3.0bn 0.67% Added +675.5k +675,541
5 BANK OF AMERICA CORP /DE/ 0.18% of their portfolio CHARLOTTE, NC 20,803,82920.8m $2.9bn $2.9bn 0.18% Added +1.0m +1,024,561
6 WELLS FARGO & COMPANY/MN 0.37% of their portfolio SAN FRANCISCO, CA 15,408,49215.4m $2.1bn $2.1bn 0.37% Added +53.5k +53,488
7 UBS Group AG 0.18% of their portfolio ZURICH, V8 8,213,4298.2m $1.1bn $1.1bn 0.18% Reduced -365.2k -365,217
8 STIFEL FINANCIAL CORP 0.93% of their portfolio ST. LOUIS, MO 8,171,6358.2m $1.1bn $1.1bn 0.93% Added +880.2k +880,207
9 AMERIPRISE FINANCIAL INC 0.22% of their portfolio MINNEAPOLIS, MN 8,007,2518.0m $1.1bn $1.1bn 0.22% Reduced -2.9k -2,897
10 PNC Financial Services Group, Inc. 0.36% of their portfolio Pittsburgh, PA 5,236,2595.2m $720.1m $720.1m 0.36% Reduced -153.8k -153,761
11 Cetera Investment Advisers 0.60% of their portfolio SCHAUMBURG, IL 4,789,7974.8m $658.7m $658.7m 0.60% Added +35.2k +35,180
12 BlackRock, Inc. 0.01% of their portfolio New York, NY 4,372,8244.4m $601.4m $601.4m 0.01% Reduced -158.8k -158,849
13 RAYMOND JAMES FINANCIAL INC 0.16% of their portfolio ST. PETERSBURG, FL 4,262,7624.3m $586.3m $586.3m 0.16% Added +371.9k +371,883
14 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 4,224,9014.2m $581.1m $581.1m 0.06% Reduced -61.2k -61,226
15 MML INVESTORS SERVICES, LLC 1.12% of their portfolio SPRINGFIELD, MA 3,983,1474.0m $547.8m $547.8m 1.12% Added +647.2k +647,171
16 PARK AVENUE SECURITIES LLC 3.32% of their portfolio NEW YORK, NY 3,868,7553.9m $532.1m $532.1m 3.32% Added +12.2k +12,193
17 M&T Bank Corp 1.55% of their portfolio BUFFALO, NY 3,855,8373.9m $530.3m $530.3m 1.55% Reduced -58.6k -58,586
18 Lido Advisors, LLC 1.79% of their portfolio Los Angeles, CA 3,637,1503.6m $500.2m $500.2m 1.79% Reduced -236.8k -236,757
19 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 3,602,6603.6m $495.4m $495.4m 0.08% Added +63.0k +63,039
20 Envestnet Portfolio Solutions, Inc. 2.35% of their portfolio BERWYN, PA 3,569,8333.6m $491.0m $491.0m 2.35% Reduced -84.0k -83,950
21 Mariner, LLC 0.47% of their portfolio Overland Park, KS 3,269,5203.3m $449.7m $449.7m 0.47% Reduced -296.2k -296,174
22 JONES FINANCIAL COMPANIES LLLP 0.17% of their portfolio DES PERES, MO 3,194,4513.2m $423.8m $423.8m 0.17% Added +204.2k +204,163
23 COMMONWEALTH EQUITY SERVICES, LLC 0.53% of their portfolio WALTHAM, MA 3,084,7863.1m $424.3m $424.3m 0.53% Added +47.6k +47,626
24 REGIONS FINANCIAL CORP 2.15% of their portfolio BIRMINGHAM, AL 2,617,1082.6m $359.9m $359.9m 2.15% Reduced -77.8k -77,845
25 Janney Montgomery Scott LLC 0.64% of their portfolio PHILADELPHIA, PA 2,413,8132.4m $332.0m $332.0m 0.64% Reduced -2.8k -2,761
26 Foundations Investment Advisors, LLC 3.41% of their portfolio PHOENIX, AZ 2,410,6892.4m $331.5m $331.5m 3.41% Added +133.9k +133,894
27 SOFI WEALTH, LLC 13.00% of their portfolio SAN FRANCISCO, CA 2,349,0512.3m $323.1m $323.1m 13.00% Added +99.9k +99,882
