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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 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Fund Evaluation Group, LLC21,896$4.28M0.17%013F-HRTimeline
Smithfield Trust Co21,770$4.25M0.2%013F-HRTimeline
WESBANCO BANK INC21,748$4.25M0.13%-28313F-HRTimeline
Barnes Wealth Management Group, Inc21,657$4.23M2.5%+1,55013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC21,138$4.13M0.01%+13,97313F-HRTimelineGroup
Advus Financial Partners, LLC21,076$4.12M1.63%+5,07713F-HR/ATimeline
Ascent Wealth Partners, LLC21,069$4.12M0.51%+41713F-HRTimeline
Pinnacle Bancorp, Inc.21,024$4.11M1.27%-95713F-HRTimeline
FFG RETIREMENT ADVISORS LLC20,951$4.09M2.57%+6,09613F-HRTimeline
EDGAR LOMAX CO/VA20,757$4.06M0.26%-4213F-HRTimeline
Strategic Blueprint, LLC20,559$4.02M0.2%+2,83013F-HRTimeline
Gateway Wealth Partners, LLC20,422$3.99M0.76%+3,79313F-HRTimeline
Hudson Capital Management LLC20,376$3.98M1.13%-3,30613F-HRTimeline
IFG Advisory, LLC20,367$3.98M0.2%+6,97713F-HRTimeline
Jackson Hole Capital Partners, LLC20,345$3.98M0.73%-43713F-HRTimeline
Wealth Advisory Solutions, LLC20,330$3.97M1.01%-2013F-HRTimeline
Stordahl Capital Management, Inc.20,255$3.96M0.88%+4213F-HRTimeline
O'Connor Financial Group LLC19,920$3.96M1.75%-99713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,113$3.93M0.35%+5913F-HRTimeline
Glen Eagle Advisors, LLC20,033$3.91M0.6%-2,06513F-HRTimeline
Cubist Systematic Strategies, LLC19,987$3.91M0.04%new13F-HRTimeline
Anson Capital, Inc.19,977$3.9M3.14%+5013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,863$3.88M1.54%+2,70613F-HRTimeline
HANCOCK WHITNEY CORP19,603$3.83M0.07%-2,92313F-HRTimeline
Centurion Wealth Management LLC19,582$3.83M1.1%+7,00113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,391$3.79M0.08%+15,95313F-HRTimeline
Texas Capital Bank Wealth Management Se…19,273$3.77M0.35%+15,36013F-HRTimeline
Dorsey & Whitney Trust CO LLC19,179$3.75M0.2%-19213F-HRTimeline
Pines Wealth Management, LLC18,852$3.75M1.32%+25813F-HRTimeline
THEORY FINANCIAL LLC18,992$3.74M1.42%+2,60713F-HRTimeline
Axis Wealth Partners, LLC19,142$3.74M2.46%-27813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,037$3.72M0.3%013F-HRTimelineGroup
Bare Financial Services, Inc19,032$3.72M1.25%-96613F-HRTimeline
RKL Wealth Management LLC19,024$3.72M0.33%-75913F-HRTimeline
ROGCO, LP18,926$3.7M1.39%013F-HRTimeline
My Legacy Advisors, LLC18,579$3.7M1.32%+2,01413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,845$3.68M0.33%+2,53413F-HR/ATimeline
AlphaCore Capital LLC18,773$3.67M0.14%+13213F-HRTimeline
DIVERSIFIED TRUST CO18,698$3.65M0.08%+97913F-HRTimeline
Telos Capital Management, Inc.18,491$3.61M0.37%+1,50413F-HRTimeline
MSH Capital Advisors LLC18,465$3.61M1.04%+69513F-HRTimeline
Gray Private Wealth, LLC18,429$3.6M1.94%-21713F-HRTimeline
DOHJ, LLC19,800$3.55M1.03%+8,59613F-HRTimeline
Copperleaf Capital, LLC18,117$3.54M1.79%+74313F-HRTimeline
Investment Advisory Group, LLC18,057$3.53M1.07%+12613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC17,958$3.51M1.79%+55713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,899$3.5M0.01%-20213F-HRTimelineGroup
Pinnacle Family Advisors, LLC17,924$3.5M1.7%+79313F-HRTimeline
Valeo Financial Advisors, LLC17,734$3.47M0.09%+47313F-HR/ATimeline
