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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DIVERSIFIED TRUST CO24,874$5.28M0.1%-1,68413F-HRTimeline
RCS Financial Planning, LLC24,695$5.24M2.26%+8,23013F-HRTimeline
Centurion Wealth Management LLC24,643$5.23M1.15%+4,87613F-HRTimeline
Lighthouse Financial LLC24,585$5.21M3.41%-82013F-HRTimeline
Quotient Wealth Partners, LLC24,056$5.1M0.14%+1,00813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,997$5.09M1.7%-11213F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV23,979$5.09M2.46%-1,52813F-HRTimeline
Cranbrook Wealth Management, LLC23,752$5.04M0.99%-13013F-HRTimeline
INVESTMENT PARTNERS, LTD.23,709$5.03M1.76%+313F-HRTimeline
Florin Court Capital LLP23,700$5.03M7%+4,70013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd23,691$5.02M0.13%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,561$5M<0.01%+96513F-HRTimelineGroup
Belpointe Asset Management LLC23,503$4.98M0.18%+1,71813F-HRTimeline
Avestar Capital, LLC23,389$4.96M0.34%-42713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…23,249$4.93M0.59%+14,31813F-HRTimeline
Resolute Wealth Strategies, LLC23,169$4.91M2.15%+413F-HRTimeline
Sterling Financial Planning, Inc.22,961$4.87M1.47%-17913F-HRTimeline
Strategic Blueprint, LLC22,893$4.85M0.29%+1,25813F-HRTimeline
WealthPoint Financial, LLC22,661$4.81M4.18%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22,567$4.79M0.01%+5,24413F-HRTimelineGroup
Ascent Wealth Partners, LLC22,526$4.78M0.55%+26613F-HRTimeline
HANCOCK WHITNEY CORP22,454$4.76M0.09%+3,60013F-HRTimeline
Leo Wealth, LLC22,341$4.74M0.34%+18,52913F-HRTimeline
Chicago Partners Investment Group LLC21,842$4.73M0.12%-49013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC22,238$4.72M0.06%+27213F-HRTimeline
WealthPLAN Partners, LLC22,235$4.72M0.7%+6,44713F-HRTimeline
PEOPLES BANK /OH22,137$4.69M2.91%-27513F-HRTimeline
Chatterton & Associates Inc.21,945$4.65M3.99%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO21,940$4.65M0.1%+5,27613F-HRTimeline
Prime Capital Investment Advisors, LLC21,804$4.62M0.06%+2,31213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.21,737$4.61M3.38%-53813F-HRTimeline
Stordahl Capital Management, Inc.21,578$4.58M0.94%-15113F-HRTimeline
Guardian Wealth Advisors, LLC21,497$4.56M2.57%-2,12613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC21,483$4.56M1.66%+12,55713F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC21,356$4.53M2.11%-1,02813F-HRTimeline
FFG RETIREMENT ADVISORS LLC21,351$4.53M2.81%+14913F-HRTimeline
Jackson Hole Capital Partners, LLC21,129$4.48M0.77%+47813F-HRTimeline
BUSH INVESTMENT GROUP, LLC20,919$4.44M2.48%+6,45013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC20,883$4.43M2.22%-43613F-HRTimeline
Smithfield Trust Co20,859$4.43M0.2%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,873$4.43M0.01%-2,87913F-HRTimelineGroup
KICKSTAND VENTURES, LLC.20,873$4.43M0.93%+3,78013F-HRTimeline
Magnus Financial Group LLC20,845$4.42M0.34%-2,09513F-HRTimeline
Mosley Wealth Management21,077$4.39M2.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,592$4.37M0.33%+28413F-HRTimeline
Hudson Capital Management LLC20,564$4.36M1.09%+92113F-HRTimeline
Hopwood Nicholas Hunter20,552$4.36M1.42%13F-HRTimeline
Commonwealth Retirement Investments LLC20,521$4.35M1.4%+5,90713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC20,483$4.34M2%+73813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,439$4.33M0.16%+3,34513F-HRTimelineGroup
BLALOCK WILLIAMS, LLC20,373$4.32M3.46%+6,08213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,318$4.31M0.08%-53213F-HRTimeline
WESBANCO BANK INC20,303$4.31M0.12%-96513F-HRTimeline
MATHER GROUP, LLC.20,226$4.29M0.04%+3,76913F-HRTimeline
Florida Trust Wealth Management Co20,217$4.29M0.12%+98413F-HRTimeline
Glen Eagle Advisors, LLC20,164$4.28M0.58%-87913F-HRTimeline
O'Connor Financial Group LLC19,545$4.23M1.69%-12313F-HRTimeline
MSH Capital Advisors LLC19,899$4.22M0.9%+1,61813F-HRTimeline
Valor Advisors LLC19,772$4.19M3.49%13F-HRTimeline
Wealth Advisory Solutions, LLC19,659$4.17M0.97%-45913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,633$4.16M1.46%-12013F-HRTimeline
Pinnacle Bancorp, Inc.19,466$4.13M1.21%013F-HRTimeline
BCU Wealth Advisors, LLC19,422$4.12M1.58%+5,76513F-HRTimeline
Valeo Financial Advisors, LLC19,332$4.1M0.09%-1413F-HRTimeline
AlphaCore Capital LLC19,095$4.05M0.09%+77313F-HRTimeline
Heritage Wealth Advisors19,058$4.04M0.15%new13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,037$4.04M0.28%013F-HRTimelineGroup
ROGCO, LP18,926$4.01M1.33%013F-HRTimeline
Anson Capital, Inc.18,914$4.01M2.92%-1,19713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA18,858$4M0.01%+84713F-HRTimelineGroup
Pines Wealth Management, LLC18,784$3.98M1.29%+36413F-HRTimeline
Capital Investment Management, Inc.18,764$3.98M1.39%13F-HRTimeline
Sage Investment Advisers LLC18,715$3.97M2.98%13F-HRTimeline
Telos Capital Management, Inc.18,614$3.95M0.37%-12813F-HRTimeline
Bare Financial Services, Inc18,407$3.9M1.09%-44913F-HRTimeline
Interchange Capital Partners, LLC18,179$3.85M0.71%+2,85113F-HRTimeline
Gemmer Asset Management LLC18,082$3.83M0.3%+1,81213F-HRTimeline
BridgePort Financial Solutions, LLC18,032$3.82M1.03%+3,82413F-HRTimeline
Dorsey & Whitney Trust CO LLC17,968$3.81M0.2%013F-HRTimeline
Pinnacle Family Advisors, LLC17,966$3.81M1.68%+3813F-HRTimeline
Investment Advisory Group, LLC17,950$3.81M0.98%+10413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,945$3.81M0.07%-67413F-HRTimeline
J.M. Arbour, LLC17,856$3.79M3.78%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…17,793$3.77M0.42%+3,23913F-HR/ATimelineGroup
Capital Asset Managemnet, LLC17,305$3.77M4.17%13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.17,752$3.76M0.47%+44013F-HRTimeline
Archer Investment Management, LLC17,632$3.74M2.01%new13F-HRTimeline
Sowell Financial Services LLC17,519$3.72M0.14%+90213F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC17,423$3.69M0.2%013F-HRTimeline
RKL Wealth Management LLC17,385$3.69M0.3%-47613F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC16,785$3.64M3.17%13F-HRTimeline
LifePlan Investment Advisors, Inc.17,169$3.64M1.48%+1,08713F-HRTimeline
PCM Encore, LLC16,785$3.56M0.76%13F-HRTimeline
EQ LLC16,784$3.56M1.03%+4,77913F-HRTimeline
National Philanthropic Trust16,753$3.55M0.04%+33413F-HRTimeline
Vantage Point Financial LLC16,731$3.55M1.27%+8,41613F-HRTimeline
Gray Private Wealth, LLC16,674$3.54M1.73%-70013F-HRTimeline
Evercore Wealth Management, LLC16,662$3.53M0.05%-313F-HRTimeline
SIMA Wealth Partners, LLC16,537$3.51M2.67%-36313F-HRTimeline
Integrity Advisory Solutions, LLC16,402$3.48M0.5%+5,85413F-HRTimeline
Stegner Investment Associates Inc.16,304$3.46M1.84%+4913F-HRTimeline
Western Wealth Management, LLC16,298$3.46M0.16%-22713F-HRTimeline
CENTAURUS FINANCIAL, INC.16,163$3.43M0.16%+52913F-HRTimeline
IHT Wealth Management, LLC16,066$3.41M0.08%-53113F-HRTimeline
D.A. DAVIDSON & CO.15,974$3.39M0.02%-46913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,945$3.38M0.08%+68413F-HRTimeline
FORM Wealth Advisors, LLC15,892$3.37M0.39%13F-HRTimeline
SOL Capital Management CO15,837$3.36M0.3%+8513F-HRTimeline
Midwest Trust Co15,823$3.36M0.04%-33613F-HRTimeline
St. Clair Advisors, LLC15,669$3.32M0.86%013F-HRTimeline
Summit Investment Advisory Services, LLC15,657$3.32M1.25%+25513F-HRTimeline
Forefront Wealth Partners, LLC15,617$3.31M1.57%+2,53313F-HRTimeline
Nolet Wealth Management, LLC15,425$3.27M1.82%13F-HR/ATimeline
New Age Alpha Advisors, LLC15,339$3.25M0.14%+3,40313F-HRTimeline
Peregrine Asset Advisers, Inc.15,324$3.25M0.92%-20813F-HRTimeline
Seneca House Advisors15,275$3.24M1.21%+213F-HRTimeline
Trail Ridge Investment Advisors, LLC15,249$3.23M1.39%+58513F-HRTimeline
ORG Partners LLC15,151$3.21M0.57%+6,80013F-HRTimeline
Concorde Asset Management, LLC15,090$3.2M1.28%+2,58213F-HRTimeline
Cadence Bank15,054$3.19M0.19%+5613F-HRTimeline
Garde Capital, Inc.15,042$3.19M0.19%-1,47013F-HRTimeline
XY Planning Network, Inc.14,819$3.14M0.55%+13,45813F-HRTimeline
Asset Dedication, LLC14,669$3.11M0.2%+2,51613F-HRTimeline
Marin Bay Wealth Advisors, LLC14,669$3.11M1.78%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…14,663$3.11M0.67%+9,33013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,643$3.11M0.16%+28413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.14,579$3.09M0.44%-613F-HRTimeline
Daybright Advisory Services, Inc.14,548$3.09M0.82%13F-HRTimeline
GenWealth Group, Inc.14,187$3.07M0.52%-1913F-HRTimeline
Gryphon Financial Partners LLC14,360$3.05M0.33%+913F-HRTimeline
CALTON & ASSOCIATES, INC.14,356$3.04M0.45%+1,50413F-HRTimeline
Sovereign Financial Group, Inc.14,323$3.04M0.54%+4,24013F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,287$3.03M0.02%-47713F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…14,153$3M0.47%-6313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,138$3M0.04%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc14,052$2.98M1.07%-11913F-HRTimeline
Coign Capital Advisors LLC14,025$2.97M1.56%+32213F-HRTimeline
SWP FINANCIAL LLC14,002$2.97M1.49%+94613F-HRTimeline
OpenArc Corporate Advisory, LLC13,965$2.96M0.05%13F-HRTimeline
Grey Ledge Advisors, LLC13,900$2.95M0.67%+54813F-HRTimeline
Truepoint, Inc.13,868$2.94M0.07%013F-HRTimeline
NWAM LLC13,559$2.94M0.16%-3,18613F-HRTimeline
Clearview Wealth Advisors LLC13,829$2.93M1.86%+3,80513F-HRTimeline
M Holdings Securities, Inc.13,811$2.93M0.21%new13F-HRTimeline
Commonwealth Financial Services, LLC13,524$2.87M0.47%+1,01913F-HRTimeline
PKS Advisory Services, LLC13,458$2.85M0.65%+19913F-HRTimeline
Merkkuri Wealth Advisors LLC13,363$2.83M1.93%+3,34913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$2.83M1.19%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,282$2.82M0.04%+27013F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC13,242$2.81M0.66%-813F-HRTimeline
Guilbault Capital LLC13,219$2.8M3.14%13F-HRTimeline
Avior Wealth Management, LLC13,192$2.8M0.09%-17713F-HRTimeline
Graves Light Lenhart Wealth, Inc.13,020$2.76M0.29%+113F-HRTimeline
BANK OF HAWAII12,929$2.74M0.14%013F-HRTimeline
WealthTrak Capital Management LLC12,876$2.73M1.96%+4,17613F-HRTimeline
Wellspring Financial Advisors, LLC12,871$2.73M0.22%+81613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,859$2.73M+4,884Timeline
SUTTON PLACE INVESTORS LLC12,810$2.72M1.49%+2,85813F-HRTimeline
Clear Creek Financial Management, LLC12,798$2.71M0.22%+76213F-HRTimeline
Ellis Investment Partners, LLC12,709$2.7M0.47%-84913F-HRTimeline
SeaBridge Investment Advisors LLC12,701$2.69M0.44%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,672$2.69M-696Timeline
Operose Advisors LLC12,649$2.68M0.63%+7213F-HRTimeline
Raleigh Capital Management Inc.12,539$2.66M0.97%+3,37413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,496$2.65M0.03%+1,33013F-HRTimeline
Venturi Wealth Management, LLC12,488$2.65M0.12%+19313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC12,480$2.65M0.77%+96213F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,406$2.63M0.13%013F-HRTimeline
REGIMEN WEALTH, LLC12,394$2.63M0.77%+6113F-HRTimeline
Town Capital LLC12,334$2.62M2.14%13F-HRTimeline
Mill Creek Capital Advisors, LLC12,233$2.59M0.05%+3,16513F-HRTimeline
Sequent Asset Management, LLC12,162$2.58M1.15%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…12,118$2.58M1.6%-90013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC12,055$2.56M0.03%-4,08013F-HRTimeline
SCOTIA CAPITAL INC.12,049$2.56M0.01%+10413F-HRTimeline
GWN SECURITIES INC.12,021$2.55M0.52%+1,76313F-HRTimeline
B&D White Capital Company, LLC12,020$2.55M0.3%013F-HRTimeline
Great Point Wealth Advisors, LLC12,001$2.54M0.46%013F-HRTimeline
WealthBridge Capital Management, LLC11,930$2.53M0.58%+7213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,863$2.52M0.2%-59813F-HRTimeline
Vantus Wealth LLC11,859$2.51M1.85%13F-HRTimeline
Signal Advisors Wealth, LLC11,818$2.51M0.2%+2,80813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,737$2.49M2.6%-9013F-HRTimeline
Alta Wealth Advisors LLC11,677$2.48M0.83%+4,96513F-HRTimeline
TRUE Private Wealth Advisors11,663$2.47M0.25%-17813F-HRTimeline
Brookwood Investment Group LLC11,648$2.47M0.3%+1,44013F-HRTimeline
Accelerate Investment Advisors LLC11,566$2.45M1.65%+1,96913F-HRTimeline
Bleakley Financial Group, LLC11,534$2.45M0.04%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,464$2.43M0.12%+45913F-HRTimeline
Axis Wealth Partners, LLC11,462$2.43M1.34%-4,05213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,453$2.43M0.05%013F-HRTimelineGroup
Councilor Wealth, LLC11,404$2.42M1.14%+2713F-HRTimeline
Wealth Dimensions Group, Ltd.11,348$2.41M0.48%-26513F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,278$2.39M0.06%+5,84413F-HRTimeline
Roble, Belko & Company, Inc11,238$2.38M0.31%013F-HRTimeline
Smartleaf Asset Management LLC11,118$2.37M0.09%+41613F-HRTimeline
Yukon Wealth Management, Inc.10,677$2.36M1.36%+1,27813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,074$2.35M0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC10,945$2.32M<0.01%+1,54713F-HRTimelineGroup
Crestwood Advisors Group, LLC10,910$2.31M0.04%+8213F-HRTimeline