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Disclosery

IVE ISHARES TR

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SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pinnacle Bancorp, Inc.22,434$4.28M1.39%-14913F-HRTimeline
Falcon Wealth Planning22,337$4.26M0.48%-39913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,335$4.26M3.94%13F-HRTimeline
Sharp Wealth Advisory, LLC22,314$4.26M3.23%new13F-HRTimeline
Park Place Capital Corp22,264$4.25M1.19%+23913F-HRTimeline
Leo Wealth, LLC22,250$4.25M0.38%+613F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.22,230$4.24M0.13%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…22,085$4.22M0.17%-7813F-HRTimelineGroup
Smithfield Trust Co22,076$4.21M0.21%+19113F-HRTimeline
WESBANCO BANK INC21,956$4.19M0.14%-15813F-HRTimeline
Hobbs Wealth Management, LLC21,934$4.19M4.78%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…21,732$4.15M1.77%13F-HRTimeline
Spectrum Planning & Advisory Services I…21,028$4.01M3.48%+1,53413F-HRTimeline
Jackson Hole Capital Partners, LLC20,579$3.93M0.79%-1913F-HRTimeline
Alaska Permanent Capital Management, LLCin group Alaska Permanent Capital Mana…20,521$3.92M0.32%+7,07113F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC20,437$3.9M1.85%+51613F-HRTimeline
Bare Financial Services, Inc20,335$3.88M1.56%-63413F-HRTimeline
True Vision MN LLC20,306$3.88M2.3%+67513F-HRTimeline
Mosley Wealth Management19,643$3.87M2.4%+1,88613F-HRTimeline
Collier Financial20,268$3.87M3.46%13F-HRTimeline
Wealth Advisory Solutions, LLC20,102$3.84M1.08%+17213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,039$3.83M0.36%+6013F-HRTimeline
Stordahl Capital Management, Inc.19,980$3.81M0.9%-9813F-HRTimeline
Hudson Capital Management LLC19,939$3.81M1.18%-4,06013F-HRTimeline
Clarus Wealth Advisors19,910$3.77M1.88%+1,59813F-HRTimeline
Ascent Wealth Partners, LLC19,633$3.75M0.51%+2,71613F-HRTimeline
AtlasMark Financial, Inc19,387$3.7M3.4%+95813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC19,279$3.68M1.83%-48513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,265$3.68M0.34%013F-HRTimelineGroup
Belpointe Asset Management LLC18,660$3.66M0.22%-2113F-HRTimeline
RENASANT BANK19,144$3.65M2.37%+9813F-HRTimeline
Truepoint, Inc.19,084$3.64M0.1%+813F-HRTimeline
Essential Planning, LLC.18,344$3.64M0.02%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,988$3.62M0.01%-2,94713F-HRTimelineGroup
Maxwell Wealth Strategies Inc.18,974$3.62M1.48%+1,66613F-HRTimeline
Gray Private Wealth, LLC18,921$3.61M2.15%-94413F-HRTimeline
Tradition Wealth Management, LLC18,894$3.61M0.32%+49313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,703$3.57M0.07%+2,48713F-HRTimeline
ROGCO, LP18,693$3.57M1.45%-27213F-HRTimeline
Tilson Financial Group, Inc.18,682$3.57M1.46%-41313F-HRTimeline
St. Clair Advisors, LLC18,653$3.56M1.02%013F-HRTimeline
Sepio Capital, LP18,159$3.47M0.28%-17,02513F-HRTimeline
Garde Capital, Inc.18,097$3.45M0.23%013F-HRTimeline
Anson Capital, Inc.18,007$3.43M2.99%-50213F-HRTimeline
Florida Trust Wealth Management Co17,939$3.42M0.11%-1,52513F-HRTimeline
Pines Wealth Management, LLC18,018$3.39M1.48%13F-HRTimeline
D.A. DAVIDSON & CO.17,706$3.38M0.03%-1813F-HRTimeline
SIMA Wealth Partners, LLC17,648$3.37M2.86%-14513F-HRTimeline
TUDOR INVESTMENT CORP ET AL17,613$3.36M0.04%-25,15513F-HRTimeline
