# ISHARES TR (IVE)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVE/

- Reporting holders: 92
- Reported value: $310.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $32.9M | 144,325 | 0.2% | 15 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $31.6M | 138,289 | 2.3% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $24.5M | 107,532 | 0.7% | 9 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $18.2M | 78,827 | 2.1% | 19 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $16.9M | 73,850 | 1.8% | 20 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $14.9M | 65,210 | 10.4% | 4 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $13.9M | 60,879 | 4.9% | 7 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $11.9M | 51,963 | 2.6% | 24 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $11.8M | 51,739 | 0.5% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $10.0M | 43,794 | 0.2% | 11 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $9.2M | 40,280 | 2.1% | 11 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $8.3M | 36,546 | 4.3% | 4 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $8.3M | 36,157 | 0.5% | 18 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $7.3M | 32,166 | 0.2% | 15 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $7.1M | 31,193 | 0.1% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $6.9M | 30,013 | 0.1% | 12 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $6.6M | 29,079 | 0.7% | 31 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $6.3M | 27,711 | 1.0% | 3 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $6.0M | 26,432 | 0.4% | 32 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $5.8M | 25,256 | 3.0% | 8 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.4M | 14,945 | 0.1% | 32 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $2.9M | 12,699 | 0.3% | 32 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $2.8M | 12,237 | 0.4% | 32 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $2.6M | 11,375 | 1.1% | 12 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $2.3M | 9,876 | 1.5% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 92 | $310.0M |
| Q2 2026 | 1,768 | $45.2B |
| Q1 2026 | 1,708 | $41.1B |
| Q4 2025 | 1,697 | $40.6B |
| Q3 2025 | 1,582 | $37.8B |
| Q2 2025 | 1,542 | $32.2B |
| Q1 2025 | 1,536 | $30.0B |
| Q4 2024 | 1,555 | $27.5B |
| Q3 2024 | 1,442 | $30.6B |
| Q2 2024 | 1,370 | $28.8B |
| Q1 2024 | 1,359 | $34.1B |
| Q4 2023 | 1,258 | $25.3B |