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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 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Bernardo Wealth Planning LLC9,446$1.85M0.4%-4113F-HRTimeline
Rathbones Group PLC9,437$1.84M0.01%+19213F-HRTimeline
WBH ADVISORY INC9,428$1.84M0.16%-52813F-HRTimeline
United Advisor Group, LLC9,379$1.83M0.32%+29813F-HRTimeline
Clearview Wealth Advisors LLC9,368$1.83M1.28%+50113F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,301$1.82M0.2%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,289$1.82M0.39%-1,71013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,237$1.81M0.12%013F-HRTimeline
Accelerate Investment Advisors LLC9,212$1.8M1.34%+94013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,091$1.78M0.04%+18413F-HRTimelineGroup
Private Wealth Asset Management, LLC9,085$1.78M0.24%013F-HRTimeline
Finley Financial, LLC9,085$1.78M0.89%013F-HRTimeline
Total Wealth Planning, LLC9,083$1.77M0.22%-1113F-HRTimeline
Mill Creek Capital Advisors, LLC9,058$1.77M0.04%+1,57013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…9,008$1.76M0.24%+24313F-HRTimeline
Turtle Creek Wealth Advisors, LLC8,968$1.75M0.21%new13F-HRTimeline
Signal Advisors Wealth, LLC8,959$1.75M0.14%+2,84213F-HRTimeline
Hopwood Financial Services, Inc.8,943$1.75M1.37%013F-HRTimeline
Procyon Advisors, LLC8,923$1.74M0.17%-513F-HRTimeline
Taylor Financial Group, Inc.8,737$1.71M1.07%+28013F-HRTimeline
Raleigh Capital Management Inc.8,534$1.67M0.7%+1,27213F-HRTimeline
BigSur Wealth Management LLC8,500$1.66M0.42%013F-HRTimeline
Empirical Asset Management, LLC8,499$1.66M0.51%+22413F-HRTimeline
Heritage Financial Services, LLC8,464$1.65M0.16%+10613F-HRTimeline
ASPIRIANT, LLC8,448$1.65M0.05%+4,19813F-HRTimeline
Infinity Wealth Counsel, LLC8,399$1.64M1.66%013F-HRTimeline
HBK Sorce Advisory LLC8,373$1.64M0.04%-15313F-HRTimeline
PRIVATE TRUST CO NA8,341$1.63M0.16%+47113F-HRTimeline
PINNACLE ASSOCIATES LTD8,323$1.63M0.02%+6213F-HRTimeline
AdvisorNet Financial, Inc8,314$1.62M0.1%+11813F-HRTimeline
Stonebridge Financial Planning Group, L…8,309$1.62M0.68%+113F-HRTimeline
Koshinski Asset Management, Inc.8,290$1.62M0.12%-41713F-HRTimeline
Glenview Trust Co8,259$1.61M0.03%-16513F-HRTimeline
Bison Wealth, LLC8,195$1.61M0.13%+2,80813F-HRTimeline
Lee Financial Co8,244$1.61M0.23%-86813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,212$1.6M0.02%013F-HRTimelineGroup
Plum Street Advisors, LLC8,204$1.6M0.71%013F-HRTimeline
Eldridge Investment Advisors, Inc.8,195$1.6M0.33%-8413F-HRTimeline
Rialto Wealth Management, LLC8,127$1.59M0.44%013F-HRTimeline
Woodward Financial Advisors, Inc.8,120$1.59M0.65%-2713F-HRTimeline
Dentgroup LLC8,099$1.58M1.1%+3,44413F-HRTimeline
Oxinas Partners, LLC8,082$1.58M0.81%+91813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,078$1.58M+94Timeline
Sovereign Financial Group, Inc.8,069$1.58M0.33%-3013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC8,044$1.57M0.64%+26713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,025$1.57M0.13%+1,39713F-HRTimeline
Elios Financial Group Inc.8,008$1.56M0.71%+1,73013F-HRTimeline
Klaas Financial Asset Advisors, LLC7,995$1.56M0.25%-13613F-HRTimeline
Glenmede Investment Management, LP7,990$1.56M0.01%13F-HRTimeline
