ISHARES TR (IVE)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
92
Reporting holders
$310.0M
Reported value
0.0%
Calls
0.0%
Puts
-1,676
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | $32.9M | 144,325 | 0.23% | 15q | -1.1%-$361.4K |
| KWMG, LLC | $31.6M | 138,289 | 2.28% | 32q | +4.6%+$1.4M |
| CoreCap Advisors, LLC | $24.5M | 107,532 | 0.71% | 9q | +2.7%+$644.9K |
| Financial Enhancement Group LLC | $18.2M | 78,827 | 2.09% | 19q | HELD |
| RTD Financial Advisors, Inc. | $16.9M | 73,850 | 1.84% | 20q | -0.9%-$156.1K |
| SACKS & ASSOCIATES, LLC | $14.9M | 65,210 | 10.39% | 4q | -4.4%-$678.7K |
| McNaughton Wealth Management, LLC | $13.9M | 60,879 | 4.86% | 7q | +1.8%+$248.1K |
| Prosperity Planning, Inc. | $11.9M | 51,963 | 2.63% | 24q | -1.7%-$201.3K |
| Acropolis Investment Management, LLC | $11.8M | 51,739 | 0.47% | 32q | -51.2%-$12.4M |
| SigFig Wealth Management, LLC | $10.0M | 43,794 | 0.25% | 11q | +2.3%+$227.8K |
| Apeiron RIA LLC | $9.2M | 40,280 | 2.09% | 11q | -4.2%-$403.7K |
| Adirondack Capital Advisors, LLC | $8.3M | 36,546 | 4.31% | 4q | +2.0%+$160.5K |
| YHB Investment Advisors, Inc. | $8.3M | 36,157 | 0.52% | 18q | HELD |
| Avidian Wealth Enterprises, LLC | $7.3M | 32,166 | 0.20% | 15q | -26.4%-$2.6M |
| SAPIENT CAPITAL LLC | $7.1M | 31,193 | 0.10% | 12q | -50.1%-$7.1M |
| Apella Capital, LLC | $6.9M | 30,013 | 0.09% | 12q | +170.0%+$4.4M |
| Pathway Financial Advisors LLC | $6.6M | 29,079 | 0.73% | 31q | HELD |
| Balefire, LLC | $6.3M | 27,711 | 0.99% | 3q | +72.3%+$2.7M |
| First Heartland Consultants, Inc. | $6.0M | 26,432 | 0.40% | 32q | -0.7%-$42.7K |
| Retirement Wealth Solutions LLC | $5.8M | 25,256 | 3.05% | 8q | +4.1%+$225.3K |
| Valeo Financial Advisors, LLC | $3.4M | 14,945 | 0.07% | 32q | -16.0%-$650.1K |
| Graves Light Lenhart Wealth, Inc. | $2.9M | 12,699 | 0.27% | 32q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.8M | 12,237 | 0.40% | 32q | -7.1%-$212.5K |
| Councilor Wealth, LLC | $2.6M | 11,375 | 1.07% | 12q | HELD |
| Cassilly Financial Group LLC | $2.3M | 9,876 | 1.51% | 4q | -49.1%-$2.2M |
| Whitcomb & Hess, Inc. | $1.7M | 7,381 | 0.36% | 22q | +2.7%+$44.1K |
| BURKETT FINANCIAL SERVICES, LLC | $1.6M | 7,094 | 0.49% | 12q | -6.0%-$102.7K |
| MJT & Associates Financial Advisory Group, Inc. | $1.6M | 6,861 | 1.01% | 7q | -1.0%-$16.0K |
| Wedmont Private Capital | $1.5M | 6,359 | 0.04% | 15q | +18.8%+$233.8K |
| Asempa Wealth Advisors | $1.5M | 6,454 | 1.13% | 4q | -4.3%-$65.8K |
| TrueWealth Advisors, LLC | $1.4M | 5,998 | 0.31% | 24q | +0.9%+$12.6K |
| Montecito Bank & Trust | $1.4M | 5,974 | 0.21% | 31q | HELD |
| Venture Visionary Partners LLC | $1.3M | 5,550 | 0.03% | 24q | -2.3%-$29.5K |
| CHAPIN DAVIS, INC. | $1.2M | 5,239 | 0.23% | 16q | -1.5%-$18.7K |
| Decker Wealth Management LLC | $1.2M | 5,168 | 0.24% | 4q | HELD |
| Cooper Financial Group | $1.2M | 5,075 | 0.09% | 11q | -1.9%-$22.8K |
| Castleview Partners, LLC | $1.1M | 4,877 | 0.49% | 2q | +34.4%+$284.7K |
| Gallagher Capital Advisors, LLC | $1.1M | 4,829 | 0.59% | 8q | HELD |
