IVE institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding1,763
Shares held172,893,970
Reported value$39.2bn
Quarter flows148 new, 499 added, 748 trimmed, 101 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
ENVESTNET ASSET MANAGEMENT INC23,349,327$5.3bn1.3%
JPMORGAN CHASE & CO16,247,060$3.7bn0.2%
MORGAN STANLEY14,914,723$3.4bn0.2%
LPL Financial LLC9,632,373$2.2bn0.5%
BANK OF AMERICA CORP /DE/9,606,771$2.2bn0.1%
WELLS FARGO & COMPANY/MN6,230,043$1.4bn0.2%
UBS Group AG3,584,194$813.8m0.1%
STIFEL FINANCIAL CORP3,566,472$809.8m0.7%
Cetera Investment Advisers3,065,888$696.1m0.6%
AMERIPRISE FINANCIAL INC2,897,188$657.5m0.1%
PNC Financial Services Group, Inc.2,209,817$501.8m0.2%
Lido Advisors, LLC2,129,638$483.6m1.3%
BlackRock, Inc.2,020,568$458.8m0.0%
PARK AVENUE SECURITIES LLC1,811,031$411.2m2.6%
Envestnet Portfolio Solutions, Inc.1,728,446$392.5m1.9%
MML INVESTORS SERVICES, LLC1,695,146$384.9m0.8%
RAYMOND JAMES FINANCIAL INC1,654,914$375.8m0.1%
GOLDMAN SACHS GROUP INC1,416,262$321.6m0.0%
ROYAL BANK OF CANADA1,369,827$311.0m0.0%
Cassaday & Co Wealth Management LLC1,255,289$285.0m5.4%
MAI Capital Management1,225,815$278.3m1.0%
Foundations Investment Advisors, LLC1,225,561$278.3m2.9%
Focus Partners Wealth1,205,298$273.7m0.3%
Janney Montgomery Scott LLC1,149,138$260.9m0.5%
Cambridge Investment Research Advisors, Inc.1,071,360$243.3m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IVE"). IVE price history · All 13F data

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