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Disclosery

IVE ISHARES TR

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SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Waldron Private Wealth LLC9,672$1.85M0.07%013F-HRTimeline
BUSH INVESTMENT GROUP, LLC9,655$1.84M1.44%+52913F-HRTimeline
Davis Wealth Advisors, LLC9,653$1.84M2.03%13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…9,513$1.83M1.31%-7213F-HRTimeline
Balboa Wealth Partners9,600$1.83M0.42%+8,42713F-HRTimeline
AMG National Trust Bank9,591$1.83M0.05%-29513F-HRTimeline
MATHER GROUP, LLC.9,547$1.82M0.02%+1,22113F-HRTimeline
Sequoia Financial Advisors, LLC9,530$1.82M0.02%-3,34313F-HR/ATimeline
Lee Financial Co9,500$1.81M0.25%-21513F-HRTimeline
Thrive Wealth Management, LLC9,434$1.8M0.32%new13F-HRTimeline
Bernardo Wealth Planning LLC9,487$1.79M0.43%013F-HRTimeline
Finley Financial, LLC9,255$1.78M0.93%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,301$1.78M0.21%-87013F-HRTimeline
PINNACLE ASSOCIATES LTD9,279$1.77M0.02%+1,58513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,255$1.77M0.13%013F-HRTimeline
IFG Advisory, LLC9,245$1.76M0.1%new13F-HRTimeline
Compound Planning, Inc.9,234$1.76M0.09%+7,43113F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC9,210$1.76M0.81%+75813F-HRTimeline
Glenview Trust Co9,184$1.75M0.03%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,123$1.74M<0.01%013F-HRTimelineGroup
Signal Advisors Wealth, LLC9,039$1.73M0.2%-3,87413F-HRTimeline
Taylor Financial Group, Inc.9,033$1.72M1.19%013F-HRTimeline
FULLCIRCLE WEALTH LLC8,736$1.72M0.7%+97113F-HRTimeline
Procyon Advisors, LLC8,991$1.72M0.11%-20613F-HRTimeline
Objective Capital Management, LLC8,976$1.71M1.14%-3,91213F-HRTimeline
Forefront Wealth Partners, LLC8,965$1.71M1.28%13F-HRTimeline
DOHJ, LLC8,964$1.71M0.4%-23,80113F-HRTimeline
Hopwood Financial Services, Inc.8,943$1.71M1.29%13F-HRTimeline
Rathbones Group PLC8,881$1.7M0.01%+1,08613F-HRTimeline
Koshinski Asset Management, Inc.8,801$1.68M0.15%+2,01313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,789$1.68M0.01%+16713F-HRTimeline
United Advisor Group, LLC8,620$1.65M0.33%-6613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,591$1.64M0.24%+87613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,573$1.64M0.1%+54713F-HRTimelineGroup
Bleakley Financial Group, LLC8,570$1.64M0.05%+49613F-HRTimeline
BigSur Wealth Management LLC8,500$1.62M0.46%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,488$1.62M0.03%-9713F-HR/ATimelineGroup
Stonebridge Financial Planning Group, L…8,458$1.61M0.72%+15213F-HRTimeline
Infinity Wealth Counsel, LLC8,399$1.6M1.71%13F-HRTimeline
World Investment Advisors8,388$1.6M0.04%-103,91513F-HRTimeline
Ballentine Partners, LLC8,383$1.6M0.03%+6613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,381$1.6M0.04%-20613F-HRTimelineGroup
Heritage Financial Services, LLC8,358$1.6M0.21%-3913F-HRTimeline
Plum Street Advisors, LLC8,343$1.59M0.79%+4513F-HRTimeline
Eldridge Investment Advisors, Inc.8,279$1.58M0.37%-8513F-HRTimeline
Marathon Partners Equity Management, LLCin group Marathon Partners Equity Mana…8,250$1.57M1.51%13F-HRTimelineGroup
Woodward Financial Advisors, Inc.8,147$1.56M0.77%013F-HRTimeline
Klaas Financial Asset Advisors, LLC8,137$1.55M0.27%-44713F-HRTimeline