Avantax Planning Partners, Inc.7,935$1.55M0.05%+37213F-HRTimeline
Traub Capital Management LLC7,902$1.54M1.43%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,840$1.53M0.63%-13513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,725$1.51M0.04%-31613F-HRTimelineGroup
Trilogy Capital Inc.7,711$1.51M0.07%-10913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC7,681$1.5M1.89%+11513F-HRTimeline
Sound Income Strategies, LLC7,673$1.5M0.09%+1,83713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,658$1.5M0.02%-1,71513F-HRTimeline
Apex Wealth Management, LLC7,635$1.49M1.2%-8,14013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC7,535$1.47M0.53%+26413F-HRTimeline
Hutchens & Kramer Investment Management…7,460$1.47M0.67%+47713F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,515$1.47M0.06%-14,71513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC7,498$1.47M0.19%-5613F-HRTimeline
Idaho Trust Co7,494$1.46M0.52%+19413F-HRTimeline
AWM CAPITAL, LLC7,447$1.46M0.15%013F-HRTimeline
Vantage Point Financial LLC7,439$1.45M0.64%+1,12813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,439$1.45M0.05%013F-HR/ATimeline
MJT & Associates Financial Advisory Gro…7,421$1.45M1.8%013F-HR/ATimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,393$1.44M0.31%+2,33913F-HRTimeline
Wedmont Private Capital7,276$1.44M0.06%+26613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,363$1.44M0.11%-513F-HRTimeline
MA Private Wealth7,329$1.43M0.26%-4,61213F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC7,312$1.43M0.72%+2,39113F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,300$1.43M0.08%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA7,284$1.42M<0.01%013F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC7,257$1.42M0.09%+2013F-HRTimeline
Discipline Wealth Solutions, LLC7,232$1.41M0.54%+3,72813F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,232$1.41M0.04%+1,35213F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC7,182$1.4M0.71%+1,42113F-HRTimeline
Perennial Investment Advisors, LLC7,178$1.4M0.14%+8713F-HRTimeline
Mason & Associates, LLC7,163$1.4M0.35%-23913F-HRTimeline
CRA Financial Services, LLC7,126$1.39M0.21%+43813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,102$1.39M0.25%+1,23413F-HRTimeline
Fonville Wealth Management LLC7,097$1.39M0.35%-23913F-HRTimeline
Diversified Portfolios, Inc.7,081$1.38M0.13%-4413F-HRTimeline
WealthTrak Capital Management LLC7,075$1.38M1.16%+1,28813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,074$1.38M0.62%+27513F-HRTimeline
Bristlecone Advisors, LLC7,064$1.38M0.12%-15413F-HRTimeline
PFG Investments, LLC7,043$1.38M0.08%+8613F-HRTimeline
Curi Capital, LLC7,042$1.38M0.03%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.7,029$1.37M0.58%+33613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,016$1.37M0.96%+1,05413F-HRTimeline
TrinityBridge Ltd6,958$1.36M0.04%013F-HRTimeline
LTG Capital LLC6,936$1.36M1.16%-10513F-HRTimeline
Two West Capital Advisors LLC6,732$1.35M0.88%+3,35813F-HRTimeline
SOA Wealth Advisors, LLC.6,892$1.35M0.25%+1313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,886$1.35M0.15%new13F-HRTimeline
Tempus Wealth Planning, LLC6,867$1.34M0.33%+1,37113F-HRTimeline
