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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
IAMS WEALTH MANAGEMENT, LLC9,638$1.84M0.84%+42813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,508$1.81M<0.01%+38513F-HRTimelineGroup
Bernardo Wealth Planning LLC9,487$1.81M0.43%013F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,433$1.8M0.11%+86013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC9,395$1.79M0.13%+1,37513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,373$1.79M0.04%+2,91613F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,301$1.77M0.21%013F-HRTimeline
Rathbones Group PLC9,245$1.76M0.01%+36413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,237$1.76M0.13%-1813F-HRTimeline
Lee Financial Co9,112$1.74M0.27%-38813F-HRTimeline
Total Wealth Planning, LLC9,094$1.73M0.27%-1,14213F-HRTimeline
Private Wealth Asset Management, LLC9,085$1.73M0.25%13F-HRTimeline
United Advisor Group, LLC9,081$1.73M0.35%+46113F-HRTimeline
WEDBUSH SECURITIES INC9,071$1.73M0.06%+2,26813F-HRTimeline
Brookwood Investment Group LLC8,984$1.71M0.29%13F-HRTimeline
Hopwood Financial Services, Inc.8,943$1.7M1.32%013F-HRTimeline
Procyon Advisors, LLC8,928$1.7M0.1%-6313F-HRTimeline
17 CAPITAL PARTNERS, LLC8,916$1.7M1.09%+1,01813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,907$1.7M0.05%+52613F-HRTimelineGroup
GeoWealth Management, LLC8,888$1.69M0.07%+1,11913F-HRTimeline
Clearview Wealth Advisors LLC8,867$1.69M1.26%+1,74213F-HRTimeline
SUTTON PLACE INVESTORS LLC8,852$1.69M1.13%+2,62713F-HRTimeline
Yukon Wealth Management, Inc.8,750$1.67M0.69%13F-HRTimeline
Finley Financial, LLC9,085$1.67M0.93%-17013F-HRTimeline
Koshinski Asset Management, Inc.8,707$1.66M0.14%-9413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,765$1.65M0.25%+17413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,598$1.64M0.07%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC8,587$1.64M0.34%+2,13513F-HRTimeline
HBK Sorce Advisory LLC8,526$1.62M0.05%+88513F-HRTimeline
BigSur Wealth Management LLC8,500$1.62M0.44%013F-HRTimeline
Taylor Financial Group, Inc.8,457$1.61M1.12%-57613F-HRTimeline
Cooper Financial Group8,434$1.61M0.21%+3,35913F-HRTimeline
Glenview Trust Co8,424$1.61M0.03%-76013F-HR/ATimeline
Forefront Wealth Partners, LLC8,416$1.6M1.09%-54913F-HRTimeline
Infinity Wealth Counsel, LLC8,399$1.6M1.73%013F-HRTimeline
Heritage Financial Services, LLC8,358$1.59M0.16%013F-HRTimeline
Stonebridge Financial Planning Group, L…8,308$1.58M0.72%-15013F-HRTimeline
Eldridge Investment Advisors, Inc.8,279$1.58M0.36%013F-HRTimeline
Empirical Asset Management, LLC8,275$1.58M0.54%+85713F-HRTimeline
Accelerate Investment Advisors LLC8,272$1.58M1.32%+1,94613F-HRTimeline
PINNACLE ASSOCIATES LTD8,261$1.57M0.02%-1,01813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,212$1.57M0.03%-27613F-HRTimelineGroup
Plum Street Advisors, LLC8,204$1.56M0.75%-13913F-HRTimeline
AdvisorNet Financial, Inc8,196$1.56M0.12%+81013F-HRTimeline
Woodward Financial Advisors, Inc.8,147$1.55M0.74%013F-HRTimeline
Klaas Financial Asset Advisors, LLC8,131$1.55M0.27%-613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,127$1.55M0.05%+76213F-HRTimeline