Rialto Wealth Management, LLC8,073$1.54M0.51%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,067$1.54M0.05%-19413F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…8,040$1.53M0.31%-86813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,020$1.53M0.11%-1,51013F-HRTimeline
17 CAPITAL PARTNERS, LLC7,898$1.51M0.95%+32013F-HRTimeline
Avantax Planning Partners, Inc.7,877$1.5M0.05%-12613F-HRTimeline
Trilogy Capital Inc.7,875$1.5M0.08%+2613F-HRTimeline
Capital A Wealth Management, LLC7,858$1.5M2.49%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,846$1.5M0.21%-41813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC7,838$1.5M0.67%-10313F-HRTimeline
Commonwealth Retirement Investments LLC7,830$1.49M0.62%+1313F-HRTimeline
Venturi Wealth Management, LLC7,827$1.49M0.07%-2,15413F-HRTimeline
Summit Global Investmentsin group Summit Global Investments7,809$1.49M0.09%+3,55313F-HRTimelineGroup
Fonville Wealth Management LLC7,791$1.49M0.49%-97713F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC7,777$1.48M0.02%+5,70013F-HRTimeline
GeoWealth Management, LLC7,769$1.48M0.05%+6,19213F-HRTimeline
REGIMEN WEALTH, LLC7,761$1.48M0.48%013F-HRTimeline
WHITE PINE CAPITAL LLC7,741$1.48M0.5%+9013F-HRTimeline
Mason & Associates, LLC7,678$1.47M0.44%-8513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,678$1.47M0.09%-5113F-HRTimeline
HBK Sorce Advisory LLC7,641$1.46M0.04%-1313F-HRTimeline
Interchange Capital Partners, LLC7,634$1.46M0.53%+32213F-HRTimeline
RCS Financial Planning, LLC7,612$1.45M0.77%-21413F-HRTimeline
CIBC WORLD MARKET INC.7,614$1.45M<0.01%-6,48413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…7,587$1.45M0.14%+36913F-HR/ATimelineGroup
CLEAR INVESTMENT RESEARCH, LLC7,557$1.44M1.86%+3413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,538$1.44M0.12%-20613F-HRTimeline
Mill Creek Capital Advisors, LLC7,532$1.44M0.03%013F-HRTimeline
AWM CAPITAL, LLC7,447$1.42M0.17%013F-HRTimeline
Empirical Asset Management, LLC7,418$1.42M0.47%-12213F-HRTimeline
AdvisorNet Financial, Inc7,386$1.41M0.12%-13,00513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,374$1.41M0.21%+4,79713F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC7,365$1.41M0.05%+8613F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,343$1.4M0.09%-6513F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,236$1.38M0.61%+3,25113F-HRTimeline
Bristlecone Advisors, LLC7,239$1.38M0.11%-4013F-HRTimeline
Private Wealth Management Group, LLC7,239$1.38M0.53%-1013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,230$1.38M1.1%-33513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,212$1.38M+1,549Timeline
BURKETT FINANCIAL SERVICES, LLC7,185$1.37M0.56%-8313F-HRTimeline
Argent Advisors, Inc.7,178$1.37M0.51%+32813F-HRTimeline
BLALOCK WILLIAMS, LLC7,143$1.36M1.59%13F-HRTimeline
VestGen Investment Management7,140$1.36M0.37%-92913F-HRTimeline
Clearview Wealth Advisors LLC7,125$1.36M1.03%+15913F-HRTimeline
LTG Capital LLC7,123$1.36M1.14%-58313F-HRTimeline
Diversified Portfolios, Inc.7,112$1.36M0.15%+4513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.7,074$1.35M0.61%-18413F-HRTimeline
SOA Wealth Advisors, LLC.7,006$1.34M0.25%-30513F-HR/ATimeline
Jaffetilchin Investment Partners, LLC6,969$1.33M0.1%-7813F-HRTimeline
