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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
J.W. COLE ADVISORS, INC.72,340$14.1M0.3%+7,64313F-HRTimeline
Tidemark, LLC71,923$14.1M4.53%+12,22713F-HRTimeline
ONE Advisory Partners, LLC69,798$14M4.67%+11,83613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp71,122$13.9M0.39%+6,47413F-HRTimelineGroup
Horizon Wealth Management, LLC70,865$13.8M2.43%-118,91813F-HRTimeline
Smith Anglin Financial, LLC70,623$13.8M1.25%+13,72313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC70,068$13.7M1.01%+49413F-HRTimeline
TRUST POINT INC.70,046$13.7M1.29%-9713F-HRTimeline
Invst, LLC69,007$13.5M1.68%+15,82913F-HRTimeline
Astoria Strategic Wealth, Inc.68,754$13.4M3.63%+86413F-HRTimeline
Occidental Asset Management, LLC67,711$13.2M1.83%+65713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.66,837$13.2M6.23%-2913F-HRTimeline
SWMG, LLC65,578$13.1M4.4%+22,81013F-HRTimeline
Blue Edge Capital, LLC66,099$12.9M1.92%+18613F-HRTimeline
Wilmington Savings Fund Society, FSB65,606$12.8M0.23%+813F-HRTimeline
DURANTE & WATERS, LLC64,926$12.7M9.98%-8,92013F-HRTimeline
CoreCap Advisors, LLC64,695$12.6M0.51%-14,89313F-HRTimeline
Rothschild Wealth LLC64,062$12.5M3.07%+13,47713F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.63,912$12.5M0.93%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers63,621$12.4M0.02%+25,34213F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding63,595$12.4M+4,187Timeline
BKM Wealth Management, LLC63,429$12.4M4.84%-36013F-HRTimeline
WealthShield Partners, LLC63,358$12.4M1.5%+8,20513F-HRTimeline
INSTRUMENTAL WEALTH, LLC62,750$12.3M9.77%+1,37713F-HRTimeline
Wealthspire Advisors, LLC62,742$12.3M0.07%-11,61013F-HRTimeline
UMB Bank, n.a.62,570$12.2M0.19%-3,61313F-HR/ATimeline
Bank Pictet & Cie (Europe) AG62,390$12.2M0.26%013F-HRTimeline
IEQ CAPITAL, LLC61,662$12M0.07%-17,73813F-HRTimeline
Guidance Point Advisors, LLC61,403$12M3.08%-39013F-HRTimeline
Sovran Advisors, LLC60,607$12M1.25%+10,76713F-HRTimeline
McNaughton Wealth Management, LLC61,114$11.9M5.33%+6,56013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,527$11.6M0.19%-2,20913F-HRTimelineGroup
Focus Financial Network, Inc.59,382$11.6M0.46%+1,41513F-HRTimeline
Financial Advocates Investment Manageme…59,354$11.6M0.95%-89613F-HRTimeline
Cypress Wealth Services, LLC58,843$11.5M2.06%-2,80113F-HRTimeline
BANK OF STOCKTON58,714$11.5M3.42%+1,51913F-HRTimeline
Prosperity Planning, Inc.58,585$11.4M3.3%-1,34913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.53,933$11.4M6.48%13F-HRTimeline
Arkadios Wealth Advisors57,267$11.2M0.34%+9,30613F-HRTimeline
Parallel Advisors, LLC56,938$11.1M0.22%+1,64113F-HRTimeline
Scissortail Wealth Management, LLC56,922$11.1M2.67%+2,05113F-HRTimeline
Regal Investment Advisors LLC56,553$11.1M0.83%+8,27813F-HRTimeline
Bay Harbor Wealth Management, LLC56,259$11M3.19%+8,30613F-HRTimeline
ADG Wealth Management Group, LLC56,215$11M9.35%+4,61313F-HRTimeline
Csenge Advisory Group58,111$11M0.58%+4,02113F-HRTimeline
Broadview Financial Management, LLC55,159$10.8M7.32%-1,46213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…55,158$10.8M0.21%+1,46213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP55,340$10.7M0.01%-164,19813F-HR/ATimelineGroup
Laird Norton Wetherby Wealth Management…54,677$10.7M0.48%13F-HRTimeline
Ausdal Financial Partners, Inc.54,195$10.6M0.71%-7,87113F-HRTimeline
