Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sequoia Financial Advisors, LLC24,575$5.19M0.03%-2,21713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,445$5.16M1.87%+44813F-HR/ATimelineGroup
INVESTMENT PARTNERS, LTD.24,392$5.15M1.83%+68313F-HRTimeline
BETO FINANCIAL GROUP, LLC23,034$5.15M3.01%-21,55013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC23,169$5.15M0.07%+93113F-HRTimeline
Clarus Wealth Advisors24,196$5.13M2.19%-36313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC23,930$5.05M0.58%-11,38913F-HRTimeline
Charter Oak Capital Management, LLC23,916$5.05M0.39%-1,79013F-HRTimeline
Quotient Wealth Partners, LLC23,740$5.01M0.13%-31613F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV23,511$4.96M2.38%-46813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS23,435$4.95M0.2%+2,99613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,423$4.95M<0.01%-13813F-HRTimelineGroup
Cranbrook Wealth Management, LLC23,384$4.94M1%-36813F-HRTimeline
Avestar Capital, LLC23,166$4.89M0.34%-22313F-HRTimeline
Strategic Blueprint, LLC23,152$4.89M0.28%+25913F-HRTimeline
WealthPoint Financial, LLC23,121$4.88M4.09%+46013F-HR/ATimeline
Sterling Financial Planning, Inc.22,858$4.83M1.43%-10313F-HRTimeline
Resolute Wealth Strategies, LLC22,815$4.82M2.08%-35413F-HRTimeline
Apeiron RIA LLC22,453$4.74M1.1%-25,33313F-HRTimeline
Jackson Hole Capital Partners, LLC22,396$4.73M0.78%+1,26713F-HRTimeline
Leo Wealth, LLC22,355$4.72M0.34%+1413F-HRTimeline
Lighthouse Financial LLC22,235$4.69M2.83%-2,35013F-HRTimeline
KICKSTAND VENTURES, LLC.22,220$4.69M0.99%+1,34713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.22,194$4.69M3.56%+45713F-HRTimeline
Prosperity Consulting Group, LLC22,028$4.65M0.21%+12,96213F-HRTimeline
BUSH INVESTMENT GROUP, LLC21,946$4.63M2.53%+1,02713F-HRTimeline
BLALOCK WILLIAMS, LLC21,600$4.56M3.53%+1,22713F-HRTimeline
PEOPLES BANK /OH21,587$4.56M2.8%-55013F-HRTimeline
Stordahl Capital Management, Inc.21,516$4.54M0.94%-6213F-HRTimeline
LifePlan Investment Advisors, Inc.21,242$4.49M1.76%+4,07313F-HRTimeline
Commonwealth Retirement Investments LLC21,239$4.48M1.39%+71813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC21,213$4.48M0.01%-1,35413F-HRTimelineGroup
ARCADIA INVESTMENT ADVISORS LLC21,157$4.47M2.11%-19913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC21,116$4.46M0.35%+52413F-HRTimeline
Florida Trust Wealth Management Co20,963$4.43M0.12%+74613F-HRTimeline
Prime Capital Investment Advisors, LLC20,883$4.41M0.05%-92113F-HRTimeline
Guardian Wealth Advisors, LLC20,865$4.41M2.53%-63213F-HRTimeline
Mosley Wealth Management21,254$4.39M1.99%+17713F-HRTimeline
EDGAR LOMAX CO/VA20,740$4.38M0.31%-6,81313F-HRTimeline
Smithfield Trust Co20,702$4.37M0.19%-15713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC20,691$4.37M2.05%+20813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC20,610$4.35M0.08%+29213F-HRTimeline
MSH Capital Advisors LLC20,563$4.34M0.92%+66413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …20,504$4.33M0.69%+10,75513F-HRTimelineGroup
HANCOCK WHITNEY CORP19,402$4.32M0.08%-3,05213F-HRTimeline
Venturi Wealth Management, LLC20,380$4.3M0.19%+7,89213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC20,288$4.28M2.57%-59513F-HRTimeline
Wealth Advisory Solutions, LLC20,183$4.26M0.95%+52413F-HRTimeline