Investment Advisory Group, LLC17,612$3.36M1.13%+2,08413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,595$3.36M0.01%+21613F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC17,123$3.34M0.65%-19713F-HRTimeline
Summit Investment Advisory Services, LLC17,373$3.32M1.71%-37913F-HRTimeline
Evercore Wealth Management, LLC17,362$3.31M0.05%+2,81213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.17,353$3.31M1.42%-12113F-HRTimeline
Valeo Financial Advisors, LLC17,217$3.29M0.09%+12013F-HRTimeline
Stegner Investment Associates Inc.17,114$3.27M2.16%-9913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
INDEPENDENT FINANCIAL GROUP, LLC16,983$3.24M0.11%+19613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,828$3.21M0.04%013F-HRTimeline
Schechter Investment Advisors, LLC16,777$3.2M0.25%013F-HRTimeline
Pinnacle Family Advisors, LLC16,700$3.19M1.54%-49313F-HRTimeline
MSH Capital Advisors LLC16,643$3.18M1%+1,04613F-HRTimeline
PKS Advisory Services, LLC16,618$3.17M0.79%13F-HRTimeline
Shared Vision Wealth Group LLC16,563$3.16M1.66%+39613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC16,495$3.15M0.2%+1,04213F-HRTimeline
Sequent Asset Management, LLC16,490$3.15M1.55%-1613F-HRTimeline
Hoxton Planning & Management, LLC16,459$3.14M1.2%-36313F-HRTimeline
West Coast Financial LLC16,432$3.14M0.35%+5313F-HRTimeline
National Philanthropic Trust16,419$3.13M0.05%013F-HRTimeline
Gen-Wealth Partners Inc16,367$3.12M1.34%+75213F-HRTimeline
Peregrine Asset Advisers, Inc.16,301$3.11M1.15%-2513F-HRTimeline
Telos Capital Management, Inc.16,047$3.06M0.33%+20213F-HRTimeline
Sound Income Strategies, LLC15,963$3.05M0.19%+12,48013F-HRTimeline
NOTTINGHAM ADVISORS, INC.15,917$3.04M0.39%-4,38113F-HRTimeline
Apex Wealth Management, LLC15,831$3.02M2.61%13F-HRTimeline
Ellis Investment Partners, LLC15,647$2.99M0.59%+6413F-HRTimeline
Cadence Bank15,579$2.97M0.2%-213F-HRTimeline
SOL Capital Management CO15,400$2.94M0.33%+1,01513F-HRTimeline
Lantz Financial LLC15,401$2.94M0.78%+63313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC15,229$2.91M1.47%13F-HRTimeline
NWAM LLC15,181$2.9M0.18%-3,55213F-HRTimeline
Sowell Financial Services LLC15,167$2.9M0.15%new13F-HRTimeline
Seneca House Advisors15,159$2.89M1.15%-4013F-HRTimeline
Alta Wealth Advisors LLC15,127$2.89M1.26%+1,96713F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,121$2.89M0.09%+39613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC15,089$2.88M1.59%-1713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,994$2.86M0.23%-1,70413F-HR/ATimeline
Barnes Wealth Management Group, Inc14,989$2.86M1.92%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,875$2.84M0.48%-70613F-HRTimeline
Dorsey Wright & Associates14,848$2.83M0.68%-23113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.14,809$2.83M0.57%-37513F-HRTimeline
Magnus Financial Group LLC14,768$2.82M0.27%+2,35213F-HRTimeline
Glass Jacobson Investment Advisors llc14,743$2.81M0.92%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lifelong Wealth Advisors, Inc.14,632$2.79M1.26%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,577$2.78M0.05%+30813F-HRTimelineGroup
Lane & Associates LLC14,116$2.77M1.43%+1,23713F-HRTimeline
GenWealth Group, Inc.14,474$2.76M0.63%-24313F-HRTimeline
SOFI WEALTH, LLC14,457$2.76M0.19%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC14,426$2.75M1.62%13F-HRTimeline
