ISHARES TR (IEV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
274
Reporting holders
$774.6M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $157.7M | 2,164,218 | 0.01% | 35q | +1.0%+$1.6M |
| JPMORGAN CHASE & CO | $83.4M | 1,152,441 | 0.00% | 31q | -5.6%-$5.0M |
| UBS Group AG | $60.7M | 833,785 | 0.01% | 31q | +0.7%+$402.8K |
| WELLS FARGO & COMPANY/MN | $36.7M | 503,790 | 0.01% | 31q | -49.1%-$35.4M |
| BANK OF AMERICA CORP /DE/ | $25.5M | 350,164 | 0.00% | 31q | -4.7%-$1.3M |
| DEUTSCHE BANK AG\ | $20.5M | 281,311 | 0.01% | 34q | -0.7%-$152.3K |
| ROYAL BANK OF CANADA | $20.1M | 275,673 | 0.00% | 31q | -7.8%-$1.7M |
| NEW WAVE WEALTH ADVISORS LLC | $19.9M | 273,016 | 2.71% | 9q | +106.3%+$10.2M |
| ENVESTNET ASSET MANAGEMENT INC | $19.5M | 268,210 | 0.00% | 15q | +3.6%+$679.1K |
| LPL Financial LLC | $14.6M | 200,589 | 0.00% | 31q | +1.8%+$259.1K |
| Willis Johnson & Associates, Inc. | $14.1M | 193,685 | 0.79% | 23q | -2.6%-$377.4K |
| Allianz Asset Management GmbH | $12.7M | 187,000 | 0.01% | 2q | HELD |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $10.8M | 148,387 | 0.01% | 32q | -37.6%-$6.5M |
| GFS Advisors, LLC | $9.7M | 2,383 | 0.51% | 6q | -17.9%-$2.1M |
| Integrated Wealth Concepts LLC | $8.4M | 115,621 | 0.04% | 17q | HELD |
| Sanctuary Advisors, LLC | $8.2M | 112,004 | 0.04% | 9q | -4.0%-$341.1K |
| One Wealth Advisors, LLC | $7.6M | 104,512 | 0.84% | 17q | -1.8%-$139.0K |
| OneDigital Investment Advisors LLC | $7.1M | 97,376 | 0.06% | 14q | -2.8%-$200.6K |
| Karpus Management, Inc. | $6.8M | 93,457 | 0.20% | 17q | -17.0%-$1.4M |
| TRIGLAV INVESTMENTS, D.O.O. | $6.1M | 83,589 | 0.32% | 6q | HELD |
| FPC INVESTMENT ADVISORY, INC. | $6.0M | 82,675 | 2.84% | 10q | HELD |
| Nvest Financial, LLC | $5.8M | 80,057 | 1.84% | 13q | +7.3%+$397.5K |
| Cetera Investment Advisers | $5.5M | 75,467 | 0.01% | 10q | +5.4%+$281.2K |
| Corient Private Wealth LP | $5.5M | 75,429 | 0.00% | 12q | +104.8%+$2.8M |
| Barry Investment Advisors, LLC | $4.3M | 59,392 | 0.91% | 15q | -4.5%-$203.4K |
| Zurich Insurance Group Ltd/FI | $4.3M | 59,300 | 0.03% | new | NEW |
| Aptus Capital Advisors, LLC | $4.2M | 57,778 | 0.03% | 30q | +9.4%+$362.6K |
| Arrow Investment Advisors, LLC | $4.1M | 55,717 | 3.93% | 5q | -1.7%-$69.6K |
| SCOTIA CAPITAL INC. | $4.0M | 55,592 | 0.02% | 31q | +4.9%+$189.3K |
| Beacon Pointe Advisors, LLC | $4.0M | 55,176 | 0.02% | 4q | -5.9%-$251.8K |
