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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
OLD NATIONAL BANCORP /IN/24,404$5.54M0.11%-73213F-HRTimeline
Saxony Capital Management, LLC24,392$5.54M2.54%+10,83813F-HRTimeline
Retirement Wealth Solutions LLC24,269$5.51M3.04%-35513F-HRTimeline
Old Mission Investment Co LLC24,139$5.48M1.14%-1,22613F-HRTimeline
Resolute Wealth Strategies, LLC23,770$5.4M2.09%+95513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,591$5.36M<0.01%+16813F-HRTimelineGroup
Stenger Family Office, LLC23,534$5.34M0.85%-3,51613F-HRTimeline
Barnes Wealth Management Group, Inc23,460$5.33M2.46%-5,46913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,297$5.29M<0.01%new13F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC22,793$5.25M0.35%-11,91513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV22,986$5.22M2.34%-52513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC22,921$5.2M0.07%-24813F-HRTimeline
Strategic Blueprint, LLC22,916$5.2M0.26%-23613F-HRTimeline
Quotient Wealth Partners, LLC22,845$5.19M0.12%-89513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,828$5.18M<0.01%new13F-HRTimelineGroup
MSH Capital Advisors LLC22,720$5.16M0.9%+2,15713F-HRTimeline
Commonwealth Retirement Investments LLC22,609$5.13M1.39%+1,37013F-HRTimeline
Patriot Financial Group Insurance Agenc…22,587$5.13M0.53%-27,62913F-HRTimeline
National Philanthropic Trust22,475$5.1M0.07%+5,95013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,064$5.01M3.32%-13013F-HRTimeline
Avestar Capital, LLC21,888$4.97M0.29%-1,27813F-HRTimeline
Florida Trust Wealth Management Co21,787$4.95M0.12%+82413F-HRTimeline
Cranbrook Wealth Management, LLC21,775$4.94M0.93%-1,60913F-HRTimeline
Sterling Financial Planning, Inc.21,679$4.92M1.34%-1,17913F-HRTimeline
TIAAgroup of 4 filers holding21,463$4.87M+2,668Timeline
Stordahl Capital Management, Inc.21,404$4.86M0.89%-11213F-HRTimeline
KICKSTAND VENTURES, LLC.21,242$4.82M0.88%-97813F-HRTimeline
THEORY FINANCIAL LLC21,138$4.8M1.51%-4,56713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…21,136$4.8M0.48%-3,80413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC21,045$4.78M0.33%-7113F-HRTimeline
Belpointe Asset Management LLC20,921$4.75M0.16%+1,06913F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC20,914$4.75M2%-24313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC20,864$4.74M1.98%+17313F-HRTimeline
ARWA LLC20,303$4.72M1.96%+9,66613F-HRTimeline
EDGAR LOMAX CO/VA20,740$4.71M0.35%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC20,722$4.71M0.48%-3,20813F-HRTimeline
Smithfield Trust Co20,686$4.69M0.19%-1613F-HRTimeline
WealthPoint Financial, LLC20,661$4.69M3.42%-2,46013F-HRTimeline
Venturi Wealth Management, LLC20,622$4.68M0.18%+24213F-HRTimeline
Guardian Wealth Advisors, LLC20,607$4.68M2.34%-25813F-HRTimeline
Integrity Advisory Solutions, LLC20,372$4.63M0.48%+1,41413F-HRTimeline
Davis Wealth Advisors, LLC20,257$4.6M3.56%-5,98713F-HRTimeline
Wealth Advisory Solutions, LLC20,195$4.59M0.94%+1213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC19,874$4.51M2.26%-41413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.19,815$4.5M0.52%+1,08613F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…19,804$4.5M0.36%new13F-HRTimelineGroup
