Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TRUSTMARK BANK TRUST DEPARTMENT76,108$15.7M1.02%+43413F-HRTimeline
ONE Advisory Partners, LLC75,450$15.4M4.72%+5,65213F-HRTimeline
Integrated Wealth Concepts LLC73,200$15.1M0.14%-91,96913F-HRTimeline
Astoria Strategic Wealth, Inc.73,162$15.1M3.82%+4,40813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding72,037$14.9M+8,442Timeline
Horizon Wealth Management, LLC72,020$14.9M2.18%+1,15513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp71,671$14.8M0.39%+54913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co71,558$14.8M0.4%-2,42813F-HRTimeline
Legacy Financial Group LLC71,407$14.7M1.93%new13F-HRTimeline
Invst, LLC71,235$14.7M1.67%+2,22813F-HRTimeline
FineMark National Bank & Trust70,960$14.7M0.48%-1,67513F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC70,207$14.5M0.97%+13913F-HRTimeline
TRUST POINT INC.70,046$14.5M1.17%013F-HRTimeline
Blue Edge Capital, LLC68,585$14.2M2.01%+2,48613F-HRTimeline
Rothschild Wealth LLC67,655$14M3.04%+3,59313F-HRTimeline
Occidental Asset Management, LLC67,484$13.9M1.75%-22713F-HRTimeline
INSTRUMENTAL WEALTH, LLC66,287$13.8M9.69%+3,53713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers66,527$13.7M0.02%+2,90613F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.67,666$13.7M6.28%+82913F-HRTimeline
WealthShield Partners, LLC65,196$13.5M1.53%+1,83813F-HRTimeline
Scissortail Wealth Management, LLC65,066$13.4M2.93%+8,14413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.64,783$13.4M0.92%+87113F-HRTimeline
CoreCap Advisors, LLC64,529$13.3M0.48%-16613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…64,334$13.3M0.23%+9,17613F-HRTimelineGroup
BKM Wealth Management, LLC63,909$13.2M4.87%+48013F-HRTimeline
Wilmington Savings Fund Society, FSB63,534$13.1M0.32%-2,07213F-HR/ATimeline
Wealthspire Advisors, LLC62,952$13M0.07%+21013F-HRTimeline
IFP Advisors, Inc62,704$12.9M0.34%+19,24913F-HR/ATimeline
Bank Pictet & Cie (Europe) AG62,390$12.9M0.26%013F-HRTimeline
Gladstone Institutional Advisory LLC62,270$12.9M0.5%-69,10613F-HRTimeline
Regal Investment Advisors LLC62,201$12.8M0.84%+5,64813F-HRTimeline
Csenge Advisory Group62,198$12.8M0.61%+4,08713F-HRTimeline
Kilter Group LLC61,752$12.8M6.01%+18,00413F-HRTimeline
McNaughton Wealth Management, LLC61,616$12.7M5.37%+50213F-HRTimeline
Arkadios Wealth Advisors61,315$12.7M0.31%+4,04813F-HRTimeline
ADG Wealth Management Group, LLC60,986$12.6M10.01%+4,77113F-HRTimeline
Focus Financial Network, Inc.60,871$12.6M0.45%+1,48913F-HRTimeline
Lansing Street Advisors60,678$12.5M3.33%+15,03813F-HRTimeline
Guidance Point Advisors, LLC60,483$12.5M3.01%-92013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…59,714$12.3M0.17%+18713F-HRTimelineGroup
Cypress Wealth Services, LLC59,479$12.3M2.01%+63613F-HRTimeline
Bay Harbor Wealth Management, LLC58,190$12M3.25%+1,93113F-HRTimeline
BANK OF STOCKTON57,723$11.9M3.4%-99113F-HRTimeline
Ausdal Financial Partners, Inc.57,523$11.9M0.58%+3,32813F-HRTimeline
Laird Norton Wetherby Wealth Management…57,033$11.8M0.48%+2,35613F-HRTimeline
Parallel Advisors, LLC56,943$11.8M0.22%+513F-HRTimeline
Snowden Capital Advisors LLC56,934$11.8M0.32%+2,77013F-HRTimeline
Apeiron RIA LLC57,373$11.7M2.64%+26,18213F-HRTimeline
UMB Bank, n.a.56,766$11.7M0.17%-5,80413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
American Wealth Advisors, LLC56,018$11.6M11.44%13F-HRTimeline