| Checchi Capital Advisers, LLC | $3.9M | 53,158 | 0.17% | 17q | -79.4%-$14.9M |
| Synergy Asset Management, LLC | $3.8M | 51,938 | 0.36% | 2q | +79.2%+$1.7M |
| Providence First Trust Co | $3.7M | 50,894 | 1.04% | 24q | +2.8%+$100.8K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $3.7M | 50,763 | 0.38% | 31q | -14.2%-$612.2K |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 50,470 | 0.00% | 7q | +1.6%+$57.9K |
| Keebeck Wealth Management | $3.5M | 48,722 | 0.35% | 17q | HELD |
| Dorsey Wright & Associates | $3.5M | 48,614 | 0.60% | 5q | -45.9%-$3.0M |
| Institute for Wealth Management, LLC. | $3.3M | 44,846 | 0.29% | 30q | HELD |
| MML INVESTORS SERVICES, LLC | $3.2M | 43,612 | 0.01% | 7q | +14.6%+$403.7K |
| CIBC Asset Management Inc | $3.0M | 41,051 | 0.01% | 6q | -29.9%-$1.3M |
| Obermeyer Wealth Partners | $3.0M | 40,739 | 0.12% | 10q | +1.0%+$29.3K |
| Ashton Thomas Private Wealth, LLC | $3.0M | 40,594 | 0.06% | 7q | HELD |
| KM Capital Management Ltd. | $2.9M | 39,930 | 1.37% | new | NEW |
| Creative Planning | $2.8M | 39,045 | 0.00% | 18q | +11.8%+$300.8K |
| Vise Technologies, Inc. | $2.7M | 37,420 | 0.03% | 5q | +39.2%+$768.1K |
| Savvy Advisors, Inc. | $2.5M | 34,709 | 0.05% | 3q | -14.7%-$435.4K |
| TriCert Investment Counsel Inc. | $2.3M | 32,135 | 0.22% | new | FIRST |
| JANE STREET GROUP, LLC | $2.3M | 31,511 | 0.00% | 24q | -83.9%-$12.0M |
| ShoreHaven Wealth Partners, LLC | $2.2M | 29,732 | 0.68% | 16q | -2.3%-$51.4K |
| OSAIC HOLDINGS, INC. | $2.1M | 28,272 | 0.00% | 26q | +10.5%+$196.6K |
| Meridian Wealth Management, LLC | $2.0M | 27,300 | 0.06% | 8q | -3.1%-$63.7K |
| Amundi | $1.9M | 26,091 | 0.00% | 19q | -6.8%-$138.4K |
| KICKSTAND VENTURES, LLC. | $1.9M | 25,994 | 0.34% | 12q | -3.2%-$62.4K |
| HB Wealth Management, LLC | $1.8M | 25,084 | 0.01% | 2q | +1.3%+$22.7K |
| Kestra Advisory Services, LLC | $1.8M | 25,051 | 0.01% | 5q | +8.2%+$138.3K |
| PNC Financial Services Group, Inc. | $1.8M | 24,062 | 0.00% | 31q | -8.5%-$163.0K |
| CITADEL ADVISORS LLC | $1.7M | 23,990 | 0.00% | 15q | +92.6%+$840.5K |
| TRUIST FINANCIAL CORP | $1.7M | 23,601 | 0.00% | 10q | +4.2%+$69.9K |
| Cypress Wealth Services, LLC | $1.7M | 23,567 | 0.21% | 17q | -4.0%-$71.4K |
| Ridgeline Wealth, LLC | $1.7M | 22,746 | 0.97% | 7q | -1.3%-$21.3K |
| AMERIPRISE FINANCIAL INC | $1.6M | 21,372 | 0.00% | 31q | -64.1%-$2.8M |
| NewEdge Advisors, LLC | $1.6M | 21,320 | 0.00% | new | NEW |
