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Disclosery

IVE ISHARES TR

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SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TD PRIVATE CLIENT WEALTH LLC82,186$17.4M0.36%-7,56313F-HRTimeline
Financial Enhancement Group LLC78,069$17.2M2.14%+46,33513F-HRTimeline
Cypress Wealth Services, LLC80,372$17M2.4%-9,33313F-HRTimeline
WealthShield Partners, LLC80,286$17M1.89%-5,20613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT79,932$16.9M1.08%+3,32413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS79,738$16.8M0.01%-9,70613F-HRTimelineGroup
Saiph Capital, LLC79,335$16.8M6.34%-32513F-HRTimeline
Arkadios Wealth Advisors79,315$16.7M0.28%+4,43913F-HRTimeline
Horizon Wealth Management, LLC79,148$16.7M2.45%+5,59913F-HRTimeline
MCMORGAN & CO LLC78,118$16.5M2.67%-1,33013F-HRTimeline
Integrated Wealth Concepts LLC77,675$16.4M0.13%+14,74413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK76,408$16.1M0.08%+66,22013F-HRTimelineGroup
McNaughton Wealth Management, LLC76,322$16.1M6.66%-4,13513F-HRTimeline
Blue Edge Capital, LLC76,110$16.1M2.13%+2,20013F-HRTimeline
Elevated Financial Group LLC76,023$16.1M5.32%+1,38113F-HRTimeline
Bay Harbor Wealth Management, LLC75,688$16M4.14%-7,51213F-HRTimeline
Astoria Strategic Wealth, Inc.75,559$16M4.05%+1,24413F-HRTimeline
Snowden Capital Advisors LLC74,997$15.8M0.42%+11,83913F-HRTimeline
RTD Financial Advisors, Inc.74,881$15.8M1.94%-1,71313F-HRTimeline
EP Wealth Advisors, LLC74,806$15.8M0.08%+3,94413F-HRTimeline
Invst, LLC73,869$15.6M1.76%-17,95313F-HRTimeline
Alvarez & Marsal Private Wealth Partner…73,110$15.4M2.17%013F-HRTimeline
Modera Wealth Management, LLC72,597$15.3M0.18%-2,49213F-HRTimeline
Independent Solutions Wealth Management…72,579$15.3M2.26%-2,57213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers72,158$15.2M0.02%+2,94613F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC71,538$15.1M9.29%+1,26113F-HRTimeline
Lansing Street Advisors70,637$14.9M3.76%+1,92113F-HRTimeline
Quadrant Private Wealth Management, LLC70,489$14.9M2.3%-2,51813F-HRTimeline
SACKS & ASSOCIATES, LLC69,619$14.7M10.93%-38913F-HRTimeline
TRUST POINT INC.69,367$14.6M1.27%-67913F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp69,159$14.6M0.39%+1,93313F-HRTimelineGroup
Csenge Advisory Group69,142$14.6M0.67%-4,19313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…69,142$14.6M0.2%+11,21313F-HRTimelineGroup
Kilter Group LLC68,954$14.6M6.27%+4,67213F-HRTimeline
Occidental Asset Management, LLC68,122$14.4M1.7%+65713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.65,861$14.3M6.41%-27613F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.67,702$14.3M0.92%+2,62913F-HRTimeline
GTS SECURITIES LLC67,344$14.2M0.5%new13F-HRTimeline
Alesco Advisors, LLC, An ESL Co66,079$14M0.36%-4,14113F-HRTimeline
WCG Wealth Advisors LLC65,691$13.9M0.39%+13,31613F-HRTimeline
Archer Investment Management, LLC65,657$13.9M5.83%+48,02513F-HRTimeline
BKM Wealth Management, LLC65,220$13.8M5.03%+65913F-HRTimeline
Wilmington Savings Fund Society, FSB65,116$13.7M0.33%+1,59613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,177$13.6M0.3%-49113F-HRTimelineGroup
IEQ CAPITAL, LLC63,498$13.4M0.06%+2,46713F-HRTimeline
Bank Pictet & Cie (Europe) AG62,947$13.3M0.28%013F-HRTimeline
Mayflower Financial Advisors, LLC62,807$13.3M1.61%-52713F-HRTimeline
Texas Capital Bank Wealth Management Se…62,423$13.2M0.78%+58,55813F-HRTimeline
