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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Able Wealth Management LLC10,582$2.4M0.55%+24413F-HRTimeline
Fisher Asset Management, LLC10,539$2.39M<0.01%+18013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,479$2.38M0.2%+42813F-HRTimelineGroup
WHITTIER TRUST CO10,251$2.37M0.02%+15513F-HRTimeline
Procyon Advisors, LLC10,364$2.35M0.1%+1,50813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,353$2.35M0.53%+24613F-HRTimeline
Axis Wealth Partners, LLC10,313$2.34M1.12%-17713F-HRTimeline
Fortitude Family Office, LLC10,300$2.34M0.46%013F-HRTimeline
New Age Alpha Advisors, LLC10,286$2.34M0.1%-1,83913F-HRTimeline
FOCUSED ALPHA, LLC10,285$2.34M0.6%-2513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC10,239$2.32M1.33%+1,37513F-HRTimeline
Tranquility Partners, LLC10,187$2.31M0.79%-26613F-HRTimeline
CLG LLC10,173$2.31M0.51%+2713F-HRTimeline
SMART Wealth LLC10,087$2.29M0.49%+6,12813F-HRTimeline
TSFG, LLC10,074$2.29M0.29%+24513F-HRTimeline
Kingsview Wealth Management, LLC10,064$2.29M0.03%+83913F-HRTimeline
High Point Wealth Management, LLC10,047$2.28M1.87%+33213F-HRTimeline
COFG Advisors, LLC9,996$2.27M0.39%+6613F-HRTimeline
MA Private Wealth9,987$2.27M0.34%+41813F-HRTimeline
Leslie Global Wealth, LLC9,833$2.23M0.87%+713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,818$2.23M0.11%-11013F-HRTimeline
MidFirst Bank9,804$2.23M0.16%-25213F-HRTimeline
Sterling Investment Counsel, LLC9,740$2.21M0.52%-7113F-HRTimeline
OMNI 360 Wealth, Inc.9,716$2.21M1.02%-11113F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC9,715$2.21M1.08%+11813F-HRTimeline
Bryant Woods Investment Advisors, LLC9,709$2.2M0.61%new13F-HRTimeline
Cassilly Financial Group LLC9,701$2.2M1.6%-1,46513F-HR/ATimeline
Blue Zone Wealth Advisors, LLC9,687$2.2M0.38%+3,02013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,676$2.2M<0.01%-1,52013F-HRTimelineGroup
Crusonia Wealth Advisors LLC9,621$2.18M0.36%+47713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,610$2.18M0.04%-46613F-HRTimelineGroup
RFG Advisory, LLC9,579$2.17M0.03%-3,58013F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,484$2.16M0.26%+5313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,466$2.16M0.13%+16913F-HRTimeline
Hirtle & Co., LLC9,468$2.15M0.07%013F-HRTimeline
Bernardo Wealth Planning LLC9,403$2.14M0.36%013F-HRTimeline
Signal Advisors Wealth, LLC9,385$2.13M0.11%-1,70113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,310$2.11M0.63%-39813F-HRTimeline
BRIGHTON JONES LLC9,259$2.1M0.04%-3,59713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,237$2.1M0.12%013F-HRTimeline
Raleigh Capital Management Inc.9,216$2.09M0.67%-2,12613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,210$2.09M0.14%-1,92813F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,199$2.09M0.18%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,879$2.09M0.36%013F-HRTimeline
Beacon Financial Advisory LLC9,173$2.08M0.41%-58013F-HRTimeline
Vantus Wealth LLC9,173$2.08M1.12%13F-HRTimeline
Sovereign Financial Group, Inc.9,152$2.08M0.32%-2,44913F-HRTimeline