| FMR LLC | $1.5M | 20,880 | 0.00% | 31q | +4.0%+$58.9K |
| Asempa Wealth Advisors | $1.5M | 20,737 | 1.13% | 3q | HELD |
| CITIGROUP INC | $1.5M | 20,488 | 0.00% | 31q | -17.6%-$318.7K |
| Affinity Capital Advisors, LLC | $1.5M | 20,158 | 0.18% | 12q | -0.6%-$9.3K |
| OLD MISSION CAPITAL LLC | $1.5M | 20,245 | 0.02% | 2q | -18.0%-$322.7K |
| Cerity Partners LLC | $1.5M | 20,241 | 0.00% | 14q | HELD |
| Stelac Advisory Services LLC | $1.5M | 20,139 | 0.27% | 31q | HELD |
| CIBC WORLD MARKET INC. | $1.5M | 20,024 | 0.00% | 8q | +9.4%+$125.1K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.5M | 19,996 | 0.02% | 7q | -3.6%-$53.6K |
| Wealthspire Advisors, LLC | $1.4M | 19,427 | 0.01% | 15q | HELD |
| Strategic Blueprint, LLC | $1.4M | 18,936 | 0.07% | 14q | -2.0%-$28.3K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 18,896 | 0.00% | 3q | -8.4%-$125.5K |
| swisspartners Advisors Ltd | $1.4M | 18,740 | 0.92% | 27q | -26.7%-$498.1K |
| Apollon Wealth Management, LLC | $1.4M | 18,596 | 0.02% | 19q | -3.8%-$53.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 18,582 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $1.3M | 18,290 | 0.00% | 19q | +0.5%+$6.8K |
| STIFEL FINANCIAL CORP | $1.3M | 17,732 | 0.00% | 15q | +5.2%+$64.1K |
| Baird Financial Group, Inc. | $1.2M | 17,069 | 0.00% | 6q | -35.8%-$693.4K |
| HSBC HOLDINGS PLC | $1.2M | 16,307 | 0.00% | 31q | HELD |
| BOURGEON CAPITAL MANAGEMENT LLC | $1.2M | 15,951 | 0.17% | new | NEW |
| TSA Wealth Managment LLC | $1.1M | 15,402 | 0.32% | 11q | -5.1%-$59.9K |
| GLOBALT Investments LLC / GA | $1.1M | 15,345 | 0.04% | 11q | HELD |
| Mayflower Financial Advisors, LLC | $1.1M | 14,541 | 0.09% | 17q | -4.5%-$50.0K |
| Federation des caisses Desjardins du Quebec | $1.1M | 14,435 | 0.00% | 37q | +3.9%+$39.7K |
| First Growth Capital LLC | $1.0M | 13,819 | 0.76% | 3q | -1.8%-$18.4K |
| Bridgewater Advisors Inc. | $969.9K | 13,000 | 0.05% | 8q | HELD |
| MA Private Wealth | $955.9K | 13,121 | 0.14% | 9q | HELD |
| DAYMARK WEALTH PARTNERS, LLC | $952.2K | 13,071 | 0.02% | 9q | +1.5%+$13.8K |
| Westhampton Capital, LLC | $931.6K | 12,788 | 0.39% | 6q | +3.2%+$29.1K |
| Finley Financial, LLC | $927.7K | 12,735 | 0.37% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $917.6K | 12,787 | 0.00% | 9q | +24.0%+$177.7K |
| Shared Vision Wealth Group LLC | $898.1K | 12,327 | 0.31% | 11q | -3.2%-$29.9K |
| CASTLEARK MANAGEMENT LLC | $881.5K | 12,100 | 0.02% | 3q | HELD |
