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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
Integrated Wealth Concepts LLC78,702$17.9M0.12%+1,02713F-HR/ATimeline
Astoria Strategic Wealth, Inc.77,387$17.6M4.01%+1,82813F-HRTimeline
Blue Edge Capital, LLC76,736$17.4M2.09%+62613F-HRTimeline
ONE Advisory Partners, LLC76,462$17.4M4.73%-17,07113F-HRTimeline
INSTRUMENTAL WEALTH, LLC75,196$17.1M8.64%+3,65813F-HRTimeline
MCMORGAN & CO LLC75,006$17M2.56%-3,11213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK74,940$17M0.07%-1,46813F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers74,927$17M0.02%+2,76913F-HRTimelineGroup
Stokes Family Office, LLC74,727$17M1.98%-46,51513F-HRTimeline
RTD Financial Advisors, Inc.74,534$16.9M1.85%-34713F-HRTimeline
Alvarez & Marsal Private Wealth Partner…74,448$16.9M2.23%+1,33813F-HRTimeline
Blue Trust, Inc.73,143$16.6M0.17%-24,58713F-HRTimeline
Allworth Financial LP72,687$16.5M0.07%-22,12713F-HRTimeline
Independent Solutions Wealth Management…72,357$16.4M2.14%-22213F-HRTimeline
Snowden Capital Advisors LLC72,293$16.4M0.39%-2,70413F-HRTimeline
Modera Wealth Management, LLC72,069$16.4M0.17%-52813F-HRTimeline
Plancorp, LLC69,963$16.2M0.39%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp70,464$16M0.38%+1,30513F-HRTimelineGroup
BEESE FULMER INVESTMENT MANAGEMENT, INC.69,947$15.9M0.92%+2,24513F-HRTimeline
SACKS & ASSOCIATES, LLC68,183$15.8M10.66%-1,43613F-HRTimeline
TRUST POINT INC.69,196$15.7M1.33%-17113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…69,004$15.7M0.19%-13813F-HRTimelineGroup
Scarborough Advisors, LLC68,244$15.6M1.79%-23,29513F-HRTimeline
Quantinno Capital Management LP68,690$15.6M0.02%+20,12113F-HRTimeline
Occidental Asset Management, LLC67,373$15.3M1.52%-74913F-HRTimeline
Lansing Street Advisors66,848$15.2M3.23%-3,78913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.65,995$15.2M6.41%+13413F-HRTimeline
Cypress Wealth Services, LLC66,607$15.1M1.86%-13,76513F-HRTimeline
Texas Capital Bank Wealth Management Se…66,483$15.1M0.81%+4,06013F-HRTimeline
Wilmington Savings Fund Society, FSB66,271$15M0.34%+1,15513F-HRTimeline
Alesco Advisors, LLC, An ESL Co64,746$14.7M0.34%-1,33313F-HRTimeline
Csenge Advisory Group64,273$14.6M0.59%-4,86913F-HRTimeline
Ausdal Financial Partners, Inc.64,144$14.6M0.57%+2,16513F-HRTimeline
Parallel Advisors, LLC64,123$14.6M0.22%+5,82413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…63,100$14.3M0.28%-1,07713F-HRTimelineGroup
Bank Pictet & Cie (Europe) AG62,947$14.3M0.28%013F-HRTimeline
Foster Victor Wealth Advisors, LLC61,981$14.3M0.75%+60,69813F-HRTimeline
Invst, LLC62,392$14.2M1.38%-11,47713F-HRTimeline
IEQ CAPITAL, LLC62,242$14.1M0.07%-1,25613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …62,103$14.1M0.1%+1,17713F-HRTimelineGroup
Guidance Point Advisors, LLC62,015$14.1M2.98%+45413F-HRTimeline
BKM Wealth Management, LLC61,664$14M4.96%-3,55613F-HRTimeline
Mutual Advisors, LLC61,178$13.9M0.26%-11413F-HRTimeline
Bay Harbor Wealth Management, LLC60,974$13.8M3.19%-14,71413F-HRTimeline
Amundiin group Amundi59,900$13.6M<0.01%+9,20013F-HRTimelineGroup
McNaughton Wealth Management, LLC59,792$13.6M4.82%-16,53013F-HRTimeline
Gladstone Institutional Advisory LLC59,282$13.5M0.43%-3513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC57,215$13M<0.01%+7,57313F-HRTimelineGroup
American Wealth Advisors, LLC56,865$12.9M12.12%-8813F-HRTimeline
