Who Owns ISHARES (IVE)? -- Institutional Holders (2026-03-31)

Name: ISHARES (IVE) Institutional Holders (2026-03-31)
Creator: ko.io

1,754 institutions reported holding $38.92B of ISHARES (IVE) in SEC 13F filings for 2026-03-31. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($5.86B), JPMORGAN CHASE & CO ($3.57B), MORGAN STANLEY ($3.15B), LPL Financial LLC ($2.22B), BANK OF AMERICA CORP /DE/ ($2.00B). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	ENVESTNET ASSET MANAGEMENT INC	$5.86B	27.7M	Trimmed
2	JPMORGAN CHASE & CO	$3.57B	17.2M	Trimmed
3	MORGAN STANLEY	$3.15B	14.9M	Trimmed
4	LPL Financial LLC	$2.22B	10.5M	Trimmed
5	BANK OF AMERICA CORP /DE/	$2.00B	9.5M	Added
6	WELLS FARGO & COMPANY/MN	$1.31B	6.2M	Trimmed
7	UBS Group AG	$769.3M	3.6M	Added
8	Cetera Investment Advisers	$695.8M	3.3M	Trimmed
9	STIFEL FINANCIAL CORP	$688.6M	3.3M	Added
10	AMERIPRISE FINANCIAL INC	$638.0M	3.0M	Trimmed
11	BlackRock, Inc.	$547.7M	2.6M	Trimmed
12	CWM, LLC	$542.0M	2.6M	Trimmed
13	PNC Financial Services Group, Inc.	$479.5M	2.3M	Trimmed
14	PARK AVENUE SECURITIES LLC	$464.4M	2.2M	Trimmed
15	Envestnet Portfolio Solutions, Inc.	$453.7M	2.1M	Trimmed
16	Lido Advisors, LLC	$410.5M	1.9M	Added
17	MML INVESTORS SERVICES, LLC	$363.4M	1.7M	Trimmed
18	RAYMOND JAMES FINANCIAL INC	$342.3M	1.6M	Trimmed
19	GOLDMAN SACHS GROUP INC	$299.0M	1.4M	Trimmed
20	Royal Bank of Canada	$294.9M	1.4M	Added
21	Janney Montgomery Scott LLC	$284.9M	1.3M	Trimmed
22	Focus Partners Wealth	$259.6M	1.2M	Added
23	Cassaday & Co Wealth Management LLC	$252.9M	1.2M	Added
24	Bank of New York Mellon Corp	$240.3M	1.1M	Trimmed
25	Mariner, LLC	$237.8M	1.1M	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31