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Disclosery

IVE ISHARES TR

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SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Blue Trust, Inc.67,715$12.9M0.17%-4,24313F-HR/ATimeline
Occidental Asset Management, LLC67,036$12.8M2%-86113F-HRTimeline
First Horizon Advisors, Inc.66,361$12.7M0.35%+7,19113F-HRTimeline
Wilmington Savings Fund Society, FSB65,887$12.6M0.23%-1,46413F-HRTimeline
Spectrum Wealth Counsel, LLC65,838$12.6M1.48%-2,19613F-HRTimeline
IHT Wealth Management, LLC65,684$12.5M0.4%-2,79513F-HRTimeline
Astoria Strategic Wealth, Inc.65,574$12.5M3.72%+1,21613F-HRTimeline
Signature Wealth Management Partners, L…65,480$12.5M8.58%+5,02513F-HRTimeline
Avitas Wealth Management LLC65,309$12.5M1.72%+39713F-HRTimeline
EQ LLC64,837$12.4M5.81%+26,55413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…64,620$12.3M0.24%+15713F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp64,487$12.3M0.37%+3,27413F-HRTimelineGroup
BKM Wealth Management, LLC64,306$12.3M5.04%-32813F-HRTimeline
Prosperity Planning, Inc.64,027$12.2M3.92%-8,82713F-HRTimeline
Invst, LLC63,814$12.2M1.48%+3,37413F-HRTimeline
Orion Porfolio Solutions, LLC63,724$12.2M0.12%-1,84413F-HRTimeline
Orion Portfolio Solutions, LLC63,724$12.2M0.12%-1,84413F-HRTimeline
Camarda Financial Advisors, LLC62,930$12M4.51%new13F-HRTimeline
Blue Edge Capital, LLC62,914$12M1.89%+24,84213F-HRTimeline
Bank Pictet & Cie (Europe) AG62,390$11.9M0.26%-42013F-HR/ATimeline
TOWNSQUARE CAPITAL LLC62,357$11.9M0.13%+37,13613F-HRTimeline
Stone House Investment Management, LLC61,987$11.8M3.01%-10,48713F-HRTimeline
J.W. COLE ADVISORS, INC.61,692$11.8M0.48%-2,39613F-HRTimeline
Guidance Point Advisors, LLC61,278$11.7M3.29%+1,62013F-HRTimeline
Advisory Services Network, LLC61,181$11.7M0.22%+10,05813F-HRTimeline
INSTRUMENTAL WEALTH, LLC59,349$11.7M11.03%+5,32113F-HRTimeline
&PARTNERS60,753$11.6M0.14%+10,72113F-HRTimeline
Thoma Capital Management LLC60,680$11.6M7.93%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC59,361$11.3M1.89%+1,70113F-HRTimeline
Physician Wealth Advisors, Inc.57,586$11M1.86%+2,18813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56,840$10.8M0.44%+1,48413F-HRTimelineGroup
Broadview Financial Management, LLC56,628$10.8M7.73%-3,84513F-HRTimeline
Smith Anglin Financial, LLC56,261$10.7M1.01%+7813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC55,232$10.5M0.01%+46,24213F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…54,950$10.5M0.5%-12,35913F-HRTimeline
Parallel Advisors, LLC54,698$10.4M0.24%-49913F-HRTimeline
Financial Enhancement Group LLC55,100$10.4M1.6%+15,28713F-HRTimeline
BANK OF STOCKTON54,261$10.4M3.15%+1,85413F-HRTimeline
Steward Partners Investment Advisory, L…54,131$10.3M0.09%+70913F-HRTimeline
Keystone Financial Services53,466$10.2M3.91%+76013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,395$10.2M0.01%+40,00513F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC53,156$10.1M2.13%-81113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…51,918$10.1M0.57%-1,34213F-HRTimeline
One Wealth Advisors, LLC52,907$10.1M1.5%+1,79613F-HRTimeline
Security Financial Services, INC.52,801$10.1M2.05%+1713F-HRTimeline
Detalus Advisors, LLC52,649$10M3.31%+92913F-HRTimeline
Traynor Capital Management, Inc.52,261$9.98M0.77%-9,89013F-HRTimeline
