iSHARES TRUST - IVE

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$40.46B
QoQ value delta ($000)
+$7.025B (+21.01%)
Implied price effect (QoQ)
+2.96%
Shares
Total shares
190,639,149
QoQ shares delta
+28,438,311 (+17.53%)
Total shares held by funds (by quarter)

Market chart (IVE)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 11 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
ENVESTNET ASSET MANAGEMENT INC 6,021,389 28,393,408 1.79%
JPMORGAN CHASE & CO 3,975,940 18,748,246 0.25%
MORGAN STANLEY 3,240,187 15,278,856 0.19%
LPL Financial LLC 2,335,836 11,014,459 0.64%
BANK OF AMERICA CORP /DE/ 1,967,037 9,275,417 0.14%
WELLS FARGO & COMPANY/MN 1,328,435 6,264,139 0.24%
UBS Group AG 749,644 3,534,890 0.12%
Cetera Investment Advisers 723,154 3,409,979 0.79%
STIFEL FINANCIAL CORP 689,349 3,250,570 0.62%
AMERIPRISE FINANCIAL INC 653,287 3,079,839 0.15%
BlackRock, Inc. 623,107 2,938,214 0.01%
CWM, LLC 546,981 2,579,248 1.48%
Envestnet Portfolio Solutions, Inc. 538,709 2,540,243 1.89%
PARK AVENUE SECURITIES LLC 523,293 2,467,550 4.43%
PNC FINANCIAL SERVICES GROUP, INC. 496,993 2,343,536 0.27%
MML INVESTORS SERVICES, LLC 446,095 2,103,532 1.09%
RAYMOND JAMES FINANCIAL INC 391,402 1,845,630 0.12%
Lido Advisors, LLC 386,816 1,862,991 1.16%
GOLDMAN SACHS GROUP INC 363,589 1,714,477 0.04%
Janney Montgomery Scott LLC 311,955 1,470,999 0.72%
ROYAL BANK OF CANADA 285,813 1,347,733 0.05%
Focus Partners Wealth 259,800 1,225,078 0.3%
Mariner, LLC 252,609 1,191,076 0.3%
Bank of New York Mellon Corp 249,880 1,178,292 0.04%
Cassaday & Co Wealth Management LLC 244,681 1,153,776 5.16%