Snowden Capital Advisors LLC54,164$10.6M0.31%+6,14213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC53,464$10.4M2.04%-4013F-HRTimelineGroup
Net Worth Advisory Group52,571$10.3M2.28%+47,23013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding52,230$10.2M+2,071Timeline
HARBOUR INVESTMENTS, INC.52,134$10.2M0.26%-52913F-HRTimeline
Acropolis Investment Management, LLC52,027$10.2M0.56%-38213F-HRTimeline
Traynor Capital Management, Inc.51,453$10.2M0.72%-1,25013F-HRTimeline
Michelson Medical Research Foundation, …51,905$10.1M9.73%013F-HRTimeline
Asset Management Group, Inc.51,247$10M1.75%-60213F-HRTimeline
Mutual Advisors, LLC48,656$9.76M0.24%+2,01313F-HRTimeline
Financial Advisors Network, Inc.49,770$9.73M1.47%-18313F-HRTimeline
HB Wealth Management, LLC49,321$9.64M0.08%-3,16813F-HRTimeline
Sierra Capital LLC48,813$9.54M1.1%-84713F-HRTimeline
Seros Financial, LLC48,803$9.54M6.04%+2,03413F-HRTimeline
Rodgers & Associates, LTD48,696$9.52M1.05%-24513F-HRTimeline
Keebeck Wealth Management48,595$9.5M1.25%+1,26713F-HRTimeline
Quadrant Private Wealth Management, LLC48,048$9.39M1.95%+2,89513F-HRTimeline
Simplicity Wealth,LLC47,842$9.35M0.39%+25,99413F-HRTimeline
Sunbelt Securities, Inc.47,755$9.12M0.8%+4,21513F-HRTimeline
Lansing Street Advisors45,640$8.92M2.66%+2,20013F-HRTimeline
Mayflower Financial Advisors, LLC45,273$8.85M1.23%+6,84313F-HRTimeline
Amundiin group Amundi44,500$8.79M<0.01%+3,10013F-HRTimelineGroup
Nvest Financial, LLC44,762$8.75M4.56%+4,66013F-HRTimeline
LMG Wealth Partners, LLC44,550$8.71M1.79%-4413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC44,413$8.68M0.62%-3,52113F-HRTimeline
DT Investment Partners, LLC43,950$8.59M0.77%new13F-HRTimeline
Avidian Wealth Enterprises, LLC43,857$8.57M0.35%+86713F-HRTimeline
Kilter Group LLC43,748$8.55M3.89%-13,50913F-HRTimeline
IFP Advisors, Inc43,455$8.49M0.24%+2,81813F-HRTimeline
Geneos Wealth Management Inc.43,446$8.49M0.21%-44,20113F-HRTimeline
FAS Wealth Partners, Inc.42,586$8.32M0.62%-69413F-HRTimeline
TSA Wealth Managment LLC42,001$8.21M3%-14,20113F-HRTimeline
Robertson Stephens Wealth Management, L…41,695$8.15M0.28%-4,31413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,606$8.13M0.18%-2,28013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP41,534$8.12M5.26%-71213F-HRTimeline
Capital Advisors, Ltd. LLC41,459$8.1M1%+17613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP40,900$7.99M0.01%-122,90013F-HRTimelineGroup
SigFig Wealth Management, LLC40,768$7.92M0.26%+5,47713F-HRTimeline
United Asset Strategies, Inc.40,297$7.87M0.67%+6513F-HRTimeline
Vertex Planning Partners, LLC40,126$7.84M1.64%+1,57013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,746$7.77M0.01%-57713F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding39,658$7.74M+5,443Timeline
Pinnacle Financial Partners Inc39,360$7.69M0.16%-4,22013F-HRTimeline
Willis Johnson & Associates, Inc.39,071$7.64M0.52%+4,79113F-HRTimeline
Centerpoint Advisors, LLC38,801$7.58M2.57%-3013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.38,720$7.57M0.37%+1,16913F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC38,576$7.54M0.27%-2013F-HRTimeline
Maia Wealth LLC38,447$7.51M1.43%+2,24113F-HRTimeline
BLAIR WILLIAM & CO/IL38,334$7.49M0.02%+34213F-HRTimeline
WCG Wealth Advisors LLC38,278$7.48M0.48%+1,05913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT37,543$7.34M0.11%-7413F-HRTimeline