Gotham Asset Management, LLC9,091$2.06M<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC9,085$2.06M0.2%013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.9,049$2.05M0.27%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.9,022$2.05M0.26%-3613F-HR/ATimeline
Financial Solutions Advisory Group, Inc.8,905$2.05M0.26%-29513F-HRTimeline
Unify Financial Advisors9,012$2.05M1.89%-3,02613F-HRTimeline
Neumann Capital Management, LLC9,009$2.05M1.35%-20013F-HRTimeline
Sachetta, LLC8,954$2.03M0.99%+1113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,939$2.03M0.01%013F-HRTimelineGroup
CRA Financial Services, LLC8,930$2.03M0.23%+14013F-HRTimeline
WBH ADVISORY INC8,855$2.01M0.14%-113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,771$1.99M0.08%+52513F-HRTimelineGroup
Koshinski Asset Management, Inc.8,759$1.99M0.11%-37513F-HRTimeline
NORTHLAND SECURITIES, INC.8,736$1.98M1.16%+1,21213F-HRTimeline
Avantax Planning Partners, Inc.8,654$1.96M0.05%+20213F-HRTimeline
Kovack Advisors, Inc.8,626$1.96M0.09%+1,61613F-HRTimeline
Finley Financial, LLC8,635$1.96M0.79%-20013F-HRTimeline
DAVENPORT & Co LLC8,612$1.96M0.01%-1,14313F-HRTimeline
SIMON QUICK ADVISORS, LLC8,606$1.95M0.08%-12013F-HRTimeline
Sound Income Strategies, LLC8,579$1.95M0.09%-1813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,538$1.94M0.01%+8813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC8,375$1.93M0.04%+213F-HRTimeline
PFG Investments, LLC8,488$1.93M0.07%+56413F-HRTimeline
Perennial Advisors, LLC8,473$1.92M0.3%+4,98813F-HRTimeline
Orgel Wealth Management, LLC8,443$1.92M0.04%new13F-HRTimeline
WHITE PINE CAPITAL LLC8,418$1.91M0.45%+39513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,407$1.91M0.04%-1,36113F-HRTimelineGroup
Forum Private Client Group LLC8,383$1.9M0.57%+34913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC8,359$1.9M0.69%-12513F-HRTimeline
HBK Sorce Advisory LLC8,045$1.89M0.04%-88013F-HRTimeline
Empirical Asset Management, LLC8,287$1.88M0.42%-54213F-HRTimeline
Discipline Wealth Solutions, LLC8,202$1.86M0.16%-21013F-HRTimeline
Plum Street Advisors, LLC8,187$1.86M0.59%013F-HRTimeline
Braeburn Wealth Management LLC8,177$1.86M0.8%013F-HRTimeline
Joel Isaacson & Co., LLC8,162$1.85M0.05%+30813F-HRTimeline
Stonebridge Financial Planning Group, L…8,158$1.85M0.59%+3413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,152$1.85M0.15%+20113F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.8,132$1.85M0.89%-15213F-HRTimeline
Infinity Wealth Counsel, LLC8,109$1.84M1.49%013F-HRTimeline
Rathbones Group PLC8,089$1.84M0.01%013F-HRTimeline
Woodward Financial Advisors, Inc.8,072$1.83M0.61%013F-HRTimeline
Hopwood Financial Services, Inc.8,063$1.83M1.06%013F-HRTimeline
Trilogy Capital Inc.7,990$1.81M0.07%-17013F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,973$1.81M0.1%+35913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC7,886$1.79M0.05%+1,59313F-HRTimelineGroup
Eldridge Investment Advisors, Inc.7,885$1.79M0.35%013F-HRTimeline
Rialto Wealth Management, LLC7,865$1.79M0.35%-2513F-HRTimeline
Perennial Investment Advisors, LLC7,816$1.77M0.12%-11413F-HRTimeline
FWG Investments, LLC.7,793$1.77M0.94%-1,30813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,792$1.77M0.38%+44513F-HRTimeline
Vision Retirement, LLC7,760$1.76M0.43%+75313F-HRTimeline
Elm Partners Management LLC7,745$1.76M0.05%-6613F-HR/ATimeline
PINNACLE ASSOCIATES LTD7,738$1.76M0.02%-2313F-HRTimeline
GeoWealth Management, LLC7,712$1.75M0.06%-52113F-HRTimeline
NorthCrest Asset Manangement, LLC7,609$1.75M0.04%013F-HRTimeline
Silver Grove Financial Group, Inc.7,703$1.75M0.95%+31413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP7,686$1.75M0.02%-92413F-HRTimelineGroup
Professional Financial Advisors, LLC7,592$1.72M0.3%+9713F-HRTimeline
Glenview Trust Co7,570$1.72M0.02%-1,94613F-HR/ATimeline
HTG Investment Advisors, Inc.7,561$1.72M0.44%-14413F-HRTimeline
Avantra Family Wealth, Inc.7,555$1.72M1.09%+70013F-HRTimeline
Arcadia Wealth Management, LLC7,552$1.71M0.54%+2,75713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC7,544$1.71M0.54%-34013F-HRTimeline
AMARA FINANCIAL, LLC.7,531$1.71M1.02%+2313F-HRTimeline
Talisman Wealth Advisors LLC7,523$1.71M1.27%+78913F-HRTimeline
Traub Capital Management LLC7,520$1.71M1.52%-7013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,518$1.71M0.09%013F-HRTimeline
AWM CAPITAL, LLC7,497$1.7M0.14%+13613F-HRTimeline
Klaas Financial Asset Advisors, LLC7,446$1.69M0.21%-21913F-HRTimeline
BAILARD, INC.7,439$1.69M0.03%-23713F-HRTimeline
GREENWOOD GEARHART LLC7,436$1.69M0.08%-27013F-HRTimeline
HUB Investment Partners, LLC7,419$1.68M0.03%+2,53113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,407$1.68M0.02%-613F-HRTimelineGroup
AdvisorNet Financial, Inc7,356$1.67M0.08%-92313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,309$1.66M0.04%+3913F-HRTimeline
Taylor Financial Group, Inc.7,284$1.65M0.91%-1,49813F-HRTimeline
Diversified Portfolios, Inc.7,275$1.65M0.12%+5013F-HRTimeline
BIP Wealth, LLC7,238$1.64M0.05%+2,24113F-HRTimeline
Whitcomb & Hess, Inc.7,188$1.63M0.35%+11413F-HRTimeline
Private Wealth Management Group, LLC7,164$1.63M0.38%013F-HRTimeline
Hutchens & Kramer Investment Management…7,160$1.63M0.44%-1,36013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC7,102$1.61M1.05%013F-HRTimeline
Strategies Wealth Advisors, LLC7,041$1.6M0.14%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,016$1.59M0.86%013F-HRTimeline
Vienna Asset Management LLC7,004$1.59M1.13%new13F-HRTimeline
TrinityBridge Ltd6,958$1.58M0.04%013F-HRTimeline
Fiduciary Alliance LLC6,944$1.58M0.11%+17713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,941$1.58M0.76%-8913F-HRTimeline
MJT & Associates Financial Advisory Gro…6,931$1.57M1.04%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC6,916$1.57M0.15%-6413F-HRTimeline
Steelhead Wealth Management LLC6,911$1.57M0.63%-8613F-HRTimeline
Apex Wealth Management, LLC6,902$1.57M0.96%-69713F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO6,867$1.56M0.17%+1713F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/6,826$1.55M0.13%-1013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,819$1.55M0.55%-1,94913F-HRTimeline
Integrated Wealth Management6,809$1.55M1.63%-1,94813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,804$1.54M0.01%+3,26913F-HR/ATimeline
WEDBUSH SECURITIES INC6,776$1.54M0.04%-1,10513F-HRTimeline
Krilogy Financial LLC6,769$1.54M0.05%+2613F-HRTimeline
Asempa Wealth Advisors6,742$1.53M1.17%+1,62213F-HRTimeline
Lakeridge Wealth Management LLC6,725$1.53M0.56%+2613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,672$1.51M0.17%+30513F-HRTimeline
