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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
WealthShield Partners, LLC85,492$18.1M2%+20,29613F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.85,458$18.1M12.4%13F-HRTimeline
Matthew Goff Investment Advisor, LLC84,241$17.9M3.17%-47713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC83,433$17.7M0.1%-1,98313F-HRTimelineGroup
Bay Harbor Wealth Management, LLC83,200$17.6M4.61%+25,01013F-HRTimeline
M1 Capital Management LLC81,145$17.2M7.18%+1,34213F-HRTimeline
McNaughton Wealth Management, LLC80,457$17.1M7.03%+18,84113F-HRTimeline
Saiph Capital, LLC79,660$16.9M6.07%-7,45013F-HRTimeline
MCMORGAN & CO LLC79,448$16.8M2.79%-90313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT76,608$16.2M1.03%+50013F-HRTimeline
RTD Financial Advisors, Inc.76,594$16.2M1.98%-2,73913F-HRTimeline
CoreCap Advisors, LLC75,765$16.1M0.56%+11,23613F-HRTimeline
J.W. COLE ADVISORS, INC.81,053$16M0.39%+4,05613F-HRTimeline
Independent Solutions Wealth Management…75,151$15.9M2.93%-2,83713F-HRTimeline
Modera Wealth Management, LLC75,089$15.9M0.18%-1,64913F-HRTimeline
Arkadios Wealth Advisors74,876$15.9M0.31%+13,56113F-HRTimeline
Elevated Financial Group LLC74,642$15.8M5.48%13F-HRTimeline
Astoria Strategic Wealth, Inc.74,315$15.8M3.97%+1,15313F-HRTimeline
Blue Edge Capital, LLC73,910$15.7M2.1%+5,32513F-HRTimeline
Horizon Wealth Management, LLC73,549$15.6M2.42%+1,52913F-HRTimeline
INSTRUMENTAL WEALTH, LLC70,277$15.6M9.35%+3,99013F-HRTimeline
Csenge Advisory Group73,335$15.6M0.7%+11,13713F-HRTimeline
Alvarez & Marsal Private Wealth Partner…73,110$15.5M2.98%13F-HRTimeline
Quadrant Private Wealth Management, LLC73,007$15.5M2.54%+21,66913F-HRTimeline
EP Wealth Advisors, LLC70,862$15M0.08%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co70,220$14.9M0.39%-1,33813F-HRTimeline
FineMark National Bank & Trust70,134$14.9M0.46%-82613F-HRTimeline
TRUST POINT INC.70,046$14.9M1.17%013F-HRTimeline
SACKS & ASSOCIATES, LLC70,008$14.8M10.9%13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,212$14.7M0.02%+2,68513F-HRTimelineGroup
Lansing Street Advisors68,716$14.6M3.75%+8,03813F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.66,137$14.4M6.45%-1,52913F-HRTimeline
Occidental Asset Management, LLC67,465$14.3M1.72%-1913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp67,226$14.3M0.36%-4,44513F-HRTimelineGroup
Scissortail Wealth Management, LLC66,302$14.1M3.21%+1,23613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.65,073$13.8M0.9%+29013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,668$13.7M0.29%new13F-HRTimelineGroup
BKM Wealth Management, LLC64,561$13.7M5.01%+65213F-HRTimeline
Kilter Group LLC64,282$13.6M6.02%+2,53013F-HRTimeline
Wilmington Savings Fund Society, FSB63,520$13.5M0.32%-1413F-HRTimeline
ADG Wealth Management Group, LLC63,390$13.4M10.18%+2,40413F-HRTimeline
Mayflower Financial Advisors, LLC63,334$13.4M1.63%+15,58413F-HRTimeline
Snowden Capital Advisors LLC63,158$13.4M0.35%+6,22413F-HRTimeline
TSA Wealth Managment LLC63,045$13.4M4.43%+20,84513F-HRTimeline
Bank Pictet & Cie (Europe) AG62,947$13.3M0.27%+55713F-HRTimeline
Integrated Wealth Concepts LLC62,931$13.3M0.16%-10,26913F-HRTimeline
Guidance Point Advisors, LLC61,646$13.1M3.03%+1,16313F-HRTimeline
Focus Financial Network, Inc.61,359$13M0.45%+48813F-HRTimeline
IEQ CAPITAL, LLC61,031$12.9M0.04%-21,28113F-HRTimeline
