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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding25,077,773$5.69B-4,800,274Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,247,060$3.69B0.22%-935,01713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,914,723$3.39B0.18%-9,23413F-HRTimelineGroup
LPL Financial LLC9,632,373$2.19B0.49%-872,86813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,606,771$2.18B0.14%+148,99613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,230,043$1.41B0.25%+16,74613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,600,453$818M-77,206Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,566,472$810M0.67%+305,45813F-HRTimelineGroup
Cetera Investment Advisers3,065,888$696M0.63%-229,24213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,897,188$657M0.13%-112,01213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,209,817$502M0.25%-61,19613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC2,129,638$484M1.73%+185,55913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,020,568$459M0.01%-573,35213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,811,031$411M2.57%-388,28013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,695,146$385M0.79%-25,93313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,654,914$376M0.1%+33,94913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,416,262$322M0.03%+19313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,369,827$311M0.05%-26,77513F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,255,289$285M5.35%+57,32613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,229,879$279M-17,845Timeline
MAI Capital Management1,225,815$278M1.06%+218,00913F-HRTimeline
Foundations Investment Advisors, LLC1,225,561$278M2.87%+113,91113F-HRTimeline
Janney Montgomery Scott LLC1,149,138$261M0.51%-200,09213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,052,224$239M0.25%-74,48413F-HRTimelineGroup
SOFI WEALTH, LLC1,038,423$236M9.49%+58,45813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC976,621$222M0.28%-62,66213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp970,074$220M0.04%-168,07713F-HRTimelineGroup
FMR LLCin group FMR LLC818,023$186M0.01%-42113F-HRTimelineGroup
NewEdge Advisors, LLC808,622$184M0.55%-50,29413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding799,413$182M-208,597Timeline
Sanctuary Advisors, LLC783,942$178M0.83%-118,16213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp768,621$175M0.51%-29,58713F-HRTimelineGroup
Pacific Life Fund Advisors LLC760,525$173M18.98%new13F-HRTimeline
OneDigital Investment Advisors LLC758,206$172M1.45%-207,38313F-HRTimeline
Rehmann Capital Advisory Group740,561$168M7.7%+23,85013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.731,726$166M0.2%+45,11313F-HRTimelineGroup
HighTower Advisors, LLC670,326$152M0.15%+6,64613F-HRTimeline
JB Capital LLC663,124$151M5.21%-145,37013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP641,496$145M0.06%+55,76513F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding628,887$143M-586,584Timeline
LVZ, Inc.575,983$131M13.29%+3,32113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding575,045$131M-27,564Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…565,412$128M0.71%-95,16113F-HRTimelineGroup
Cambridge Investment Research Advisors,…535,693$122M0.27%-4,54013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC477,313$108M0.13%-40,18813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…451,033$102M0.16%+24,60513F-HRTimelineGroup