Gilliland Jeter Wealth Management LLC6,660$1.51M0.4%+60413F-HRTimeline
Mattern Wealth Management LLC6,650$1.51M0.25%-13813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,641$1.51M0.09%-2613F-HRTimeline
Fonville Wealth Management LLC6,600$1.5M0.24%-2213F-HRTimeline
King Wealth Management Group6,550$1.49M0.16%013F-HRTimeline
GatePass Capital, LLC6,510$1.48M0.56%+1,72113F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,509$1.48M<0.01%+1,26313F-HRTimelineGroup
Legacy Advisors, LLC6,482$1.47M0.14%013F-HRTimeline
PRIVATE TRUST CO NA6,446$1.46M0.12%-81213F-HRTimeline
Latitude Advisors, LLC6,432$1.46M0.58%+79613F-HRTimeline
Semus Wealth Partners LLC6,425$1.46M0.71%-96313F-HRTimeline
Mason & Associates, LLC6,404$1.45M0.3%-4713F-HRTimeline
Lloyd Advisory Services, LLC.6,370$1.45M0.56%+4,00013F-HRTimeline
BBR PARTNERS, LLC6,352$1.44M0.07%013F-HRTimeline
BEARING POINT CAPITAL, LLC6,343$1.44M0.19%+1,14613F-HRTimeline
LTG Capital LLC6,284$1.43M0.95%-16113F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding6,271$1.42M+137Timeline
Azimuth Capital Investment Management L…6,257$1.42M0.05%+6713F-HRTimeline
LexAurum Advisors, LLC6,204$1.41M0.16%+6113F-HRTimeline
Laurel Wealth Advisors LLC6,162$1.4M0.14%+513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,142$1.39M0.01%+3813F-HRTimeline
Crescent Grove Advisors, LLC6,140$1.39M0.12%013F-HRTimeline
Barnes Dennig Private Wealth Management…6,126$1.39M1.11%+46413F-HRTimeline
Aspire Private Capital, LLC6,112$1.39M0.29%-95413F-HRTimeline
Qube Research & Technologies Ltd6,112$1.39M<0.01%+2,86513F-HRTimeline
Argent Trust Co6,096$1.38M0.04%-25013F-HRTimeline
Resurgent Financial Advisors LLC6,067$1.38M0.39%-1,02513F-HRTimeline
Newport Capital Group, LLC6,042$1.37M0.77%+31413F-HRTimeline
Moors & Cabot, Inc.6,031$1.37M0.05%+1,41713F-HRTimeline
WEALTH EFFECTS LLC6,014$1.37M0.37%+213F-HRTimeline
Fairvoy Private Wealth, LLC6,002$1.36M0.28%-5,17613F-HRTimeline
Montecito Bank & Trust5,974$1.36M0.2%013F-HRTimeline
TrueWealth Advisors, LLC5,943$1.35M0.3%-38813F-HRTimeline
CADINHA & CO LLC5,935$1.35M0.2%-5513F-HRTimeline
Idaho Trust Co5,914$1.34M0.39%-85613F-HRTimeline
HighMark Wealth Management LLC5,909$1.34M0.45%+16713F-HRTimeline
FIRST HORIZON CORP5,907$1.34M0.05%-12113F-HRTimeline
Windward Private Wealth Management Inc.5,900$1.34M0.43%013F-HRTimeline
IPG Investment Advisors LLC5,896$1.34M0.19%+80213F-HRTimeline
Lee Financial Co5,839$1.33M0.17%-1,01213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,823$1.32M<0.01%-3,05013F-HRTimelineGroup
WEALTHGARDEN F.S. LLC5,813$1.32M0.75%-17513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC5,792$1.32M0.06%-35013F-HRTimeline
Corundum Group, Inc.5,790$1.31M0.39%-18013F-HRTimeline
Xcelsior Advisor Partners LLC5,767$1.31M0.17%+11213F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.3M0.08%013F-HRTimeline
Hilltop National Bank5,740$1.3M0.28%-56713F-HRTimeline
Sendero Wealth Management, LLC5,692$1.29M0.13%+313F-HRTimeline
Venture Visionary Partners LLC5,679$1.29M0.04%+26613F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,664$1.29M0.05%+1513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC5,647$1.28M0.04%+2,31213F-HRTimeline