Prosperity Planning, Inc.55,293$11.4M3.08%-3,29213F-HRTimeline
Mutual Advisors, LLC52,606$11M0.24%+3,95013F-HRTimeline
Broadview Financial Management, LLC52,646$10.9M7.33%-2,51313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC52,525$10.8M1.95%-93913F-HRTimelineGroup
Michelson Medical Research Foundation, …51,905$10.7M9.32%013F-HRTimeline
Asset Management Group, Inc.51,445$10.6M1.74%+19813F-HRTimeline
Quadrant Private Wealth Management, LLC51,338$10.6M1.94%+3,29013F-HRTimeline
Acropolis Investment Management, LLC52,819$10.3M0.52%+79213F-HRTimeline
Financial Advisors Network, Inc.49,363$10.2M1.44%-40713F-HRTimeline
HB Wealth Management, LLC49,184$10.2M0.07%-13713F-HRTimeline
Rodgers & Associates, LTD49,041$10.1M1.04%+34513F-HRTimeline
Sierra Capital LLC48,825$10.1M1.11%+1213F-HRTimeline
Amundiin group Amundi48,200$10M<0.01%+3,70013F-HRTimelineGroup
Traynor Capital Management, Inc.47,867$9.88M0.57%-3,58613F-HRTimeline
Mayflower Financial Advisors, LLC47,750$9.86M1.24%+2,47713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP47,344$9.78M0.02%-7,99613F-HRTimelineGroup
Sunbelt Securities, Inc.47,187$9.74M0.67%-56813F-HRTimeline
Franklin Resourcesgroup of 2 filers holding46,576$9.62M-5,654Timeline
LMG Wealth Partners, LLC44,998$9.29M1.73%+44813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.44,843$9.26M2.86%+13,02913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC44,269$9.14M0.58%-14413F-HRTimeline
DT Investment Partners, LLC43,950$9.08M0.77%013F-HRTimeline
Avidian Wealth Enterprises, LLC43,795$9.04M0.34%-6213F-HRTimeline
Geneos Wealth Management Inc.43,671$9.02M0.23%+22513F-HRTimeline
Maia Wealth LLC42,936$8.99M1.51%+4,48913F-HRTimeline
EHRLICH FINANCIAL GROUP43,135$8.91M5.29%+1,60113F-HRTimeline
Capital Advisors, Ltd. LLC42,307$8.74M0.99%+84813F-HRTimeline
FAS Wealth Partners, Inc.42,205$8.72M0.59%-38113F-HRTimeline
TSA Wealth Managment LLC42,200$8.71M2.97%+19913F-HRTimeline
SigFig Wealth Management, LLC42,313$8.71M0.27%+1,54513F-HRTimeline
Keebeck Wealth Management41,823$8.64M1.02%-6,77213F-HRTimeline
Vertex Planning Partners, LLC41,412$8.55M1.64%+1,28613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,262$8.52M0.17%-34413F-HRTimelineGroup
Polianta Ltd39,900$8.24M3.39%new13F-HRTimeline
United Asset Strategies, Inc.39,888$8.24M0.66%-40913F-HRTimeline
HARBOUR INVESTMENTS, INC.39,383$8.13M0.18%-12,75113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,279$8.11M0.01%-46713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL39,236$8.1M0.02%+90213F-HRTimeline
Pinnacle Financial Partners Inc39,131$8.08M0.19%-22913F-HRTimeline
WCG Wealth Advisors LLC38,866$8.03M0.5%+58813F-HRTimeline
Centerpoint Advisors, LLC38,801$8.01M2.49%013F-HRTimeline
Willis Johnson & Associates, Inc.38,753$8M0.5%-31813F-HRTimeline
IFG Advisory, LLC38,454$7.94M0.36%+18,08713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC38,191$7.89M0.16%+3,15913F-HRTimelineGroup
May Hill Capital, LLC38,085$7.86M2.3%+13,13113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC38,075$7.86M0.26%-50113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.37,893$7.83M0.34%-82713F-HRTimelineGroup
Wescott Financial Advisory Group, LLC37,649$7.77M0.7%+1,80413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT37,316$7.71M0.11%-22713F-HRTimeline
Nvest Financial, LLC37,304$7.7M4.43%-7,45813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC37,291$7.7M0.26%+76613F-HRTimeline
