Inst. Holders
50 funds
IV
IVW
ISHARES TR
$142.53 ▲ +0.19%
Prev close $142.2611 New Institutional Positions12 Institutional Exits
Snapshot
The big-picture read on IVW right now — valuation, ownership and activity at a glance.
Inst. Value
$40.2B
Inst. Activity
11 buys / 12 sells
Congressional
3 trades
Price chart 30d +2.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: IVW — 70.7% short (1.0M / 1.4M)
Short: 982,476 | Exempt: 718 | TRF Vol: 1,389,796 | Short Ratio: 70.7% | Off-exchange volume (dark p
Jun 30, 2026 Inst.
Steward Partners Investment Advisory, — TRIM
795,103 shares ($109.4M)
Jun 30, 2026 Inst.
MERCER GLOBAL ADVISORS INC — ADD
497,843 shares ($68.5M)
Jan 29, 2026 Congress
John Boozman sell
$1,001 - $15,000 — Senate
Dec 31, 2025 Congress
John Boozman buy
$1,001 - $15,000 — Senate
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: IVW — 70.7% short (1.0M / 1.4M)
Short: 982,476 | Exempt: 718 | TRF Vol: 1,389,796 | Short Ratio: 70.7% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: IVW — 66.4% short (0.6M / 0.8M)
Short: 563,678 | Exempt: 3,677 | TRF Vol: 849,327 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: IVW — 60.9% short (0.5M / 0.7M)
Short: 453,181 | Exempt: 847 | TRF Vol: 744,146 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: IVW — 62.0% short (0.3M / 0.6M)
Short: 345,189 | Exempt: 1,693 | TRF Vol: 557,051 | Short Ratio: 62.0% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: IVW — 60.3% short (0.4M / 0.7M)
Short: 411,515 | Exempt: 2,559 | TRF Vol: 682,843 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own IVW (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $40.2B total value (292,775,830 shares) as of 2026-Q2. Top holders: ENVESTNET, JPMORGAN, MORGAN. Net selling activity: 12 institutions trimmed/exited vs 11 added.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 49,275,443 | $6.8B | 16.9% | — |
| JPMORGAN CHASE & CO | 39,457,799 | $5.4B | 13.3% | — |
| MORGAN STANLEY | 34,601,758 | $4.8B | 11.8% | — |
| LPL Financial LLC | 21,564,794 | $3.0B | 7.4% | — |
| BANK OF AMERICA CORP /DE/ | 20,803,829 | $2.9B | 7.1% | — |
| WELLS FARGO & COMPANY/MN | 15,408,492 | $2.1B | 5.3% | — |
| UBS Group AG | 8,213,429 | $1.1B | 2.8% | — |
| STIFEL FINANCIAL CORP | 8,171,635 | $1.1B | 2.8% | — |
| AMERIPRISE FINANCIAL INC | 8,007,251 | $1.1B | 2.7% | — |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,236,259 | $720.1M | 1.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | TRIM | 1,362,101 | 795,103 | -41.6% | $109.4M |
| MERCER GLOBAL ADVISORS INC /ADV | ADD | 350,382 | 497,843 | +42.1% | $68.5M |
| Private Advisor Group, LLC | TRIM | 688,281 | 497,075 | -27.8% | $68.4M |
| Integrated Wealth Concepts LLC | ADD | 249,970 | 348,631 | +39.5% | $47.9M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 89,328 | 338,319 | +278.7% | $46.5M |
| Allworth Financial LP | TRIM | 516,567 | 260,671 | -49.5% | $35.9M |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 40,270 | 141,485 | +251.3% | $19.5M |
| BNP PARIBAS FINANCIAL MARKETS | TRIM | 178,572 | 123,028 | -31.1% | $16.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | TRIM | 136,302 | 100,895 | -26.0% | $13.9M |
| MATHER GROUP, LLC. | ADD | 54,985 | 89,040 | +61.9% | $12.2M |
Congressional trades
IVW trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 29, 2026 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | iShares S&P 500 Growth ETF | Feb 15, 2026(18d) |
| Dec 31, 2025 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | iShares S&P 500 Growth ETF | Jan 13, 2026(14d) |
| Mar 19, 2025 | John Boozman | R | SENATE | SELL | $1,001 - $15,000 | iShares S&P 500 Growth ETF | May 11, 2026(419d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IVW.
Shares short
1,293,236
Settlement Sep 15, 2026
Change vs prior
-10.4%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume