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Disclosery

IVE ISHARES TR

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SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HILLTOP WEALTH ADVISORS, LLC21,319$4.4M2.29%-59413F-HRTimeline
GeoWealth Management, LLC21,292$4.4M0.16%+11,02413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …21,074$4.39M0.15%+11,31713F-HRTimelineGroup
WESBANCO BANK INC21,268$4.39M0.12%-48013F-HRTimeline
FFG RETIREMENT ADVISORS LLC21,202$4.38M2.72%+25113F-HRTimeline
Glen Eagle Advisors, LLC21,043$4.35M0.6%+1,01013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,850$4.31M0.09%-2,42813F-HRTimeline
Smithfield Trust Co20,859$4.3M0.19%-91113F-HRTimeline
EDGAR LOMAX CO/VA20,744$4.28M0.34%-1313F-HRTimeline
Jackson Hole Capital Partners, LLC20,651$4.26M0.73%+30613F-HRTimeline
Davis Wealth Advisors, LLC20,351$4.2M3.77%+4,29513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,308$4.19M0.35%+19513F-HRTimeline
THEORY FINANCIAL LLC20,062$4.18M1.47%+1,07013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC20,157$4.16M0.32%+1,31213F-HR/ATimeline
Wealth Advisory Solutions, LLC20,118$4.15M1.01%-21213F-HRTimeline
Anson Capital, Inc.20,111$4.15M3.11%+13413F-HRTimeline
Centurion Wealth Management LLC19,767$4.08M0.93%+18513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,753$4.08M1.47%-11013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC19,745$4.08M1.91%+1,78713F-HRTimeline
O'Connor Financial Group LLC19,668$4.06M1.7%-25213F-HRTimeline
Hudson Capital Management LLC19,643$4.06M1.08%-73313F-HRTimeline
Prime Capital Investment Advisors, LLC19,492$4.03M0.05%-4,71413F-HRTimeline
Pinnacle Bancorp, Inc.19,466$4.02M1.19%-1,55813F-HRTimeline
Valeo Financial Advisors, LLC19,346$4M0.09%+1,61213F-HRTimeline
Florida Trust Wealth Management Co19,233$3.97M0.11%+1,82513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,037$3.93M0.27%013F-HRTimelineGroup
Florin Court Capital LLP19,000$3.92M3.08%+12,90013F-HRTimeline
ROGCO, LP18,926$3.91M1.37%013F-HRTimeline
Bare Financial Services, Inc18,856$3.89M1.16%-17613F-HRTimeline
HANCOCK WHITNEY CORP18,854$3.89M0.07%-74913F-HRTimeline
Telos Capital Management, Inc.18,742$3.87M0.37%+25113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,723$3.87M0.02%+8,03313F-HRTimeline
Retirement Wealth Solutions LLC18,698$3.86M2.54%+2,83413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,619$3.84M0.07%-77213F-HRTimeline
Pines Wealth Management, LLC18,420$3.8M1.28%-43213F-HRTimeline
AlphaCore Capital LLC18,322$3.78M0.13%-45113F-HRTimeline
MSH Capital Advisors LLC18,281$3.78M1.01%-18413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA18,011$3.72M0.01%+11213F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC17,968$3.71M0.2%-1,21113F-HRTimeline
Pinnacle Family Advisors, LLC17,928$3.7M1.62%+413F-HRTimeline
RKL Wealth Management LLC17,861$3.69M0.31%-1,16313F-HRTimeline
Investment Advisory Group, LLC17,846$3.69M1%-21113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,423$3.6M0.2%-9613F-HRTimeline
Gray Private Wealth, LLC17,374$3.59M1.81%-1,05513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,323$3.58M0.01%-3,81513F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.17,312$3.58M0.48%+1,75713F-HRTimeline
Copperleaf Capital, LLC17,291$3.57M1.71%-82613F-HRTimeline