Ausdal Financial Partners, Inc.61,979$13.1M0.59%+1,30913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC61,835$13.1M0.31%+34,51113F-HRTimeline
Guidance Point Advisors, LLC61,561$13M3.08%-8513F-HRTimeline
Mutual Advisors, LLC61,292$12.9M0.28%+4,99213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …60,926$12.9M0.1%+45513F-HRTimelineGroup
Gladstone Institutional Advisory LLC59,317$12.5M0.46%-97613F-HRTimeline
VestGen Advisors, LLC55,281$12.4M0.35%+17,28213F-HRTimeline
Parallel Advisors, LLC58,299$12.3M0.22%+57013F-HR/ATimeline
ENDEAVOR PRIVATE WEALTH, INC.57,649$12.2M3.49%-2,69413F-HRTimeline
TSA Wealth Managment LLC57,163$12.1M3.9%-5,88213F-HRTimeline
American Wealth Advisors, LLC56,953$12M12.53%+83213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC55,110$11.6M2.93%+1,36713F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.53,933$11.4M6.48%13F-HRTimeline
Acropolis Investment Management, LLC53,885$11.4M0.5%+1,02613F-HRTimeline
Advyzon Investment Management, LLC53,792$11.4M1.02%+9,84813F-HRTimeline
May Hill Capital, LLC53,757$11.4M2.85%-1,25313F-HRTimeline
SigFig Wealth Management, LLC53,694$11.3M0.33%-2,84613F-HRTimeline
Prosperity Planning, Inc.53,278$11.2M2.85%-92813F-HRTimeline
MMA ASSET MANAGEMENT LLC53,138$11.2M3.95%-68,03213F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.53,000$11.2M7.81%-32,45813F-HRTimeline
Nvest Financial, LLC52,394$11.1M4.12%+2,27613F-HRTimeline
Broadview Financial Management, LLC51,963$11M7.49%+5713F-HRTimeline
Hobbs Wealth Management, LLC51,943$11M10.85%+24813F-HRTimeline
Net Worth Advisory Group51,942$11M2.27%+13213F-HRTimeline
Michelson Medical Research Foundation, …51,905$11M11.13%013F-HRTimeline
Asset Management Group, Inc.51,514$10.9M1.76%-7613F-HRTimeline
Daviman Financial, LLC51,252$10.8M6.4%+1,25613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources50,980$10.8M<0.01%+10,91513F-HRTimelineGroup
BANK OF STOCKTON50,741$10.7M3.31%-3,85513F-HRTimeline
Amundiin group Amundi50,700$10.7M<0.01%+10013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…50,216$10.6M0.6%+24,21413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC49,642$10.5M<0.01%+7,95013F-HRTimelineGroup
Keebeck Wealth Management49,609$10.5M1.18%-3,82213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC49,297$10.4M0.92%+39313F-HRTimelineGroup
True Vision MN LLC49,229$10.4M5.36%-1,45513F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC49,174$10.4M2.64%13F-HRTimeline
Financial Advisors Network, Inc.49,012$10.3M1.43%-12313F-HRTimeline
Gen-Wealth Partners Inc48,851$10.3M3.25%+1,99013F-HRTimeline
Quantinno Capital Management LP48,569$10.3M0.02%+9,88713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC48,517$10.2M0.22%+4,40013F-HRTimelineGroup
Rodgers & Associates, LTD48,283$10.2M1.04%-33713F-HRTimeline
LMG Wealth Partners, LLC47,974$10.1M1.85%+96313F-HRTimeline
Graham Capital Management, L.P.47,750$10.1M0.34%new13F-HRTimeline
Sierra Capital LLC47,410$10M1.09%-85413F-HRTimeline
Avidian Wealth Enterprises, LLC46,312$9.78M0.31%-2,66613F-HRTimeline
HB Wealth Management, LLC45,806$9.67M0.06%-3,64913F-HRTimeline
Wescott Financial Advisory Group, LLC45,666$9.64M0.85%+4,33513F-HRTimeline
Polaris Investment Advisors, LLC45,564$9.62M7.01%+60213F-HRTimeline
Lifelong Wealth Advisors, Inc.44,265$9.35M2.49%+4,25813F-HRTimeline
Traynor Capital Management, Inc.44,811$9.3M0.55%-1,44613F-HRTimeline
Capital Advisors, Ltd. LLC43,998$9.29M1.06%+36,92913F-HRTimeline