KICKSTAND VENTURES, LLC.14,369$2.74M0.7%+1013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,286$2.73M0.07%+3,45813F-HRTimeline
TRUE Private Wealth Advisors14,232$2.72M0.33%-3,63813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.14,177$2.71M0.39%+77113F-HRTimeline
Certus Wealth Management, LLC13,727$2.68M1.79%+13113F-HRTimeline
BRIGHTON JONES LLC14,034$2.68M0.08%+11213F-HR/ATimeline
Gryphon Financial Partners LLC13,853$2.64M0.38%+813F-HRTimeline
BANK OF HAWAII13,831$2.64M0.15%013F-HRTimeline
Avior Wealth Management, LLC13,820$2.64M0.1%-22613F-HRTimeline
FFG RETIREMENT ADVISORS LLC13,760$2.63M1.72%+34613F-HRTimeline
Councilor Wealth, LLC13,753$2.63M1.25%+913F-HRTimeline
Advus Financial Partners, LLC13,716$2.62M1.12%+5,50213F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC13,669$2.61M1.11%+1,87313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,669$2.61M0.07%-13,51813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC13,500$2.58M<0.01%-9,20013F-HRTimeline
Saxony Capital Management, LLC13,477$2.57M2.26%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,472$2.57M0.19%-12,96913F-HRTimeline
BRAVE ASSET MANAGEMENT INC13,378$2.55M0.81%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$2.54M1.23%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA13,212$2.52M<0.01%-3,81613F-HR/ATimelineGroup
Essex Financial Services, Inc.group of 2 filers holding13,169$2.51M+745Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,979$2.48M0.02%+37013F-HRTimelineGroup
SWP FINANCIAL LLC12,799$2.44M1.47%+5413F-HRTimeline
WealthBridge Capital Management, LLC12,716$2.43M0.67%-14613F-HRTimeline
Strategic Blueprint, LLC12,646$2.41M0.14%+2,76413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,642$2.41M0.02%-11713F-HRTimeline
BridgePort Financial Solutions, LLC12,380$2.41M1.09%13F-HRTimeline
Operose Advisors LLC12,609$2.41M0.82%+60613F-HRTimeline
Centurion Wealth Management LLC12,581$2.4M0.75%+15513F-HRTimeline
Grey Ledge Advisors, LLC12,579$2.4M0.62%+25313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,504$2.39M0.14%-4013F-HRTimeline
TSFG, LLC12,477$2.38M0.49%-3,16813F-HRTimeline
Leslie Global Wealth, LLC12,441$2.37M1.1%-15,37813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,417$2.37M0.18%new13F-HRTimeline
Strategies Wealth Advisors, LLC12,097$2.36M0.29%-1,10913F-HRTimeline
CLG LLC12,336$2.35M0.84%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC12,325$2.35M0.13%+1,45513F-HR/ATimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …12,283$2.34M0.55%-6,43713F-HRTimelineGroup
Wellspring Financial Advisors, LLC12,273$2.34M0.25%+2913F-HRTimeline
PFG Advisors12,179$2.32M0.14%+98413F-HRTimeline
Hirtle & Co., LLC12,149$2.32M0.1%-56913F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,044$2.3M0.29%-7,04513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC12,032$2.3M0.32%+32913F-HRTimeline
UPTICK PARTNERS, LLC11,999$2.29M0.83%-13413F-HRTimeline
Great Point Wealth Advisors, LLC11,996$2.29M0.5%+15913F-HRTimeline
Roberts Financial Services LLC11,987$2.29M0.43%-20913F-HRTimeline
MA Private Wealth11,923$2.28M0.43%+8313F-HRTimeline
Quantum Portfolio Management LLC11,869$2.27M1.22%+18713F-HRTimeline
Copperleaf Capital, LLC11,658$2.23M1.41%+85413F-HRTimeline