Private Wealth Management Group, LLC6,839$1.34M0.44%013F-HRTimeline
Alta Wealth Advisors LLC6,832$1.34M0.63%-2,93913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,794$1.33M0.07%-55413F-HRTimeline
Capital Square, LLC6,705$1.33M0.71%+12813F-HRTimeline
WHITE PINE CAPITAL LLC6,786$1.33M0.42%-92013F-HRTimeline
Gotham Asset Management, LLC6,733$1.32M0.01%+4,89813F-HRTimeline
Fairscale Capital, LLC6,679$1.32M0.96%-19513F-HRTimeline
DAVENPORT & Co LLC6,721$1.31M0.01%+78113F-HRTimeline
Summit Financial, LLC6,633$1.3M0.03%+1,71413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,626$1.29M0.06%-6213F-HRTimelineGroup
Hilltop National Bank6,620$1.29M0.34%13F-HRTimeline
SeaBridge Investment Advisors LLC6,600$1.29M0.24%new13F-HRTimeline
Arete Wealth Advisors, LLC6,579$1.29M0.09%+31713F-HRTimeline
Emergent Wealth Advisors, LLC6,563$1.28M0.82%+30213F-HRTimeline
King Wealth Management Group6,550$1.28M0.17%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,511$1.27M0.09%+26213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,498$1.27M0.02%-78313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC6,494$1.27M0.08%+1913F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD6,460$1.26M1.01%-85013F-HRTimeline
Westmount Partners, LLC6,456$1.26M0.35%+1513F-HRTimeline
JSF Financial, LLC6,436$1.26M0.3%-44813F-HRTimeline
Professional Financial Advisors, LLC6,435$1.26M0.29%+39713F-HRTimeline
RFG Advisory, LLC6,426$1.26M0.03%-8,17113F-HRTimeline
AMG National Trust Bank6,405$1.25M0.03%+17713F-HRTimeline
Joel Isaacson & Co., LLC6,373$1.25M0.05%+21013F-HRTimeline
Fiduciary Alliance LLC6,368$1.24M0.09%+1,39613F-HRTimeline
Lakeridge Wealth Management LLC6,366$1.24M0.57%-24413F-HRTimeline
BBR PARTNERS, LLC6,352$1.24M0.08%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,351$1.24M0.04%-1,77613F-HRTimeline
GREENWOOD GEARHART LLC6,335$1.24M0.08%+1,56513F-HRTimeline
Crescent Grove Advisors, LLC6,330$1.24M0.12%-3713F-HRTimeline
Azimuth Capital Investment Management L…6,323$1.24M0.05%+6213F-HRTimeline
Sendero Wealth Management, LLC6,277$1.23M0.15%013F-HR/ATimeline
TWIN FOCUS CAPITAL PARTNERS, LLC6,276$1.23M0.17%new13F-HRTimeline
CONNING INC.in group CONNING INC.6,272$1.23M0.04%013F-HRTimelineGroup
DBK Financial Counsel, LLC6,272$1.23M1.11%013F-HRTimeline
Pallas Capital Advisors LLC6,265$1.22M0.05%-96113F-HRTimeline
Whitcomb & Hess, Inc.6,237$1.22M0.34%+1613F-HRTimeline
CW Advisors, LLC6,222$1.22M0.01%+68013F-HRTimeline
Laurel Wealth Advisors LLC6,220$1.22M0.18%013F-HR/ATimeline
Corundum Group, Inc.6,163$1.2M0.53%013F-HRTimeline
CADINHA & CO LLC6,142$1.2M0.2%+4013F-HRTimeline
Venture Visionary Partners LLC6,110$1.19M0.04%+52113F-HRTimeline
Florin Court Capital LLP6,100$1.19M1.22%-47,40013F-HRTimeline
OMNI 360 Wealth, Inc.6,061$1.18M0.74%+1,04413F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC5,998$1.17M0.01%-6,81313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC5,990$1.17M0.54%-3,64813F-HRTimeline
WEALTH EFFECTS LLC5,982$1.17M0.44%013F-HRTimeline
Integrated Investment Consultants, LLC5,931$1.16M0.23%-7913F-HRTimeline
Windward Private Wealth Management Inc.5,900$1.15M0.42%-1913F-HRTimeline
HighMark Wealth Management LLC5,879$1.15M0.56%+5,65813F-HRTimeline