Stonegate Investment Group, LLC37,011$7.23M0.18%-5613F-HRTimeline
Federation des caisses Desjardins du Qu…36,784$7.19M0.03%+51013F-HRTimeline
Ashton Thomas Private Wealth, LLC36,752$7.18M0.25%-1013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,525$7.14M0.27%+38013F-HRTimeline
Wescott Financial Advisory Group, LLC35,845$7M0.67%+1,37313F-HRTimeline
True Vision MN LLC35,538$6.94M3.84%+3,02213F-HRTimeline
YHB Investment Advisors, Inc.35,438$6.93M0.53%+14713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …35,431$6.92M0.11%-9,12313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC35,032$6.85M0.14%+3,31313F-HRTimelineGroup
CFS Investment Advisory Services, LLC34,973$6.83M0.56%+1,40613F-HRTimeline
Hobbs Wealth Management, LLC34,960$6.83M6.52%+4,95713F-HRTimeline
Cresset Asset Management, LLC34,687$6.78M0.03%-1,60213F-HR/ATimeline
ETF Portfolio Partners, Inc.33,836$6.61M1.83%-2,40413F-HRTimeline
Pure Financial Advisors, LLC33,761$6.6M0.12%-15413F-HRTimeline
SCS Capital Management LLC33,465$6.54M0.07%-3,12813F-HRTimeline
Financial Enhancement Group LLC32,770$6.48M0.93%-1113F-HRTimeline
VICUS CAPITAL33,077$6.46M0.54%+11913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV32,839$6.42M3.1%-40913F-HRTimeline
Efficient Advisors, LLC32,549$6.36M0.38%-2,02113F-HRTimeline
Heck Capital Advisors, LLC32,306$6.31M0.54%+1,02613F-HRTimeline
Pandora Wealth, Inc.32,106$6.27M3.86%-22813F-HRTimeline
SAX WEALTH ADVISORS, LLC31,963$6.25M0.38%+3,00513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.31,814$6.22M2.94%+6,52913F-HRTimeline
Cassaday & Co Wealth Management LLC31,813$6.22M0.16%+27,85713F-HRTimeline
AtlasMark Financial, Inc31,600$6.18M4.7%+11,29813F-HRTimeline
Apeiron RIA LLC31,191$6.1M1.57%+8,34213F-HRTimeline
Lighthouse Financial LLC31,179$6.09M4.67%-2,97013F-HRTimeline
EQUITABLE TRUST CO31,051$6.07M0.3%+63413F-HRTimeline
SAPIENT CAPITAL LLC31,023$6.06M0.11%013F-HRTimeline
Financial Synergies Wealth Advisors, In…30,916$6.04M0.66%+12313F-HRTimeline
SFI Advisors, LLC30,871$6.03M4.17%-1,67113F-HRTimeline
Carbahal Olsen Financial Services Group…30,803$6.02M5.13%-11913F-HRTimeline
Tortoise Investment Management, LLC30,514$5.96M0.57%-1,11513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC30,477$5.96M2.8%+3,36213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.30,284$5.92M0.06%-1,63013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Caliber Wealth Management, LLC / KS29,872$5.84M0.63%+3,06913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC29,776$5.82M0.01%+46113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,744$5.81M0.21%+1,14713F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC28,925$5.8M1.88%+7,50613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,476$5.76M0.08%+3,05713F-HRTimelineGroup
Falcon Wealth Planning29,326$5.73M0.58%+2,95413F-HRTimeline
Pathway Financial Advisors LLC29,262$5.72M0.84%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.29,124$5.69M<0.01%-13,25713F-HRTimeline
Vestmark Advisory Solutions, Inc.29,111$5.69M0.08%-17,56913F-HRTimeline
PACIFIC FINANCIAL GROUP INC28,798$5.63M4.39%-6,54313F-HRTimeline
Gen-Wealth Partners Inc28,671$5.6M2.16%+1,36913F-HRTimeline
Sequoia Financial Advisors, LLC28,645$5.6M0.04%+1,04813F-HRTimeline
Gunma Bank,Ltd.28,000$5.47M1.79%+8,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,894$5.45M<0.01%-10,02013F-HRTimelineGroup
