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iShares S&P 500 Growth ETF - IVW

iShares S&P 500 Growth ETF - IVW


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    0.90 / 0.5%
(As of Monday June 01, 2020)


  • distribution channel


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  • category

    Large-Cap Growth Funds

  • management type


  • total assets


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Fund Scorecard

Below Average
manager tenure


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


Parametric Portfolio Associates Llc

Private Bank & Trust Co

Hm Payson & Co
Rfg Advisory Group, Llc
Harfst & Associates, Inc.
Raymond James & Associates
Mariner Wealth Advisors, Llc
Sequoia Financial Advisors, Llc

Smithfield Trust Co

Courage Miller Partners, Llc
Wunderlich Securities, Inc.
Financial Management Professionals, Inc.
Agf Investments Inc.
Lowe Fs, Llc
Boys Arnold & Co Inc

Ameriprise Financial Inc

Beacon Capital Management, Inc.

Covington Capital Management

Risk Paradigm Group, Llc
Partnervest Advisory Services Llc
Commonwealth Equity Services, Inc

Bangor Savings Bank

Cetera Investment Advisers

Kwmg, Llc
Cls Investments, Llc

Nations Financial Group Inc, /ia/ /adv

Addison Capital Co
Palladium Partners Llc
Mather Group, Inc.
Johnson Investment Counsel Inc

Bank Of The West

Raymond James Trust N.a.
Starfire Investment Advisers, Inc.
Meridian Management Co

Bryn Mawr Trust Co

Cullen/frost Bankers, Inc.

Evergreen Capital Management Llc

Oakworth Capital, Inc.

Sva Plumb Wealth Management, Llc
Mycio Wealth Partners, Llc
Manchester Capital Management Llc
Patten Group, Inc.
Thompson Davis & Co., Inc.
Focused Wealth Management, Inc
Diversified Portfolios, Inc.

Royal Bank Of Canada

Fiera Capital Corp

Kcg Holdings, Inc.

Pinnacle Summer Investments, Inc.

Charter Trust Co

Rockefeller Financial Services Inc
Jmg Financial Group, Ltd.

Pinnacle Financial Partners Inc

Enterprise Financial Services Corp

Moisand Fitzgerald Tamayo, Llc

Stifel Financial Corp
Balasa Dinverno & Foltz Llc
Crestwood Advisors Llc
Veritable, L.p.

Cambridge Trust Co

Brown Advisory Inc
Ngam Advisors, L.p.
Punch & Associates Investment Management, Inc.

Intrust Bank Na

Spc Financial, Inc.
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Fcg Advisors, Llc

Peoples Bank National Association

Efficient Market Advisors, Llc

Whittier Trust Co

Tiedemann Wealth Management, Llc

First American Trust, Fsb

Benjamin F. Edwards & Company, Inc.
Independent Portfolio Consultants, Inc.

Guggenheim Capital Llc

First Heartland Consultants, Inc.
Sei Investments Co
Ifc Holdings Incorporated/fl
Horizon Investments, Llc

Cornerstone Advisory, Llp

Stephens Inc /ar/
Sii Investments Inc/wi
Cwh Capital Management, Inc.

Ausdal Financial Partners, Inc.

Johanson Financial Advisors, Inc.

Mcf Advisors Llc

Greenleaf Trust

Diversified Investment Strategies, Llc
Huntington Steele Llc
Baker Avenue Asset Management, Lp
Hedeker Wealth Management Group, Llc
Quadrant Capital Group Llc

Amarillo National Bank

United Capital Financial Advisers, Llc
Amerivest Investment Management Llc
Ntv Asset Management Llc
Fmr Llc
Atlanta Capital Group
Dumont & Blake Investment Advisors Llc
Lazard Asset Management Llc

Evercore Wealth Management, Llc

Novare Capital Management Llc
Arete Wealth Advisors, Llc
Parthenon Llc

Northern Oak Wealth Management Inc

Darrell & King Llc

Tiemann Investment Advisors, Llc
Td Asset Management Inc

Regions Financial Corp

Lbmc Investment Advisors, Llc

Sunbelt Securities, Inc.

