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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Shared Vision Wealth Group LLC21,953$4.18M2.28%+5,39013F-HRTimeline
Fund Evaluation Group, LLC21,896$4.17M0.18%new13F-HRTimeline
Simplicity Wealth,LLC21,848$4.16M0.32%new13F-HRTimeline
Smithfield Trust Co21,770$4.14M0.21%-30613F-HRTimeline
ACAS, LLC21,964$4.04M3.07%-1,03713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.23,974$4.04M0.01%+2613F-HRTimelineGroup
Clarus Wealth Advisors22,477$4.03M2.15%+2,56713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,118$4.02M0.34%+6,12413F-HR/ATimeline
Certus Wealth Management, LLC21,143$4.02M2.73%+7,41613F-HRTimeline
O'Connor Financial Group LLC20,917$3.99M2.07%-3,88213F-HRTimeline
EDGAR LOMAX CO/VA20,799$3.96M0.25%-5,34013F-HRTimeline
Jackson Hole Capital Partners, LLC20,782$3.96M0.79%+20313F-HRTimeline
Lantz Financial LLC20,718$3.95M1.08%+5,31713F-HRTimeline
Lifelong Wealth Advisors, Inc.20,682$3.94M1.85%+6,05013F-HRTimeline
Ascent Wealth Partners, LLC20,652$3.94M0.53%+1,01913F-HRTimeline
Wealth Advisory Solutions, LLC20,350$3.88M1.03%+24813F-HRTimeline
AtlasMark Financial, Inc20,302$3.87M3.59%+91513F-HRTimeline
PFG Advisors20,260$3.86M0.22%+8,08113F-HRTimeline
Stordahl Capital Management, Inc.20,213$3.85M0.91%+23313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC21,419$3.85M1.75%+7,75013F-HRTimeline
Park Place Capital Corp20,160$3.84M1.04%-2,10413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP20,138$3.84M0.11%-5,48213F-HRTimelineGroup
Barnes Wealth Management Group, Inc20,107$3.83M2.46%+5,11813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,054$3.82M0.37%+1513F-HRTimeline
Gunma Bank,Ltd.20,000$3.81M1.23%-14,00013F-HRTimeline
Bare Financial Services, Inc19,998$3.81M1.46%-33713F-HRTimeline
Anson Capital, Inc.19,927$3.79M3.26%+1,92013F-HRTimeline
RKL Wealth Management LLC19,783$3.77M0.36%-3,33413F-HRTimeline
Davis Selected Advisers19,712$3.76M0.02%-177,46313F-HRTimeline
Axis Wealth Partners, LLC19,420$3.7M2.74%+13,03713F-HRTimeline
Dorsey & Whitney Trust CO LLC19,371$3.69M0.21%-6,53613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,037$3.63M0.33%-22813F-HRTimelineGroup
ROGCO, LP18,926$3.61M1.44%+23313F-HRTimeline
Tilson Financial Group, Inc.18,779$3.58M1.42%+9713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,701$3.56M0.01%+12,85113F-HR/ATimelineGroup
St. Clair Advisors, LLC18,653$3.55M1%013F-HRTimeline
Gray Private Wealth, LLC18,646$3.55M2.14%-27513F-HRTimeline
AlphaCore Capital LLC18,641$3.55M0.3%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA18,101$3.45M0.01%+50613F-HRTimelineGroup
Garde Capital, Inc.18,097$3.45M0.2%013F-HRTimeline
Investment Advisory Group, LLC17,931$3.42M1.14%+31913F-HRTimeline
MSH Capital Advisors LLC17,770$3.39M1.05%+1,12713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,757$3.38M0.09%-94613F-HRTimeline
Strategic Blueprint, LLC17,729$3.38M0.18%+5,08313F-HRTimeline
DIVERSIFIED TRUST CO17,719$3.38M0.08%+15,67413F-HRTimeline
IHT Wealth Management, LLC17,616$3.36M0.1%-48,06813F-HRTimeline
KICKSTAND VENTURES, LLC.17,556$3.35M0.86%+3,18713F-HRTimeline
SIMA Wealth Partners, LLC17,430$3.32M2.76%-21813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,423$3.32M0.23%+92813F-HRTimeline