| BANQUE PICTET & CIE SA | $879.3K | 12,070 | 0.01% | 2q | +79.1%+$388.3K |
| POWER WEALTH MANAGEMENT LLC | $856.7K | 11,760 | 0.29% | new | NEW |
| BEACON FINANCIAL GROUP | $852.3K | 11,700 | 0.08% | 11q | -12.9%-$126.0K |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $849.4K | 11,660 | 0.01% | 3q | HELD |
| WealthPlan Investment Management, LLC | $847.9K | 11,639 | 0.04% | 5q | -1.1%-$9.5K |
Showing the largest 100 of 284 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 274 | $774.6M | 10,653,378 | 20 | 66 | 94 | 0.0% |
| Q1 2026 | 277 | $811.0M | 11,947,269 | 22 | 73 | 92 | 0.1% |
| Q4 2025 | 281 | $825.7M | 12,018,229 | 25 | 66 | 97 | 0.1% |
| Q3 2025 | 257 | $1.5B | 22,896,359 | 13 | 61 | 95 | 0.1% |
| Q2 2025 | 269 | $1.5B | 23,829,189 | 47 | 73 | 79 | 0.4% |
| Q1 2025 | 237 | $1.3B | 22,183,194 | 31 | 65 | 72 | 0.1% |
| Q4 2024 | 222 | $953.2M | 18,287,195 | 20 | 53 | 76 | 0.0% |
| Q3 2024 | 217 | $1.2B | 21,239,903 | 22 | 67 | 43 | 0.0% |
| Q2 2024 | 211 | $1.1B | 20,384,434 | 19 | 53 | 68 | 0.0% |
| Q1 2024 | 199 | $1.3B | 23,802,596 | 23 | 27 | 74 | 0.1% |
| Q4 2023 | 189 | $1.2B | 22,522,499 | 15 | 41 | 72 | 0.1% |
| Q3 2023 | 195 | $1.0B | 21,820,566 | 25 | 49 | 54 | 0.0% |
| Q2 2023 | 189 | $1.2B | 23,650,366 | 17 | 54 | 53 | 0.0% |
| Q1 2023 | 182 | $1.2B | 23,290,280 | 32 | 42 | 50 | 0.1% |
| Q4 2022 | 150 | $997.6M | 21,919,904 | 15 | 31 | 55 | 0.6% |
| Q3 2022 | 166 | $871.8M | 23,072,007 | 23 | 32 | 55 | 0.0% |
| Q2 2022 | 162 | $922.5M | 21,571,113 | 31 | 44 | 47 | 0.0% |
| Q1 2022 | 144 | $1.1B | 21,732,689 | 13 | 28 | 42 | 0.1% |
| Q4 2021 | 160 | $1.2B | 22,599,069 | 11 | 49 | 39 | 0.3% |
| Q3 2021 | 152 | $1.2B | 22,369,226 | 15 | 35 | 39 | 0.1% |
| Q2 2021 | 148 | $1.0B | 19,442,891 | 15 | 44 | 36 | 0.0% |
| Q1 2021 | 143 | $904.6M | 17,718,794 | 11 | 32 | 37 | 1.6% |
| Q4 2020 | 142 | $874.9M | 18,022,433 | 18 | 27 | 46 | 1.3% |
| Q3 2020 | 132 | $721.3M | 17,221,223 | 13 | 29 | 39 | 0.1% |
| Q2 2020 | 134 | $654.9M | 16,196,790 | 11 | 28 | 56 | 0.2% |
| Q1 2020 | 152 | $679.0M | 19,200,259 | 18 | 21 | 63 | 0.1% |
| Q4 2019 | 174 | $998.6M | 21,251,204 | 20 | 35 | 55 | 0.0% |
| Q3 2019 | 155 | $905.8M | 20,907,081 | 13 | 17 | 67 | 0.1% |
| Q2 2019 | 165 | $1.0B | 23,124,687 | 13 | 29 | 74 | 0.5% |
| Q1 2019 | 170 | $1.0B | 23,058,434 | 20 | 19 | 77 | 0.2% |
| Q4 2018 | 172 | $995.1M | 25,395,962 | 3 | 3 | 6 | 0.1% |