Rialto Wealth Management, LLC8,127$1.55M0.49%+5413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,118$1.55M0.01%-1,55613F-HRTimelineGroup
Sovereign Financial Group, Inc.8,099$1.54M0.36%+1,99913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…8,072$1.54M0.17%+48513F-HR/ATimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,051$1.53M0.06%+2,31413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…8,041$1.53M0.05%-2613F-HRTimelineGroup
BCU Wealth Advisors, LLC8,039$1.53M0.8%+1,31213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,984$1.52M+772Timeline
HAZLETT, BURT & WATSON, INC.7,975$1.52M0.68%+73913F-HRTimeline
May Hill Capital, LLC7,935$1.51M0.57%+5,56013F-HRTimeline
Ballentine Partners, LLC7,875$1.5M0.03%-50813F-HRTimeline
PRIVATE TRUST CO NA7,870$1.5M0.15%+1,41913F-HRTimeline
Trilogy Capital Inc.7,820$1.49M0.08%-5513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC7,777$1.48M0.67%-6113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,745$1.48M0.04%+3,87213F-HRTimeline
Merkkuri Wealth Advisors LLC7,726$1.47M1.26%+2,89313F-HRTimeline
WHITE PINE CAPITAL LLC7,706$1.47M0.51%-3513F-HRTimeline
REGIMEN WEALTH, LLC7,692$1.47M0.47%-6913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC7,566$1.44M1.93%+913F-HRTimeline
Avantax Planning Partners, Inc.7,563$1.44M0.05%-31413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,554$1.44M0.2%-29213F-HRTimeline
Mill Creek Capital Advisors, LLC7,488$1.43M0.03%-4413F-HRTimeline
AWM CAPITAL, LLC7,447$1.42M0.17%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,439$1.42M0.05%-4,00013F-HRTimeline
MJT & Associates Financial Advisory Gro…7,421$1.41M1.36%13F-HRTimeline
Mason & Associates, LLC7,402$1.41M0.41%-27613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,368$1.4M0.12%-17013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC7,348$1.4M0.08%-33013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD7,310$1.39M1.19%+8013F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,300$1.39M0.09%-4313F-HRTimeline
Idaho Trust Co7,300$1.39M0.57%+1,59413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA7,284$1.39M<0.01%-5,92813F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co7,281$1.39M0.02%+41313F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC7,271$1.39M0.56%+8613F-HRTimeline
Raleigh Capital Management Inc.7,262$1.38M0.63%+1,37313F-HRTimeline
Jaffetilchin Investment Partners, LLC7,237$1.38M0.1%+26813F-HRTimeline
Pallas Capital Advisors LLC7,226$1.38M0.06%+1,18313F-HRTimeline
LaSalle St. Investment Advisors, LLC7,225$1.38M0.32%+4,15013F-HRTimeline
Bristlecone Advisors, LLC7,218$1.38M0.11%-2113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC7,165$1.37M<0.01%+2,14313F-HRTimelineGroup
Oxinas Partners, LLC7,164$1.37M0.81%+37213F-HRTimeline
Diversified Portfolios, Inc.7,125$1.36M0.14%+1313F-HRTimeline
Perennial Investment Advisors, LLC7,091$1.35M0.15%+94813F-HRTimeline
Fonville Wealth Management LLC7,336$1.34M0.4%-45513F-HRTimeline
LTG Capital LLC7,041$1.34M1.22%-8213F-HRTimeline
Hutchens & Kramer Investment Management…6,983$1.33M0.73%+1,40813F-HRTimeline
TrinityBridge Ltd6,958$1.33M0.04%013F-HRTimeline
PFG Investments, LLC6,957$1.33M0.09%+18513F-HRTimeline
JSF Financial, LLC6,884$1.31M0.35%-101,34213F-HRTimeline
SOA Wealth Advisors, LLC.6,879$1.31M0.27%-12713F-HRTimeline
