ISHARES TR

$IVE
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Smart money positioned

30 of the Top-200 alpha managers hold $IVE as of the latest 13F snapshot.

13F holders
1,639
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

30 holders · Q1 2026

$IVE is held by 30 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.52%, with an average of 0.58% of portfolio. Largest holder: Courier Capital LLC at 3.52%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Courier Capital LLC
3.52% NEW
α +14.9pts
02
Endeavor Private Wealth, Inc.
3.49% held
α +13.5pts
03
Pacific Financial Group Inc.
3.06% held
α +14.3pts
04
Condor Capital Management
2.64% NEW
α +23.6pts
05
Independent Solutions Wealth Management, LLC
2.26% NEW
α +19.1pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 1,639 · Source: 13F-HR
01
Marquette Asset Management, LLC
1.57% of portfolio
27,729,455 sh
02
State Farm Mutual Automobile Insurance Co.
0.25% of portfolio
15,694,790 sh
03
Taconic Capital Advisors LP
0.59% of portfolio
10,505,241 sh
04
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
1.26% of portfolio
7,369,604 sh
05
Lowe Brockenbrough & Co. Inc.
0.29% of portfolio
6,801,576 sh
06
AIFG Consultants Ltd.
2.52% of portfolio
4,297,184 sh
07
Evensky & Katz LLC
0.28% of portfolio
3,772,216 sh
08
FengHe Fund Management Pte. Ltd.
0.74% of portfolio
3,295,130 sh
09
Holos Integrated Wealth LLC
0.57% of portfolio
3,006,423 sh
10
Sheaff Brock Investment Advisors, LLC
0.21% of portfolio
2,894,909 sh
See all 1,639 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $IVE in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $IVE in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:23 UTC.