28 Cambridge Investment Research Advisors, Inc. 0.35% of their portfolio FAIRFIELD, IA 2,241,7792.2m $308.3m $308.3m 0.35% Added +1.1m +1,102,152
29 HB Wealth Management, LLC 1.70% of their portfolio Atlanta, GA 2,200,7052.2m $302.7m $302.7m 1.70% Reduced -35.9k -35,938
30 FMR LLC 0.01% of their portfolio BOSTON, MA 2,047,6862.0m $281.6m $281.6m 0.01% Added +670 +670
31 HighTower Advisors, LLC 0.27% of their portfolio CHICAGO, IL 2,021,7882.0m $278.1m $278.1m 0.27% Reduced -28.9k -28,917
32 OSAIC HOLDINGS, INC. 0.33% of their portfolio SCOTTSDALE, AZ 2,013,0762.0m $277.0m $277.0m 0.33% Added +47.4k +47,373
33 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 2,000,0122.0m $275.1m $275.1m 0.05% Added +22.3k +22,337
34 Focus Partners Wealth 0.27% of their portfolio ST LOUIS, MO 1,947,9411.9m $267.9m $267.9m 0.27% Added +43.9k +43,922
35 NewEdge Advisors, LLC 0.75% of their portfolio NEW ORLEANS, LA 1,841,6021.8m $253.3m $253.3m 0.75% Added +20.4k +20,421
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 1,657,6821.7m $228.0m $228.0m 0.12% Added +4.2k +4,190
37 FIFTH THIRD BANCORP 0.32% of their portfolio CINCINNATI, OH 1,429,7021.4m $196.6m $196.6m 0.32% Reduced -68.1k -68,108
38 Thrivent Financial for Lutherans 0.32% of their portfolio Minneapolis, MN 1,389,4021.4m $190.6m $190.6m 0.32% Reduced -78.7k -78,716
39 HUNTINGTON NATIONAL BANK 0.87% of their portfolio COLUMBUS, OH 1,303,4761.3m $179.3m $179.3m 0.87% Reduced -43.9k -43,897
40 Rehmann Capital Advisory Group 8.21% of their portfolio LANSING, MI 1,303,0251.3m $179.3m $179.3m 8.21% Added +138.1k +138,126
41 JB Capital LLC 6.17% of their portfolio WETHERSFIELD, CT 1,295,6261.3m $178.2m $178.2m 6.17% Reduced -42.6k -42,569
42 MONETA GROUP INVESTMENT ADVISORS LLC 1.31% of their portfolio ST LOUIS, MO 1,288,8341.3m $177.3m $177.3m 1.31% Added +3.1k +3,099
43 Sanctuary Advisors, LLC 0.78% of their portfolio INDIANAPOLIS, IN 1,223,6821.2m $168.3m $168.3m 0.78% Reduced -183.2k -183,182
44 Calamos Wealth Management LLC 4.79% of their portfolio NAPERVILLE, IL 1,147,6151.1m $157.8m $157.8m 4.79% Added +21.0k +21,036
45 TRUIST FINANCIAL CORP 0.19% of their portfolio CHARLOTTE, NC 1,142,6081.1m $157.1m $157.1m 0.19% Reduced -81.3k -81,345
46 MAI Capital Management 0.59% of their portfolio INDEPENDENCE, OH 1,124,7651.1m $154.7m $154.7m 0.59% Added +17.1k +17,077
47 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.85% of their portfolio IRVING, TX 1,124,0431.1m $154.7m $154.7m 0.85% Added +18.3k +18,348
48 Cerity Partners LLC 0.18% of their portfolio NEW YORK, NY 1,074,8981.1m $147.8m $147.8m 0.18% Added +44.4k +44,398
49 LVZ, Inc. 14.49% of their portfolio Holland, MI 1,036,9021.0m $142.6m $142.6m 14.49% Reduced -10.9k -10,934
50 COURIER CAPITAL LLC 6.31% of their portfolio BUFFALO, NY 918,582918.6k $126.3m $126.3m 6.31% Reduced -44.5k -44,460
51 Rockefeller Capital Management L.P. 0.19% of their portfolio NEW YORK, NY 900,491900.5k $123.8m $123.8m 0.19% Added +15.0k +15,040
