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Disclosery

IVE ISHARES TR

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SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MISSION WEALTH MANAGEMENT, LP9,476$1.96M0.04%-1,00313F-HRTimeline
Sachetta, LLC9,453$1.95M0.73%+113F-HRTimeline
Bernardo Wealth Planning LLC9,446$1.95M0.38%013F-HRTimeline
Fisher Asset Management, LLC9,429$1.95M<0.01%+7,44013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,398$1.94M<0.01%-5813F-HRTimelineGroup
Yukon Wealth Management, Inc.9,399$1.94M0.64%-12413F-HRTimeline
WBH ADVISORY INC9,315$1.92M0.15%-11313F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,301$1.92M0.2%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,237$1.91M0.12%013F-HRTimeline
Raleigh Capital Management Inc.9,165$1.89M0.72%+63113F-HRTimeline
BAILARD, INC.9,101$1.88M0.04%-84813F-HRTimeline
Private Wealth Asset Management, LLC9,085$1.88M0.22%013F-HRTimeline
Finley Financial, LLC9,085$1.88M0.87%013F-HRTimeline
Mill Creek Capital Advisors, LLC9,068$1.87M0.04%+1013F-HRTimeline
Capital Square, LLC9,065$1.87M0.95%+2,36013F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.9,049$1.87M0.3%new13F-HRTimeline
Total Wealth Planning, LLC9,043$1.87M0.22%-4013F-HRTimeline
Signal Advisors Wealth, LLC9,010$1.86M0.17%+5113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,931$1.84M0.22%-7713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC8,926$1.84M0.79%+1,74413F-HRTimeline
ORG Partners LLC8,351$1.82M0.33%+3,27713F-HRTimeline
Koshinski Asset Management, Inc.8,811$1.82M0.12%+52113F-HRTimeline
Taylor Financial Group, Inc.8,737$1.8M1.04%013F-HRTimeline
RENASANT BANK8,734$1.8M1.14%-1,97513F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,696$1.8M0.63%+85613F-HRTimeline
WealthTrak Capital Management LLC8,700$1.8M1.48%+1,62513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,645$1.79M0.04%-44613F-HRTimelineGroup
Empirical Asset Management, LLC8,619$1.78M0.49%+12013F-HRTimeline
Procyon Advisors, LLC8,539$1.76M0.11%-38413F-HRTimeline
SEVEN MILE ADVISORY8,523$1.76M0.28%+5,37213F-HRTimeline
BigSur Wealth Management LLC8,500$1.76M0.43%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,427$1.74M0.24%+1,32513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,373$1.74M0.04%-1,17213F-HRTimeline
Heritage Financial Services, LLC8,411$1.74M0.16%-5313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,406$1.74M0.02%+19413F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC8,327$1.72M0.66%+28313F-HRTimeline
Vantage Point Financial LLC8,315$1.72M0.67%+87613F-HRTimeline
Compound Planning, Inc.8,292$1.71M0.06%-2,72313F-HRTimeline
Stonebridge Financial Planning Group, L…8,291$1.71M0.64%-1813F-HRTimeline
CRA Financial Services, LLC8,271$1.71M0.23%+1,14513F-HRTimeline
Turtle Creek Wealth Advisors, LLC8,221$1.7M0.15%-74713F-HRTimeline
Sound Income Strategies, LLC8,183$1.69M0.09%+51013F-HRTimeline
Plum Street Advisors, LLC8,204$1.69M0.65%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC8,198$1.69M0.58%+66313F-HRTimeline
PINNACLE ASSOCIATES LTD8,188$1.69M0.02%-13513F-HRTimeline
AdvisorNet Financial, Inc8,155$1.68M0.1%-15913F-HRTimeline
Infinity Wealth Counsel, LLC8,149$1.68M1.63%-25013F-HRTimeline
Rialto Wealth Management, LLC8,097$1.67M0.43%-3013F-HRTimeline
Berman McAleer LLC8,082$1.67M0.23%13F-HRTimeline
HBK Sorce Advisory LLC8,082$1.67M0.04%-29113F-HR/ATimeline
Hopwood Financial Services, Inc.8,063$1.67M1.11%-88013F-HRTimeline
Woodward Financial Advisors, Inc.8,060$1.66M0.63%-6013F-HRTimeline
Glenview Trust Co8,014$1.65M0.03%-24513F-HRTimeline
Oxinas Partners, LLC7,994$1.65M0.88%-8813F-HRTimeline
Glenmede Investment Management, LP7,990$1.65M0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,975$1.65M-103Timeline
Dentgroup LLC7,970$1.65M1.06%-12913F-HRTimeline
Bristlecone Advisors, LLC7,950$1.64M0.14%+88613F-HRTimeline
Lee Financial Co7,939$1.64M0.21%-30513F-HRTimeline
Avantax Planning Partners, Inc.7,927$1.64M0.05%-813F-HRTimeline
Eldridge Investment Advisors, Inc.7,885$1.63M0.37%-31013F-HRTimeline
Trilogy Capital Inc.7,821$1.62M0.07%+11013F-HRTimeline
Klaas Financial Asset Advisors, LLC7,804$1.61M0.24%-19113F-HRTimeline
Traub Capital Management LLC7,772$1.6M1.59%-13013F-HRTimeline