Mayflower Financial Advisors, LLC56,547$12.8M1.11%-6,26013F-HRTimeline
Vestmark Advisory Solutions, Inc.55,958$12.7M0.12%-78,80713F-HRTimeline
Archer Investment Management, LLC55,706$12.6M4.32%-9,95113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC54,668$12.4M0.24%+6,15113F-HRTimelineGroup
WealthShield Partners, LLC54,577$12.4M1.9%-25,70913F-HRTimeline
LPWM LLC54,315$12.3M2.74%-277,58513F-HRTimeline
Beacon Capital Management, LLC54,222$12.3M1.8%+39,52113F-HRTimeline
AtlasMark Financial, Inc53,513$12.2M5.98%+15,95313F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.53,496$12.1M7.39%+49613F-HRTimeline
Prosperity Planning, Inc.52,845$12M2.75%-43313F-HRTimeline
Nvest Financial, LLC52,578$11.9M3.77%+18413F-HRTimeline
MMA ASSET MANAGEMENT LLC52,215$11.9M3.77%-92313F-HRTimeline
Acropolis Investment Management, LLC52,178$11.8M0.47%-1,70713F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.51,933$11.8M2.87%-5,71613F-HRTimeline
Michelson Medical Research Foundation, …51,905$11.8M10.89%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC51,641$11.7M0.22%-10,19413F-HRTimeline
Broadview Financial Management, LLC51,478$11.7M7.14%-48513F-HRTimeline
Asset Management Group, Inc.51,283$11.6M1.7%-23113F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.53,933$11.4M6.48%013F-HRTimeline
LMG Wealth Partners, LLC50,152$11.4M1.82%+2,17813F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC50,066$11.4M2.53%+89213F-HRTimeline
Hobbs Wealth Management, LLC49,504$11.2M9.5%-2,43913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC49,433$11.2M2.54%-5,67713F-HRTimeline
Wescott Financial Advisory Group, LLC49,164$11.2M0.86%+3,49813F-HRTimeline
GTS SECURITIES LLC49,020$11.1M0.23%-18,32413F-HRTimeline
Financial Advisors Network, Inc.48,603$11M1.35%-40913F-HRTimeline
Gen-Wealth Partners Inc48,163$10.9M3.04%-68813F-HRTimeline
Rodgers & Associates, LTD48,150$10.9M0.99%-13313F-HRTimeline
IFG Advisory, LLC47,861$10.9M0.38%new13F-HRTimeline
May Hill Capital, LLC47,464$10.8M2.25%-6,29313F-HRTimeline
Sierra Capital LLC47,422$10.8M1.04%+1213F-HRTimeline
Arax Advisory Partners47,295$10.7M0.07%+18,19913F-HRTimeline
Founders Financial Alliance, LLC46,961$10.7M1.41%+45,72313F-HRTimeline
Integrated Advisors Network LLC46,123$10.5M0.48%+5,25013F-HRTimeline
Gateway Wealth Partners, LLC45,935$10.4M0.63%-52,15313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC45,471$10.3M0.02%+24,25813F-HRTimelineGroup
VestGen Advisors, LLC45,369$10.3M0.3%-9,91213F-HRTimeline
WCG Wealth Advisors LLC45,065$10.2M0.24%-20,62613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …44,602$10.1M0.11%+1,45113F-HRTimelineGroup
Capital Advisors, Ltd. LLC44,203$10M1.01%+20513F-HRTimeline
DT Investment Partners, LLC43,950$9.98M0.74%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC43,904$9.97M3.21%+5,47113F-HRTimeline
Avidian Wealth Enterprises, LLC43,731$9.93M0.28%-2,58113F-HRTimeline
Traynor Capital Management, Inc.43,448$9.87M0.46%-1,36313F-HRTimeline
Geneos Wealth Management Inc.42,969$9.76M0.2%-1,00513F-HRTimeline
SigFig Wealth Management, LLC42,796$9.72M0.26%-10,89813F-HRTimeline
TSA Wealth Managment LLC42,476$9.64M2.73%-14,68713F-HRTimeline
Apeiron RIA LLC42,046$9.55M2.45%+19,59313F-HRTimeline
Maia Wealth LLC41,971$9.53M1.41%-1,50613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,967$9.53M0.15%+213F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.41,936$9.52M2.24%-2,32913F-HRTimeline