Valor Advisors LLC19,772$4.49M3.31%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,669$4.47M0.07%-94113F-HRTimeline
Prime Capital Investment Advisors, LLC19,521$4.43M0.04%-1,36213F-HRTimeline
HANCOCK WHITNEY CORP19,498$4.43M0.07%+9613F-HRTimeline
Pinnacle Bancorp, Inc.19,466$4.42M1.15%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,426$4.41M1.35%-26413F-HRTimeline
Anson Capital, Inc.19,385$4.4M2.86%+3813F-HRTimeline
WESBANCO BANK INC19,347$4.39M0.11%-52413F-HRTimeline
AlphaCore Capital LLC19,224$4.37M0.08%+18913F-HRTimeline
Chicago Partners Investment Group LLC19,031$4.36M0.09%-22113F-HRTimeline
Lighthouse Financial LLC19,160$4.35M2.26%-3,07513F-HRTimeline
Heritage Wealth Advisors19,058$4.33M0.15%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,037$4.32M0.26%-5713F-HRTimelineGroup
Glen Eagle Advisors, LLC18,974$4.31M0.54%-30613F-HRTimeline
ROGCO, LP18,926$4.3M1.32%013F-HRTimeline
O'Connor Financial Group LLC18,914$4.29M1.52%-32813F-HRTimeline
Sowell Financial Services LLC18,862$4.28M0.14%+38313F-HRTimeline
HAZLETT, BURT & WATSON, INC.18,697$4.25M1.13%+2,61613F-HRTimeline
Investment Advisory Group, LLC18,659$4.24M0.92%+62713F-HRTimeline
IHT Wealth Management, LLC18,620$4.23M0.09%-49313F-HRTimeline
Hudson Capital Management LLC18,571$4.22M1.02%-69513F-HRTimeline
HRT FINANCIAL LP18,500$4.2M0.01%-7,20113F-HRTimeline
CENTAURUS FINANCIAL, INC.18,493$4.2M0.16%+6,33513F-HRTimeline
Pines Wealth Management, LLC18,408$4.18M1.2%+11313F-HRTimeline
BETO FINANCIAL GROUP, LLC18,136$4.17M2.19%-4,89813F-HRTimeline
Compound Planning, Inc.18,322$4.16M0.11%-90513F-HRTimeline
Sage Investment Advisers LLC18,244$4.14M2.79%+69913F-HRTimeline
BLALOCK WILLIAMS, LLC18,228$4.14M2.68%-3,37213F-HRTimeline
SFI Advisors, LLC18,219$4.14M3.57%-52513F-HRTimeline
Alta Wealth Advisors LLC18,052$4.1M1.11%+66213F-HRTimeline
Asset Dedication, LLC17,973$4.08M0.26%+95713F-HRTimeline
Bare Financial Services, Inc17,853$4.05M0.93%013F-HRTimeline
PKS Advisory Services, LLC17,827$4.05M0.65%-123,08213F-HRTimeline
Clear Creek Financial Management, LLC17,824$4.05M0.26%+2,36913F-HRTimeline
Valeo Financial Advisors, LLC17,793$4.04M0.09%-10113F-HRTimeline
Western Wealth Management, LLC17,678$4.01M0.13%-71113F-HRTimeline
Dorsey & Whitney Trust CO LLC17,616$4M0.19%-35213F-HRTimeline
Pinnacle Family Advisors, LLC17,572$3.99M1.67%-35113F-HRTimeline
Magnus Financial Group LLC17,418$3.96M0.28%-28313F-HRTimeline
Gemmer Asset Management LLC17,231$3.91M0.26%-9413F-HRTimeline
XY Planning Network, Inc.17,182$3.9M0.49%-2,20213F-HRTimeline
Hanson & Doremus Investment Management17,050$3.87M0.39%new13F-HRTimeline
LifePlan Investment Advisors, Inc.16,913$3.84M1.32%-4,32913F-HRTimeline
Evercore Wealth Management, LLC16,631$3.78M0.05%-3113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,619$3.77M0.06%-87513F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC16,611$3.77M0.07%+1,07713F-HRTimeline
Golden State Wealth Management, LLC16,372$3.72M0.34%+5,09913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.16,365$3.72M<0.01%+18813F-HRTimelineGroup
Gray Private Wealth, LLC16,285$3.7M1.6%-30613F-HRTimeline
RKL Wealth Management LLC16,280$3.7M0.29%-25313F-HRTimeline
Midwest Trust Co16,112$3.66M0.04%+21113F-HRTimeline
Stegner Investment Associates Inc.16,086$3.65M1.74%-17213F-HRTimeline