Cornerstone Planning Group LLC17,031$3.55M0.57%+16,78713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS17,094$3.53M0.13%+3,35413F-HRTimelineGroup
KICKSTAND VENTURES, LLC.17,093$3.53M0.78%+19813F-HRTimeline
SIMA Wealth Partners, LLC16,900$3.49M2.67%-28013F-HRTimeline
NWAM LLC16,745$3.49M0.19%-82613F-HR/ATimeline
Evercore Wealth Management, LLC16,665$3.44M0.05%-17213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,664$3.44M0.07%+14013F-HRTimeline
Sowell Financial Services LLC16,617$3.43M0.13%+42413F-HRTimeline
IHT Wealth Management, LLC16,597$3.43M0.09%+19213F-HRTimeline
Western Wealth Management, LLC16,525$3.41M0.18%-9613F-HRTimeline
Garde Capital, Inc.16,512$3.41M0.17%+7913F-HRTimeline
RCS Financial Planning, LLC16,465$3.4M1.51%+2,20513F-HRTimeline
MATHER GROUP, LLC.16,457$3.4M0.03%+65813F-HRTimeline
D.A. DAVIDSON & CO.16,443$3.4M0.02%-36013F-HRTimeline
National Philanthropic Trust16,419$3.39M0.04%013F-HRTimeline
World Investment Advisors16,355$3.38M0.07%+1,15713F-HRTimeline
Gemmer Asset Management LLC16,270$3.36M0.27%+5,51713F-HRTimeline
Stegner Investment Associates Inc.16,255$3.36M1.84%-26313F-HRTimeline
Midwest Trust Co16,159$3.34M0.04%+43413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC16,135$3.33M0.04%-13013F-HRTimeline
LifePlan Investment Advisors, Inc.16,082$3.32M1.39%+2,56113F-HRTimeline
FULLCIRCLE WEALTH LLC15,899$3.3M1.16%+1,48313F-HRTimeline
WealthPLAN Partners, LLC15,788$3.26M0.49%+66013F-HRTimeline
SOL Capital Management CO15,752$3.25M0.29%-813F-HRTimeline
St. Clair Advisors, LLC15,669$3.24M0.86%-1,42513F-HRTimeline
CENTAURUS FINANCIAL, INC.15,634$3.23M0.15%+83513F-HRTimeline
Peregrine Asset Advisers, Inc.15,532$3.21M0.96%-17113F-HRTimeline
Axis Wealth Partners, LLC15,514$3.2M1.88%-3,62813F-HRTimeline
Summit Investment Advisory Services, LLC15,402$3.18M1.27%-20313F-HR/ATimeline
Interchange Capital Partners, LLC15,328$3.17M0.62%+2,31313F-HRTimeline
Seneca House Advisors15,273$3.15M1.27%+2713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,261$3.15M0.08%-1,01813F-HRTimeline
Cadence Bank14,998$3.1M0.19%-1813F-HRTimeline
Patriot Financial Group Insurance Agenc…14,807$3.06M0.39%-97,68913F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,764$3.05M0.02%new13F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC14,708$3.04M0.39%+8,43213F-HRTimeline
Trail Ridge Investment Advisors, LLC14,664$3.03M1.36%+20413F-HRTimeline
Commonwealth Retirement Investments LLC14,614$3.02M1.03%+10813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.14,585$3.01M0.46%-48713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…14,554$3.01M0.33%+1,54413F-HR/ATimelineGroup
BUSH INVESTMENT GROUP, LLC14,469$2.99M1.77%+79213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,359$2.97M0.18%+1,10013F-HRTimeline
Gryphon Financial Partners LLC14,351$2.96M0.34%+913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding14,316$2.96M+1,500Timeline
BLALOCK WILLIAMS, LLC14,291$2.95M2.59%+1,58313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,216$2.94M0.47%-4513F-HRTimeline
BridgePort Financial Solutions, LLC14,208$2.93M0.79%+11613F-HRTimeline
GenWealth Group, Inc.14,206$2.93M0.55%-17213F-HRTimeline
Ascent Capital Management, LLC14,179$2.93M2.34%+80713F-HRTimeline
Glass Jacobson Investment Advisors llc14,171$2.93M1.06%-48213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,138$2.92M0.07%013F-HRTimelineGroup
