IVE — ISHARES TR
As of Q2 2026, 24 SEC-registered investment managers reported holding IVE (ISHARES TR) in their latest 13F filings, with a combined reported value of $13.32B across 58.64M shares. That is +35.1% by share count (+15.23M shares) versus the previous quarter, while reported value moved +45.3%. Ownership is concentrated: the five largest holders account for 86.3% of reported value and the top ten for 98.9%.
Compared with the prior quarter, 4 opened new positions, 7 added to existing stakes, 7 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| JPMorgan Chase & Co history | Q2 2026 | 16.25M | $3.69B | 0.42% | New |
| Morgan Stanley history | Q2 2026 | 14.91M | $3.39B | 0.19% | Hold |
| Bank of America Corp history | Q2 2026 | 9.61M | $2.18B | 0.14% | Add |
| Wells Fargo & Co history | Q2 2026 | 6.23M | $1.41B | 0.24% | Hold |
| UBS Group AG history | Q2 2026 | 3.58M | $813.83M | 0.11% | Reduce |
| PNC Financial Services history | Q2 2026 | 2.21M | $501.76M | 0.25% | Reduce |
| BlackRock Inc history | Q2 2026 | 2.02M | $458.79M | 0.01% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.42M | $321.58M | 0.03% | Hold |
| BNY Mellon history | Q2 2026 | 970.07K | $220.27M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 818.02K | $185.74M | 0.01% | Hold |
| Manulife Financial history | Q1 2026 | 439.03K | $92.70M | 0.08% | New |
| Northern Trust Corp history | Q2 2026 | 187.11K | $42.48M | 0.01% | Hold |
| Citigroup Inc history | Q2 2026 | 141.46K | $32.12M | 0.01% | Add |
| Prudential Financial history | Q3 2024 | 94.67K | $18.67M | 0.03% | Add |
| Amundi US history | Q2 2026 | 59.90K | $13.60M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 57.22K | $12.99M | 0.01% | Add |
| Franklin Resources history | Q2 2026 | 40.63K | $9.23M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 34.60K | $7.86M | 0.00% | Add |
| Balyasny Asset Management history | Q1 2022 | 44.33K | $6.90M | 0.02% | Reduce |
| Point72 Asset Management history | Q2 2026 | 29.25K | $6.64M | 0.01% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 16.25M sh · $3.69B
- Renaissance Technologies 26.32K sh · $5.98M
- D. E. Shaw & Co 22.83K sh · $5.18M
- Two Sigma Investments 1.90K sh · $431.41K
Fully Exited (vs previous quarter)
- Manulife Financial sold 439.03K sh · $92.70M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 19.10M | 18.40M | 20.42M | 22.34M | 20.11M | 21.53M | 18.38M | 17.27M | 16.89M | 16.91M | 17.78M | 17.66M | 17.02M | 16.85M | 17.78M | 17.90M | 17.93M | 18.75M | — | 16.25M |
| Morgan Stanley | 11.19M | 11.57M | 11.74M | 11.66M | 11.66M | 11.68M | 11.39M | 11.35M | 11.27M | 11.38M | 12.21M | 12.40M | 12.53M | 13.01M | 13.82M | 14.14M | 14.21M | 15.28M | 14.92M | 14.91M |
| Bank of America Corp | 6.19M | 6.32M | 6.81M | 7.04M | 7.04M | 6.75M | 7.01M | 7.01M | 7.23M | 7.09M | 7.81M | 7.72M | 7.95M | 8.15M | 8.58M | 8.32M | 8.40M | 9.28M | 9.46M | 9.61M |