Advocacy Wealth Management, LLC424,530$96.4M3.5%-86,06313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP422,037$95.8M0.11%-137,28213F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE386,538$87.8M18.94%+1,23613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC369,816$84M1.1%-48,29713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC367,341$83.4M0.62%-3,29113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC342,445$77.8M2.32%-56,09113F-HRTimelineGroup
Betterment LLC342,003$77.7M0.13%-15,47613F-HRTimeline
Triad Wealth Partners, LLC314,821$73.4M4.35%+54,56413F-HRTimeline
AE Wealth Management LLC311,368$70.7M0.33%-60,57813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/300,302$68.2M0.03%+8,16913F-HRTimelineGroup
Probity Advisors, Inc.297,845$67.6M9.67%+69413F-HRTimeline
COURIER CAPITAL LLC295,652$67.1M3.35%+45513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…289,895$65.8M0.11%-45,02713F-HRTimelineGroup
Modern Wealth Management, LLC280,304$63.6M0.76%-6,06613F-HRTimeline
Valmark Advisers, Inc.277,744$63.1M0.67%-5,56813F-HRTimeline
HARBOUR INVESTMENTS, INC.276,574$62.8M0.85%-6,03913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.274,431$62.3M0.09%+18,80013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…270,849$61.5M0.03%-4,73213F-HRTimelineGroup
AMARILLO NATIONAL BANK264,601$60.1M9.63%-89313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP262,544$59.6M0.36%+22,78513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.261,071$59.3M0.35%-27,24613F-HRTimelineGroup
Composition Wealth, LLC260,233$59.1M0.69%-16,84613F-HRTimeline
Atria Investments, Inc258,295$58.6M0.59%-51,30313F-HRTimeline
Strategic Point Investment Advisors, LLC249,869$56.7M7.39%+4,84213F-HRTimeline
West Wealth Group, LLC249,298$56.6M9.26%+4,01113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC240,148$54.5M1.18%-57,90113F-HRTimelineGroup
Icon Wealth Advisors, LLC232,242$52.7M3.18%-43,14113F-HRTimeline
Financial Engines Advisors L.L.C.225,327$51.2M0.09%-2,58313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC224,773$51M0.02%-5,81013F-HRTimelineGroup
World Investment Advisors225,386$48.3M0.8%-13,24113F-HRTimeline
Waverly Advisors, LLC212,438$48.2M0.28%-5,27013F-HRTimeline
Baker Avenue Asset Management, LP209,466$47.6M0.9%-8,22213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\208,543$47.4M0.05%+12,06813F-HRTimelineGroup
CX Institutional200,775$45.6M1.32%-8,13113F-HRTimeline
&PARTNERS197,652$45M0.18%-2,49313F-HRTimeline
North Star Investment Management Corp.197,887$44.9M2.44%+3,93513F-HRTimeline
SMITH, MOORE & CO.197,698$44.9M2.91%-1,20513F-HRTimeline
Private Advisor Group, LLC190,486$43.3M0.2%-112,48713F-HRTimeline
MGO ONE SEVEN LLC188,431$42.8M0.71%-28,82813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP187,106$42.5M<0.01%-3313F-HRTimelineGroup
Creative Planningin group Creative Planning186,708$42.4M0.02%+2,77713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…185,455$42.1M0.14%-8,00013F-HRTimelineGroup
Foundation Wealth Management, LLC184,393$41.9M24.76%+2,22613F-HRTimeline
Salomon & Ludwin, LLC179,309$40.8M3.36%-6,73213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding175,422$39.8M+18,819Timeline
C2P Capital Advisory Group, LLC d.b.a. …174,363$39.6M1.95%+18,04313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC173,558$39.4M12%+1,85913F-HRTimeline
Perigon Wealth Management, LLC173,159$39.3M0.62%-27,13313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding168,280$39.1M+68,684Timeline
PEAPACK GLADSTONE FINANCIAL CORP170,464$38.7M0.44%-3,85013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV168,907$38.4M0.05%+56,84813F-HR/ATimeline