Michelson Medical Research Foundation, …51,905$9.91M8.3%013F-HRTimeline
Asset Management Group, Inc.51,790$9.89M1.76%-71713F-HRTimeline
Acropolis Investment Management, LLC51,582$9.85M0.58%-1,18113F-HRTimeline
ADG Wealth Management Group, LLC51,348$9.8M8.7%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC50,621$9.66M0.76%+6313F-HRTimeline
Financial Advisors Network, Inc.50,376$9.62M1.6%13F-HRTimeline
Sierra Capital LLC49,648$9.48M1.12%-4,50813F-HRTimeline
True Freedom Investing, LLC49,557$9.46M4.1%13F-HRTimeline
Ausdal Financial Partners, Inc.49,144$9.38M0.81%+2,94113F-HRTimeline
Triad Wealth Partners, LLC48,752$9.31M3.36%+28,34113F-HRTimeline
FORTE ASSET MANAGEMENT LLC48,736$9.3M4.94%-11813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP105,232$9.24M0.02%-57,36013F-HRTimelineGroup
Western Wealth Management, LLC48,370$9.23M0.6%-2,37413F-HR/ATimeline
Alternative Investment Advisors, LLC.48,248$9.21M4.81%-4,52913F-HRTimeline
Scissortail Wealth Management, LLC47,906$9.14M2.34%+47,09613F-HRTimeline
Sunbelt Securities, Inc.47,756$9.1M0.8%+6,30813F-HRTimeline
HB Wealth Management, LLC47,288$9.03M0.09%-68713F-HRTimeline
Csenge Advisory Group47,100$8.99M0.49%+57213F-HRTimeline
Rodgers & Associates, LTD46,894$8.95M1.07%+1,44713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding46,719$8.92M+15,426Timeline
Seros Financial, LLC48,872$8.9M8.01%13F-HRTimeline
Focus Financial Network, Inc.46,598$8.89M0.35%+3,47713F-HRTimeline
Pinnacle Financial Partners Inc46,213$8.85M0.18%+46413F-HRTimeline
B. Riley Wealth Advisors, Inc.45,784$8.74M0.29%-19,71213F-HRTimeline
FAS Wealth Partners, Inc.45,769$8.74M0.73%-15613F-HRTimeline
HARBOUR INVESTMENTS, INC.45,567$8.7M0.25%-4,39813F-HRTimeline
PAX Financial Group, LLC45,494$8.68M1.55%+3,44713F-HRTimeline
LMG Wealth Partners, LLC45,382$8.66M1.89%+8213F-HRTimeline
Mutual Advisors, LLC44,598$8.6M0.25%-6,16813F-HRTimeline
Ascension Capital Advisors, Inc.44,265$8.45M3.68%+43,23213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…43,534$8.31M0.19%+52813F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …43,232$8.25M0.14%-7,19613F-HRTimelineGroup
Tidemark, LLC42,807$8.17M3.13%+3,75413F-HRTimeline
Efficient Advisors, LLC42,624$8.14M0.52%-5,16613F-HRTimeline
Geneos Wealth Management Inc.42,614$8.13M0.28%+35013F-HRTimeline
Guardian Wealth Advisors, LLC42,513$8.11M5.2%-15,51013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC42,303$8.07M0.61%+2,45413F-HRTimelineGroup
Cypress Wealth Services, LLC42,145$8.04M1.62%+2,03013F-HRTimeline
CoreCap Advisors, LLC41,937$8.01M0.36%+27,54913F-HRTimeline
EP Wealth Advisors, LLC41,698$7.96M0.06%+1,64313F-HRTimeline
Robertson Stephens Wealth Management, L…41,438$7.91M0.28%-18,70213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.41,282$7.88M0.43%+38,81413F-HR/ATimelineGroup
TSA Wealth Managment LLC41,247$7.87M3.2%-22213F-HRTimeline
ALLIANCEBERNSTEIN L.P.41,003$7.83M<0.01%+1,23313F-HRTimeline
United Asset Strategies, Inc.40,389$7.71M0.71%+63113F-HRTimeline
Capital Advisors, Ltd. LLC40,300$7.69M0.97%+84613F-HRTimeline
Nvest Financial, LLC40,149$7.66M3.89%+1,21513F-HRTimeline
Avidian Wealth Enterprises, LLC39,501$7.54M0.34%-35413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,406$7.52M0.01%-38313F-HRTimelineGroup
Florin Court Capital LLP39,100$7.46M7.75%-13,50013F-HRTimeline
Kilter Group LLC38,960$7.44M4.84%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC38,953$7.44M0.27%+1213F-HRTimeline