Ausdal Financial Partners, Inc.60,670$12.9M0.6%+3,14713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …60,471$12.8M0.1%13F-HR/ATimelineGroup
ENDEAVOR PRIVATE WEALTH, INC.60,343$12.8M3.67%+15,50013F-HRTimeline
Gladstone Institutional Advisory LLC60,293$12.8M0.48%-1,97713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC58,800$12.5M0.89%-11,40713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…57,929$12.3M0.16%-1,78513F-HRTimelineGroup
Parallel Advisors, LLC57,729$12.2M0.22%+78613F-HRTimeline
SigFig Wealth Management, LLC56,540$12M0.36%+14,22713F-HRTimeline
Mutual Advisors, LLC56,300$11.9M0.26%+3,69413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC53,743$11.9M3.47%+21,81813F-HRTimeline
American Wealth Advisors, LLC56,121$11.9M11.68%+10313F-HRTimeline
May Hill Capital, LLC55,010$11.7M3.15%+16,92513F-HR/ATimeline
BANK OF STOCKTON54,596$11.6M3.31%-3,12713F-HRTimeline
Prosperity Planning, Inc.54,206$11.5M3.01%-1,08713F-HRTimeline
Keebeck Wealth Management53,431$11.3M1.31%+11,60813F-HRTimeline
Acropolis Investment Management, LLC52,859$11.2M0.5%+4013F-HRTimeline
WCG Wealth Advisors LLC52,375$11.1M0.31%+13,50913F-HRTimeline
EHRLICH FINANCIAL GROUP52,010$11M6.28%+8,87513F-HRTimeline
Broadview Financial Management, LLC51,906$11M7.37%-74013F-HRTimeline
Michelson Medical Research Foundation, …51,905$11M11.03%013F-HRTimeline
Net Worth Advisory Group51,810$11M2.22%+46,16713F-HRTimeline
Hobbs Wealth Management, LLC51,695$11M10.67%+15,37313F-HRTimeline
Asset Management Group, Inc.51,590$10.9M1.77%+14513F-HRTimeline
True Vision MN LLC50,684$10.7M5.46%+13,98513F-HRTimeline
Amundiin group Amundi50,600$10.7M<0.01%+2,40013F-HRTimelineGroup
Nvest Financial, LLC50,118$10.6M4.42%+12,81413F-HRTimeline
Daviman Financial, LLC49,996$10.6M6.22%13F-HRTimeline
HB Wealth Management, LLC49,455$10.5M0.07%+27113F-HRTimeline
Apeiron RIA LLC47,786$10.5M2.12%-9,58713F-HRTimeline
Financial Advisors Network, Inc.49,135$10.4M1.43%-22813F-HRTimeline
Avidian Wealth Enterprises, LLC48,978$10.4M0.38%+5,18313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC48,904$10.4M1.06%-3,62113F-HRTimelineGroup
Rodgers & Associates, LTD48,620$10.3M1.04%-42113F-HRTimeline
Maia Wealth LLC47,066$10.3M1.76%+4,13013F-HRTimeline
Sierra Capital LLC48,264$10.2M1.08%-56113F-HRTimeline
Sunbelt Securities, Inc.48,187$10.2M0.68%+1,00013F-HRTimeline
UMB Bank, n.a.47,940$10.2M0.14%-8,82613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LMG Wealth Partners, LLC47,011$9.97M1.86%+2,01313F-HRTimeline
Gen-Wealth Partners Inc46,861$9.94M3.19%+14,95513F-HRTimeline
Traynor Capital Management, Inc.46,257$9.81M0.54%-1,61013F-HRTimeline
BETO FINANCIAL GROUP, LLC44,584$9.77M6.59%13F-HRTimeline
Polaris Investment Advisors, LLC44,962$9.54M6.89%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC44,305$9.4M0.58%+3613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC44,117$9.36M0.19%+5,92613F-HRTimelineGroup
Geneos Wealth Management Inc.44,105$9.35M0.23%+43413F-HRTimeline
DT Investment Partners, LLC43,950$9.32M0.77%013F-HRTimeline
Advyzon Investment Management, LLC43,944$9.32M1.08%+40,58613F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC42,932$9.1M3.88%+11,80513F-HRTimeline
Polianta Ltd42,200$8.95M1.17%+2,30013F-HRTimeline
BLAIR WILLIAM & CO/IL42,069$8.92M0.02%+2,83313F-HRTimeline
