ISHARES TR (IVE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,712
Reporting holders
$38.2B
Reported value
0.1%
Held as options
+64
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $5.3B | 23,349,327 | 1.25% | 31q | -15.8%-$994.6M |
| JPMORGAN CHASE & CO | $3.7B | 16,247,060 | 0.20% | 31q | -5.4%-$212.4M |
| MORGAN STANLEY | $3.4B | 14,914,723 | 0.18% | 35q | HELD |
| LPL Financial LLC | $2.2B | 9,632,373 | 0.49% | 31q | -8.3%-$198.2M |
| BANK OF AMERICA CORP /DE/ | $2.2B | 9,606,771 | 0.14% | 31q | +1.6%+$33.8M |
| WELLS FARGO & COMPANY/MN | $1.4B | 6,230,043 | 0.23% | 31q | -49.9%-$1.4B |
| UBS Group AG | $813.8M | 3,584,194 | 0.10% | 31q | -1.6%-$13.5M |
| STIFEL FINANCIAL CORP | $809.8M | 3,566,472 | 0.67% | 31q | +9.4%+$69.4M |
| Cetera Investment Advisers | $696.1M | 3,065,888 | 0.63% | 31q | -7.0%-$52.1M |
| AMERIPRISE FINANCIAL INC | $657.5M | 2,897,188 | 0.13% | 31q | -51.9%-$708.3M |
| PNC Financial Services Group, Inc. | $501.8M | 2,209,817 | 0.25% | 31q | -2.7%-$13.9M |
| Lido Advisors, LLC | $483.6M | 2,129,638 | 1.31% | 31q | +9.5%+$42.1M |
| BlackRock, Inc. | $458.8M | 2,020,568 | 0.01% | 8q | -22.1%-$130.2M |
| Envestnet Portfolio Solutions, Inc. | $392.5M | 1,728,446 | 1.88% | 12q | -19.6%-$95.4M |
| MML INVESTORS SERVICES, LLC | $384.9M | 1,695,146 | 0.79% | 31q | -1.5%-$5.9M |
| RAYMOND JAMES FINANCIAL INC | $376.0M | 1,654,914 | 0.10% | 7q | +2.1%+$7.7M |
| GOLDMAN SACHS GROUP INC | $321.6M | 1,416,262 | 0.03% | 31q | HELD |
| ROYAL BANK OF CANADA | $311.0M | 1,369,827 | 0.05% | 31q | -1.9%-$6.1M |
| Cassaday & Co Wealth Management LLC | $285.0M | 1,255,289 | 5.35% | 15q | +4.8%+$13.0M |
| MAI Capital Management | $278.3M | 1,225,815 | 1.05% | 31q | +21.6%+$49.5M |
| Foundations Investment Advisors, LLC | $278.3M | 1,225,561 | 2.86% | 12q | +10.2%+$25.9M |
| Focus Partners Wealth | $273.7M | 1,205,298 | 0.28% | 11q | -1.9%-$5.4M |
| Mariner, LLC | $238.9M | 1,052,224 | 0.25% | 31q | -6.6%-$16.9M |
| SOFI WEALTH, LLC | $235.8M | 1,038,423 | 9.49% | 7q | +6.0%+$13.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $221.8M | 976,621 | 0.28% | 31q | -6.0%-$14.2M |
| Bank of New York Mellon Corp | $220.3M | 970,074 | 0.04% | 31q | -14.8%-$38.2M |
| FMR LLC | $185.7M | 818,023 | 0.01% | 31q | HELD |
| NewEdge Advisors, LLC | $183.6M | 808,622 | 0.55% | new | NEW |
| Sanctuary Advisors, LLC | $178.0M | 783,942 | 0.82% | 9q | -13.1%-$26.8M |
| M&T Bank Corp | $174.5M | 768,621 | 0.51% | 26q | -2.2%-$4.0M |
| Pacific Life Fund Advisors LLC | $172.7M | 760,525 | 18.98% | new | NEW |