Blackrock Investment Management, Llc
First Allied Advisory Services, Inc.
Ghp Investment Advisors, Inc.
Bridges Investment Management Inc
Churchill Management Corp

High Falls Advisors, Inc

Capital One, National Association

Haverford Trust Co

Umb Bank N A/mo

San Francisco Sentry Investment Group (Ca)
Ken Stern & Associates, Inc.
Cubic Asset Management, Llc

Rpg Family Wealth Advisory, Llc

Wms Partners, Llc
Hhg & Company, Llc
Lpl Financial Llc

Pennsylvania Trust Co

Us Financial Advisors, Llc

United Bank /va/

Lba Wealth Management, Llc
Pacific Financial Group Inc

Kalos Management, Inc.

Bridges Investment Counsel Inc/
Gradient Investments Llc

Bnp Paribas Arbitrage, Sa

Gv Financial Advisors
Blackrock Inc.
Calamos Wealth Management Llc

First Financial Corp /in/

Alliancebernstein L.p.

Comerica Bank

Augustine Asset Management Inc
Wilbanks Smith & Thomas Asset Management Llc
Interactive Financial Advisors

Montecito Bank & Trust

Monroe Bank & Trust/mi

Barrett Asset Management, Llc

First Manhattan Co

Goldman Sachs Group Inc
Fundx Investment Group, Llc
Indexiq Advisors Llc
Azimuth Capital Management Llc
Valmark Advisers, Inc.
Private Wealth Advisors, Inc.
Reilly Financial Advisors, Llc
Rehmann Capital Advisory Group
Koshinski Asset Management, Inc.
Dorsey Wright & Associates
Apriem Advisors
Advisors Preferred, Llc

Mufg Americas Holdings Corp

Private Advisor Group, Llc
Ckw Financial Group
Signaturefd, Llc
Bkd Wealth Advisors, Llc
Peregrine Asset Advisers, Inc.
Winslow, Evans & Crocker, Inc.

Bokf, Na

Bank Of America Corp /de/

Founders Financial Securities Llc
Todd Asset Management Llc

Northwestern Mutual Wealth Management Co

Hbk Sorce Advisory Llc

Eastern Bank

Commonwealth Financial Services, Llc
Hugh Johnson Advisors Llc
South Texas Money Management Ltd

Manufacturers Life Insurance Company, The

Sandy Spring Bank

Regal Investment Advisors Llc
Neumann Capital Management, Llc
Gfs Advisors, Llc

United Services Automobile Association

Franklin Resources Inc

Metlife Securities, Inc
Capstone Asset Management Co
Gemmer Asset Management Llc
North Star Investment Management Corp.
Fdx Advisors, Inc.
Clark Capital Management Group, Inc.
Atwood & Palmer Inc

Hl Financial Services Llc

Advantus Capital Management Inc

Jones Financial Companies Lllp

Security National Trust Co

North American Management Corp
Family Firm, Inc.
Front Barnett Associates Llc
Bank Of Hawaii
Colony Group Llc

Bank Of New York Mellon Corp

Ray Gerald L & Associates Ltd
Mv Capital Management, Inc.
Green Square Capital Llc
Wallington Asset Management, Llc
Cobiz Investment Management, Llc

Tower Research Capital Llc

Citizens Financial Group Inc/ri

Cetera Advisor Networks Llc

Pictet & Cie (Europe) Sa

Twin Focus Capital Partners, Llc
Investment Centers Of America Inc
Argi Investment Services, Llc

Commerce Bank

Silvercrest Asset Management Group Llc
Blue Bell Private Wealth Management, Llc

Peapack Gladstone Financial Corp

Berkshire Asset Management Llc/pa

Hsbc Holdings Plc

Atria Investments Llc
Invesco Ltd.
Duncker Streett & Co Inc

Ubs Global Asset Management Americas Inc

Capital City Trust Co/fl

Voya Financial Advisors, Inc.
First Personal Financial Services
Quantitative Advantage Llc
Cambridge Investment Research Advisors, Inc.