Fairscale Capital, LLC6,874$1.31M1.18%-1913F-HRTimeline
Private Wealth Management Group, LLC6,839$1.3M0.48%-40013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,799$1.3M0.63%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.6,693$1.28M0.59%-38113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,688$1.27M0.07%+3,38313F-HRTimelineGroup
CRA Financial Services, LLC6,688$1.27M0.22%+5613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,628$1.26M0.11%+7613F-HRTimeline
WORLD EQUITY GROUP, INC.6,609$1.26M0.36%+3,22813F-HRTimeline
Lakeridge Wealth Management LLC6,610$1.26M0.63%-5413F-HRTimeline
Capital Square, LLC6,577$1.25M0.74%+73513F-HRTimeline
Wedmont Private Capital7,010$1.25M0.06%013F-HRTimeline
King Wealth Management Group6,550$1.25M0.19%013F-HRTimeline
Legacy Advisors, LLC6,482$1.24M0.13%013F-HRTimeline
Savvy Advisors, Inc.6,482$1.24M0.12%+3,05513F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,475$1.23M0.08%+1813F-HRTimeline
Westmount Partners, LLC6,441$1.23M0.37%+1413F-HRTimeline
Thomasville National Bank6,384$1.22M0.09%-39913F-HRTimeline
Crescent Grove Advisors, LLC6,367$1.21M0.13%-15313F-HRTimeline
BBR PARTNERS, LLC6,352$1.21M0.09%013F-HRTimeline
Vantage Point Financial LLC6,311$1.2M0.61%+1,42413F-HRTimeline
Elios Financial Group Inc.6,278$1.2M0.59%+32913F-HRTimeline
Sendero Wealth Management, LLC6,277$1.2M0.17%013F-HRTimeline
CONNING INC.in group CONNING INC.6,272$1.2M0.04%013F-HRTimelineGroup
DBK Financial Counsel, LLC6,272$1.2M1.2%+3,55013F-HRTimeline
Emergent Wealth Advisors, LLC6,261$1.19M0.86%+75713F-HRTimeline
Azimuth Capital Investment Management L…6,261$1.19M0.05%+1,10113F-HRTimeline
Arete Wealth Advisors, LLC6,262$1.19M0.09%+2,03913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,249$1.19M0.1%+22813F-HRTimeline
AMG National Trust Bank6,228$1.19M0.03%-3,36313F-HRTimeline
Whitcomb & Hess, Inc.6,221$1.19M0.36%-17513F-HRTimeline
Laurel Wealth Advisors LLC6,220$1.19M0.19%-8713F-HRTimeline
Joel Isaacson & Co., LLC6,163$1.17M0.05%+13413F-HRTimeline
Corundum Group, Inc.6,163$1.17M0.56%013F-HRTimeline
Signal Advisors Wealth, LLC6,117$1.17M0.11%-2,92213F-HRTimeline
CADINHA & CO LLC6,102$1.16M0.25%+113F-HRTimeline
Schneider Downs Wealth Management Advis…6,087$1.16M0.21%+7713F-HRTimeline
Patton Albertson Miller Group, LLC6,061$1.16M0.17%-12713F-HR/ATimeline
Professional Financial Advisors, LLC6,038$1.15M0.29%+33213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC6,026$1.15M0.01%-17513F-HRTimeline
Integrated Investment Consultants, LLC6,010$1.15M0.23%+68713F-HR/ATimeline
WEALTH EFFECTS LLC5,982$1.14M0.48%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.5,962$1.14M0.89%+15013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP6,016$1.14M<0.01%new13F-HRTimeline
DAVENPORT & Co LLC5,940$1.13M0.01%+2,15713F-HRTimeline
Windward Private Wealth Management Inc.5,919$1.13M0.44%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,880$1.12M0.03%-9,24113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,868$1.12M0.22%013F-HRTimeline
Montecito Bank & Trust5,866$1.12M0.2%-13013F-HRTimeline
Sound Income Strategies, LLC5,836$1.11M0.07%-10,12713F-HRTimeline
Tarbox Family Office, Inc.5,799$1.11M0.18%013F-HRTimeline