| OneDigital Investment Advisors LLC | $172.2M | 758,206 | 1.45% | 31q | -21.5%-$47.1M |
| Rehmann Capital Advisory Group | $168.2M | 740,561 | 7.70% | 26q | +3.3%+$5.4M |
| OSAIC HOLDINGS, INC. | $166.3M | 731,726 | 0.20% | 26q | +6.6%+$10.3M |
| HighTower Advisors, LLC | $152.2M | 670,326 | 0.15% | 31q | +1.0%+$1.5M |
| JB Capital LLC | $150.6M | 663,124 | 5.21% | 10q | -18.0%-$33.0M |
| JONES FINANCIAL COMPANIES LLLP | $145.3M | 641,496 | 0.06% | 31q | +9.5%+$12.6M |
| Calamos Wealth Management LLC | $137.7M | 606,356 | 4.16% | 31q | +1.7%+$2.3M |
| LVZ, Inc. | $130.8M | 575,983 | 13.29% | 31q | +0.6%+$754.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $128.4M | 565,412 | 0.71% | 31q | -14.4%-$21.6M |
| FIFTH THIRD BANCORP | $120.0M | 528,705 | 0.19% | 31q | -5.2%-$6.5M |
| HUNTINGTON NATIONAL BANK | $113.4M | 499,590 | 0.55% | 31q | -2.8%-$3.3M |
| Cerity Partners LLC | $108.4M | 477,313 | 0.13% | 31q | -7.8%-$9.1M |
| Rockefeller Capital Management L.P. | $102.4M | 451,033 | 0.16% | 31q | +5.8%+$5.6M |
| Advocacy Wealth Management, LLC | $96.4M | 424,530 | 3.50% | 10q | -16.9%-$19.5M |
| TRUIST FINANCIAL CORP | $95.8M | 422,037 | 0.11% | 31q | -24.5%-$31.2M |
| HOME FEDERAL BANK OF TENNESSEE | $87.8M | 386,538 | 18.94% | 31q | HELD |
| Kestra Advisory Services, LLC | $85.4M | 376,285 | 0.28% | 24q | -2.6%-$2.3M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $84.0M | 369,816 | 1.10% | 15q | -11.6%-$11.0M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $83.4M | 367,341 | 0.62% | 31q | -0.9%-$747.3K |
| Ascent Group, LLC | $77.8M | 342,445 | 2.32% | 11q | -14.1%-$12.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $75.7M | 333,181 | 0.05% | 30q | +197.3%+$50.2M |
| Triad Wealth Partners, LLC | $73.4M | 314,821 | 4.33% | 9q | +21.0%+$12.7M |
| Kestra Investment Management, LLC | $71.7M | 315,993 | 1.39% | 9q | -39.3%-$46.4M |
| AE Wealth Management LLC | $70.7M | 311,368 | 0.33% | 31q | -16.3%-$13.8M |
| BANK OF MONTREAL /CAN/ | $68.2M | 300,302 | 0.02% | 31q | +2.8%+$1.9M |
| Probity Advisors, Inc. | $67.6M | 297,845 | 9.67% | 29q | HELD |
| COURIER CAPITAL LLC | $67.1M | 295,652 | 3.35% | 31q | HELD |
| Modern Wealth Management, LLC | $63.6M | 280,304 | 0.76% | 11q | -2.1%-$1.4M |
| Valmark Advisers, Inc. | $63.1M | 277,744 | 0.67% | 31q | -2.0%-$1.3M |
| HARBOUR INVESTMENTS, INC. | $62.8M | 276,574 | 0.85% | 21q | -2.1%-$1.4M |
| Baird Financial Group, Inc. | $62.3M | 274,431 | 0.09% | 31q | +7.4%+$4.3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $61.5M | 270,849 | 0.03% | 31q | -1.7%-$1.1M |