Vise Technologies, Inc.14,083$2.91M0.11%+9,55713F-HRTimeline
Gunma Bank,Ltd.14,000$2.89M0.91%-14,00013F-HRTimeline
A4 Wealth Advisors LLC13,906$2.87M2.42%13F-HRTimeline
Truepoint, Inc.13,868$2.86M0.07%+3,23113F-HRTimeline
Coign Capital Advisors LLC13,703$2.83M1.56%+18013F-HRTimeline
BCU Wealth Advisors, LLC13,657$2.82M1.14%+1,77813F-HRTimeline
Ellis Investment Partners, LLC13,558$2.8M0.51%+3913F-HRTimeline
SYNOVUS FINANCIAL CORP13,422$2.77M0.03%+84313F-HRTimeline
Avior Wealth Management, LLC13,369$2.76M0.09%-23813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding13,368$2.76M+78Timeline
Grey Ledge Advisors, LLC13,352$2.76M0.62%+1813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$2.75M1.18%013F-HRTimeline
PKS Advisory Services, LLC13,259$2.74M0.57%+48813F-HRTimeline
BRAVE ASSET MANAGEMENT INC13,250$2.74M0.67%013F-HRTimeline
Forefront Wealth Partners, LLC13,084$2.7M0.68%+1,48613F-HRTimeline
SWP FINANCIAL LLC13,056$2.7M1.37%+51413F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…13,018$2.7M1.57%-8413F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,019$2.69M0.3%+97513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,012$2.69M0.04%-44213F-HRTimelineGroup
BANK OF HAWAII12,929$2.67M0.13%013F-HRTimeline
CALTON & ASSOCIATES, INC.12,852$2.65M0.4%-12513F-HRTimeline
BRIGHTON JONES LLC12,816$2.65M0.06%+14213F-HRTimeline
DURANTE & WATERS, LLC12,757$2.63M1.94%-52,16913F-HRTimeline
SeaBridge Investment Advisors LLC12,701$2.62M0.43%+6,10113F-HRTimeline
Operose Advisors LLC12,577$2.6M0.65%+513F-HRTimeline
Concorde Asset Management, LLC12,508$2.59M1.08%13F-HRTimeline
Commonwealth Financial Services, LLC12,505$2.58M0.44%+2,89913F-HRTimeline
TSFG, LLC12,473$2.58M0.41%-11413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,461$2.57M0.18%+84713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,406$2.56M0.13%-3013F-HRTimeline
REGIMEN WEALTH, LLC12,333$2.55M0.76%+8113F-HRTimeline
Venturi Wealth Management, LLC12,295$2.54M0.12%+1,59913F-HRTimeline
Sequent Asset Management, LLC12,162$2.51M1.19%-1,48913F-HRTimeline
Asset Dedication, LLC12,153$2.51M0.17%+6,87913F-HRTimeline
Wellspring Financial Advisors, LLC12,055$2.49M0.23%+2213F-HRTimeline
Clear Creek Financial Management, LLC12,036$2.49M0.22%+11213F-HRTimeline
B&D White Capital Company, LLC12,020$2.48M0.32%new13F-HRTimeline
EQ LLC12,005$2.48M0.84%+1,38313F-HRTimeline
Great Point Wealth Advisors, LLC12,001$2.48M0.47%13F-HRTimeline
SCOTIA CAPITAL INC.11,945$2.47M0.01%013F-HRTimeline
New Age Alpha Advisors, LLC11,936$2.46M0.1%-2,22013F-HRTimeline
WealthBridge Capital Management, LLC11,858$2.45M0.57%-33513F-HRTimeline
TRUE Private Wealth Advisors11,841$2.45M0.25%+21913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,827$2.44M2.41%+10713F-HRTimeline
Wealth Dimensions Group, Ltd.11,613$2.4M0.49%+16113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC11,518$2.38M0.78%-1,66513F-HRTimeline
CLG LLC11,503$2.38M0.65%-31813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,453$2.37M0.06%013F-HRTimelineGroup
Councilor Wealth, LLC11,377$2.35M1.09%+2513F-HRTimeline
Roble, Belko & Company, Inc11,238$2.32M0.31%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …11,203$2.31M0.04%-24,22813F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC11,166$2.31M0.03%+3,50813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,074$2.29M0.01%+10013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC11,005$2.27M0.11%+2313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10,943$2.26M0.29%-36213F-HRTimeline
SIMON QUICK ADVISORS, LLC10,914$2.25M0.1%013F-HRTimeline
GenTrust, LLC10,900$2.25M0.1%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,893$2.25M0.27%-7713F-HRTimeline
Marietta Wealth Management, LLC10,834$2.24M0.27%+10513F-HRTimeline
Crestwood Advisors Group, LLC10,828$2.24M0.04%-6613F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,799$2.23M0.38%+35813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,795$2.23M0.54%+4913F-HRTimeline
Insight Advisors, LLC/ PA10,761$2.22M0.34%-7013F-HRTimeline
Smartleaf Asset Management LLC10,702$2.2M0.14%+38713F-HRTimeline
Mach-1 Financial Group, LLC10,548$2.18M0.35%new13F-HRTimeline
Integrity Advisory Solutions, LLC10,548$2.18M0.35%13F-HRTimeline
Mullaney, Keating & Wright, Inc.10,541$2.18M1.21%-13,58013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC10,527$2.17M0.52%+5,79913F-HRTimeline
Sterling Investment Counsel, LLC10,476$2.16M0.69%+5,42413F-HRTimeline
17 CAPITAL PARTNERS, LLC10,464$2.16M1.18%+65013F-HRTimeline
UPTICK PARTNERS, LLC10,334$2.13M0.56%-1,56613F-HRTimeline
Aptus Capital Advisors, LLC10,318$2.13M0.02%-4513F-HRTimeline
Fortitude Family Office, LLC10,300$2.13M0.58%new13F-HRTimeline
GWN SECURITIES INC.10,258$2.13M0.49%+8413F-HRTimeline
WHITTIER TRUST CO10,186$2.12M0.02%-12113F-HRTimeline
Tranquility Partners, LLC10,223$2.11M0.71%+1213F-HRTimeline
Leslie Global Wealth, LLC10,220$2.11M0.99%-14,50013F-HRTimeline
Brookwood Investment Group LLC10,208$2.11M0.27%-1,02713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,188$2.1M0.01%+20413F-HRTimelineGroup
Financial Advocates Investment Manageme…10,181$2.1M1.18%-49,17313F-HRTimeline
Discipline Wealth Solutions, LLC10,170$2.1M0.55%+2,93813F-HRTimeline
United Advisor Group, LLC10,143$2.09M0.28%+76413F-HRTimeline
Able Wealth Management LLC10,130$2.09M0.79%-6113F-HRTimeline
Sovereign Financial Group, Inc.10,083$2.08M0.39%+2,01413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,035$2.07M0.35%+74613F-HRTimelineGroup
Clearview Wealth Advisors LLC10,024$2.07M1.33%+65613F-HRTimeline
Merkkuri Wealth Advisors LLC10,014$2.07M1.5%+21313F-HRTimeline
Birnam Oak Advisors, LP10,000$2.07M0.51%013F-HRTimeline
SUTTON PLACE INVESTORS LLC9,952$2.06M1.17%+47213F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,949$2.05M0.29%-12413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,929$2.05M0.11%-21113F-HRTimelineGroup
Sonoma Private Wealth LLC9,920$2.05M2.45%-22513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,872$2.04M0.69%-15213F-HRTimeline
Hirtle & Co., LLC9,812$2.03M0.07%-28813F-HRTimeline
NorthLanding Financial Partners, LLC9,682$2M1.67%+1313F-HRTimeline
Park Place Capital Corp9,651$1.99M0.42%-3,26313F-HRTimeline
Neumann Capital Management, LLC9,645$1.99M0.58%-25013F-HRTimeline
Accelerate Investment Advisors LLC9,597$1.98M1.35%+38513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,534$1.97M0.03%+913F-HRTimelineGroup
SONATA CAPITAL GROUP INC9,526$1.97M0.73%-28813F-HRTimeline
Quantum Portfolio Management LLC9,502$1.96M0.58%+4,43113F-HRTimeline
Apella Capital, LLC9,589$1.96M0.04%+5,79213F-HRTimeline