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Position history for Cetera Investment Advisers's holdings in ISHARES TR

Cetera Investment Advisers holds 3.3M shares of IVE (ISHARES TR), worth $695.8M as of 2026-Q1. The position was decreased (-3.4% shares). IVE represents 0.7% of Cetera Investment Advisers's portfolio.

Current Value

$695.8M

Current Shares

3.3M

Total Value Change

+$440M

Total Shares Change

+1.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
3.3M
-3.4%
$695.8M0.7%$219.98
0
2025-Q4
Increased
3.4M
+22.5%
$723.2M0.8%$213.56
54
2025-Q3
Increased
2.8M
+31.7%
$574.7M0.7%$204.84
56
2025-Q2
Increased
2.1M
+7.8%
$412.9M0.7%$192.62
47
2025-Q1
Increased
2M
+20.1%
$373.5M0.7%$186.32
52
2024-Q4
Increased
1.6M
+11.3%
$311.4M0.7%$187.40
49
2024-Q3
Increased
1.5M
+4.3%
$288.9M0.6%$192.13
45
2024-Q2
Decreased
1.4M
-0.4%
$255.8M0.6%$176.93
0

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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