WealthTrak Capital Management LLC5,787$1.1M0.95%+1,75413F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC5,761$1.1M0.63%+1,64713F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.09M0.08%013F-HRTimeline
Michels Family Financial, LLC5,672$1.08M0.98%-1313F-HRTimeline
COUNTRY CLUB BANK5,723$1.08M0.07%+6013F-HRTimeline
CHAPIN DAVIS, INC.5,651$1.08M0.37%-9013F-HRTimeline
Venture Visionary Partners LLC5,589$1.07M0.04%+53113F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,581$1.06M1.21%013F-HRTimeline
SageView Advisory Group, LLC5,573$1.06M0.05%-1113F-HRTimeline
Zhang Financial LLC5,567$1.06M0.06%-2813F-HRTimeline
Certified Advisory Corp5,563$1.06M0.12%-17813F-HRTimeline
CW Advisors, LLC5,542$1.06M0.01%new13F-HRTimeline
Tempus Wealth Planning, LLC5,496$1.05M0.31%+2,57913F-HRTimeline
Forum Private Client Group LLC5,487$1.05M0.45%-5113F-HRTimeline
Triumph Capital Management5,471$1.04M0.35%-18213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,444$1.04M0.13%+113F-HRTimeline
Resurgent Financial Advisors LLC5,404$1.03M0.62%+1,50913F-HRTimeline
PACK Private Wealth, LLC5,402$1.03M0.61%013F-HRTimeline
Bison Wealth, LLC5,387$1.03M0.1%-1,32413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,355$1.02M<0.01%-35013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC5,345$1.02M0.04%-77713F-HRTimeline
Net Worth Advisory Group5,341$1.02M0.32%+10113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.01M0.14%013F-HRTimeline
BEACON FINANCIAL GROUP5,307$1.01M0.11%+6613F-HRTimeline
MBA Advisors LLC5,306$1.01M0.5%-22013F-HRTimeline
Canopy Partners, LLC5,296$1.01M0.39%013F-HRTimeline
Asset Dedication, LLC5,282$1.01M0.08%+13013F-HRTimeline
Lindbrook Capital, LLC5,272$1M0.09%-4413F-HRTimeline
Newport Capital Group, LLC5,247$1M0.72%-12313F-HRTimeline
MidAtlantic Capital Management, Inc.5,209$993K0.78%+21913F-HRTimeline
Evensky & Katz LLC5,174$986K0.07%-21513F-HRTimeline
New England Private Wealth Advisors LLC5,150$981K0.15%+913F-HRTimeline
Aprio Wealth Management, LLC5,147$981K0.12%+20113F-HRTimeline
Quantum Portfolio Management LLC5,143$980K0.5%-6,72613F-HRTimeline
Aspire Private Capital, LLC5,120$976K0.24%+1,73813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,543$972K0.4%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,078$968K0.07%-613F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,054$963K0.24%-5013F-HRTimeline
NewEdge Wealth, LLC5,052$963K0.02%+1,79813F-HRTimeline
OMNI 360 Wealth, Inc.5,017$956K0.64%+86213F-HR/ATimeline
Waldron Private Wealth LLC5,002$953K0.05%-4,67013F-HRTimeline
Noble Family Wealth, LLC5,000$953K0.26%013F-HRTimeline
Helium Advisors LLC4,984$950K0.69%-2413F-HRTimeline
Fiduciary Alliance LLC4,972$948K0.09%+1513F-HRTimeline
Elm Partners Management LLC4,966$946K0.05%-26613F-HR/ATimeline
EFG Private Wealth Management (Americas…4,948$943K0.19%+2313F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,921$938K0.54%-50313F-HRTimeline
Summit Financial, LLC4,919$937K0.03%-1,78913F-HRTimeline
MEMBERS WEALTH LLC4,917$937K0.71%-75013F-HRTimeline
LexAurum Advisors, LLC4,902$934K0.18%+1,05613F-HRTimeline
JT Stratford LLC4,887$931K0.16%+1,65213F-HRTimeline
Beacon Financial Advisory LLC4,862$927K0.28%+1,17613F-HRTimeline
TrueWealth Advisors, LLC4,803$915K0.3%+29613F-HRTimeline