§ EQUITY
USD

IVW

ISHARES S&P 500 GROWTH ETF
USD
LAST
n/a
n/aPREV CLOSE · n/a
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
891 increased/new, 805 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
ENVESTNET ASSET MANAGEMENT INC49.3M1.5%+13%
JPMORGAN CHASE & CO40.5Mn/a−1%
Morgan Stanley34.3M0.2%n/a
LPL Financial LLC20.9M0.6%+5%
Bank of America Corp19.8M0.2%+7%
Wells Fargo & Company15.4Mn/a+2%
◇ AC INTELLIGENCE

Top institutional owners for IVW as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER58.2% · 1,873 holders
DEALER / BANK37.4% · 101 holders
QUALITY / COMPOUNDER2.6% · 17 holders
PASSIVE / INDEX1.2% · 7 holders
INCOME / DEFENSIVE0.6% · 15 holders
SYSTEMATIC / QUANT0.1% · 5 holders
TACTICAL / MACRO0.0% · 2 holders
◇ AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
◇ AC INTELLIGENCE

No Form 4 filings on record for IVW in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention IVW yet.