RENASANT BANK17,418$3.32M2.2%-1,72613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC17,401$3.32M1.84%+2,31213F-HRTimeline
D.A. DAVIDSON & CO.17,378$3.31M0.03%-32813F-HRTimeline
Copperleaf Capital, LLC17,374$3.31M1.98%+5,71613F-HRTimeline
West Coast Financial LLC17,300$3.3M0.38%+86813F-HRTimeline
Belpointe Asset Management LLC17,269$3.29M0.17%-1,39113F-HRTimeline
Valeo Financial Advisors, LLC17,261$3.29M0.09%+4413F-HRTimeline
Atom Investors LP17,225$3.28M0.4%new13F-HRTimeline
Quantinno Capital Management LP17,224$3.28M0.02%+7,47813F-HRTimeline
National Philanthropic Trust17,172$3.27M0.05%+75313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.17,157$3.27M1.37%-19613F-HRTimeline
Pinnacle Family Advisors, LLC17,131$3.26M1.78%+43113F-HRTimeline
Summit Financial Wealth Advisors, LLC17,099$3.26M0.65%-2413F-HRTimeline
Schechter Investment Advisors, LLC17,081$3.26M0.27%+30413F-HRTimeline
Telos Capital Management, Inc.16,987$3.24M0.35%+94013F-HRTimeline
Magnus Financial Group LLC16,925$3.23M0.31%+2,15713F-HRTimeline
Evercore Wealth Management, LLC16,837$3.21M0.05%-52513F-HRTimeline
Gateway Wealth Partners, LLC16,629$3.17M0.71%+5,45113F-HRTimeline
My Legacy Advisors, LLC16,565$3.16M1.22%+5,17013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,548$3.15M0.05%-28013F-HRTimeline
Florida Trust Wealth Management Co16,483$3.14M0.1%-1,45613F-HRTimeline
Stegner Investment Associates Inc.16,440$3.13M2.19%-67413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pines Wealth Management, LLC18,594$3.13M1.45%+57613F-HRTimeline
THEORY FINANCIAL LLC16,385$3.12M1.32%+5,12513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC16,311$3.11M0.31%+5,23013F-HR/ATimeline
FORM Wealth Advisors, LLC16,048$3.06M0.42%13F-HRTimeline
Advus Financial Partners, LLC15,999$3.05M1.31%+2,28313F-HR/ATimeline
Waterway Wealth Management, LLC15,952$3.04M1.27%+13,24113F-HRTimeline
Apex Wealth Management, LLC15,775$3.01M2.7%-5613F-HRTimeline
Peregrine Asset Advisers, Inc.15,726$3M1.12%-57513F-HRTimeline
Cadence Bank15,616$2.98M0.21%+3713F-HRTimeline
Summit Investment Advisory Services, LLC15,599$2.97M1.46%-1,77413F-HRTimeline
SOL Capital Management CO15,560$2.96M0.33%+16013F-HRTimeline
FINANCIAL COUNSELORS INC15,388$2.93M0.04%+4,02913F-HRTimeline
NWAM LLC15,300$2.92M0.25%+11913F-HRTimeline
Trail Ridge Investment Advisors, LLC15,286$2.91M1.5%-5,15113F-HRTimeline
Sowell Financial Services LLC15,245$2.91M0.13%+7813F-HRTimeline
Seneca House Advisors15,184$2.89M1.23%+2513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.15,080$2.87M0.56%+27113F-HRTimeline
Truepoint, Inc.14,983$2.86M0.08%-4,10113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,894$2.84M<0.01%-38,50113F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC14,855$2.83M1.93%+1,09513F-HRTimeline
Glass Jacobson Investment Advisors llc14,743$2.81M0.92%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,764$2.81M0.48%-11113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.14,681$2.8M0.42%+50413F-HRTimeline
RFG Advisory, LLC14,597$2.78M0.08%-9,63213F-HRTimeline
MATHER GROUP, LLC.14,538$2.77M0.03%+4,99113F-HRTimeline
Davis Wealth Advisors, LLC14,490$2.76M3.12%+4,83713F-HRTimeline
GenWealth Group, Inc.14,449$2.75M0.61%-2513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,445$2.75M0.07%-13213F-HRTimelineGroup