Geneos Wealth Management Inc.43,974$9.29M0.22%-13113F-HRTimeline
DT Investment Partners, LLC43,950$9.28M0.77%013F-HRTimeline
Sunbelt Securities, Inc.43,751$9.24M0.58%-4,43613F-HRTimeline
Maia Wealth LLC43,477$9.18M1.55%-3,58913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …43,151$9.11M0.11%+5,74113F-HRTimelineGroup
FAS Wealth Partners, Inc.42,521$8.98M0.56%+75613F-HRTimeline
UMB Bank, n.a.42,252$8.92M0.12%-5,68813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LBMC INVESTMENT ADVISORS, LLC41,978$8.86M0.54%-2,32713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,965$8.86M0.16%+40113F-HRTimelineGroup
Cresset Asset Management, LLC41,390$8.74M0.04%+1,74613F-HRTimeline
BLAIR WILLIAM & CO/IL41,042$8.67M0.02%-1,02713F-HRTimeline
LiftPoint Family Wealth Advisors LLC40,927$8.64M7.16%+42013F-HRTimeline
Integrated Advisors Network LLC40,873$8.63M0.45%+15,88713F-HRTimeline
Simplicity Wealth,LLC40,117$8.47M0.48%+68813F-HRTimeline
A4 Wealth Advisors LLC39,547$8.35M6.94%+6,69713F-HRTimeline
Willis Johnson & Associates, Inc.39,521$8.34M0.49%+1,62113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…39,463$8.33M0.22%+38,66613F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO39,412$8.32M0.01%+10813F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC37,608$8.28M3.62%-5,32413F-HRTimeline
Lantz Financial LLC39,099$8.26M1.71%+49113F-HRTimeline
Focus Financial Network, Inc.38,795$8.19M0.29%-22,56413F-HRTimeline
Centerpoint Advisors, LLC38,460$8.12M2.64%-31213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC38,433$8.12M2.98%+3,00013F-HRTimeline
Tradition Wealth Management, LLC37,736$7.97M0.57%+39213F-HRTimeline
AtlasMark Financial, Inc37,560$7.97M5.14%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,311$7.91M<0.01%+23213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC37,365$7.89M0.25%-71513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT36,986$7.81M0.12%+213F-HR/ATimeline
Cornerstone Planning Group LLC34,367$7.69M1.03%+8,54713F-HRTimeline
CFS Investment Advisory Services, LLC34,708$7.67M0.53%-6,60013F-HRTimeline
FFG RETIREMENT ADVISORS LLC36,233$7.65M4.45%+14,88213F-HRTimeline
Adirondack Capital Advisors, LLC36,200$7.64M4.91%-13813F-HRTimeline
YHB Investment Advisors, Inc.35,879$7.58M0.54%+13113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC35,833$7.57M0.56%-22,96713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC35,716$7.54M2.3%-51413F-HRTimeline
Soltis Investment Advisors LLC35,708$7.54M0.49%+1,68113F-HRTimeline
Vise Technologies, Inc.35,528$7.53M0.15%013F-HRTimeline
Shared Vision Wealth Group LLC35,491$7.49M3.06%+1,09513F-HRTimeline
SAX WEALTH ADVISORS, LLC35,081$7.44M0.36%-9013F-HRTimeline
PFG Advisors34,689$7.32M0.36%+2,96913F-HRTimeline
Portfolio Resources Advisor Group, Inc.34,515$7.29M7.24%-5,27113F-HRTimeline
Federation des caisses Desjardins du Qu…34,465$7.28M0.03%-1,15713F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC34,426$7.27M0.27%+7,63213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…34,306$7.24M0.2%+40813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,839$7.15M0.01%+7,43313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.33,773$7.13M0.06%+3,33413F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC33,450$7.06M0.22%-3,18013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.33,323$7.04M0.64%-54413F-HRTimeline
SCS Capital Management LLC33,186$7.01M0.07%-2313F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV32,845$6.94M3.23%-76213F-HRTimeline
