Who Owns ISHARES TR (IVE)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (IVE) Institutional Holders (2026-06-30)
Creator: ko.io

1,827 institutions reported holding $39.20B of ISHARES TR (IVE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($5.30B), JPMORGAN CHASE & CO ($3.69B), MORGAN STANLEY ($3.39B), LPL Financial LLC ($2.19B), BANK OF AMERICA CORP /DE/ ($2.18B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$5.30B	23.3M	Trimmed
2	JPMORGAN CHASE & CO	$3.69B	16.2M	Trimmed
3	MORGAN STANLEY	$3.39B	14.9M	Trimmed
4	LPL Financial LLC	$2.19B	9.6M	Trimmed
5	BANK OF AMERICA CORP /DE/	$2.18B	9.6M	Added
6	WELLS FARGO & COMPANY/MN	$1.41B	6.2M	Added
7	UBS Group AG	$813.8M	3.6M	Trimmed
8	STIFEL FINANCIAL CORP	$809.8M	3.6M	Added
9	Cetera Investment Advisers	$696.1M	3.1M	Trimmed
10	AMERIPRISE FINANCIAL INC	$657.5M	2.9M	Trimmed
11	PNC Financial Services Group, Inc.	$501.8M	2.2M	Trimmed
12	Lido Advisors, LLC	$483.6M	2.1M	Added
13	BlackRock, Inc.	$458.8M	2.0M	Trimmed
14	PARK AVENUE SECURITIES LLC	$411.2M	1.8M	Trimmed
15	Envestnet Portfolio Solutions, Inc.	$392.5M	1.7M	Trimmed
16	MML INVESTORS SERVICES, LLC	$384.9M	1.7M	Trimmed
17	RAYMOND JAMES FINANCIAL INC	$376.0M	1.7M	Added
18	GOLDMAN SACHS GROUP INC	$321.6M	1.4M	Added
19	Royal Bank of Canada	$311.0M	1.4M	Trimmed
20	Cassaday & Co Wealth Management LLC	$285.0M	1.3M	Added
21	MAI Capital Management	$278.3M	1.2M	Added
22	Foundations Investment Advisors, LLC	$278.3M	1.2M	Added
23	Focus Partners Wealth	$273.7M	1.2M	Trimmed
24	Janney Montgomery Scott LLC	$260.9M	1.1M	Trimmed
25	Mariner, LLC	$238.9M	1.1M	Trimmed

Source: SEC Form 13F filings · as of 2026-06-30