TrinityBridge Ltd6,958$1.33M0.04%013F-HRTimeline
Wedmont Private Capital7,010$1.32M0.07%013F-HRTimeline
Fairscale Capital, LLC6,893$1.32M1.13%+213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,868$1.31M0.02%-1113F-HRTimelineGroup
WEDBUSH SECURITIES INC6,803$1.3M0.05%+7713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,799$1.3M0.58%+77113F-HRTimeline
Oxinas Partners, LLC6,792$1.3M0.76%+6213F-HRTimeline
Thomasville National Bank6,783$1.29M0.09%+4013F-HRTimeline
PFG Investments, LLC6,772$1.29M0.08%+39413F-HRTimeline
OLD NATIONAL BANCORP /IN/6,745$1.29M0.03%+19313F-HRTimeline
BCU Wealth Advisors, LLC6,727$1.28M0.73%+40413F-HRTimeline
Bison Wealth, LLC6,711$1.28M0.16%13F-HRTimeline
Summit Financial, LLC6,708$1.28M0.04%+40413F-HRTimeline
Lakeridge Wealth Management LLC6,664$1.27M0.66%+32613F-HRTimeline
CRA Financial Services, LLC6,632$1.27M0.22%+93913F-HRTimeline
King Wealth Management Group6,550$1.25M0.18%+1,65013F-HRTimeline
Arkadios Wealth Advisors6,526$1.25M0.07%+92113F-HRTimeline
Crescent Grove Advisors, LLC6,520$1.24M0.12%-40713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,552$1.24M0.1%-1,327,00813F-HRTimeline
LifePlan Investment Advisors, Inc.6,508$1.24M0.77%+59013F-HRTimeline
Legacy Advisors, LLC6,482$1.24M0.12%013F-HRTimeline
Ascent Capital Management, LLC6,461$1.23M1.26%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,457$1.23M0.08%-47613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,457$1.23M0.03%-87513F-HRTimeline
Commonwealth Financial Services, LLC6,452$1.23M0.24%+30413F-HRTimeline
PRIVATE TRUST CO NA6,451$1.23M0.13%-20213F-HRTimeline
Westmount Partners, LLC6,427$1.23M0.37%+2013F-HRTimeline
Whitcomb & Hess, Inc.6,396$1.22M0.38%+37313F-HRTimeline
Axis Wealth Partners, LLC6,383$1.22M1.03%13F-HRTimeline
BBR PARTNERS, LLC6,352$1.21M0.08%013F-HRTimeline
Accelerate Investment Advisors LLC6,326$1.21M1.06%+1,53013F-HRTimeline
Laurel Wealth Advisors LLC6,307$1.2M0.19%+2,15113F-HRTimeline
GWN SECURITIES INC.6,120$1.2M0.32%13F-HRTimeline
Sendero Wealth Management, LLC6,277$1.2M0.18%+1,30413F-HRTimeline
CONNING INC.in group CONNING INC.6,272$1.2M0.04%-84313F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC6,225$1.19M0.69%+20813F-HRTimeline
WMS Partners, LLC6,219$1.19M0.07%-16213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,201$1.18M0.01%-10013F-HRTimeline
Patton Albertson Miller Group, LLC6,188$1.18M0.16%-75413F-HRTimeline
Corundum Group, Inc.6,163$1.18M0.44%013F-HRTimeline
Perennial Investment Advisors, LLC6,143$1.17M0.14%+6213F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,122$1.17M0.08%-1,69413F-HRTimeline
CADINHA & CO LLC6,101$1.16M0.19%+1313F-HRTimeline
Sovereign Financial Group, Inc.6,100$1.16M0.27%-15413F-HRTimeline
Pallas Capital Advisors LLC6,043$1.15M0.05%-1113F-HRTimeline
Joel Isaacson & Co., LLC6,029$1.15M0.05%+89713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,021$1.15M0.09%+11313F-HRTimeline
Hilltop National Bank6,021$1.15M0.35%-51813F-HRTimeline
Curi Capital, LLC6,014$1.15M0.03%013F-HRTimeline
Schneider Downs Wealth Management Advis…6,010$1.15M0.22%013F-HRTimeline
Capital Square, LLC5,842$1.15M0.65%+1,50313F-HRTimeline
Montecito Bank & Trust5,996$1.14M0.2%-28513F-HRTimeline