Beacon Pointe Advisors, LLC166,410$37.8M0.18%+1,52713F-HRTimeline
FINANCIAL LIFE ADVISORS162,970$37M10.52%-3,99213F-HRTimeline
McKinley Carter Wealth Services, Inc.162,551$36.9M1.91%+2,27013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…167,563$36.9M0.06%-13,54213F-HRTimeline
Global Retirement Partners, LLC161,930$36.8M0.56%13F-HRTimeline
Powell Investment Advisors, LLC158,794$36.1M11.38%+80013F-HRTimeline
Sharkey, Howes & Javer158,405$36M4.34%-29,24813F-HRTimeline
Stone House Investment Management, LLC157,787$35.8M4.76%-19,42913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP155,184$35.2M0.05%+29,37613F-HR/ATimelineGroup
GREENLEAF TRUST154,507$35.1M0.34%-1,49613F-HRTimeline
Vise Technologies, Inc.152,586$34.6M0.39%+117,05813F-HRTimeline
Berkshire Money Management, Inc.151,371$34.4M3.14%+46313F-HRTimeline
IFP Advisors, Inc148,739$33.8M0.61%-4,00413F-HRTimeline
CONDOR CAPITAL MANAGEMENT148,294$33.7M2.52%-1,29513F-HRTimeline
Farther Finance Advisors, LLC145,908$33.1M0.26%-12,13913F-HRTimeline
TD Waterhouse Canada Inc.142,664$32.5M0.09%+6,79613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding142,712$32.4M-1,472Timeline
EWA, LLC141,770$32.2M5.87%-13,84013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC141,459$32.1M0.01%+25,51413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS136,727$31M0.05%+6,07413F-HRTimeline
Orion Porfolio Solutions, LLC136,215$30.9M0.24%-19,59513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management135,394$30.7M0.31%-4,56913F-HRTimelineGroup
Thoma Capital Management LLC132,595$30.1M16.06%+11,65813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV132,390$30.1M6.82%+2,61413F-HRTimeline
KWMG, LLC132,262$30M2.17%+8,48913F-HRTimeline
Horst & Graben Wealth Management LLC131,689$30M3.95%-23,45113F-HRTimeline
SteelPeak Wealth, LLC131,659$29.9M0.79%-34,20213F-HRTimeline
Savant Capital, LLC129,353$29.7M0.09%+37,97913F-HRTimeline
Praetorian Wealth Management, Inc.127,752$29M5%-63013F-HRTimeline
INTEGRITY ALLIANCE, LLC.127,156$28.9M0.91%-34,01813F-HRTimeline
1834 INVESTMENT ADVISORS CO125,735$28.5M3.23%-9,44213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC125,271$28.4M0.08%+9,21013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC124,892$28.4M1.41%-5,83813F-HRTimeline
WEALTH ALLIANCE, LLC123,223$28M2.34%-25,78313F-HRTimeline
Pettinga Financial Advisors LLC121,132$27.5M4.41%-27,37813F-HRTimeline
DDFG, Inc120,323$27.3M5.43%-2,38913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC120,237$27.3M3.32%-89,05313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC128,765$27.2M3.4%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management119,497$27.1M0.82%-1,87613F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC119,479$27.1M1.99%-19,46413F-HRTimeline
Physician Wealth Advisors, Inc.119,410$27.1M3.24%-15,77413F-HRTimeline
PAX Financial Group, LLC118,225$26.8M3.99%-26,65813F-HRTimeline
Summit Financial, LLC117,262$26.6M0.29%+2,62013F-HRTimeline
PLANNING DIRECTIONS INC115,172$26.2M12.11%+9,21013F-HRTimeline
Clearstead Advisors, LLC114,906$26.1M0.25%+1,47213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…114,705$26M0.22%-4,32613F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC112,821$25.6M0.5%-1,52113F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC112,262$25.5M0.24%+18,48913F-HRTimeline
Security Financial Services, INC.111,545$25.3M3.51%-22,16313F-HRTimeline
NorthRock Partners, LLC110,052$25M0.36%-45,79213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding107,374$24.4M+15,208Timeline