Balefire, LLC16,082$3.65M0.6%+13,22413F-HRTimeline
Savvy Advisors, Inc.16,039$3.64M0.08%+3,65613F-HRTimeline
WealthPLAN Partners, LLC15,971$3.63M0.69%-3,61413F-HRTimeline
Sequent Asset Management, LLC15,964$3.62M1.53%-6413F-HRTimeline
G&S Capital LLC15,864$3.6M1.05%new13F-HRTimeline
ZENITH SOLUTIONS, INC.15,621$3.55M3.21%13F-HRTimeline
Coign Capital Advisors LLC15,549$3.53M1.59%+89413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV15,460$3.51M0.17%+68513F-HRTimeline
Nolet Wealth Management, LLC15,425$3.5M1.93%013F-HRTimeline
BCU Wealth Advisors, LLC15,379$3.49M1.16%-2,97413F-HRTimeline
Trail Ridge Investment Advisors, LLC15,265$3.47M1.46%-25213F-HRTimeline
SIMA Wealth Partners, LLC15,138$3.44M2.44%-1,06813F-HRTimeline
Peregrine Asset Advisers, Inc.15,129$3.44M0.74%-8513F-HRTimeline
Capital Investment Management, Inc.15,126$3.43M1.05%-1,52913F-HRTimeline
Grey Ledge Advisors, LLC15,114$3.43M0.69%+1,20013F-HRTimeline
Garde Capital, Inc.15,042$3.42M0.15%013F-HRTimeline
Summit Investment Advisory Services, LLC15,024$3.41M0.86%-22913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,020$3.41M0.05%-1,10913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK15,010$3.41M0.02%-39813F-HRTimelineGroup
FORM Wealth Advisors, LLC14,848$3.37M0.37%-72213F-HRTimeline
Seneca House Advisors14,758$3.35M1.18%-42513F-HRTimeline
Gryphon Financial Partners LLC14,575$3.31M0.29%-8613F-HRTimeline
NWAM LLC14,562$3.31M0.17%+64613F-HRTimeline
Vantage Point Financial LLC14,369$3.26M1%+55913F-HRTimeline
St. Clair Advisors, LLC14,189$3.22M0.83%-33013F-HRTimeline
Interchange Capital Partners, LLC14,041$3.19M0.6%+2,51513F-HRTimeline
Crestwood Advisors Group, LLC13,990$3.18M0.05%+32513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,974$3.17M0.04%+67313F-HRTimelineGroup
REGIMEN WEALTH, LLC13,875$3.17M0.85%-11413F-HRTimeline
OpenArc Corporate Advisory, LLC13,930$3.16M0.04%-37813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,824$3.14M0.04%+4,68513F-HRTimeline
D.A. DAVIDSON & CO.13,752$3.12M0.02%-1,60213F-HRTimeline
J.M. Arbour, LLC13,712$3.11M2.68%-2,26113F-HRTimeline
Brookwood Investment Group LLC13,634$3.1M0.36%+1,81013F-HRTimeline
Avior Wealth Management, LLC13,621$3.09M0.08%-12813F-HRTimeline
Marin Bay Wealth Advisors, LLC13,612$3.09M1.66%-94713F-HR/ATimeline
SWP FINANCIAL LLC13,548$3.08M1.42%013F-HRTimeline
BANK OF HAWAII13,338$3.03M0.15%+31913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$3.03M1.09%013F-HRTimeline
Florin Court Capital LLP13,300$3.02M4.93%+7,10013F-HRTimeline
Truepoint, Inc.13,283$3.02M0.06%-35513F-HRTimeline
Wellspring Financial Advisors, LLC13,220$3M0.2%+413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC13,172$2.99M1.37%+95413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,168$2.99M0.43%-80013F-HRTimeline
BRAVE ASSET MANAGEMENT INC13,152$2.99M0.64%-9013F-HRTimeline
GenWealth Group, Inc.12,948$2.94M0.46%-1,21813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,935$2.94M+640Timeline
Glass Jacobson Investment Advisors llc12,914$2.93M0.91%-86813F-HRTimeline
PCM Encore, LLC12,899$2.93M0.51%-2,93613F-HRTimeline
Capital Square, LLC12,649$2.92M1.28%+1,06113F-HRTimeline
Heck Capital Advisors, LLC12,779$2.9M0.17%-90013F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,696$2.88M0.27%-14013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC12,682$2.88M2.82%+78413F-HRTimeline