Gryphon Financial Partners LLC14,333$2.73M0.39%+48013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC14,084$2.68M1.13%-34213F-HR/ATimeline
CENTAURUS FINANCIAL, INC.13,967$2.66M0.16%-19,61013F-HRTimeline
Lane & Associates LLC13,913$2.65M1.43%-20313F-HRTimeline
Sequent Asset Management, LLC13,737$2.62M1.46%-2,75313F-HRTimeline
Avior Wealth Management, LLC13,725$2.62M0.1%-9513F-HRTimeline
TRUE Private Wealth Advisors13,566$2.59M0.31%-66613F-HRTimeline
Retirement Wealth Solutions LLC13,439$2.56M2.07%+8,58313F-HRTimeline
IFG Advisory, LLC13,390$2.55M0.14%+4,14513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$2.54M1.26%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding13,309$2.54M+2,181Timeline
BRAVE ASSET MANAGEMENT INC13,261$2.53M0.79%-11713F-HRTimeline
New Age Alpha Advisors, LLC13,244$2.52M0.11%new13F-HRTimeline
WealthPLAN Partners, LLC13,239$2.52M0.36%+3,10813F-HRTimeline
Ellis Investment Partners, LLC13,203$2.52M0.52%-2,44413F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,822$2.5M1.84%+4,30913F-HRTimeline
PKS Advisory Services, LLC13,121$2.5M0.68%-3,49713F-HRTimeline
BUSH INVESTMENT GROUP, LLC13,104$2.5M1.88%+3,44913F-HRTimeline
BANK OF HAWAII13,060$2.49M0.14%-77113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,000$2.48M0.19%-47213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,811$2.44M0.02%+16913F-HRTimeline
SWP FINANCIAL LLC12,810$2.44M1.49%+1113F-HRTimeline
BRIGHTON JONES LLC12,710$2.42M0.08%-1,32413F-HRTimeline
Integrated Advisors Network LLC12,627$2.41M0.12%+10,78313F-HRTimeline
Operose Advisors LLC12,609$2.4M0.8%013F-HRTimeline
Centurion Wealth Management LLC12,581$2.4M0.75%013F-HRTimeline
Advisor Resource Council12,505$2.38M0.19%new13F-HRTimeline
TSFG, LLC12,479$2.38M0.49%+213F-HRTimeline
Grey Ledge Advisors, LLC12,450$2.37M0.62%-12913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,436$2.37M0.14%-6813F-HRTimeline
SCOTIA CAPITAL INC.12,377$2.36M0.01%+72413F-HRTimeline
BridgePort Financial Solutions, LLC12,369$2.36M1.06%-1113F-HRTimeline
Coign Capital Advisors LLC12,300$2.34M1.8%+97313F-HRTimeline
WealthBridge Capital Management, LLC12,239$2.33M0.66%-47713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,208$2.33M-961Timeline
Leslie Global Wealth, LLC12,203$2.33M1.13%-23813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO12,139$2.31M0.02%-84013F-HRTimelineGroup
Strategies Wealth Advisors, LLC12,072$2.3M0.28%-2513F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,044$2.3M0.28%013F-HRTimeline
Wellspring Financial Advisors, LLC12,010$2.29M0.26%-26313F-HRTimeline
Great Point Wealth Advisors, LLC11,996$2.29M0.49%013F-HRTimeline
MA Private Wealth11,941$2.28M0.43%+1813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,322$2.26M0.14%+1,07013F-HRTimelineGroup
UPTICK PARTNERS, LLC11,823$2.25M0.76%-17613F-HRTimeline
Spectrum Planning & Advisory Services I…11,792$2.25M1.87%-9,23613F-HRTimeline
CLG LLC11,789$2.25M0.78%-54713F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,720$2.23M2.53%+28013F-HRTimeline
Neumann Capital Management, LLC11,515$2.19M0.76%+10013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,453$2.18M0.06%013F-HRTimelineGroup
LifePlan Investment Advisors, Inc.11,379$2.17M1.25%+4,87113F-HRTimeline