| Tactive Advisors, LLC | $1.1M | 4,763 | 0.26% | 6q | +3.5%+$36.8K |
| Sound Income Strategies, LLC | $1.0M | 4,414 | 0.05% | 12q | -48.5%-$967.1K |
| Versant Capital Management, Inc | $1.0M | 4,477 | 0.09% | 18q | HELD |
| EASTERN BANK | $985.5K | 4,317 | 0.01% | 9q | +18.8%+$155.9K |
| Central Pacific Bank - Trust Division | $939.1K | 4,114 | 0.10% | 6q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $906.0K | 3,969 | 0.10% | 25q | HELD |
| Lee, Kelleher & Klein Wealth Management | $857.0K | 3,754 | 0.44% | 8q | HELD |
| KFA Private Wealth Group, LLC | $785.3K | 3,439 | 0.18% | 2q | -4.0%-$33.1K |
| Shulman DeMeo Asset Management LLC | $751.1K | 3,259 | 0.15% | 21q | HELD |
| Atlas Brown,Inc. | $709.0K | 3,106 | 0.19% | 32q | +6.2%+$41.3K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $708.0K | 3,101 | 0.47% | 12q | HELD |
| Veracity Capital LLC | $700.2K | 3,067 | 0.19% | 28q | -1.3%-$9.4K |
| Veery Capital, LLC | $504.3K | 2,209 | 0.13% | 7q | +3.8%+$18.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $449.7K | 1,970 | 0.04% | 8q | -8.0%-$39.3K |
| Weaver Consulting Group | $423.5K | 1,855 | 0.08% | 20q | HELD |
| GAMMA Investing LLC | $421.9K | 1,848 | 0.01% | 12q | +20.2%+$71.0K |
| Breakwater Capital Group | $397.7K | 1,742 | 0.05% | 13q | +0.6%+$2.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $396.3K | 1,736 | 0.00% | 7q | -17.5%-$84.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $373.9K | 1,638 | 0.07% | 8q | HELD |
| Friday Financial | $365.8K | 1,600 | 0.07% | 8q | HELD |
| Kure Advisory, LLC | $358.4K | 1,570 | 0.17% | 2q | -17.5%-$75.8K |
| Bank of New Hampshire | $352.7K | 1,545 | 0.08% | 19q | HELD |
| Peterson Wealth Advisors, LLC | $336.9K | 1,476 | 0.04% | 32q | -14.2%-$55.9K |
| DIVERSIFIED MANAGEMENT INC | $331.1K | 1,451 | 0.06% | 4q | HELD |
| Everhart Financial Group, Inc. | $324.1K | 1,420 | 0.02% | 5q | +0.9%+$2.7K |
| Cambridge Financial Group, LLC | $319.7K | 1,408 | 0.10% | 12q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $318.5K | 1,395 | 0.07% | 30q | HELD |
| David J Yvars Group | $306.4K | 1,342 | 0.14% | 6q | +15.5%+$41.1K |
| ARMSTRONG ADVISORY GROUP, INC | $297.4K | 1,303 | 0.02% | 16q | HELD |
| Grove Bank & Trust | $294.5K | 1,290 | 0.03% | 11q | HELD |
| Bangor Savings Bank | $285.8K | 1,252 | 0.02% | 19q | HELD |
| Factor Wealth Management LTD | $279.4K | 1,224 | 0.04% | 8q | HELD |
| Investment Partners Asset Management, Inc. | $273.9K | 1,200 | 0.15% | 12q | HELD |
| Longview Financial Advisors, Inc. | $263.1K | 1,152 | 0.15% | 7q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $247.3K | 1,083 | 0.13% | 3q | HELD |
| Crumly & Associates Inc. | $230.3K | 1,009 | 0.04% | 5q | HELD |
| ANB BANK | $228.5K | 1,001 | 0.08% | 8q | -1.0%-$2.3K |
| ELEVATION WEALTH PARTNERS, LLC | $223.8K | 980 | 0.06% | 15q | -3.4%-$7.8K |
| Shira Ridge Wealth Management | $202.4K | 887 | 0.07% | new | NEW |
| Bullock Wealth Management Group | $121.4K | 531 | 0.05% | 11q | -2.0%-$2.5K |
| TOMPKINS FINANCIAL CORP | $113.0K | 495 | 0.01% | 31q | HELD |