Colorado Capital Management, Inc.

First Republic Investment Management, Inc.
Essex Financial Services, Inc.
Sage Advisory Services,
Capital Analysts, Inc.
Portland Global Advisors Llc

Edmond De Rothschild Holding S.a.

Hightower Advisors, Llc

Tnb Financial

Alexandria Capital, Llc
Eqis Capital Management, Inc.
M Holdings Securities, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Perritt Capital Management Inc
Lenox Wealth Management, Inc.

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
American Investment Services, Inc.
Choate Investment Advisors

Arrow Financial Corp

Tiaa Cref Trust Co Fsb/mo

Raymond James Financial Services Advisors, Inc.
Conning Inc.
Citigroup Inc
Wetherby Asset Management Inc
Macguire, Cheswick & Tuttle Investment Counsel Llc
Sequent Asset Management, Llc
Frontier Wealth Management Llc
Investors Capital Advisory Services

Sageworth Trust Co

Wealthtrust Fairport, Llc
Condor Capital Management
Sand Hill Global Advisors, Llc

First National Trust Co

American International Group Inc

Next Financial Group, Inc
Geneva Advisors, Llc

Girard Securities, Inc.

Northern Trust Corp
Jnba Financial Advisors
Reynders Mcveigh Capital Management, Llc

Ladenburg Thalmann Financial Services Inc

Cleary Gull Holdings Inc.

Morgan Stanley
Hancock Holding Co

Scottrade Investment Management

Plante Moran Financial Advisors, Llc
Sonata Capital Group Inc

Sg Americas Securities, Llc

Farr Miller & Washington Llc/dc
Capital Advisors, Ltd. Llc
Ameritas Investment Partners, Inc.
Financial Advisory Service, Inc.
Sns Financial Group, Llc
Qci Asset Management Inc/ny

Traynor Capital Management, Inc.

Alesco Advisors Llc
S. R. Schill & Associates
Live Your Vision, Llc

Canal Capital Management, Llc

Simply Money Advisors
Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc
Carnick & Kubik, Llc
Steinberg Global Asset Management

Van Eck Associates Corp

Etf Portfolio Partners, Inc.
National Asset Management, Inc.
Brighton Jones Llc
Cutter & Co Brokerage, Inc.
Us Bancorp \de\
Drexel Morgan & Co.
Wealthcare Capital Management Llc

Asset Dedication, Llc

Chicago Partners Investment Group Llc
Feltz Wealth Plan Inc.
Sterling Investment Advisors Llc /adv
Miracle Mile Advisors, Llc
Park Avenue Securities Llc
Asset Management Group, Inc.
Truepoint, Inc.

Tompkins Financial Corp

Arcus Capital Partners, Llc

Boston Advisors Llc
1st Global Advisors, Inc.
Ftb Advisors, Inc.
Oppenheimer & Co Inc
Investment Partners Ltd /oh/ /adv

Cape Cod Five Cents Savings Bank

Nottingham Advisors, Inc.

True Private Wealth Advisors

Jfs Wealth Advisors, Llc
Armbruster Capital Management, Inc.
Thrivent Financial For Lutherans
Albion Financial Group /ut
Cornerstone Advisors, Inc.

Concorde Asset Management, Llc

First National Bank & Trust Co Of Newtown

Cliftonlarsonallen Wealth Advisors, Llc

Huntington National Bank

Keybank National Association/oh

Evensky & Katz Llc
Acropolis Investment Management, Llc

Atlantic Trust Group, Llc

Captrust Financial Advisors
Assetmark, Inc
Wfg Advisors, Lp
Sigma Investment Counselors Inc

Hemenway Trust Co Llc

Genovese Burford & Brothers Wealth & Retirement Plan Management, Llc

Accredited Investors Inc.