NWAM LLC17,571$3.46M0.2%+2,27113F-HR/ATimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,519$3.42M0.2%+9613F-HRTimeline
Integrated Advisors Network LLC17,434$3.41M0.15%+4,80713F-HRTimeline
Florida Trust Wealth Management Co17,408$3.4M0.1%+92513F-HRTimeline
OLD NATIONAL BANCORP /IN/17,314$3.38M0.06%+12,66913F-HRTimeline
SIMA Wealth Partners, LLC17,180$3.36M2.71%-25013F-HRTimeline
St. Clair Advisors, LLC17,094$3.34M0.87%-1,55913F-HRTimeline
Belpointe Asset Management LLC16,978$3.32M0.14%-29113F-HRTimeline
KICKSTAND VENTURES, LLC.16,895$3.3M0.77%-66113F-HRTimeline
FORM Wealth Advisors, LLC16,883$3.3M0.4%+83513F-HRTimeline
Evercore Wealth Management, LLC16,837$3.29M0.05%013F-HRTimeline
D.A. DAVIDSON & CO.16,803$3.28M0.02%-57513F-HRTimeline
Western Wealth Management, LLC16,621$3.25M0.19%-34,11013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,524$3.23M0.06%-1,23313F-HRTimeline
Stegner Investment Associates Inc.16,518$3.23M1.98%+7813F-HRTimeline
Garde Capital, Inc.16,433$3.21M0.17%-1,66413F-HRTimeline
National Philanthropic Trust16,419$3.21M0.04%-75313F-HRTimeline
IHT Wealth Management, LLC16,405$3.21M0.09%-1,21113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,279$3.18M0.09%+5,36413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,265$3.18M0.04%-28313F-HRTimeline
Sowell Financial Services LLC16,193$3.16M0.13%+94813F-HRTimeline
Quantinno Capital Management LP16,062$3.14M0.01%-1,16213F-HRTimeline
Davis Wealth Advisors, LLC16,056$3.14M3.33%+1,56613F-HRTimeline
Retirement Wealth Solutions LLC15,864$3.1M2.26%+2,42513F-HRTimeline
MATHER GROUP, LLC.15,799$3.09M0.03%+1,26113F-HRTimeline
SOL Capital Management CO15,760$3.08M0.3%+20013F-HRTimeline
Midwest Trust Co15,725$3.07M0.04%13F-HRTimeline
Peregrine Asset Advisers, Inc.15,703$3.07M0.96%-2313F-HRTimeline
Summit Investment Advisory Services, LLC15,605$3.05M1.33%+613F-HR/ATimeline
THOMPSON INVESTMENT MANAGEMENT, INC.15,555$3.04M0.43%+87413F-HRTimeline
Seneca House Advisors15,246$2.98M1.27%+6213F-HRTimeline
World Investment Advisors15,198$2.97M0.07%-196,84513F-HRTimeline
WealthPLAN Partners, LLC15,128$2.96M0.48%+1,88913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.15,072$2.95M0.5%-813F-HRTimeline
Cadence Bank15,016$2.93M0.19%-60013F-HRTimeline
CENTAURUS FINANCIAL, INC.14,799$2.89M0.17%+83213F-HRTimeline
Glass Jacobson Investment Advisors llc14,653$2.86M1.1%-9013F-HRTimeline
Trail Ridge Investment Advisors, LLC14,460$2.85M1.37%-82613F-HRTimeline
Commonwealth Retirement Investments LLC14,506$2.83M1.08%+3,59413F-HRTimeline
FULLCIRCLE WEALTH LLC14,416$2.83M1.06%+3,22713F-HRTimeline
GenWealth Group, Inc.14,378$2.81M0.57%-7113F-HRTimeline
Gryphon Financial Partners LLC14,342$2.8M0.37%+913F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,261$2.79M0.45%-50313F-HRTimeline
RCS Financial Planning, LLC14,260$2.79M1.39%+3,40213F-HRTimeline
New Age Alpha Advisors, LLC14,156$2.77M0.12%+91213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,138$2.76M0.2%-6,00013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp14,116$2.76M0.12%+5,51813F-HRTimelineGroup
BridgePort Financial Solutions, LLC14,092$2.75M0.92%+1,72313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS13,740$2.69M0.1%+5,68913F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC13,677$2.67M1.79%+57313F-HRTimeline