Centerpoint Advisors, LLC38,933$7.43M2.6%-87813F-HRTimeline
NORDEN GROUP LLC38,521$7.35M0.83%+34,95313F-HRTimeline
BLAIR WILLIAM & CO/IL38,101$7.27M0.02%+69713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC38,085$7.27M0.17%+3,66313F-HRTimeline
First Heartland Consultants, Inc.37,985$7.25M0.74%+3,67213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT37,978$7.25M0.12%-1,18813F-HRTimeline
WealthShield Partners, LLC37,789$7.21M1.02%-1,00813F-HRTimeline
Scarborough Advisors, LLC37,725$7.2M1.02%+1,17113F-HRTimeline
Cresset Asset Management, LLC37,666$7.19M0.03%-10,50713F-HRTimeline
Polianta Ltd37,600$7.18M3.43%+30013F-HRTimeline
Lansing Street Advisors37,316$7.12M2.48%+6,41413F-HRTimeline
Stonegate Investment Group, LLC37,016$7.07M0.19%+1,92213F-HRTimeline
ONE Advisory Partners, LLC36,836$7.03M3.12%-413F-HRTimeline
Trek Financial, LLC36,694$7M0.52%+2,47913F-HRTimeline
EHRLICH FINANCIAL GROUP36,642$6.99M4.97%-81113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,412$6.95M0.29%+10213F-HR/ATimeline
Snowden Capital Advisors LLC36,303$6.93M0.22%-70913F-HRTimeline
Amundiin group Amundi36,000$6.88M<0.01%-45,50013F-HRTimelineGroup
Opal Wealth Advisors, LLC36,040$6.88M2.06%+1,84413F-HRTimeline
HANCOCK WHITNEY CORP35,798$6.83M0.22%+11,78013F-HRTimeline
Wealthspire Advisors, LLC35,715$6.82M0.07%+4,24413F-HRTimeline
PACIFIC FINANCIAL GROUP INC35,606$6.8M5.04%-62913F-HRTimeline
Quadrant Private Wealth Management, LLC35,227$6.72M1.65%+1,17813F-HRTimeline
Madrona Financial Services, LLC35,158$6.71M1.83%+4,10313F-HRTimeline
YHB Investment Advisors, Inc.35,156$6.71M0.55%+19013F-HRTimeline
Sovran Advisors, LLC35,037$6.67M0.95%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP34,900$6.66M0.02%new13F-HRTimelineGroup
Lighthouse Financial LLC34,649$6.61M5.37%13F-HRTimeline
Ashton Thomas Private Wealth, LLC34,537$6.59M0.26%+11,21913F-HRTimeline
Moloney Securities Asset Management, LLC34,447$6.58M0.88%+31,48413F-HRTimeline
Kelly Financial Services LLC34,414$6.57M2.37%+2,45413F-HR/ATimeline
Pure Financial Advisors, LLC34,271$6.54M0.15%-1,28713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,122$6.51M-105Timeline
Gunma Bank,Ltd.34,000$6.49M2.14%+25,00013F-HRTimeline
Willis Johnson & Associates, Inc.33,995$6.49M0.5%-42613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers33,732$6.44M0.01%+3,57613F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.33,577$6.41M0.39%+26,04313F-HRTimeline
VICUS CAPITAL33,393$6.37M0.57%-47213F-HRTimeline
Wescott Financial Advisory Group, LLC33,197$6.34M0.66%+2,08113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC32,892$6.28M0.14%+3,46813F-HRTimelineGroup
Regal Investment Advisors LLC32,816$6.26M0.47%+33113F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV31,664$6.21M2.42%13F-HRTimeline
Rothschild Wealth LLC31,954$6.1M1.78%+27,11613F-HRTimeline
Tortoise Investment Management, LLC31,706$6.05M0.64%-67113F-HR/ATimeline
Independent Advisor Alliance31,605$6.03M0.08%new13F-HRTimeline
Avestar Capital, LLC31,491$6.01M0.55%-3,81013F-HRTimeline
Avid Wealth Partners LLC30,996$5.92M4.2%+98913F-HRTimeline
Carbahal Olsen Financial Services Group…30,971$5.91M5.45%13F-HRTimeline
Bay Harbor Wealth Management, LLC30,874$5.89M1.91%+1,74713F-HRTimeline
SAPIENT CAPITAL LLC30,860$5.89M0.11%+73013F-HRTimeline
SWMG, LLC29,940$5.85M2.33%+2,71813F-HRTimeline