52 Kestra Advisory Services, LLC 0.38% of their portfolio AUSTIN, TX 861,433861.4k $118.5m $118.5m 0.38% Added +2.0k +2,020
53 Advocacy Wealth Management, LLC 4.03% of their portfolio ATLANTA, GA 807,434807.4k $111.0m $111.0m 4.03% Reduced -21.3k -21,311
54 Steward Partners Investment Advisory, LLC 0.56% of their portfolio STAMFORD, CT 795,103795.1k $109.4m $109.4m 0.56% Reduced -567.0k -566,998
55 Baird Financial Group, Inc. 0.15% of their portfolio MILWAUKEE, WI 783,316783.3k $107.7m $107.7m 0.15% Reduced -100.5k -100,463
56 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.38% of their portfolio MINNEAPOLIS, MN 762,341762.3k $104.8m $104.8m 1.38% Reduced -83.0k -82,957
57 Ascent Group, LLC 3.03% of their portfolio VIRGINIA BEACH, VA 736,912736.9k $101.3m $101.3m 3.03% Added +4.4k +4,409
58 Modern Wealth Management, LLC 1.21% of their portfolio KANSAS CITY, MO 735,644735.6k $101.2m $101.2m 1.21% Added +142.8k +142,788
59 TWO SIGMA INVESTMENTS, LP 0.07% of their portfolio NEW YORK, NY 717,831717.8k $98.7m $98.7m 0.07% Reduced -1.3m -1,252,800
60 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 710,390710.4k $97.7m $97.7m 0.01% Reduced -23.4k -23,425
61 AE Wealth Management LLC 0.45% of their portfolio TOPEKA, KS 709,045709.0k $97.5m $97.5m 0.45% Reduced -5.8k -5,848
62 KEYBANK NATIONAL ASSOCIATION/OH 0.32% of their portfolio BROOKLYN, OH 699,654699.7k $96.2m $96.2m 0.32% Reduced -8.1k -8,106
63 Triad Wealth Partners, LLC 5.72% of their portfolio LAWRENCE, KS 697,889697.9k $96.5m $96.5m 5.72% Added +227.7k +227,669
64 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 671,647671.6k $92.4m $92.4m 0.05% Reduced -1.7k -1,709
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.15% of their portfolio PLYMOUTH, MN 647,650647.6k $89.8m $89.8m 0.15% Added +44.3k +44,306
66 Modera Wealth Management, LLC 0.92% of their portfolio WESTWOOD, NJ 625,957626.0k $86.1m $86.1m 0.92% Reduced -10.4k -10,427
67 Stegner Investment Associates Inc. 39.80% of their portfolio LOUISVILLE, KY 608,731608.7k $83.7m $83.7m 39.80% Reduced -5.6k -5,559
68 Atria Investments, Inc 0.83% of their portfolio Charlotte, NC 603,475603.5k $83.0m $83.0m 0.83% Added +19.2k +19,239
69 Vise Technologies, Inc. 0.93% of their portfolio NEW YORK, NY 595,611595.6k $81.9m $81.9m 0.93% Added +368.7k +368,653
70 Arkadios Wealth Advisors 1.24% of their portfolio ATLANTA, GA 588,050588.0k $80.9m $80.9m 1.24% Added +91.9k +91,856
71 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 585,670585.7k $80.5m $80.5m 0.03% Reduced -10.0k -9,970
72 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 578,774578.8k $79.6m $79.6m 0.09% Added +2.4k +2,433
73 Salomon & Ludwin, LLC 6.51% of their portfolio RICHMOND, VA 578,289578.3k $79.1m $79.1m 6.51% Reduced -20.2k -20,201
74 Valmark Advisers, Inc. 0.83% of their portfolio AKRON, OH 569,928569.9k $78.4m $78.4m 0.83% Reduced -23.5k -23,540
75 SilverOak Wealth Management LLC 9.92% of their portfolio Edina, MN 559,953560.0k $77.0m $77.0m 9.92% Reduced -7.0k -6,998