Chicago Partners Investment Group LLC19,252$4.24M0.09%-2,59013F-HRTimeline
WESBANCO BANK INC19,871$4.2M0.12%-43213F-HRTimeline
Valor Advisors LLC19,772$4.19M3.53%013F-HRTimeline
Belpointe Asset Management LLC19,852$4.19M0.15%-3,65113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.19,690$4.16M1.41%+5713F-HRTimeline
WealthPLAN Partners, LLC19,585$4.14M0.8%-2,65013F-HRTimeline
Pinnacle Bancorp, Inc.19,466$4.11M1.21%013F-HRTimeline
XY Planning Network, Inc.19,384$4.1M0.65%+4,56513F-HRTimeline
Anson Capital, Inc.19,347$4.09M2.79%+43313F-HRTimeline
Glen Eagle Advisors, LLC19,280$4.07M0.57%-88413F-HRTimeline
Hudson Capital Management LLC19,266$4.07M1.05%-1,29813F-HRTimeline
O'Connor Financial Group LLC19,242$4.06M1.66%-30313F-HRTimeline
Compound Planning, Inc.19,227$4.06M0.13%+12,09913F-HRTimeline
IHT Wealth Management, LLC19,113$4.04M0.09%+3,04713F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.19,094$4.03M0.27%+5713F-HRTimelineGroup
Heritage Wealth Advisors19,058$4.02M0.16%013F-HRTimeline
AlphaCore Capital LLC19,035$4.02M0.1%-6013F-HRTimeline
Integrity Advisory Solutions, LLC18,958$4M0.53%+2,55613F-HRTimeline
ROGCO, LP18,926$4M1.33%013F-HRTimeline
TIAAgroup of 3 filers holding18,795$3.97M-63Timeline
SFI Advisors, LLC18,744$3.96M4.16%-11,57813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.18,729$3.95M0.51%+97713F-HRTimeline
Sowell Financial Services LLC18,479$3.9M0.14%+96013F-HRTimeline
Western Wealth Management, LLC18,389$3.88M0.15%+2,09113F-HR/ATimeline
BCU Wealth Advisors, LLC18,353$3.88M1.44%-1,06913F-HRTimeline
Pines Wealth Management, LLC18,295$3.86M1.25%-48913F-HRTimeline
Investment Advisory Group, LLC18,032$3.81M0.97%+8213F-HRTimeline
Dorsey & Whitney Trust CO LLC17,968$3.79M0.21%013F-HRTimeline
Pinnacle Family Advisors, LLC17,923$3.78M1.78%-4313F-HRTimeline
Valeo Financial Advisors, LLC17,894$3.78M0.09%-1,43813F-HRTimeline
Bare Financial Services, Inc17,853$3.77M1%-55413F-HRTimeline
Magnus Financial Group LLC17,701$3.74M0.3%-3,14413F-HRTimeline
EQ LLC17,605$3.72M1.05%+82113F-HRTimeline
Sage Investment Advisers LLC17,545$3.71M2.75%-1,17013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT17,494$3.69M0.06%-45113F-HRTimeline
Alta Wealth Advisors LLC17,390$3.67M1.19%+5,71313F-HRTimeline
Gemmer Asset Management LLC17,325$3.66M0.29%-75713F-HRTimeline
Asset Dedication, LLC17,016$3.59M0.25%+2,34713F-HRTimeline
Evercore Wealth Management, LLC16,662$3.52M0.06%013F-HRTimeline
Capital Investment Management, Inc.16,655$3.52M1.21%-2,10913F-HRTimeline
Gray Private Wealth, LLC16,591$3.5M1.76%-8313F-HRTimeline
Forefront Wealth Partners, LLC16,590$3.5M1.47%+97313F-HRTimeline
RKL Wealth Management LLC16,533$3.49M0.31%-85213F-HRTimeline
National Philanthropic Trust16,525$3.49M0.04%-22813F-HRTimeline
Stegner Investment Associates Inc.16,258$3.43M1.88%-4613F-HRTimeline
SIMA Wealth Partners, LLC16,206$3.42M2.61%-33113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.16,177$3.42M<0.01%13F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO16,129$3.41M0.07%-5,81113F-HRTimeline
HAZLETT, BURT & WATSON, INC.16,081$3.4M1.06%+5,77813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,037$3.39M0.06%-7,65413F-HRTimelineGroup
Sequent Asset Management, LLC16,028$3.38M1.62%+3,86613F-HRTimeline