| AMARILLO NATIONAL BANK | $60.1M | 264,601 | 9.63% | 31q | HELD |
| REGIONS FINANCIAL CORP | $59.6M | 262,544 | 0.36% | 31q | +9.5%+$5.2M |
| Equitable Holdings, Inc. | $59.3M | 261,071 | 0.35% | 27q | -9.5%-$6.2M |
| Composition Wealth, LLC | $59.1M | 260,233 | 0.69% | 31q | -6.1%-$3.8M |
| Atria Investments, Inc | $58.6M | 258,295 | 0.59% | 25q | -16.6%-$11.6M |
| Strategic Point Investment Advisors, LLC | $56.7M | 249,869 | 7.39% | 31q | +2.0%+$1.1M |
| West Wealth Group, LLC | $56.6M | 249,298 | 9.26% | 10q | +1.6%+$910.7K |
| CreativeOne Wealth, LLC | $54.5M | 240,148 | 1.18% | 10q | -19.4%-$13.1M |
| Corient Private Wealth LP | $52.8M | 232,673 | 0.03% | 15q | +84.9%+$24.3M |
| Icon Wealth Advisors, LLC | $52.7M | 232,242 | 3.18% | 10q | -15.7%-$9.8M |
| Financial Engines Advisors L.L.C. | $51.2M | 225,327 | 0.09% | 31q | -1.1%-$586.5K |
| BARCLAYS PLC | $51.0M | 224,773 | 0.01% | 31q | -2.5%-$1.3M |
| World Investment Advisors | $48.3M | 225,386 | 0.80% | 31q | -5.5%-$2.8M |
| Waverly Advisors, LLC | $48.2M | 212,438 | 0.28% | 15q | -2.4%-$1.2M |
| Baker Avenue Asset Management, LP | $47.6M | 209,466 | 0.90% | 31q | -3.8%-$1.9M |
| US BANCORP \DE\ | $47.4M | 208,543 | 0.05% | 31q | +6.1%+$2.7M |
| &PARTNERS | $45.0M | 197,652 | 0.18% | 10q | -1.2%-$567.4K |
| North Star Investment Management Corp. | $44.9M | 197,887 | 2.44% | 31q | +2.0%+$893.5K |
| SMITH, MOORE & CO. | $44.9M | 197,698 | 2.91% | 31q | -0.6%-$273.6K |
| Private Advisor Group, LLC | $43.3M | 190,486 | 0.20% | 31q | -37.1%-$25.5M |
| MGO ONE SEVEN LLC | $42.8M | 188,431 | 0.71% | 14q | -13.3%-$6.5M |
| NORTHERN TRUST CORP | $42.5M | 187,106 | 0.00% | 31q | HELD |
| Creative Planning | $42.4M | 186,708 | 0.02% | 31q | +1.5%+$630.5K |
| MV CAPITAL MANAGEMENT, INC. | $42.1M | 192,407 | 1.96% | 31q | +97.0%+$20.7M |
| KEYBANK NATIONAL ASSOCIATION/OH | $42.1M | 185,455 | 0.14% | 31q | -4.1%-$1.8M |
| Foundation Wealth Management, LLC | $41.9M | 184,393 | 24.76% | 15q | +1.2%+$505.4K |
| Merit Financial Group, LLC | $41.3M | 181,902 | 0.13% | 17q | +79.4%+$18.3M |
| Salomon & Ludwin, LLC | $40.8M | 179,309 | 3.36% | 31q | -3.6%-$1.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $39.6M | 174,363 | 1.95% | 10q | +11.5%+$4.1M |
| ENCOMPASS WEALTH ADVISORS, LLC | $39.4M | 173,558 | 12.00% | 23q | +1.1%+$422.1K |
| Perigon Wealth Management, LLC | $39.3M | 173,159 | 0.62% | 32q | -13.5%-$6.2M |
| Stratos Wealth Partners, LTD. | $38.4M | 169,053 | 0.39% | 31q | +12.5%+$4.3M |