WEALTH EFFECTS LLC5,982$1.14M0.41%013F-HRTimeline
Elios Financial Group Inc.5,949$1.14M0.54%-3613F-HRTimeline
CHAPIN DAVIS, INC.5,741$1.13M0.37%013F-HRTimeline
Windward Private Wealth Management Inc.5,919$1.13M0.44%013F-HRTimeline
Raleigh Capital Management Inc.5,889$1.12M0.43%+11813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,868$1.12M0.21%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,850$1.12M<0.01%-1,97313F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.5,812$1.11M0.85%13F-HRTimeline
MEMBERS WEALTH LLC5,667$1.11M0.83%13F-HRTimeline
Tarbox Family Office, Inc.5,799$1.11M0.18%+1013F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.1M0.08%013F-HRTimeline
Certified Advisory Corp5,741$1.1M0.12%-27413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,737$1.1M0.04%+34013F-HRTimelineGroup
Professional Financial Advisors, LLC5,706$1.09M0.28%+46713F-HRTimeline
Idaho Trust Co5,706$1.09M0.55%-21513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,705$1.09M<0.01%-2,01513F-HRTimelineGroup
Michels Family Financial, LLC5,685$1.09M0.99%13F-HRTimeline
COUNTRY CLUB BANK5,663$1.08M0.07%-15913F-HRTimeline
Triumph Capital Management5,653$1.08M0.37%-22113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,607$1.07M0.02%+35713F-HRTimelineGroup
Zhang Financial LLC5,595$1.07M0.06%+1,18213F-HRTimeline
SageView Advisory Group, LLC5,584$1.07M0.05%+2,60613F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,581$1.07M1.12%013F-HRTimeline
Hutchens & Kramer Investment Management…5,575$1.06M0.58%+17913F-HRTimeline
Evanson Asset Management, LLC5,571$1.06M0.07%+113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,543$1.06M0.43%013F-HRTimeline
Forum Private Client Group LLC5,538$1.06M0.47%-2513F-HRTimeline
MBA Advisors LLC5,526$1.05M0.53%-3,71313F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp5,514$1.05M<0.01%new13F-HRTimelineGroup
Emergent Wealth Advisors, LLC5,504$1.05M0.76%+4713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,443$1.04M0.13%-1613F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC5,424$1.04M0.61%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,419$1.03M0.01%+3,61813F-HRTimeline
PACK Private Wealth, LLC5,402$1.03M0.61%-14413F-HRTimeline
Connecticut Wealth Management, LLC5,400$1.03M0.05%013F-HRTimeline
Evensky & Katz LLC5,389$1.03M0.07%+2913F-HRTimeline
Newport Capital Group, LLC5,370$1.02M0.76%-66613F-HRTimeline
Integrated Investment Consultants, LLC5,323$1.02M0.21%+2313F-HR/ATimeline
Lindbrook Capital, LLC5,316$1.01M0.09%-9113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.01M0.13%013F-HRTimeline
Canopy Partners, LLC5,296$1.01M0.39%013F-HRTimeline
BEACON FINANCIAL GROUP5,241$1M0.11%-18413F-HRTimeline
Net Worth Advisory Group5,240$1M0.3%-16413F-HRTimeline
Elm Partners Management LLC5,232$999K0.07%013F-HRTimeline
Azimuth Capital Investment Management L…5,160$985K0.04%+913F-HRTimeline
Asset Dedication, LLC5,152$983K0.08%+1,12513F-HRTimeline
New England Private Wealth Advisors LLC5,141$981K0.16%+1213F-HRTimeline
JMG Financial Group, Ltd.5,136$980K0.03%+9113F-HRTimeline
EASTERN BANK5,132$980K0.02%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,104$974K0.24%+42513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,084$970K0.07%-8013F-HRTimelineGroup