SCOTIA CAPITAL INC.11,653$2.22M0.01%+4,94513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.11,642$2.22M2.11%13F-HRTimeline
My Legacy Advisors, LLC11,395$2.2M0.85%+15213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,453$2.19M0.05%013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC11,440$2.18M2.48%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC11,439$2.18M0.07%+16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Neumann Capital Management, LLC11,415$2.18M0.72%+1,01013F-HRTimeline
Mullaney, Keating & Wright, Inc.11,412$2.18M1.47%+30013F-HRTimeline
FINANCIAL COUNSELORS INC11,359$2.17M0.03%-11213F-HRTimeline
Wealth Dimensions Group, Ltd.11,352$2.17M0.53%-9613F-HRTimeline
Coign Capital Advisors LLC11,327$2.16M1.99%13F-HRTimeline
THEORY FINANCIAL LLC11,260$2.15M0.9%+79413F-HRTimeline
Roble, Belko & Company, Inc11,238$2.15M0.34%+5713F-HRTimeline
Gateway Wealth Partners, LLC11,178$2.13M0.55%+94513F-HRTimeline
Harvest Investment Services, LLC11,147$2.13M0.52%+8,95713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding11,128$2.12M-131Timeline
SYNOVUS FINANCIAL CORP11,116$2.12M0.03%-71613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,252$2.12M0.12%-90213F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC11,081$2.11M0.2%-1,87313F-HR/ATimeline
BAILARD, INC.10,930$2.09M0.05%-8013F-HRTimeline
Aptus Capital Advisors, LLC10,902$2.08M0.02%+78813F-HRTimeline
GenTrust, LLC10,900$2.08M0.09%013F-HRTimeline
Mattern Wealth Management LLC10,830$2.07M0.46%-28713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC10,807$2.06M0.41%+3613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,752$2.05M0.55%-2713F-HRTimeline
Marietta Wealth Management, LLC10,725$2.05M0.29%+313F-HRTimeline
SIMON QUICK ADVISORS, LLC10,637$2.03M0.12%-3,09513F-HRTimeline
Sonoma Private Wealth LLC10,545$2.01M3.25%-23713F-HRTimeline
WHITTIER TRUST CO10,530$2.01M0.03%-10313F-HRTimeline
WBH ADVISORY INC10,495$2M0.19%-37313F-HRTimeline
Family Firm, Inc.10,464$2M0.44%+5713F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,463$2M0.4%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC10,455$2M0.79%-57013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,366$1.98M0.05%-6613F-HRTimeline
SONATA CAPITAL GROUP INC10,337$1.97M0.82%+20613F-HRTimeline
Gemmer Asset Management LLC10,306$1.97M0.19%+93713F-HRTimeline
Columbus Macro, LLC10,269$1.96M0.27%+3,07613F-HRTimeline
Total Wealth Planning, LLC10,236$1.95M0.3%-4213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,197$1.95M0.01%+1,07913F-HRTimelineGroup
Able Wealth Management LLC10,132$1.93M1.27%-10413F-HRTimeline
WealthPLAN Partners, LLC10,131$1.93M0.27%-13013F-HRTimeline
Crestwood Advisors Group, LLC10,098$1.93M0.04%+47913F-HRTimeline
Birnam Oak Advisors, LP10,000$1.91M0.94%13F-HRTimeline
Concorde Asset Management, LLC9,988$1.91M0.99%-7313F-HRTimeline
Custos Family Office, LLC9,867$1.88M0.66%+94313F-HRTimeline
Tranquility Partners, LLC9,755$1.88M0.71%+7013F-HRTimeline
NorthLanding Financial Partners, LLC9,818$1.87M1.89%+613F-HRTimeline
RPS ADVISORY SOLUTIONS LLC9,799$1.87M1.16%+8,39913F-HRTimeline
Quantinno Capital Management LP9,746$1.86M0.02%-2,53413F-HRTimeline
Sachetta, LLC9,729$1.86M0.73%+14313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,710$1.85M0.03%-12613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,674$1.85M0.01%+2,13013F-HRTimelineGroup