FAS Wealth Partners, Inc.41,839$9.5M0.5%-68213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC41,803$9.49M0.51%-17513F-HRTimeline
BANK OF STOCKTON41,356$9.39M2.64%-9,38513F-HRTimeline
A4 Wealth Advisors LLC41,339$9.39M6.33%+1,79213F-HRTimeline
Keebeck Wealth Management41,213$9.36M0.91%-8,39613F-HRTimeline
Simplicity Wealth,LLC41,182$9.35M0.32%+1,06513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources40,629$9.23M<0.01%-10,35113F-HRTimelineGroup
MATHER GROUP, LLC.40,085$9.1M0.08%+12,09913F-HRTimeline
Daviman Financial, LLC40,052$9.09M5.02%-11,20013F-HRTimeline
HB Wealth Management, LLC39,372$8.94M0.05%-6,43413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,364$8.94M0.01%-4813F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC39,329$8.93M0.75%-9,96813F-HRTimelineGroup
UMB Bank, n.a.39,187$8.9M0.11%-3,06513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cresset Asset Management, LLC39,049$8.87M0.03%-2,34113F-HRTimeline
Centerpoint Advisors, LLC38,359$8.71M2.47%-10113F-HRTimeline
Polaris Investment Advisors, LLC37,775$8.58M5.49%-7,78913F-HRTimeline
Wealthspire Advisors, LLC37,722$8.57M0.05%+6,64113F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV37,588$8.53M3.45%+4,74313F-HRTimeline
Soltis Investment Advisors LLC37,361$8.48M0.49%+1,65313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,077$8.42M0.01%new13F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT36,973$8.4M0.12%-1313F-HRTimeline
Focus Financial Network, Inc.36,930$8.39M0.26%-1,86513F-HRTimeline
Kilter Group LLC36,511$8.29M3%-32,44313F-HRTimeline
ALLIANCEBERNSTEIN L.P.39,155$8.27M<0.01%+1,84413F-HRTimeline
49 WEALTH MANAGEMENT, LLC36,217$8.22M1.57%new13F-HR/ATimeline
ALONGSIDE, LLC36,217$8.22M1.57%13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC36,049$8.19M2.33%-1,55913F-HRTimeline
YHB Investment Advisors, Inc.36,017$8.18M0.52%+13813F-HRTimeline
Adirondack Capital Advisors, LLC35,843$8.14M4.36%-35713F-HRTimeline
Lantz Financial LLC35,348$8.03M1.47%-3,75113F-HRTimeline
Willis Johnson & Associates, Inc.35,308$8.02M0.45%-4,21313F-HRTimeline
LiftPoint Family Wealth Advisors LLC35,195$7.99M5.42%-5,73213F-HRTimeline
Advyzon Investment Management, LLC35,059$7.96M0.58%-18,73313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC34,482$7.86M0.25%+5613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC33,894$7.7M0.19%+44413F-HRTimeline
Robertson Stephens Wealth Management, L…33,886$7.69M0.19%-42013F-HRTimeline
Tradition Wealth Management, LLC33,751$7.66M0.47%-3,98513F-HRTimeline
Federation des caisses Desjardins du Qu…33,546$7.62M0.02%-91913F-HRTimeline
Keystone Financial Group33,356$7.57M0.45%+5,65013F-HRTimeline
SCS Capital Management LLC33,199$7.54M0.07%+1313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.32,949$7.48M0.05%-82413F-HRTimelineGroup
Petersen Hastings Wealth Advisors Inc.32,930$7.48M0.63%-39313F-HRTimeline
SAX WEALTH ADVISORS, LLC34,897$7.37M0.3%-18413F-HRTimeline
Koss-Olinger Consulting, LLC32,425$7.36M0.57%-60,33013F-HRTimeline
ETF Portfolio Partners, Inc.32,248$7.32M1.74%-21413F-HRTimeline
PFG Advisors32,168$7.3M0.37%-2,52113F-HRTimeline
Landing Point Financial Group, LLC32,162$7.3M2.48%new13F-HRTimeline
VICUS CAPITAL32,111$7.29M0.47%-7313F-HRTimeline
Cornerstone Planning Group LLC31,447$7.26M0.91%-2,92013F-HRTimeline
SAPIENT CAPITAL LLC31,247$7.09M0.09%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL31,155$7.07M0.02%-9,88713F-HRTimeline