FAS Wealth Partners, Inc.41,765$8.86M0.57%-44013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,692$8.84M<0.01%+12,09813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,564$8.81M0.17%+30213F-HRTimelineGroup
Wescott Financial Advisory Group, LLC41,331$8.77M0.77%+3,68213F-HRTimeline
CFS Investment Advisory Services, LLC41,308$8.76M0.64%+7,07013F-HRTimeline
HARBOUR INVESTMENTS, INC.40,716$8.63M0.18%+1,33313F-HRTimeline
LiftPoint Family Wealth Advisors LLC40,507$8.59M7.33%13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding40,116$8.51M-6,460Timeline
Lifelong Wealth Advisors, Inc.40,007$8.48M2.26%+14,50413F-HRTimeline
Portfolio Resources Advisor Group, Inc.39,786$8.44M8.43%13F-HRTimeline
IFG Advisory, LLC39,687$8.42M0.37%+1,23313F-HRTimeline
Cresset Asset Management, LLC39,644$8.41M0.04%+5,78513F-HRTimeline
Simplicity Wealth,LLC39,429$8.36M0.5%+14,31113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,304$8.34M0.01%+2513F-HRTimelineGroup
Centerpoint Advisors, LLC38,772$8.22M2.53%-2913F-HRTimeline
Quantinno Capital Management LP38,682$8.2M0.02%+9,45013F-HRTimeline
Lantz Financial LLC38,608$8.19M1.73%+11,20113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC38,080$8.08M0.26%+513F-HRTimeline
VestGen Advisors, LLC37,999$8.06M0.34%-48,79413F-HRTimeline
Willis Johnson & Associates, Inc.37,900$8.04M0.5%-85313F-HRTimeline
Gateway Wealth Partners, LLC37,693$7.99M0.89%+14,87513F-HRTimeline
AtlasMark Financial, Inc37,560$7.97M5.14%+1,93613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …37,410$7.93M0.11%+2,92013F-HRTimelineGroup
Tradition Wealth Management, LLC37,344$7.92M0.57%+12,11413F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,079$7.86M<0.01%+7,73613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT36,984$7.84M0.12%-33213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,630$7.77M0.25%-66113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.36,546$7.75M0.34%-1,34713F-HRTimelineGroup
Adirondack Capital Advisors, LLC36,338$7.71M5.18%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC36,230$7.68M2.42%+25,70313F-HRTimeline
YHB Investment Advisors, Inc.35,748$7.58M0.52%+16413F-HRTimeline
Federation des caisses Desjardins du Qu…35,622$7.55M0.03%-14213F-HRTimeline
Vise Technologies, Inc.35,528$7.53M0.15%+21,44513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC35,433$7.51M2.81%+5,96213F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC35,319$7.49M0.86%+20,61113F-HRTimeline
Shared Vision Wealth Group LLC34,396$7.47M3.02%+8,20113F-HRTimeline
SAX WEALTH ADVISORS, LLC35,171$7.46M0.35%+2,22413F-HRTimeline
B. Riley Wealth Advisors, Inc.35,039$7.43M0.35%+7,02613F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding34,314$7.32M0Timeline
ETF Portfolio Partners, Inc.34,412$7.3M1.88%+1,90313F-HRTimeline
Soltis Investment Advisors LLC34,027$7.22M0.48%+2,68113F-HR/ATimeline
Robertson Stephens Wealth Management, L…33,898$7.19M0.2%+2,14813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.33,867$7.18M0.69%13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV33,607$7.13M3.27%+82213F-HRTimeline
Pure Financial Advisors, LLC33,345$7.07M0.1%-75313F-HRTimeline
Hoxton Planning & Management, LLC33,319$7.07M2.11%+8,57513F-HRTimeline
SCS Capital Management LLC33,209$7.04M0.07%-27013F-HRTimeline
Heck Capital Advisors, LLC33,208$7.04M0.52%+1,15313F-HRTimeline
VICUS CAPITAL33,036$7.01M0.53%+17113F-HRTimeline
A4 Wealth Advisors LLC32,850$6.97M6.03%+18,94413F-HRTimeline