76 CreativeOne Wealth, LLC 1.58% of their portfolio OVERLAND PARK, KS 531,981532.0k $73.2m $73.2m 1.58% Added +23.5k +23,479
77 HARBOUR INVESTMENTS, INC. 0.98% of their portfolio MADISON, WI 527,487527.5k $72.5m $72.5m 0.98% Reduced -5.3k -5,326
78 North Star Investment Management Corp. 3.78% of their portfolio CHICAGO, IL 505,966506.0k $69.6m $69.6m 3.78% Added +4.4k +4,383
79 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 500,578500.6k $68.8m $68.8m 0.11% Added +11.2k +11,240
80 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 497,843497.8k $68.5m $68.5m 0.08% Added +147.5k +147,461
81 Private Advisor Group, LLC 0.31% of their portfolio MORRISTOWN, NJ 497,075497.1k $68.4m $68.4m 0.31% Reduced -191.2k -191,206
82 Probity Advisors, Inc. 9.63% of their portfolio DALLAS, TX 489,655489.7k $67.3m $67.3m 9.63% Reduced -11.5k -11,494
83 West Wealth Group, LLC 10.95% of their portfolio Irvine, CA 486,868486.9k $67.0m $67.0m 10.95% Added +17.7k +17,749
84 MIDLAND WEALTH ADVISORS, LLC 3.10% of their portfolio EFFINGHAM, IL 480,380480.4k $66.1m $66.1m 3.10% Reduced -22.5k -22,452
85 Icon Wealth Advisors, LLC 3.95% of their portfolio HOUSTON, TX 476,929476.9k $65.6m $65.6m 3.95% Reduced -16.0k -15,997
86 SCS Capital Management LLC 0.61% of their portfolio BOSTON, MA 466,610466.6k $64.2m $64.2m 0.61% Reduced -5.2k -5,150
87 MGO ONE SEVEN LLC 1.00% of their portfolio Beachwood, OH 438,642438.6k $60.3m $60.3m 1.00% Added +4.4k +4,393
88 PRINCIPAL SECURITIES, INC. 0.71% of their portfolio DES MOINES, IA 428,592428.6k $58.9m $58.9m 0.71% Added +6.5k +6,479
89 Sigma Planning Corp 1.48% of their portfolio ANN ARBOR, MI 427,683427.7k $58.8m $58.8m 1.48% Reduced -4.7k -4,663
90 USA FINANCIAL FORMULAS 10.53% of their portfolio ADA, MI 418,090418.1k $57.5m $57.5m 10.53% First filing
91 Pathstone Holdings, LLC 0.16% of their portfolio ENGLEWOOD, NJ 407,233407.2k $56.0m $56.0m 0.16% Added +54.2k +54,230
92 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 407,199407.2k $56.0m $56.0m 0.03% Added +65.4k +65,368
93 CHOREO, LLC 0.61% of their portfolio ROCKFORD, IL 402,802402.8k $55.4m $55.4m 0.61% Reduced -7.4k -7,407
94 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 402,461402.5k $55.4m $55.4m 0.02% Added +67.5k +67,474
95 &PARTNERS 0.23% of their portfolio NASHVILLE, TN 401,071401.1k $55.3m $55.3m 0.23% Reduced -35.5k -35,471
96 MA Private Wealth 8.11% of their portfolio SAN CARLOS, CA 395,664395.7k $54.4m $54.4m 8.11% Added +5.3k +5,325
97 Clearstead Advisors, LLC 0.49% of their portfolio CLEVELAND, OH 374,870374.9k $51.6m $51.6m 0.49% Added +5.3k +5,288
98 ShoreHaven Wealth Partners, LLC 16.15% of their portfolio Red Bank, NJ 373,246373.2k $51.3m $51.3m 16.15% Added +67.9k +67,899
99 OneDigital Investment Advisors LLC 0.43% of their portfolio OVERLAND PARK, KS 371,331371.3k $51.1m $51.1m 0.43% Reduced -19.8k -19,767
100 Sharkey, Howes & Javer 6.14% of their portfolio DENVER, CO 369,845369.8k $50.9m $50.9m 6.14% Reduced -1.0k -1,000