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Who holds IVE

ISHARES TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
ENVESTNET ASSET MANAGEMENT INC23.3M$5.3B1.2%
JPMORGAN CHASE & CO16.2M$3.7B0.2%
MORGAN STANLEY14.9M$3.4B0.2%
LPL Financial LLC9.6M$2.2B0.5%
BANK OF AMERICA CORP /DE/9.6M$2.2B0.1%
WELLS FARGO & COMPANY/MN6.2M$1.4B0.2%
UBS Group AG3.6M$813.8M0.1%
STIFEL FINANCIAL CORP3.6M$809.8M0.7%
Cetera Investment Advisers3.1M$696.1M0.6%
AMERIPRISE FINANCIAL INC2.9M$657.5M0.1%
PNC FINANCIAL SERVICES GROUP, INC.2.2M$501.8M0.2%
Lido Advisors, LLC2.1M$483.6M1.3%
BlackRock, Inc.2.0M$458.8M0.0%
PARK AVENUE SECURITIES LLC1.8M$411.2M2.6%
Envestnet Portfolio Solutions, Inc.1.7M$392.5M1.9%
MML INVESTORS SERVICES, LLC1.7M$384.9M0.8%
RAYMOND JAMES FINANCIAL INC1.7M$375.8M0.1%
GOLDMAN SACHS GROUP INC1.4M$321.6M0.0%
ROYAL BANK OF CANADA1.4M$311.0M0.0%
Cassaday & Co Wealth Management LLC1.3M$285.0M5.4%
MAI Capital Management1.2M$278.3M1.0%
FOUNDATIONS INVESTMENT ADVISORS, LLC1.2M$278.3M2.9%
Focus Partners Wealth1.2M$273.7M0.3%
Janney Montgomery Scott LLC1.1M$260.9M0.5%
Mariner, LLC1.1M$238.9M0.3%
SOFI WEALTH, LLC1.0M$235.8M9.5%
COMMONWEALTH EQUITY SERVICES, LLC976.6K$221.8M0.3%
Bank of New York Mellon Corp970.1K$220.3M0.0%
FMR LLC818.0K$185.7M0.0%
NewEdge Advisors, LLC808.6K$183.6M0.5%
Sanctuary Advisors, LLC783.9K$178.0M0.8%
Pacific Life Fund Advisors LLC760.5K$172.7M19.0%
OneDigital Investment Advisors LLC758.2K$172.2M1.5%
M&T BANK CORP798.2K$168.5M0.6%
Rehmann Capital Advisory Group740.6K$168.2M7.7%
OSAIC HOLDINGS, INC.731.7K$166.3M0.2%
JB Capital LLC663.1K$150.6M5.2%
JONES FINANCIAL COMPANIES LLLP641.5K$145.3M0.1%
Calamos Wealth Management LLC606.4K$137.7M4.2%
LVZ, Inc.576.0K$130.8M13.3%
UNITED CAPITAL FINANCIAL ADVISORS, LLC565.4K$128.4M0.7%
Cambridge Investment Research Advisors, Inc.535.7K$121.6M0.3%
FIFTH THIRD BANCORP528.7K$120.0M0.2%
HUNTINGTON NATIONAL BANK499.6K$113.4M0.6%
Cerity Partners LLC477.3K$108.4M0.1%
Rockefeller Capital Management L.P.451.0K$102.4M0.2%
Advocacy Wealth Management, LLC424.5K$96.4M3.5%
TRUIST FINANCIAL CORP422.0K$95.8M0.1%
HOME FEDERAL BANK OF TENNESSEE386.5K$87.8M18.9%
Kestra Advisory Services, LLC376.3K$85.4M0.3%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC369.8K$84.0M1.1%
MONETA GROUP INVESTMENT ADVISORS LLC367.3K$83.4M0.6%
Ascent Group, LLC342.4K$77.8M2.3%
Betterment LLC342.0K$77.7M0.1%
Triad Wealth Partners, LLC314.8K$73.4M4.3%
Kestra Investment Management, LLC316.0K$71.7M1.4%
AE Wealth Management LLC311.4K$70.7M0.3%
BANK OF MONTREAL /CAN/300.3K$68.2M0.0%
Probity Advisors, Inc.297.8K$67.6M9.7%
COURIER CAPITAL LLC295.7K$67.1M3.4%
Top Fund Holdings
13F
Top Fund Holdings

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