Pure Financial Advisors, LLC31,033$7.05M0.09%-1,25813F-HRTimeline
Advus Financial Partners, LLC31,021$7.04M2.01%+2,72513F-HR/ATimeline
UPTICK PARTNERS, LLC30,955$7.03M1.09%+18,82913F-HRTimeline
EQUITABLE TRUST CO30,874$7.01M0.29%013F-HRTimeline
Financial Synergies Wealth Advisors, In…30,845$7M0.59%+10913F-HRTimeline
Carmel Capital Partners, LLC30,747$6.98M2.31%new13F-HRTimeline
Carbahal Olsen Financial Services Group…30,742$6.98M4.85%-15413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,046$6.82M0.19%+21813F-HRTimelineGroup
5T Wealth, LLC30,036$6.82M2.54%-88413F-HRTimeline
Pathway Financial Advisors LLC29,079$6.69M0.78%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC29,400$6.68M0.03%-2,36413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,874$6.56M0.01%+26513F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC28,622$6.5M2.66%+7713F-HRTimeline
Hoxton Planning & Management, LLC28,564$6.49M1.69%-3,24913F-HRTimeline
Portfolio Resources Advisor Group, Inc.28,421$6.45M5.46%-6,09413F-HRTimeline
FFG RETIREMENT ADVISORS LLC28,331$6.43M3.41%-7,90213F-HRTimeline
Caliber Wealth Management, LLC / KS27,975$6.35M0.61%+50913F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.27,849$6.32M0.01%new13F-HRTimelineGroup
Prospera Financial Services Inc27,814$6.32M0.09%-2,27613F-HRTimeline
Shared Vision Wealth Group LLC27,711$6.29M2.16%-7,78013F-HRTimeline
Tortoise Investment Management, LLC27,450$6.23M0.46%-39613F-HRTimeline
Falcon Wealth Planning27,180$6.17M0.39%-91913F-HRTimeline
Tilson Financial Group, Inc.27,101$6.15M1.69%+3813F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,954$6.12M1.53%+11313F-HRTimeline
W ADVISORS, LLC26,920$6.11M2.78%-2,38713F-HRTimeline
Centurion Wealth Management LLC26,854$6.1M1.46%+1,19213F-HRTimeline
First Heartland Consultants, Inc.26,619$6.04M0.39%-3,41913F-HRTimeline
Ascent Wealth Partners, LLC26,537$6.03M0.6%+42413F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC26,449$6.01M2.12%+23,15813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC26,443$6M0.33%-1,82113F-HRTimeline
DIVERSIFIED TRUST CO26,391$5.99M0.1%+53413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC26,320$5.98M0.01%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC26,285$5.97M1.19%-46613F-HRTimeline
LaSalle St. Investment Advisors, LLC25,933$5.89M0.72%+11,34813F-HRTimeline
PEOPLES BANK /OH25,928$5.89M3.03%+4,34113F-HRTimeline
Prosperity Consulting Group, LLC25,758$5.85M0.22%+3,73013F-HRTimeline
PACIFIC FINANCIAL GROUP INC25,598$5.81M2.79%-1,28913F-HRTimeline
Chatterton & Associates Inc.25,023$5.75M3.39%-50813F-HRTimeline
B. Riley Wealth Advisors, Inc.25,265$5.74M0.31%-3,22913F-HRTimeline
Yanni & Associates Investment Advisors,…25,191$5.72M5.28%-39813F-HRTimeline
SONATA CAPITAL GROUP INC25,076$5.69M1.84%+13,43913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS25,016$5.68M0.2%+1,58113F-HRTimelineGroup
Sequoia Financial Advisors, LLC24,950$5.67M0.03%+37513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,877$5.65M1.71%+43213F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management24,874$5.65M0.72%-2513F-HRTimelineGroup
Clarus Wealth Advisors24,583$5.63M2.17%+38713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC24,584$5.58M1.51%-11,13213F-HRTimeline
INVESTMENT PARTNERS, LTD.24,487$5.56M1.74%+9513F-HRTimeline
Hopwood Nicholas Hunter24,417$5.54M1.52%-3,64713F-HRTimeline