True Vision MN LLC36,699$7.58M3.95%+1,16113F-HRTimeline
Hobbs Wealth Management, LLC36,322$7.5M6.29%+1,36213F-HRTimeline
Stonegate Investment Group, LLC36,177$7.47M0.17%-83413F-HRTimeline
Federation des caisses Desjardins du Qu…35,764$7.39M0.03%-1,02013F-HRTimeline
AtlasMark Financial, Inc35,624$7.36M4.92%+4,02413F-HRTimeline
YHB Investment Advisors, Inc.35,584$7.35M0.54%+14613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,031$7.23M0.01%new13F-HRTimelineGroup
CFS Investment Advisory Services, LLC34,238$7.19M0.53%-73513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,490$7.12M0.09%+5,01413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.34,393$7.1M0.14%+5,28213F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,314$7.1M-5,344Timeline
Pure Financial Advisors, LLC34,098$7.04M0.11%+33713F-HRTimeline
Cassaday & Co Wealth Management LLC34,067$7.04M0.16%+2,25413F-HRTimeline
Cresset Asset Management, LLC33,859$6.99M0.03%-82813F-HR/ATimeline
SCS Capital Management LLC33,479$6.91M0.08%+1413F-HRTimeline
SAX WEALTH ADVISORS, LLC32,947$6.8M0.37%+98413F-HRTimeline
VICUS CAPITAL32,865$6.79M0.52%-21213F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV32,785$6.77M3.14%-5413F-HRTimeline
Financial Enhancement Group LLC32,268$6.73M0.9%-50213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.32,558$6.72M0.06%+2,27413F-HRTimelineGroup
ETF Portfolio Partners, Inc.32,509$6.71M1.79%-1,32713F-HRTimeline
Heck Capital Advisors, LLC32,055$6.62M0.51%-25113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC31,925$6.59M2.25%+3,00013F-HRTimeline
Gen-Wealth Partners Inc31,906$6.59M2.23%+3,23513F-HRTimeline
Pandora Wealth, Inc.31,870$6.58M3.98%-23613F-HRTimeline
Robertson Stephens Wealth Management, L…31,750$6.56M0.2%-9,94513F-HRTimeline
Soltis Investment Advisors LLC31,346$6.47M0.45%+4,08713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC31,127$6.43M2.88%+65013F-HRTimeline
Financial Synergies Wealth Advisors, In…31,039$6.41M0.65%+12313F-HRTimeline
SAPIENT CAPITAL LLC30,998$6.38M0.1%-2513F-HRTimeline
EQUITABLE TRUST CO30,874$6.38M0.29%-17713F-HRTimeline
Carbahal Olsen Financial Services Group…30,677$6.34M5.08%-12613F-HRTimeline
Tortoise Investment Management, LLC30,343$6.27M0.56%-17113F-HRTimeline
SFI Advisors, LLC30,196$6.24M3.97%-67513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC29,594$6.11M<0.01%+1,70013F-HRTimelineGroup
HRT FINANCIAL LP29,496$6.09M0.02%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,483$6.09M0.21%-26113F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC29,471$6.09M2.4%+2,31113F-HRTimeline
FORTE ASSET MANAGEMENT LLC29,455$6.08M2.93%+4,99313F-HRTimeline
ALLIANCEBERNSTEIN L.P.29,343$6.06M<0.01%+21913F-HRTimeline
Pathway Financial Advisors LLC29,262$6.04M0.81%013F-HRTimeline
Quantinno Capital Management LP29,232$6.04M0.02%+13,17013F-HRTimeline
Falcon Wealth Planning29,078$6M0.54%-24813F-HRTimeline
Efficient Advisors, LLC28,944$5.98M0.34%-3,60513F-HRTimeline
PACIFIC FINANCIAL GROUP INC28,871$5.96M4.42%+7313F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…28,186$5.83M2.62%+4,42913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,128$5.81M0.01%-1,64813F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.28,013$5.79M0.28%+33413F-HRTimeline
Caliber Wealth Management, LLC / KS27,932$5.77M0.64%-1,94013F-HRTimeline