Arax Advisory Partners32,461$6.88M0.2%new13F-HRTimeline
Financial Enhancement Group LLC31,734$6.87M0.89%-53413F-HRTimeline
First Heartland Consultants, Inc.32,135$6.81M0.52%+5,49213F-HRTimeline
PFG Advisors31,720$6.73M0.33%+8,57713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC31,700$6.72M0.01%new13F-HRTimeline
Pandora Wealth, Inc.31,659$6.71M4.08%-21113F-HRTimeline
Wealthspire Advisors, LLC31,474$6.67M0.05%-31,47813F-HRTimeline
5T Wealth, LLC31,317$6.64M2.65%+3,48613F-HRTimeline
SAPIENT CAPITAL LLC31,014$6.62M0.09%+1613F-HRTimeline
EQUITABLE TRUST CO30,874$6.55M0.29%013F-HRTimeline
Carbahal Olsen Financial Services Group…30,805$6.53M5.02%+12813F-HRTimeline
Financial Synergies Wealth Advisors, In…30,638$6.5M0.63%-40113F-HRTimeline
W ADVISORS, LLC30,451$6.46M3.25%+3,53213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.30,439$6.46M0.05%-2,11913F-HRTimelineGroup
SFI Advisors, LLC30,322$6.43M4.12%+12613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,952$6.35M0.21%+46913F-HRTimelineGroup
ALONGSIDE, LLC29,762$6.31M2.1%13F-HRTimeline
Pathway Financial Advisors LLC29,079$6.29M0.79%-18313F-HRTimeline
HRT FINANCIAL LP29,588$6.27M0.02%+9213F-HRTimeline
PACIFIC FINANCIAL GROUP INC29,478$6.25M3.47%+60713F-HRTimeline
FORTE ASSET MANAGEMENT LLC29,060$6.16M2.8%-39513F-HRTimeline
Falcon Wealth Planning28,901$6.13M0.52%-17713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,867$6.12M0.03%+10,14413F-HRTimeline
Barnes Wealth Management Group, Inc28,810$6.11M3.27%+7,09413F-HRTimeline
Tortoise Investment Management, LLC28,782$6.1M0.54%-1,56113F-HRTimeline
Prospera Financial Services Inc28,612$6.07M0.1%+2,34113F-HRTimeline
Davis Wealth Advisors, LLC28,396$6.02M5.01%+8,04513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,082$5.96M0.01%-4613F-HRTimelineGroup
THEORY FINANCIAL LLC27,279$5.92M2%+7,21713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC27,563$5.85M0.39%+7,40613F-HR/ATimeline
EDGAR LOMAX CO/VA27,553$5.84M0.44%+6,80913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,324$5.79M0.28%new13F-HRTimeline
Caliber Wealth Management, LLC / KS27,144$5.76M0.62%-78813F-HRTimeline
Tilson Financial Group, Inc.27,110$5.75M1.77%-33513F-HRTimeline
Stenger Family Office, LLC27,050$5.74M1.18%-1013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC26,811$5.69M1.28%-41313F-HRTimeline
Sequoia Financial Advisors, LLC26,792$5.68M0.03%-54513F-HRTimeline
Efficient Advisors, LLC26,635$5.65M0.33%-2,30913F-HR/ATimeline
OLD NATIONAL BANCORP /IN/26,524$5.62M0.09%+21613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,406$5.6M0.01%-8,62513F-HRTimelineGroup
Cornerstone Planning Group LLC25,820$5.59M0.87%+8,78913F-HRTimeline
Patriot Financial Group Insurance Agenc…26,002$5.51M0.66%+11,19513F-HRTimeline
Advus Financial Partners, LLC25,929$5.5M1.98%+88413F-HR/ATimeline
Charter Oak Capital Management, LLC25,706$5.45M0.42%+25613F-HRTimeline
Retirement Wealth Solutions LLC25,485$5.4M3.42%+6,78713F-HRTimeline
Keystone Financial Group25,439$5.39M0.4%+21,06013F-HRTimeline
Old Mission Investment Co LLC25,258$5.36M1.28%-1813F-HRTimeline
Yanni & Associates Investment Advisors,…25,172$5.34M5.34%13F-HRTimeline
Clarus Wealth Advisors24,559$5.32M2.21%+5913F-HRTimeline
Integrated Advisors Network LLC24,986$5.3M0.23%+1,48113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management24,944$5.29M0.75%013F-HRTimelineGroup