Tilson Financial Group, Inc.27,756$5.42M2.05%+8,97713F-HRTimeline
B. Riley Wealth Advisors, Inc.27,679$5.41M0.26%-55,60813F-HRTimeline
Stenger Family Office, LLC27,184$5.39M1.39%13F-HRTimeline
Guardian Wealth Advisors, LLC27,565$5.39M3.19%-4,38613F-HRTimeline
Soltis Investment Advisors LLC27,259$5.33M0.42%-50113F-HRTimeline
First Heartland Consultants, Inc.27,214$5.32M0.47%-3,62813F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV27,213$5.31M2.77%-16113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC27,160$5.31M2.3%+1,65913F-HRTimeline
Charter Oak Capital Management, LLC27,067$5.29M0.45%-67713F-HRTimeline
Hoxton Planning & Management, LLC27,018$5.28M1.82%+2,94113F-HRTimeline
Avestar Capital, LLC26,903$5.26M0.38%-88213F-HRTimeline
W ADVISORS, LLC26,769$5.23M3%+92813F-HRTimeline
Old Mission Investment Co LLC26,746$5.23M1.43%-65213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP26,527$5.18M<0.01%+73113F-HRTimelineGroup
Tradition Wealth Management, LLC26,507$5.18M0.41%+39213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC26,331$5.15M1.29%-1,86713F-HRTimeline
MGO ONE SEVEN LLC25,738$5.03M0.16%+21,76013F-HRTimeline
Prospera Financial Services Inc25,710$5.03M0.09%-67113F-HRTimeline
5T Wealth, LLC25,370$4.96M2.52%-74213F-HRTimeline
Cranbrook Wealth Management, LLC25,291$4.94M1.05%+79113F-HRTimeline
Waterway Wealth Management, LLC24,967$4.88M1.48%+9,01513F-HRTimeline
May Hill Capital, LLC24,954$4.88M1.61%+17,01913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management24,944$4.87M0.74%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,750$4.84M1.34%+37513F-HRTimelineGroup
Leslie Global Wealth, LLC24,720$4.83M2.58%+12,51713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,674$4.82M0.38%+3,55613F-HR/ATimeline
Lantz Financial LLC24,616$4.81M1.2%+3,89813F-HRTimeline
FORTE ASSET MANAGEMENT LLC24,462$4.78M2.44%-32,04413F-HRTimeline
PEOPLES BANK /OH24,461$4.78M2.95%+1,27713F-HRTimeline
Shared Vision Wealth Group LLC24,025$4.73M2.36%+2,07213F-HRTimeline
Prime Capital Investment Advisors, LLC24,206$4.73M0.06%-7,84013F-HRTimeline
Mullaney, Keating & Wright, Inc.24,121$4.71M3.09%-11813F-HRTimeline
Clarus Wealth Advisors23,700$4.68M2.16%+1,22313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…23,757$4.67M1.81%+61713F-HRTimeline
INVESTMENT PARTNERS, LTD.23,703$4.63M1.75%+3213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23,497$4.59M0.06%-20413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,398$4.57M0.01%-57613F-HRTimelineGroup
Arax Advisory Partners6,614$4.57M0.21%-103,87913F-HRTimeline
Resolute Wealth Strategies, LLC23,365$4.57M2.45%+2313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,278$4.55M0.1%-1,76713F-HRTimeline
Sterling Financial Planning, Inc.23,272$4.55M1.52%-11213F-HRTimeline
Leo Wealth, LLC23,251$4.54M0.35%+19,52713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC23,051$4.5M2.33%+313F-HRTimeline
Quotient Wealth Partners, LLC23,029$4.5M0.13%+2613F-HRTimeline
Chicago Partners Investment Group LLC22,415$4.49M0.13%-1,01513F-HRTimeline
Lifelong Wealth Advisors, Inc.22,784$4.45M1.48%+2,10213F-HRTimeline
Magnus Financial Group LLC22,488$4.39M0.39%+5,56313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,404$4.38M3.37%-2113F-HRTimeline
ACAS, LLC21,554$4.36M2.92%-41013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC21,913$4.28M2.41%-52413F-HRTimeline