ETF Portfolio Partners, Inc.32,462$6.85M1.8%-1,95013F-HRTimeline
Pure Financial Advisors, LLC32,291$6.82M0.1%-1,05413F-HRTimeline
VICUS CAPITAL32,184$6.8M0.5%-85213F-HRTimeline
Hoxton Planning & Management, LLC31,813$6.72M2.02%-1,50613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC31,764$6.71M0.03%+2,89713F-HRTimeline
SAPIENT CAPITAL LLC31,247$6.6M0.1%+23313F-HR/ATimeline
Wealthspire Advisors, LLC31,081$6.56M0.05%-39313F-HRTimeline
5T Wealth, LLC30,920$6.53M2.58%-39713F-HRTimeline
Carbahal Olsen Financial Services Group…30,896$6.52M5.21%+9113F-HRTimeline
EQUITABLE TRUST CO30,874$6.52M0.3%013F-HRTimeline
Financial Synergies Wealth Advisors, In…30,736$6.49M0.62%+9813F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC30,262$6.39M0.09%new13F-HRTimelineGroup
Prospera Financial Services Inc30,090$6.35M0.1%+1,47813F-HRTimeline
First Heartland Consultants, Inc.30,038$6.34M0.49%-2,09713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…29,828$6.3M0.21%-12413F-HRTimelineGroup
W ADVISORS, LLC29,307$6.19M3.17%-1,14413F-HRTimeline
Pathway Financial Advisors LLC29,079$6.16M0.76%013F-HRTimeline
Arax Advisory Partners29,096$6.14M0.17%-3,36513F-HRTimeline
Barnes Wealth Management Group, Inc28,929$6.11M3.1%+11913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC28,609$6.04M0.01%+52713F-HRTimelineGroup
Independent Advisor Alliance28,609$6.04M0.06%+26,01713F-HRTimeline
FORTE ASSET MANAGEMENT LLC28,545$6.03M2.65%-51513F-HRTimeline
Advus Financial Partners, LLC28,296$5.97M2.26%+2,36713F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC28,264$5.97M0.41%+70113F-HRTimeline
Falcon Wealth Planning28,099$5.93M0.4%-80213F-HRTimeline
Hopwood Nicholas Hunter28,064$5.93M1.88%+7,51213F-HRTimeline
B. Riley Wealth Advisors, Inc.28,494$5.92M0.38%-6,54513F-HRTimeline
MATHER GROUP, LLC.27,986$5.91M0.06%+7,76013F-HRTimeline
Tortoise Investment Management, LLC27,846$5.88M0.49%-93613F-HRTimeline
Keystone Financial Group27,706$5.85M0.4%+2,26713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC27,590$5.82M0.73%new13F-HRTimeline
Caliber Wealth Management, LLC / KS27,466$5.8M0.63%+32213F-HRTimeline
Tilson Financial Group, Inc.27,063$5.71M1.71%-4713F-HRTimeline
Stenger Family Office, LLC27,050$5.71M1.01%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC26,887$5.68M3.06%-2,59113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC26,841$5.67M1.88%+5,35813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC26,751$5.65M1.28%-6013F-HRTimeline
Chatterton & Associates Inc.25,531$5.54M3.88%+3,58613F-HRTimeline
Davis Wealth Advisors, LLC26,244$5.54M4.6%-2,15213F-HRTimeline
Ascent Wealth Partners, LLC26,113$5.51M0.64%+3,58713F-HRTimeline
DIVERSIFIED TRUST CO25,857$5.46M0.1%+98313F-HRTimeline
Efficient Advisors, LLC25,815$5.45M0.39%-82013F-HRTimeline
THEORY FINANCIAL LLC25,705$5.43M1.9%-1,57413F-HRTimeline
HRT FINANCIAL LP25,701$5.43M0.01%-3,88713F-HRTimeline
Centurion Wealth Management LLC25,662$5.42M1.22%+1,01913F-HRTimeline
Yanni & Associates Investment Advisors,…25,589$5.4M5.6%+41713F-HRTimeline
Old Mission Investment Co LLC25,365$5.36M1.25%+10713F-HRTimeline
OLD NATIONAL BANCORP /IN/25,136$5.31M0.09%-1,38813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…24,940$5.27M0.65%+7,14713F-HR/ATimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management24,899$5.26M0.76%-4513F-HRTimelineGroup
Retirement Wealth Solutions LLC24,624$5.2M3.28%-86113F-HRTimeline