Sequent Asset Management, LLC13,651$2.67M2.13%-8613F-HRTimeline
Avior Wealth Management, LLC13,607$2.66M0.09%-11813F-HRTimeline
Coign Capital Advisors LLC13,523$2.64M1.79%+1,22313F-HRTimeline
LifePlan Investment Advisors, Inc.13,521$2.64M1.31%+2,14213F-HRTimeline
Ellis Investment Partners, LLC13,519$2.64M0.51%+31613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,454$2.63M0.05%-99113F-HRTimelineGroup
Ascent Capital Management, LLC13,372$2.61M2.32%+2,50713F-HRTimeline
Grey Ledge Advisors, LLC13,334$2.61M0.64%+88413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$2.6M1.23%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding13,290$2.6M+1,082Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,259$2.59M0.18%+25913F-HRTimeline
BRAVE ASSET MANAGEMENT INC13,250$2.59M0.71%-1113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,102$2.59M1.67%-72013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC13,183$2.58M0.97%-90113F-HRTimeline
Park Place Capital Corp12,914$2.55M0.58%-7,24613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…13,010$2.54M0.27%+4,93813F-HR/ATimelineGroup
CALTON & ASSOCIATES, INC.12,977$2.54M0.44%new13F-HRTimeline
Interchange Capital Partners, LLC13,015$2.53M0.59%+2,02113F-HR/ATimeline
BANK OF HAWAII12,929$2.53M0.13%-13113F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding12,816$2.5M-493Timeline
PKS Advisory Services, LLC12,771$2.5M0.64%-35013F-HRTimeline
BLALOCK WILLIAMS, LLC12,708$2.48M2.48%+2,59013F-HRTimeline
BRIGHTON JONES LLC12,674$2.48M0.07%-3613F-HRTimeline
TSFG, LLC12,587$2.46M0.45%+10813F-HRTimeline
SYNOVUS FINANCIAL CORP12,579$2.46M0.03%+2,35413F-HRTimeline
Operose Advisors LLC12,572$2.46M0.69%-3713F-HRTimeline
SWP FINANCIAL LLC12,542$2.45M1.35%-26813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,436$2.43M0.13%013F-HRTimeline
REGIMEN WEALTH, LLC12,252$2.39M0.74%+4,56013F-HRTimeline
WealthBridge Capital Management, LLC12,193$2.38M0.6%-4613F-HRTimeline
Graves Light Lenhart Wealth, Inc.12,044$2.35M0.28%013F-HRTimeline
Wellspring Financial Advisors, LLC12,033$2.35M0.24%+2313F-HRTimeline
SCOTIA CAPITAL INC.11,945$2.33M0.01%-43213F-HRTimeline
Clear Creek Financial Management, LLC11,924$2.33M0.22%+1,61113F-HRTimeline
UPTICK PARTNERS, LLC11,900$2.33M0.67%+7713F-HRTimeline
BCU Wealth Advisors, LLC11,879$2.32M1.04%+3,84013F-HRTimeline
CLG LLC11,821$2.31M0.72%+3213F-HRTimeline
TRUE Private Wealth Advisors11,622$2.27M0.26%-1,94413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,614$2.27M0.18%+2,21913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,453$2.24M0.06%013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.11,452$2.24M0.49%+29113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,720$2.23M2.54%013F-HRTimeline
Forefront Wealth Partners, LLC11,598$2.23M1.53%+3,18213F-HRTimeline
Councilor Wealth, LLC11,352$2.22M1.04%+3413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11,305$2.21M0.32%+813F-HRTimeline
Roble, Belko & Company, Inc11,238$2.2M0.32%013F-HRTimeline
Brookwood Investment Group LLC11,235$2.2M0.35%+2,25113F-HRTimeline
Mattern Wealth Management LLC11,070$2.16M0.45%013F-HRTimeline
Compound Planning, Inc.11,015$2.15M0.08%+24413F-HRTimeline