One Wealth Advisors, LLC107,337$24.4M2.69%-23,24413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…105,567$24M2.42%-15,97913F-HRTimeline
WealthPlan Investment Management, LLC104,898$23.8M1.18%+2,03913F-HRTimeline
CoreCap Advisors, LLC104,707$23.8M0.7%-1,76613F-HRTimeline
Advisory Services Network, LLC104,601$23.8M0.27%+85913F-HRTimeline
Lutz Financial Services LLC104,312$23.7M1.44%-1,16913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC103,626$23.5M2.26%-22513F-HRTimeline
Scissortail Wealth Management, LLC103,271$23.4M4.51%-7,75513F-HRTimeline
Per Stirling Capital Management, LLC.103,240$23.4M2.23%-2,25413F-HRTimeline
Trek Financial, LLC102,220$23.2M1.15%-17,72913F-HRTimeline
Keystone Financial Services100,629$22.8M5.88%-22,23713F-HRTimeline
Detalus Advisors, LLC99,890$22.7M4.42%-4,36713F-HRTimeline
Rothschild Wealth LLC99,774$22.7M1.81%-25,63613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS98,768$22.4M0.01%+19,03013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC98,546$22.4M0.52%-4,67213F-HRTimelineGroup
Signature Wealth Management Partners, L…98,481$22.4M10.43%+1,66313F-HRTimeline
Mesirow Financial Investment Management…97,895$22.2M0.35%-96,43713F-HRTimeline
CHOREO, LLC97,220$22.1M0.24%-33413F-HRTimeline
Ashton Thomas Private Wealth, LLC97,126$22.1M0.46%-15,65013F-HRTimeline
SilverOak Wealth Management LLC97,076$22M2.84%-2,85513F-HRTimeline
Sigma Planning Corp96,026$21.8M0.55%-11,89313F-HRTimeline
Ironwood Financial, llc93,654$21.6M3.39%-3,22113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.94,723$21.5M1.91%-2,96113F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding94,684$21.5M+3,008Timeline
GHP Investment Advisors, Inc.94,459$21.4M0.79%-1,55513F-HRTimeline
ADG Wealth Management Group, LLC94,015$21.3M13.55%-1,32913F-HRTimeline
Narwhal Capital Management92,784$21.1M1.45%013F-HRTimeline
Sovran Advisors, LLC89,194$20.9M1.56%-4,91013F-HRTimeline
Kelly Financial Services LLC92,005$20.9M4.47%-27,07713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,292$20.7M0.2%+213F-HRTimelineGroup
Merit Financial Group, LLC90,951$20.7M0.13%-10,41813F-HR/ATimeline
SWMG, LLC88,953$20.5M4.82%-10,53913F-HRTimeline
Cosner Financial Group, LLC178,510$20.3M10.42%+91,75313F-HRTimeline
FIRST MERCHANTS CORP89,149$20.2M0.71%+2,49013F-HRTimeline
Waterway Wealth Management, LLC119,174$20.2M4.13%-12,54213F-HRTimeline
BOKF, NAin group BOKF, NA88,933$20.2M0.28%-4,23513F-HRTimelineGroup
BOK Financial Private Wealth, Inc.88,595$20.1M1.03%-1,09813F-HRTimeline
Steward Partners Investment Advisory, L…88,156$20M0.1%-13,13513F-HRTimeline
M1 Capital Management LLC87,462$19.9M7.33%-5,01213F-HRTimeline
Elevated Financial Group LLC83,473$19M5.35%+7,45013F-HRTimeline
Matthew Goff Investment Advisor, LLC82,021$18.6M3.14%-1,18113F-HRTimeline
Horizon Wealth Management, LLC82,004$18.6M2.37%+2,85613F-HRTimeline
J.W. COLE ADVISORS, INC.81,791$18.6M0.32%new13F-HRTimeline
Legacy Financial Group LLC81,347$18.5M2.08%-15,43113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK81,245$18.4M2.34%-3,70013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC81,123$18.4M0.34%-1,06313F-HRTimeline
Saiph Capital, LLC80,907$18.4M5.5%+1,57213F-HRTimeline
Regal Investment Advisors LLC80,376$18.3M0.95%-14,52313F-HRTimeline
Arkadios Wealth Advisors80,300$18.2M0.28%+98513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT80,099$18.2M1.08%+16713F-HRTimeline
Financial Enhancement Group LLC78,803$17.9M2.14%+73413F-HRTimeline
EP Wealth Advisors, LLC78,703$17.9M0.07%+3,89713F-HRTimeline