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Principal Global Investors position in IVE
ISHARES TR
Latest position (Q2 2026)13.79K sh
Reported value held$3.13M
Portfolio Weight0.00%
First reportedQ1 2022
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q1 2022 | 13.89K | $2.16M | New |
| Q2 2022 | 14.56K | $2.00M | Add |
| Q3 2022 | 14.37K | $1.85M | Reduce |
| Q4 2022 | 13.68K | $1.98M | Reduce |
| Q1 2023 | 15.13K | $2.30M | Add |
| Q2 2023 | 14.83K | $2.39M | Reduce |
| Q3 2023 | 14.34K | $2.21M | Reduce |
| Q4 2023 | 14.37K | $2.50M | Hold |
| Q1 2024 | 14.16K | $2.65M | Reduce |
| Q2 2024 | 14.34K | $2.61M | Add |
| Q3 2024 | 13.84K | $2.73M | Reduce |
| Q4 2024 | 14.96K | $2.86M | Add |
| Q1 2025 | 14.21K | $2.71M | Reduce |
| Q2 2025 | 14.21K | $2.78M | Hold |
| Q3 2025 | 14.32K | $2.96M | Add |
| Q4 2025 | 21.79K | $4.62M | Add |
| Q1 2026 | 16.25K | $3.43M | Reduce |
| Q2 2026 | 13.79K | $3.13M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding IVE
- JPMorgan Chase & Co 16.25M sh · $3.69B · Q2 2026
- Morgan Stanley 14.91M sh · $3.39B · Q2 2026
- Bank of America Corp 9.61M sh · $2.18B · Q2 2026
- Wells Fargo & Co 6.23M sh · $1.41B · Q2 2026
- UBS Group AG 3.58M sh · $813.83M · Q2 2026
- PNC Financial Services 2.21M sh · $501.76M · Q2 2026
- BlackRock Inc 2.02M sh · $458.79M · Q2 2026
- Goldman Sachs Group 1.42M sh · $321.58M · Q2 2026
- BNY Mellon 970.07K sh · $220.27M · Q2 2026
- Fidelity Management & Research (FMR) 818.02K sh · $185.74M · Q2 2026
- Northern Trust Corp 187.11K sh · $42.48M · Q2 2026
- Citigroup Inc 141.46K sh · $32.12M · Q2 2026