Councilor Wealth, LLC11,318$2.16M1.08%-2,43513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11,297$2.15M0.28%-73513F-HRTimeline
Roble, Belko & Company, Inc11,238$2.14M0.34%013F-HRTimeline
SIMON QUICK ADVISORS, LLC11,214$2.14M0.12%+57713F-HRTimeline
DOHJ, LLC11,204$2.14M0.49%+2,24013F-HRTimeline
Wealth Dimensions Group, Ltd.11,161$2.13M0.51%-19113F-HRTimeline
Gemmer Asset Management LLC11,093$2.11M0.21%+78713F-HRTimeline
Mattern Wealth Management LLC11,070$2.11M0.47%+24013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,999$2.1M0.49%-1,28413F-HRTimelineGroup
Interchange Capital Partners, LLC10,994$2.1M0.59%+3,36013F-HRTimeline
Aptus Capital Advisors, LLC10,970$2.09M0.02%+6813F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,947$2.09M0.13%-1,37813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,915$2.08M0.07%-6,06813F-HRTimeline
Commonwealth Retirement Investments LLC10,912$2.08M0.85%+3,08213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC10,911$2.08M0.45%+10413F-HRTimeline
GenTrust, LLC10,900$2.08M0.1%013F-HRTimeline
Ascent Capital Management, LLC10,865$2.07M2.09%+4,40413F-HRTimeline
RCS Financial Planning, LLC10,858$2.07M1.09%+3,24613F-HRTimeline
Crestwood Advisors Group, LLC10,776$2.05M0.04%+67813F-HRTimeline
Compound Planning, Inc.10,771$2.05M0.09%+1,53713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,757$2.05M0.57%+513F-HRTimeline
Marietta Wealth Management, LLC10,727$2.04M0.3%+213F-HRTimeline
FULLCIRCLE WEALTH LLC11,189$2.04M0.84%+2,45313F-HRTimeline
Venturi Wealth Management, LLC10,664$2.03M0.11%+2,83713F-HRTimeline
NOTTINGHAM ADVISORS, INC.10,661$2.03M0.31%-5,25613F-HRTimeline
Sterling Investment Counsel, LLC10,563$2.01M0.69%+5,48413F-HRTimeline
Family Firm, Inc.10,465$1.99M0.45%+113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,463$1.99M0.42%013F-HRTimeline
BAILARD, INC.10,434$1.99M0.05%-49613F-HRTimeline
Sonoma Private Wealth LLC10,419$1.99M2.75%-12613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,416$1.99M0.05%+5013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,387$1.98M0.01%+19013F-HRTimelineGroup
Concorde Asset Management, LLC10,854$1.97M1.06%+86613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,322$1.97M0.02%+1,53313F-HRTimeline
Clear Creek Financial Management, LLC10,313$1.97M0.2%-72,51313F-HRTimeline
WHITTIER TRUST CO10,307$1.96M0.03%-22313F-HRTimeline
SYNOVUS FINANCIAL CORP10,225$1.95M0.03%-89113F-HRTimeline
Hirtle & Co., LLC10,215$1.95M0.08%-1,93413F-HRTimeline
Tranquility Partners, LLC10,215$1.95M0.75%+46013F-HRTimeline
BLALOCK WILLIAMS, LLC10,118$1.93M2.16%+2,97513F-HRTimeline
SONATA CAPITAL GROUP INC10,108$1.93M0.84%-22913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC10,077$1.92M0.75%-37813F-HRTimeline
Custos Family Office, LLC10,024$1.91M0.68%+15713F-HRTimeline
Birnam Oak Advisors, LP10,000$1.91M0.8%013F-HRTimeline
Able Wealth Management LLC9,977$1.9M1.13%-15513F-HRTimeline
WBH ADVISORY INC9,956$1.9M0.18%-53913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,820$1.87M0.03%+11013F-HRTimelineGroup
Alta Wealth Advisors LLC9,771$1.86M0.85%-5,35613F-HRTimeline
Sachetta, LLC9,708$1.85M0.76%-2113F-HRTimeline
Roberts Financial Services LLC9,701$1.85M0.36%-2,28613F-HRTimeline
NorthLanding Financial Partners, LLC9,650$1.84M1.81%-16813F-HRTimeline