| Wells Fargo & Co | 8.27M | 8.49M | 8.93M | 9.23M | 8.94M | 8.72M | 8.30M | 8.09M | 7.54M | 7.57M | 7.51M | 7.68M | 6.95M | 6.49M | 6.27M | 6.30M | 6.14M | 6.26M | 6.21M | 6.23M |
| UBS Group AG | 3.08M | 3.31M | 3.33M | 3.47M | 3.32M | 3.76M | 3.70M | 3.65M | 3.54M | 3.56M | 3.51M | 3.53M | 3.52M | 3.60M | 3.56M | 3.57M | 3.60M | 3.53M | 3.64M | 3.58M |
| PNC Financial Services | 1.31M | 1.33M | 1.23M | 1.30M | 1.35M | 1.41M | 1.42M | 1.43M | 1.49M | 1.59M | 1.73M | 1.84M | 1.98M | 2.14M | 2.26M | 2.36M | 2.37M | 2.34M | 2.27M | 2.21M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 1.24M | 1.27M | 1.81M | 1.99M | 1.99M | 2.94M | 2.59M | 2.02M |
| Goldman Sachs Group | 2.97M | 2.94M | 3.07M | 3.22M | 3.23M | 3.15M | 3.25M | 3.05M | 3.02M | 4.68M | 4.65M | 4.57M | 2.37M | 2.48M | 2.59M | 2.35M | 1.56M | 1.15M | 1.42M | 1.42M |
| BNY Mellon | 47.20K | 50.09K | 49.91K | 57.01K | 51.52K | 60.35K | 60.81K | 58.89K | 61.31K | 51.80K | 348.07K | 375.75K | 389.77K | 412.82K | 607.55K | 719.70K | 786.89K | 1.18M | 1.14M | 970.07K |
| Fidelity Management & Research (FMR) | 1.03M | 1.02M | 1.02M | 998.48K | 978.39K | 950.52K | 937.01K | 906.59K | 890.45K | 870.24K | 848.97K | 844.16K | 834.49K | 836.54K | 830.31K | 826.42K | 826.90K | 820.09K | 818.44K | 818.02K |
| Northern Trust Corp | 87.77K | 90.85K | 96.30K | 97.64K | 99.39K | 103.73K | 105.87K | 104.99K | 106.81K | 116.18K | 133.88K | 148.87K | 177.85K | 185.44K | 181.56K | 184.56K | 188.10K | 190.21K | 187.14K | 187.11K |
| Citigroup Inc | 112.23K | 82.75K | 85.52K | 83.07K | 82.55K | 79.13K | 79.37K | 99.15K | 103.42K | 87.29K | 129.97K | 131.33K | 118.06K | 119.40K | 115.32K | 113.09K | 116.17K | 105.51K | 115.94K | 141.46K |
| Amundi US | — | — | — | — | — | — | 92.35K | 51.80K | 64.70K | 141.00K | 180.00K | 80.40K | 81.50K | 36.00K | 41.40K | 44.50K | 48.20K | 50.60K | 50.70K | 59.90K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 5.21K | 4.77K | 8.99K | 55.23K | 37.91K | 27.89K | 29.59K | 41.69K | 49.64K | 57.22K |
| Franklin Resources | 11.77K | 11.62K | 13.34K | 13.88K | 35.45K | 35.46K | 28.92K | 29.58K | 29.58K | 34.67K | 23.14K | 24.57K | 51.84K | 46.26K | 49.60K | 51.72K | 46.09K | 40.06K | 50.98K | 40.63K |
| Citadel Advisors | 57.25K | 36.61K | 121.20K | 135.60K | 81.60K | 68.91K | 117.14K | 69.49K | 91.06K | 52.95K | 19.15K | 10.10K | 27.39K | 107.00K | 42.19K | 14.10K | 7.50K | 10.50K | 14.10K | 34.60K |
| Point72 Asset Management | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 15.40K | 1.70K | 29.25K |
| Renaissance Technologies | 8.80K | 13.60K | 4.80K | — | 15.30K | 24.50K | — | 28.90K | 12.80K | 14.98K | 2.00K | — | 22.70K | 13.50K | — | 4.10K | — | 31.70K | — | 26.32K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | 2.65K | — | 27.33K | 2.64K | — | — | — | — | — | — | 22.83K |
| Principal Global Investors | — | — | 13.89K | 14.56K | 14.37K | 13.68K | 15.13K | 14.83K | 14.34K | 14.37K | 14.16K | 14.34K | 13.84K | 14.96K | 14.21K | 14.21K | 14.32K | 21.79K | 16.25K | 13.79K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details