| Beacon Pointe Advisors, LLC | $37.8M | 166,410 | 0.18% | 31q | +0.9%+$346.7K |
| FINANCIAL LIFE ADVISORS | $37.0M | 162,970 | 10.52% | 31q | -2.4%-$906.4K |
| McKinley Carter Wealth Services, Inc. | $36.9M | 162,551 | 1.90% | 24q | +1.4%+$515.4K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $36.9M | 167,563 | 0.06% | 29q | -7.5%-$3.0M |
| Global Retirement Partners, LLC | $36.8M | 161,930 | 0.56% | 16q | +8.6%+$2.9M |
Showing the largest 100 of 1,765 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 | 1,712 | $38.2B | 168,271,295 | 118 | 396 | 662 | 0.1% |
| Q1 2026 | 1,648 | $39.7B | 188,337,239 | 91 | 474 | 567 | 0.0% |
| Q4 2025 | 1,633 | $38.6B | 181,976,809 | 76 | 602 | 358 | 0.1% |
| Q3 2025 | 1,521 | $36.2B | 175,299,405 | 92 | 480 | 447 | 0.1% |
| Q2 2025 | 1,467 | $30.4B | 155,290,335 | 81 | 508 | 405 | 0.1% |
| Q1 2025 | 1,459 | $28.4B | 148,823,130 | 83 | 525 | 426 | 0.1% |
| Q4 2024 | 1,480 | $26.2B | 137,012,851 | 73 | 480 | 414 | 0.1% |
| Q3 2024 | 1,360 | $29.3B | 148,972,204 | 111 | 430 | 395 | 0.1% |
| Q2 2024 | 1,293 | $27.5B | 151,030,182 | 75 | 396 | 395 | 0.1% |
| Q1 2024 | 1,276 | $32.8B | 174,653,601 | 159 | 393 | 356 | 0.1% |
| Q4 2023 | 1,174 | $24.6B | 141,395,142 | 97 | 304 | 358 | 0.1% |
| Q3 2023 | 1,058 | $16.8B | 108,969,238 | 55 | 245 | 369 | 0.2% |
| Q2 2023 | 1,053 | $17.2B | 106,709,906 | 66 | 251 | 365 | 0.2% |
| Q1 2023 | 1,015 | $16.2B | 106,413,285 | 72 | 225 | 403 | 0.2% |
| Q4 2022 | 943 | $12.9B | 88,657,864 | 85 | 278 | 278 | 0.2% |
| Q3 2022 | 1,046 | $14.9B | 115,606,375 | 53 | 316 | 311 | 0.2% |
| Q2 2022 | 1,064 | $16.6B | 120,855,064 | 66 | 350 | 312 | 0.2% |
| Q1 2022 | 1,071 | $18.3B | 117,592,393 | 96 | 366 | 253 | 0.1% |
| Q4 2021 | 1,040 | $17.3B | 110,268,254 | 62 | 326 | 238 | 0.3% |
| Q3 2021 | 935 | $15.4B | 105,716,783 | 54 | 285 | 261 | 0.2% |
| Q2 2021 | 929 | $15.9B | 107,239,793 | 56 | 303 | 263 | 0.3% |
| Q1 2021 | 908 | $15.6B | 110,185,410 | 74 | 286 | 251 | 0.2% |
| Q4 2020 | 894 | $13.6B | 105,638,492 | 88 | 260 | 249 | 0.2% |
| Q3 2020 | 765 | $11.3B | 100,680,569 | 48 | 217 | 249 | 0.1% |
| Q2 2020 | 764 | $11.1B | 102,234,888 | 65 | 208 | 298 | 0.1% |
| Q1 2020 | 762 | $10.2B | 106,050,128 | 57 | 231 | 295 | 0.1% |
| Q4 2019 | 825 | $11.9B | 91,591,416 | 65 | 245 | 212 | 0.1% |
| Q3 2019 | 715 | $10.8B | 89,601,475 | 39 | 200 | 238 | 0.1% |
| Q2 2019 | 725 | $10.5B | 90,190,608 | 44 | 217 | 254 | 0.2% |
| Q1 2019 | 722 | $10.1B | 89,474,847 | 48 | 205 | 257 | 0.0% |
| Q4 2018 | 730 | $9.6B | 94,851,377 | 8 | 18 | 4 | 0.0% |