Who Owns ISHARES TR (IVE)? -- Institutional Holders (2026-06-30)
1,046 institutions reported holding $12.21B of ISHARES TR (IVE) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($5.30B), PARK AVENUE SECURITIES LLC ($411.2M), Envestnet Portfolio Solutions, Inc. ($392.5M), Cambridge Investment Research Advisors, Inc. ($243.3M), COMMONWEALTH EQUITY SERVICES, LLC ($221.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $5.30B | 23.3M | Trimmed |
| 2 | PARK AVENUE SECURITIES LLC | $411.2M | 1.8M | Trimmed |
| 3 | Envestnet Portfolio Solutions, Inc. | $392.5M | 1.7M | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $243.3M | 1.1M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $221.8M | 976,621 | Trimmed |
| 6 | M&T Bank Corp | $174.5M | 768,621 | Trimmed |
| 7 | Pacific Life Fund Advisors LLC | $172.7M | 760,525 | New |
| 8 | JB Capital LLC | $150.6M | 663,124 | Trimmed |
| 9 | Calamos Wealth Management LLC | $137.7M | 606,356 | Added |
| 10 | LVZ, Inc. | $130.8M | 575,983 | Added |
| 11 | Advocacy Wealth Management, LLC | $96.4M | 424,530 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $95.8M | 422,037 | Trimmed |
| 13 | HOME FEDERAL BANK OF TENNESSEE | $87.8M | 386,538 | Added |
| 14 | Kestra Advisory Services, LLC | $85.4M | 376,285 | Trimmed |
| 15 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $84.0M | 369,816 | Trimmed |
| 16 | Ascent Group, LLC | $77.8M | 342,445 | Trimmed |
| 17 | AE Wealth Management LLC | $70.7M | 311,368 | Trimmed |
| 18 | Probity Advisors, Inc. | $67.6M | 297,845 | Added |
| 19 | COURIER CAPITAL LLC | $67.1M | 295,652 | Added |
| 20 | AMARILLO NATIONAL BANK | $60.1M | 264,601 | Trimmed |
| 21 | Miracle Mile Advisors, LLC | $59.1M | 260,233 | Trimmed |
| 22 | Atria Investments, Inc | $58.6M | 258,295 | Trimmed |
| 23 | Strategic Point Investment Advisors, LLC | $56.7M | 249,869 | Added |
| 24 | Baker Avenue Asset Management, LP | $47.6M | 209,466 | Trimmed |
| 25 | CX Institutional | $45.6M | 200,775 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30