EQUITABLE TRUST CO30,417$5.81M0.32%new13F-HRTimeline
Mayflower Financial Advisors, LLC30,338$5.79M0.87%+2,10113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.30,160$5.76M0.07%-66,46413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC30,079$5.74M0.01%-94213F-HRTimelineGroup
Keebeck Wealth Management29,690$5.67M0.82%+76613F-HRTimeline
Apeiron RIA LLC29,581$5.65M1.58%+72113F-HRTimeline
Pathway Financial Advisors LLC29,387$5.61M1.29%-12513F-HRTimeline
IFP Advisors, Inc29,264$5.59M0.18%+17213F-HRTimeline
Prime Capital Investment Advisors, LLC28,973$5.53M0.08%-1,07613F-HRTimeline
Financial Synergies Wealth Advisors, In…28,709$5.48M0.68%+16013F-HRTimeline
SAX WEALTH ADVISORS, LLC28,478$5.44M0.43%+5,71313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV27,897$5.33M3.11%-1,94613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV27,871$5.32M3.06%+3,09313F-HRTimeline
Maia Wealth LLC26,640$5.28M1.14%+2,16713F-HRTimeline
Stenger Family Office, LLC27,506$5.25M1.78%13F-HRTimeline
Old Mission Investment Co LLC27,442$5.24M1.56%-53813F-HRTimeline
CFS Investment Advisory Services, LLC27,178$5.19M0.47%-1,48913F-HRTimeline
PEOPLES BANK /OH27,049$5.16M3.04%-9513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,915$5.14M<0.01%+55613F-HRTimelineGroup
WCG Wealth Advisors LLC26,767$5.11M0.34%+59213F-HRTimeline
Vertex Planning Partners, LLC26,664$5.09M1.12%+44413F-HRTimeline
EDGAR LOMAX CO/VA26,139$4.99M0.32%+7,01413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC25,962$4.96M1.43%13F-HRTimeline
Dorsey & Whitney Trust CO LLC25,907$4.95M0.27%013F-HRTimeline
5T Wealth, LLC25,845$4.93M2.7%13F-HRTimeline
Prospera Financial Services Inc25,812$4.93M0.11%+1,71013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …25,669$4.9M0.07%+35613F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP25,620$4.89M0.14%+6,00013F-HRTimelineGroup
Heck Capital Advisors, LLC25,560$4.88M0.56%-2,97413F-HR/ATimeline
Charter Oak Capital Management, LLC25,496$4.87M0.45%-67913F-HRTimeline
O'Connor Financial Group LLC24,799$4.73M2.47%-1,12913F-HRTimeline
Cranbrook Wealth Management, LLC24,785$4.73M1.1%-7513F-HRTimeline
Soltis Investment Advisors LLC24,694$4.71M0.44%-15,32313F-HRTimeline
W ADVISORS, LLC24,427$4.66M2.88%-1,67113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC24,283$4.64M2.34%-70613F-HRTimeline
RFG Advisory, LLC24,229$4.62M0.13%-1,94913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC24,074$4.6M0.07%-1,31513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,948$4.58M0.01%-1,49213F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.23,882$4.56M1.88%-5613F-HRTimeline
SCS Capital Management LLC23,821$4.55M0.09%013F-HRTimeline
ACAS, LLC23,001$4.52M3.35%-21513F-HRTimeline
SigFig Wealth Management, LLC23,642$4.51M0.16%+93513F-HRTimeline
Resolute Wealth Strategies, LLC23,587$4.5M2.32%-76813F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC23,557$4.5M2.45%-1,14013F-HRTimeline
Sterling Financial Planning, Inc.23,399$4.47M1.64%-61313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,261$4.44M1.11%+73113F-HRTimelineGroup
Quotient Wealth Partners, LLC23,131$4.42M0.14%-1,48413F-HRTimeline
RKL Wealth Management LLC23,117$4.41M0.39%-7,59113F-HRTimeline
Glen Eagle Advisors, LLC22,624$4.32M0.72%-32413F-HRTimeline
Chicago Partners Investment Group LLC22,588$4.32M0.14%-29213F-HRTimeline