| MassMutual Private Wealth & Trust, FSB | $77.2K | 338 | 0.00% | 7q | HELD |
| Roxbury Financial LLC | $59.9K | 262 | 0.05% | 6q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $58.0K | 254 | 0.01% | 10q | HELD |
| CX Institutional | $49.2K | 215,726 | 1.33% | 24q | +7.4%+$3.4K |
| ATWOOD & PALMER INC | $44.9K | 197 | 0.00% | 6q | +0.5% |
| Rosenberg Matthew Hamilton | $42.0K | 184 | 0.01% | 21q | -15.2%-$7.5K |
| Davis Capital Management | $25.6K | 112 | 0.02% | 11q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $25.1K | 110 | 0.02% | 4q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $16.2K | 71 | 0.00% | 32q | HELD |
| Coastline Trust Co | $16.0K | 70 | 0.00% | 9q | HELD |
| Trust Co | $14.4K | 63 | 0.00% | 8q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $13.0K | 57 | 0.00% | 31q | HELD |
| Investors Research Corp | $4.8K | 21 | 0.00% | 5q | -48.8%-$4.6K |
| Wealth Enhancement Trust Services, Inc. | $3.0K | 13 | 0.00% | 2q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $734 | 3,215 | 0.52% | 12q | HELD |
| WoodTrust Financial Corp | $260 | 1,140 | 0.03% | 5q | -5.2% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 92 | $310.0M | 1,356,376 | 1 | 21 | 30 | 0.0% |
| Q2 2026 | 1,768 | $45.2B | 199,115,622 | 119 | 408 | 676 | 0.1% |
| Q1 2026 | 1,708 | $41.1B | 195,014,807 | 93 | 493 | 579 | 0.0% |
| Q4 2025 | 1,697 | $40.6B | 190,936,060 | 81 | 625 | 368 | 0.1% |
| Q3 2025 | 1,582 | $37.8B | 183,179,970 | 96 | 499 | 462 | 0.1% |
| Q2 2025 | 1,542 | $32.2B | 164,371,993 | 85 | 531 | 426 | 0.1% |
| Q1 2025 | 1,536 | $30.0B | 157,525,969 | 87 | 554 | 440 | 0.1% |
| Q4 2024 | 1,555 | $27.5B | 143,778,057 | 76 | 508 | 432 | 0.1% |
| Q3 2024 | 1,442 | $30.6B | 155,401,685 | 119 | 453 | 421 | 0.1% |
| Q2 2024 | 1,370 | $28.8B | 158,667,673 | 79 | 418 | 416 | 0.1% |
| Q1 2024 | 1,359 | $34.1B | 181,856,377 | 168 | 417 | 379 | 0.1% |
| Q4 2023 | 1,258 | $25.3B | 145,249,970 | 102 | 327 | 378 | 0.1% |
| Q3 2023 | 1,146 | $17.4B | 113,013,476 | 60 | 263 | 400 | 0.2% |
| Q2 2023 | 1,149 | $18.1B | 111,809,978 | 71 | 277 | 401 | 0.2% |
| Q1 2023 | 1,127 | $17.2B | 113,314,071 | 82 | 251 | 441 | 0.1% |
| Q4 2022 | 1,118 | $18.0B | 123,859,091 | 99 | 322 | 329 | 0.2% |
| Q3 2022 | 1,048 | $14.9B | 115,643,529 | 53 | 316 | 312 | 0.2% |
| Q2 2022 | 1,066 | $16.7B | 120,894,369 | 66 | 351 | 312 | 0.2% |
| Q1 2022 | 1,073 | $18.3B | 117,631,363 | 96 | 367 | 253 | 0.1% |
| Q4 2021 | 1,042 | $17.3B | 110,306,939 | 62 | 326 | 238 | 0.3% |
| Q3 2021 | 936 | $15.4B | 105,747,100 | 54 | 286 | 261 | 0.2% |
| Q2 2021 | 930 | $15.9B | 107,268,345 | 56 | 304 | 263 | 0.3% |
| Q1 2021 | 909 | $15.6B | 110,212,717 | 74 | 287 | 251 | 0.2% |
| Q4 2020 | 895 | $13.6B | 105,664,858 | 88 | 260 | 250 | 0.2% |
| Q3 2020 | 766 | $11.3B | 100,707,782 | 48 | 217 | 250 | 0.1% |
| Q2 2020 | 765 | $11.1B | 102,305,057 | 65 | 208 | 299 | 0.1% |
| Q1 2020 | 763 | $10.3B | 106,135,112 | 57 | 232 | 295 | 0.1% |
| Q4 2019 | 826 | $11.9B | 91,669,513 | 65 | 246 | 212 | 0.1% |
| Q3 2019 | 716 | $10.8B | 89,676,912 | 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% |