IVE — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IVE? 95 Institutions Hold $360M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IVE)? 95 institutions reported holding $360.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: CX Institutional ($49.2M), Farther Finance Advisors, LLC ($32.9M), Kwmg, LLC ($31.6M).

Rank	Institution	Value	Shares	Change
1	CX Institutional	$49.2M	215,726	Added
2	Farther Finance Advisors, LLC	$32.9M	144,325	Trimmed
3	KWMG, LLC	$31.6M	138,289	Added
4	CoreCap Advisors, LLC	$24.5M	107,532	Added
5	Financial Enhancement Group LLC	$18.2M	78,827	Added
6	RTD Financial Advisors, Inc.	$16.9M	73,850	Trimmed
7	SACKS & ASSOCIATES, LLC	$14.9M	65,210	Trimmed
8	McNaughton Wealth Management, LLC	$13.9M	60,879	Added
9	Prosperity Planning, Inc.	$11.9M	51,963	Trimmed
10	Acropolis Investment Management, LLC	$11.8M	51,739	Trimmed
11	SigFig Wealth Management, LLC	$10.0M	43,794	Added
12	Apeiron RIA LLC	$9.2M	40,280	Trimmed
13	Adirondack Capital Advisors, LLC	$8.3M	36,546	Added
14	YHB Investment Advisors, Inc.	$8.3M	36,157	Added
15	Avidian Wealth Enterprises, LLC	$7.3M	32,166	Trimmed
16	SAPIENT CAPITAL LLC	$7.1M	31,193	Trimmed
17	Apella Capital, LLC	$6.9M	30,013	Added
18	Pathway Financial Advisors LLC	$6.6M	29,079	Hold
19	Balefire, LLC	$6.3M	27,711	Added
20	First Heartland Consultants, Inc.	$6.0M	26,432	Trimmed
21	Retirement Wealth Solutions LLC	$5.8M	25,256	Added
22	Valeo Financial Advisors, LLC	$3.4M	14,945	Trimmed
23	Graves Light Lenhart Wealth, Inc.	$2.9M	12,699	Added
24	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$2.8M	12,237	Trimmed
25	May Barnhard Investments LLC	$2.6M	11,375	Added

Source: SEC Form 13F filings · as of 2026-09-30