5T Wealth, LLC27,831$5.75M2.51%+2,46113F-HRTimeline
Stenger Family Office, LLC27,060$5.72M1.17%-12413F-HRTimeline
Tilson Financial Group, Inc.27,445$5.67M1.86%-31113F-HRTimeline
Lantz Financial LLC27,407$5.66M1.25%+2,79113F-HRTimeline
Sequoia Financial Advisors, LLC27,337$5.65M0.03%-1,30813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC27,323$5.64M0.79%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC27,224$5.62M1.32%+89313F-HRTimeline
W ADVISORS, LLC26,919$5.56M2.93%+15013F-HRTimeline
First Heartland Consultants, Inc.26,643$5.5M0.44%-57113F-HRTimeline
DIVERSIFIED TRUST CO26,558$5.48M0.11%+7,86013F-HRTimeline
Shared Vision Wealth Group LLC26,195$5.45M2.31%+2,17013F-HRTimeline
OLD NATIONAL BANCORP /IN/26,308$5.43M0.09%+8,99413F-HRTimeline
Prospera Financial Services Inc26,271$5.43M0.09%+56113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV25,507$5.27M2.61%-1,70613F-HRTimeline
Lifelong Wealth Advisors, Inc.25,503$5.27M1.57%+2,71913F-HRTimeline
Charter Oak Capital Management, LLC25,450$5.26M0.41%-1,61713F-HRTimeline
Lighthouse Financial LLC25,405$5.25M3.46%-5,77413F-HRTimeline
Old Mission Investment Co LLC25,276$5.22M1.27%-1,47013F-HRTimeline
Tradition Wealth Management, LLC25,230$5.21M0.39%-1,27713F-HRTimeline
Simplicity Wealth,LLC25,118$5.19M0.3%-22,72413F-HRTimeline
Advus Financial Partners, LLC25,045$5.17M1.92%+3,96913F-HR/ATimeline
Capula Management Ltdin group Capula Management Ltd25,027$5.17M0.04%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management24,944$5.15M0.72%013F-HRTimelineGroup
Hoxton Planning & Management, LLC24,744$5.11M1.64%-2,27413F-HRTimeline
Clarus Wealth Advisors24,500$5.09M2.25%+80013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,109$4.98M1.52%-64113F-HRTimelineGroup
Cranbrook Wealth Management, LLC23,882$4.93M0.99%-1,40913F-HRTimeline
Avestar Capital, LLC23,816$4.92M0.35%-3,08713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,752$4.91M0.01%+35413F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.23,706$4.9M1.72%+313F-HRTimeline
Guardian Wealth Advisors, LLC23,623$4.88M2.77%-3,94213F-HRTimeline
Integrated Advisors Network LLC23,505$4.85M0.2%+6,07113F-HRTimeline
Resolute Wealth Strategies, LLC23,165$4.78M2.19%-20013F-HRTimeline
PFG Advisors23,143$4.78M0.2%new13F-HRTimeline
Sterling Financial Planning, Inc.23,140$4.78M1.51%-13213F-HRTimeline
Quotient Wealth Partners, LLC23,048$4.76M0.13%+1913F-HRTimeline
Magnus Financial Group LLC22,940$4.74M0.37%+45213F-HRTimeline
Gateway Wealth Partners, LLC22,818$4.71M0.64%+2,39613F-HRTimeline
Chicago Partners Investment Group LLC22,332$4.7M0.12%-8313F-HRTimeline
Cubist Systematic Strategies, LLC22,744$4.7M0.07%+2,75713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP22,596$4.67M<0.01%-3,93113F-HRTimelineGroup
PEOPLES BANK /OH22,412$4.63M2.84%-2,04913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC22,384$4.62M2.25%-66713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,275$4.6M3.36%-12913F-HRTimeline
Ascent Wealth Partners, LLC22,260$4.6M0.53%+1,19113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC21,966$4.54M0.06%-1,53113F-HRTimeline
Belpointe Asset Management LLC21,785$4.5M0.17%+4,80713F-HRTimeline
Stordahl Capital Management, Inc.21,729$4.49M0.94%+1,47413F-HRTimeline
Barnes Wealth Management Group, Inc21,716$4.48M2.47%+5913F-HRTimeline
Strategic Blueprint, LLC21,635$4.47M0.2%+1,07613F-HRTimeline