Associated Banc-Corp

Summit Financial Wealth Advisors, Llc

Central Trust & Investment Co

Cambridge Advisors Inc.
Advisory Services Network, Llc
Sigma Planning Corp
Busey Trust Co
Lvz Advisors, Inc.
Howard Capital Management

Parkside Financial Bank & Trust

Tortoise Investment Management, Llc

Suntrust Banks Inc

Endurance Wealth Management, Inc.

People's United Financial, Inc.

Mai Capital Management
Aldebaran Financial Inc.

First Hawaiian Bank

Arvest Trust Co

Atlas Brown,inc.

Bronfman E.l. Rothschild, L.p.

Stratos Wealth Partners, Ltd.
Norris Perne & French Llp/mi

Susquehanna International Group, Llp

Signature Estate & Investment Advisors Llc

M&t Bank Corp

National Planning Corp
Integrated Wealth Management
Cadinha & Co Llc
Comerica Securities Inc
Transamerica Financial Advisors, Inc.
Burns J W & Co Inc/ny
Millennium Management Llc
Cahill Financial Advisors Inc
Concert Wealth Management Inc.
Davis R M Inc
Janney Montgomery Scott Llc

Timber Hill Llc

Trustmark National Bank Trust Department

Barometer Capital Management Inc.
Homrich & Berg
Vantage Investment Advisors, Llc
Cranbrook Wealth Management, Llc
Torch Wealth Management Llc
Alerus Investment Advisors Corp
Moneta Group Investment Advisors Llc

Credit Suisse Ag/

Wells Fargo & Company/mn
Clear Investment Research, Llc
Murphy Capital Management Inc
Cetera Advisors Llc
New England Private Wealth Advisors Llc

Firstmerit Bank N A Trustee

Perkins Coie Trust Co

Sfmg, Llc

Financial Counselors Inc

Brown Brothers Harriman & Co
Brick & Kyle, Associates
Carroll Financial Associates, Inc.

Nicolet Bankshares Inc

Vicus Capital
Telos Capital Management, Inc.
Baird Financial Group, Inc.
Ifrah Financial Services, Inc.
Meeder Asset Management Inc
Opus Capital Group, Llc

Edmonds Duncan Registered Investment Advisors, Llc

Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p.
Kings Point Capital Management

Ubs Group Ag

Bks Advisors, Llc
Bb&t Corp
Provise Management Group, Llc

Ifp Advisors, Inc

Osborn Rohs Williams & Donohoe Ltd
Point View Financial Services, Inc.
Eisneramper Wealth Management Corporate Benefits, Llc

Trust Co Of Vermont

Davidson D A & Co
Cwm, Llc

Argent Trust Co

Camarda Financial Advisors, Llc

Tiedemann Trust Co

Courier Capital Corp
Sensible Financial Planning & Management, Llc.

Rnc Capital Management Llc

First Trust Advisors Lp
Jpmorgan Chase & Co
Rmb Capital Management, Llc
Carnegie Capital Asset Management, Llc
Affinity Wealth Management

Allegis Investment Advisors, Llc

Finemark National Bank & Trust

Bb&t Securities, Llc
Kingfisher Capital Llc
Kessler Investment Group, Llc
Hallmark Capital Management Inc
Td Ameritrade Trust Co

Farmers & Merchants Investments Inc

Noven Financial Group, Inc.
Glenmede Trust Co Na
Wolverine Asset Management Llc
Davenport & Co Llc
Wealth Architects, Llc
Argentus Capital Management, Llc

Kernodle & Katon Asset Management Group, Llc

Chesley Taft & Associates Llc/il

Dubuque Bank & Trust Co

Gupta Wealth Management Llc
Creative Planning
Confluence Investment Management Llc
Dowling & Yahnke Llc
Newman Dignan & Sheerar, Inc.
Savant Capital, Llc

Integrated Investment Consultants, Llc

Envestnet Asset Management Inc

Community Bank, N.a.

Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2020)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    Below Average
    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 656 Large-Cap Growth Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 4.77
    Sharpe Ratio ² 0.81
    R-Squared ³ N/A
    Beta ³ N/A
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Large-Cap Growth Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present