SageView Advisory Group, LLC5,720$1.14M0.04%+14713F-HRTimeline
Tarbox Family Office, Inc.5,799$1.13M0.17%013F-HRTimeline
Forum Private Client Group LLC5,784$1.13M0.44%+29713F-HRTimeline
COUNTRY CLUB BANK5,802$1.13M0.07%+7913F-HRTimeline
Resurgent Financial Advisors LLC5,745$1.12M0.62%+34113F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.12M0.07%013F-HRTimeline
Savvy Advisors, Inc.5,688$1.11M0.07%-79413F-HRTimeline
Freedom Investment Management, Inc.5,655$1.11M0.09%+1,93013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,650$1.1M0.13%+20613F-HRTimeline
Aspire Private Capital, LLC5,611$1.1M0.25%+49113F-HRTimeline
CHAPIN DAVIS, INC.5,598$1.09M0.3%-5313F-HRTimeline
Richmond Investment Services, LLC5,595$1.09M0.23%new13F-HRTimeline
Tactive Advisors, LLC5,592$1.09M0.35%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,581$1.09M1.24%013F-HRTimeline
Towerpoint Wealth, LLC5,569$1.09M0.48%+2,78813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,569$1.09M<0.01%+21413F-HRTimelineGroup
Patton Albertson Miller Group, LLC5,568$1.09M0.14%-49313F-HRTimeline
Beacon Financial Advisory LLC5,551$1.08M0.28%+68913F-HRTimeline
Michels Family Financial, LLC5,544$1.08M0.92%-12813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,543$1.08M0.37%013F-HRTimeline
Certified Advisory Corp5,529$1.08M0.11%-3413F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,526$1.08M0.01%-50013F-HRTimeline
EFG Private Wealth Management (Americas…5,513$1.08M0.2%+56513F-HRTimeline
Ballentine Partners, LLC5,512$1.08M0.02%-2,36313F-HRTimeline
Semmax Financial Advisors Inc.5,383$1.07M0.28%+49613F-HRTimeline
PACK Private Wealth, LLC5,402$1.06M0.56%013F-HRTimeline
Elm Partners Management LLC5,378$1.05M0.05%+41213F-HR/ATimeline
Zhang Financial LLC5,363$1.05M0.05%-20413F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,362$1.05M0.39%+93013F-HRTimeline
Lion Street Advisors, LLC5,349$1.05M0.32%+1,28613F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,345$1.04M0.04%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.04M0.13%013F-HRTimeline
Canopy Partners, LLC5,296$1.03M0.38%013F-HRTimeline
Newport Capital Group, LLC5,295$1.03M0.7%+4813F-HRTimeline
Asset Dedication, LLC5,274$1.03M0.07%-813F-HRTimeline
New England Private Wealth Advisors LLC5,159$1.02M0.15%+913F-HRTimeline
WESPAC Advisors, LLC5,209$1.02M0.71%new13F-HRTimeline
MidAtlantic Capital Management, Inc.5,209$1.02M0.72%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,197$1.02M0.19%new13F-HRTimeline
Evensky & Katz LLC5,191$1.01M0.06%+1713F-HRTimeline
Tillman Hartley LLC5,152$1.01M0.28%new13F-HRTimeline
ORG Partners LLC5,074$1M0.21%+4,05513F-HRTimeline
True Freedom Investing, LLC5,119$1M0.39%13F-HRTimeline
Opal Wealth Advisors, LLC5,114$999K0.28%+1,01613F-HRTimeline
Quantum Portfolio Management LLC5,071$991K0.47%-7213F-HRTimeline
WORLD EQUITY GROUP, INC.5,062$990K0.27%-1,54713F-HRTimeline
Sterling Investment Counsel, LLC5,052$987K0.58%-5,51113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,037$984K0.31%+3,97713F-HRTimeline
LaSalle St. Investment Advisors, LLC5,035$983K0.27%-2,19013F-HRTimeline
LexAurum Advisors, LLC5,019$981K0.15%+11713F-HRTimeline
Waldron Private Wealth LLC5,002$977K0.04%013F-HRTimeline
Noble Family Wealth, LLC5,000$977K0.24%013F-HRTimeline