Strategies Wealth Advisors, LLC11,009$2.15M0.24%-1,06313F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,982$2.15M0.12%+3513F-HRTimeline
Davis Selected Advisers10,978$2.15M0.01%-8,73413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,974$2.14M0.01%-1,16513F-HRTimelineGroup
Schneider Downs Wealth Management Advis…10,970$2.14M0.32%+4,88313F-HRTimeline
Summit Financial Consulting LLC10,962$2.14M1.93%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC10,914$2.13M0.11%-30013F-HR/ATimeline
GenTrust, LLC10,900$2.13M0.1%013F-HRTimeline
Crestwood Advisors Group, LLC10,894$2.13M0.04%+11813F-HRTimeline
Insight Advisors, LLC/ PA10,831$2.12M0.34%+8,17113F-HRTimeline
Gemmer Asset Management LLC10,753$2.1M0.19%-34013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,746$2.1M0.55%-1113F-HRTimeline
Marietta Wealth Management, LLC10,729$2.1M0.27%+213F-HRTimeline
RENASANT BANK10,709$2.09M1.4%-6,70913F-HRTimeline
Venturi Wealth Management, LLC10,696$2.09M0.1%+3213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,690$2.09M0.01%+36813F-HRTimeline
Truepoint, Inc.10,637$2.08M0.05%-4,34613F-HRTimeline
EQ LLC10,622$2.08M0.81%-61,75213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,479$2.05M0.04%+6313F-HRTimeline
Family Firm, Inc.10,457$2.04M0.49%-813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,441$2.04M0.37%-2213F-HRTimeline
Aptus Capital Advisors, LLC10,363$2.03M0.02%-60713F-HRTimeline
WHITTIER TRUST CO10,307$2.01M0.02%013F-HRTimeline
GeoWealth Management, LLC10,268$2.01M0.08%+1,38013F-HRTimeline
Smartleaf Asset Management LLC10,315$2M0.18%+5,77013F-HRTimeline
Tranquility Partners, LLC10,211$2M0.71%-413F-HRTimeline
GWN SECURITIES INC.10,174$1.99M0.37%-89,82213F-HRTimeline
Able Wealth Management LLC10,191$1.99M1%+21413F-HRTimeline
Sonoma Private Wealth LLC10,145$1.98M2.43%-27413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,140$1.98M0.13%+70713F-HRTimelineGroup
Hirtle & Co., LLC10,100$1.97M0.07%-11513F-HRTimeline
NOTTINGHAM ADVISORS, INC.10,073$1.97M0.29%-58813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC10,024$1.96M0.71%-5313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,757$1.96M0.07%-2,56513F-HRTimelineGroup
Birnam Oak Advisors, LP10,000$1.95M0.59%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,984$1.95M0.01%-40313F-HRTimelineGroup
BAILARD, INC.9,949$1.94M0.05%-48513F-HRTimeline
Neumann Capital Management, LLC9,895$1.93M0.61%-1,62013F-HRTimeline
Custos Family Office, LLC9,887$1.93M0.62%-13713F-HRTimeline
SONATA CAPITAL GROUP INC9,814$1.92M0.77%-29413F-HRTimeline
17 CAPITAL PARTNERS, LLC9,814$1.92M1.11%+89813F-HRTimeline
Tradewinds, LLC.9,801$1.92M1.45%+8,34013F-HRTimeline
Merkkuri Wealth Advisors LLC9,801$1.92M1.45%+2,07513F-HRTimeline
NorthLanding Financial Partners, LLC9,669$1.89M1.67%+1913F-HRTimeline
Commonwealth Financial Services, LLC9,606$1.88M0.36%+1,01913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,545$1.87M0.04%+1,80013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,525$1.86M0.03%-29513F-HRTimelineGroup
Yukon Wealth Management, Inc.9,523$1.86M0.67%+77313F-HRTimeline
SUTTON PLACE INVESTORS LLC9,480$1.85M1.11%+62813F-HRTimeline
FLOW TRADERS U.S. LLC9,460$1.85M0.07%-31,06913F-HRTimeline
Sachetta, LLC9,452$1.85M0.73%-25613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,456$1.85M<0.01%-5213F-HRTimelineGroup