J.M. Arbour, LLC15,973$3.37M3.24%-1,88313F-HRTimeline
Midwest Trust Co15,901$3.36M0.04%+7813F-HRTimeline
Capital Asset Managemnet, LLC15,861$3.35M3.77%-1,44413F-HRTimeline
PCM Encore, LLC15,835$3.34M0.69%-95013F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC15,816$3.34M3.14%-96913F-HRTimeline
M Holdings Securities, Inc.15,000$3.31M0.22%+1,18913F-HRTimeline
FORM Wealth Advisors, LLC15,570$3.29M0.39%-32213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,534$3.28M0.07%-41113F-HR/ATimeline
Trail Ridge Investment Advisors, LLC15,517$3.28M1.42%+26813F-HRTimeline
Clear Creek Financial Management, LLC15,455$3.26M0.25%+2,65713F-HRTimeline
Nolet Wealth Management, LLC15,425$3.26M1.85%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK15,408$3.25M0.02%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.15,354$3.24M0.02%-62013F-HRTimeline
Summit Investment Advisory Services, LLC15,253$3.22M1.2%-40413F-HRTimeline
Peregrine Asset Advisers, Inc.15,214$3.21M0.87%-11013F-HRTimeline
Seneca House Advisors15,183$3.21M1.27%-9213F-HRTimeline
Garde Capital, Inc.15,042$3.18M0.19%013F-HRTimeline
BridgePort Financial Solutions, LLC14,835$3.13M0.89%-3,19713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,775$3.12M0.16%+13213F-HRTimeline
Beacon Capital Management, LLC14,701$3.1M0.55%+13,73713F-HRTimeline
Gryphon Financial Partners LLC14,661$3.1M0.32%+30113F-HRTimeline
Coign Capital Advisors LLC14,655$3.09M1.63%+63013F-HRTimeline
LaSalle St. Investment Advisors, LLC14,585$3.08M0.43%+5,70513F-HRTimeline
Marin Bay Wealth Advisors, LLC14,559$3.07M1.85%-11013F-HRTimeline
St. Clair Advisors, LLC14,519$3.07M0.82%-1,15013F-HRTimeline
Daybright Advisory Services, Inc.14,327$3.03M0.84%-22113F-HRTimeline
OpenArc Corporate Advisory, LLC14,308$3.02M0.04%+34313F-HRTimeline
EHRLICH FINANCIAL GROUP14,249$3.01M1.73%-37,76113F-HRTimeline
GenWealth Group, Inc.14,166$2.99M0.51%-2113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP14,138$2.99M0.03%013F-HRTimelineGroup
PKS Advisory Services, LLC140,909$2.97M0.69%+127,45113F-HRTimeline
REGIMEN WEALTH, LLC13,989$2.95M0.86%+1,59513F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,968$2.95M0.46%-18513F-HRTimeline
NWAM LLC13,916$2.94M0.17%+35713F-HRTimeline
Grey Ledge Advisors, LLC13,914$2.94M0.66%+1413F-HRTimeline
Vantage Point Financial LLC13,810$2.92M1.02%-2,92113F-HRTimeline
Glass Jacobson Investment Advisors llc13,782$2.91M1%-27013F-HRTimeline
CALTON & ASSOCIATES, INC.13,765$2.91M0.42%-59113F-HRTimeline
Avior Wealth Management, LLC13,749$2.9M0.08%+55713F-HRTimeline
SCOTIA CAPITAL INC.13,698$2.89M0.01%+1,64913F-HRTimeline
Guilbault Capital LLC13,682$2.89M3.17%+46313F-HRTimeline
Heck Capital Advisors, LLC13,679$2.89M0.21%-19,52913F-HRTimeline
Crestwood Advisors Group, LLC13,665$2.89M0.05%+2,75513F-HRTimeline
Truepoint, Inc.13,638$2.88M0.06%-23013F-HRTimeline
Concorde Asset Management, LLC13,624$2.88M1.41%-1,46613F-HRTimeline
Saxony Capital Management, LLC13,554$2.86M1.66%+3,60913F-HRTimeline
SWP FINANCIAL LLC13,548$2.86M1.46%-45413F-HRTimeline
SUTTON PLACE INVESTORS LLC13,403$2.83M1.55%+59313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.13,330$2.81M1.19%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC13,301$2.81M0.04%+1913F-HRTimelineGroup
BRAVE ASSET MANAGEMENT INC13,242$2.8M0.66%013F-HRTimeline