Guilbault Capital LLC12,668$2.88M2.89%-1,01413F-HRTimeline
Tempus Wealth Planning, LLC12,545$2.85M0.56%+1,49013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC12,507$2.84M0.64%+3,07413F-HRTimeline
Ellis Investment Partners, LLC12,471$2.83M0.43%+3413F-HRTimeline
CALTON & ASSOCIATES, INC.12,444$2.83M0.41%-1,32113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,426$2.82M0.06%+61013F-HRTimelineGroup
Forefront Wealth Partners, LLC12,401$2.82M0.87%-4,18913F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC12,360$2.81M2.38%-3,45613F-HRTimeline
Yukon Wealth Management, Inc.12,336$2.8M0.8%+1,14913F-HRTimeline
Concorde Asset Management, LLC12,279$2.79M1.61%-1,34513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,172$2.76M-521Timeline
EFG International AGin group EFG International AG12,166$2.76M0.05%+9713F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…11,999$2.76M2.17%-12313F-HRTimeline
17 CAPITAL PARTNERS, LLC12,165$2.76M1.25%+1,23113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,041$2.73M0.13%-30513F-HRTimeline
Operose Advisors LLC12,030$2.73M0.53%-53013F-HRTimeline
Great Point Wealth Advisors, LLC12,001$2.72M0.44%013F-HRTimeline
EQ LLC11,920$2.71M0.66%-5,68513F-HRTimeline
WealthTrak Capital Management LLC11,918$2.71M1.78%-1,30413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …11,871$2.7M0.38%-8,63313F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC11,843$2.69M1.3%-1,56013F-HRTimeline
WealthBridge Capital Management, LLC11,797$2.68M0.53%-12013F-HRTimeline
NorthLanding Financial Partners, LLC11,716$2.66M1.84%+2,64313F-HRTimeline
GWN SECURITIES INC.11,708$2.66M0.44%-17213F-HRTimeline
Westmount Partners, LLC11,704$2.66M0.58%+1513F-HRTimeline
B&D White Capital Company, LLC11,691$2.65M0.26%013F-HRTimeline
Smartleaf Asset Management LLC11,611$2.64M0.09%013F-HRTimeline
Two West Capital Advisors LLC11,481$2.64M1.31%-7213F-HRTimeline
Accelerate Investment Advisors LLC11,592$2.63M1.51%-25413F-HRTimeline
BigSur Wealth Management LLC11,500$2.61M0.63%+3,00013F-HRTimeline
Bleakley Financial Group, LLC11,500$2.61M0.03%-95513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC11,462$2.6M0.03%-8313F-HRTimeline
EHRLICH FINANCIAL GROUP11,433$2.6M1.34%-2,81613F-HRTimeline
Sonoma Private Wealth LLC11,425$2.59M2.79%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,417$2.59M0.11%+2013F-HRTimeline
TRUE Private Wealth Advisors11,411$2.59M0.22%-19313F-HRTimeline
Merkkuri Wealth Advisors LLC11,382$2.58M1.6%-1,36113F-HRTimeline
Councilor Wealth, LLC11,372$2.58M1.04%+413F-HRTimeline
Apella Capital, LLC11,115$2.57M0.04%013F-HRTimeline
Roble, Belko & Company, Inc11,238$2.55M0.28%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10,900$2.53M0.27%-14313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,085$2.52M<0.01%-22,75413F-HRTimelineGroup
Aptus Capital Advisors, LLC11,012$2.5M0.02%+94913F-HRTimeline
GenTrust, LLC10,900$2.47M0.1%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,893$2.47M0.23%013F-HRTimeline
Wealth Dimensions Group, Ltd.10,791$2.45M0.44%-17413F-HRTimeline
Marietta Wealth Management, LLC10,738$2.44M0.25%+213F-HRTimeline
BridgePort Financial Solutions, LLC10,730$2.44M0.62%-4,10513F-HRTimeline
SCOTIA CAPITAL INC.10,665$2.42M0.01%-3,03313F-HRTimeline