WealthTrak Capital Management LLC13,222$2.79M1.99%+34613F-HRTimeline
Wellspring Financial Advisors, LLC13,216$2.79M0.21%+34513F-HRTimeline
RFG Advisory, LLC13,159$2.78M0.05%+6,42313F-HRTimeline
BANK OF HAWAII13,019$2.75M0.14%+9013F-HRTimeline
BRIGHTON JONES LLC12,856$2.71M0.06%new13F-HR/ATimeline
Graves Light Lenhart Wealth, Inc.12,836$2.71M0.28%-18413F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,804$2.7M0.07%+1,52613F-HRTimeline
Merkkuri Wealth Advisors LLC12,743$2.69M1.78%-62013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,693$2.68M+21Timeline
Operose Advisors LLC12,560$2.65M0.61%-8913F-HRTimeline
Bleakley Financial Group, LLC12,455$2.63M0.04%+92113F-HRTimeline
Ellis Investment Partners, LLC12,437$2.63M0.46%-27213F-HRTimeline
Savvy Advisors, Inc.12,383$2.61M0.07%+5,89613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC12,346$2.61M0.14%-6013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding12,295$2.6M-564Timeline
MPWM ADVISORY SOLUTIONS, LLC12,218$2.58M1.37%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…12,122$2.58M1.58%+413F-HRTimeline
CENTAURUS FINANCIAL, INC.12,158$2.57M0.12%-4,00513F-HRTimeline
UPTICK PARTNERS, LLC12,126$2.56M0.51%+1,43713F-HRTimeline
New Age Alpha Advisors, LLC12,125$2.56M0.12%-3,21413F-HRTimeline
Capital Square, LLC11,588$2.56M1.18%+2,46113F-HRTimeline
Two West Capital Advisors LLC11,553$2.55M1.35%+74313F-HRTimeline
EFG International AGin group EFG International AG12,069$2.55M0.05%+7,78713F-HRTimelineGroup
Unify Financial Advisors12,038$2.54M2.64%+2,74713F-HRTimeline
Great Point Wealth Advisors, LLC12,001$2.53M0.47%013F-HRTimeline
WealthBridge Capital Management, LLC11,917$2.52M0.58%-1313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC11,898$2.51M2.59%+16113F-HRTimeline
GWN SECURITIES INC.11,880$2.51M0.48%-14113F-HRTimeline
Accelerate Investment Advisors LLC11,846$2.5M1.67%+28013F-HRTimeline
Brookwood Investment Group LLC11,824$2.5M0.32%+17613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,816$2.5M0.05%+36313F-HRTimelineGroup
B&D White Capital Company, LLC11,691$2.47M0.31%-32913F-HRTimeline
Westmount Partners, LLC11,689$2.47M0.61%+5,20713F-HRTimeline
SONATA CAPITAL GROUP INC11,637$2.46M0.91%+2,09313F-HRTimeline
Apella Capital, LLC11,115$2.46M0.04%+1,17013F-HRTimeline
Davis Selected Advisers11,624$2.45M0.01%-115,42913F-HRTimeline
TRUE Private Wealth Advisors11,604$2.45M0.23%-5913F-HRTimeline
Sovereign Financial Group, Inc.11,601$2.45M0.43%-2,72213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC11,545$2.44M0.03%-51013F-HRTimeline
Sonoma Private Wealth LLC11,425$2.41M2.97%+1,98713F-HRTimeline
Smartleaf Asset Management LLC11,611$2.41M0.09%+49313F-HRTimeline
Bryn Mawr Trust Advisors, LLC11,397$2.41M0.12%-6713F-HRTimeline
Councilor Wealth, LLC11,368$2.4M1.17%-3613F-HRTimeline
Raleigh Capital Management Inc.11,342$2.39M0.83%-1,19713F-HRTimeline
Golden State Wealth Management, LLC11,273$2.38M0.26%+4,80013F-HRTimeline
Roble, Belko & Company, Inc11,238$2.37M0.3%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,196$2.36M<0.01%+25113F-HRTimelineGroup
Yukon Wealth Management, Inc.11,187$2.36M1.41%+51013F-HRTimeline
Fairvoy Private Wealth, LLC11,178$2.36M0.56%+9,00413F-HRTimeline
Cassilly Financial Group LLC11,166$2.36M2.05%+35013F-HRTimeline