Elm Partners Management LLC7,697$1.59M0.06%+2,31913F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,695$1.59M0.05%-3013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,025$1.58M0.13%013F-HRTimeline
Apex Wealth Management, LLC7,603$1.57M1.12%-3213F-HRTimeline
Silver Grove Financial Group, Inc.7,562$1.56M1.48%13F-HRTimeline
Strategies Wealth Advisors, LLC7,545$1.56M0.16%-3,46413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,541$1.56M0.18%+4313F-HRTimeline
MA Private Wealth7,501$1.55M0.26%+17213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.7,489$1.55M0.11%+12613F-HRTimeline
LaSalle St. Investment Advisors, LLC7,468$1.54M0.28%+2,43313F-HRTimeline
AWM CAPITAL, LLC7,447$1.54M0.14%013F-HRTimeline
AMARA FINANCIAL, LLC.7,445$1.54M1.13%+4,49613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,439$1.54M0.04%013F-HRTimeline
DAVENPORT & Co LLC7,418$1.53M0.01%+69713F-HRTimeline
Curi Capital, LLC7,357$1.52M0.03%+31513F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,300$1.51M0.08%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA7,284$1.5M<0.01%013F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC7,274$1.5M0.76%-3813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,272$1.5M0.32%-12113F-HRTimeline
Rathbones Group PLC7,259$1.5M0.01%-2,17813F-HRTimeline
Hutchens & Kramer Investment Management…7,231$1.49M0.59%-22913F-HRTimeline
Diversified Portfolios, Inc.7,225$1.49M0.13%+14413F-HRTimeline
Bison Wealth, LLC7,171$1.49M0.14%-1,02413F-HRTimeline
Jaffetilchin Investment Partners, LLC7,191$1.48M0.09%-6613F-HRTimeline
Two West Capital Advisors LLC7,046$1.48M0.89%+31413F-HRTimeline
Avantra Family Wealth, Inc.7,135$1.47M1.1%+5,91713F-HRTimeline
Perennial Investment Advisors, LLC7,126$1.47M0.12%-5213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,074$1.46M0.64%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,016$1.45M0.9%013F-HRTimeline
Mattern Wealth Management LLC7,013$1.45M0.29%-4,05713F-HRTimeline
Idaho Trust Co7,003$1.45M0.49%-49113F-HRTimeline
PFG Investments, LLC6,988$1.44M0.07%-5513F-HRTimeline
TrinityBridge Ltd6,958$1.44M0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…6,931$1.43M1.16%-49013F-HRTimeline
Fonville Wealth Management LLC6,927$1.43M0.32%-17013F-HRTimeline
Emergent Wealth Advisors, LLC6,897$1.42M0.83%+33413F-HRTimeline
WORLD EQUITY GROUP, INC.6,888$1.42M0.32%+1,82613F-HRTimeline
Forum Private Client Group LLC6,888$1.42M0.51%+1,10413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,886$1.42M0.14%013F-HRTimeline
Private Wealth Management Group, LLC6,839$1.41M0.39%013F-HRTimeline
Arete Wealth Advisors, LLC6,794$1.4M0.09%+21513F-HRTimeline
Mason & Associates, LLC7,163$1.4M0.35%013F-HRTimeline
LTG Capital LLC6,776$1.4M1.1%-16013F-HRTimeline
Gotham Asset Management, LLC6,733$1.39M0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.6,725$1.39M0.24%-16713F-HRTimeline
PRIVATE TRUST CO NA6,713$1.39M0.12%-1,62813F-HRTimeline
Alta Wealth Advisors LLC6,712$1.39M0.5%-12013F-HRTimeline
Fairscale Capital, LLC6,680$1.38M0.95%+113F-HRTimeline
Pallas Capital Advisors LLC6,675$1.38M0.05%+41013F-HRTimeline
Davis Selected Advisers6,614$1.37M0.01%-4,36413F-HR/ATimeline
WHITE PINE CAPITAL LLC6,582$1.36M0.39%-20413F-HRTimeline
King Wealth Management Group6,550$1.35M0.17%013F-HRTimeline
Prosperity Consulting Group, LLC6,544$1.35M0.07%+4,81413F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,513$1.35M0.08%+1913F-HRTimeline
GREENWOOD GEARHART LLC6,506$1.34M0.08%+17113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,498$1.34M0.02%013F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.6,497$1.34M0.53%-53213F-HRTimeline
Legacy Advisors, LLC6,482$1.34M0.17%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,479$1.34M0.05%-14713F-HRTimelineGroup
AMG National Trust Bank6,472$1.34M0.03%+6713F-HRTimeline
Hilltop National Bank6,438$1.33M0.33%-18213F-HRTimeline
Westmount Partners, LLC6,409$1.33M0.34%-4713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,406$1.32M0.07%-38813F-HRTimeline
Lakeridge Wealth Management LLC6,385$1.32M0.59%+1913F-HRTimeline
BBR PARTNERS, LLC6,352$1.31M0.08%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,340$1.31M0.09%-17113F-HRTimeline
Crescent Grove Advisors, LLC6,330$1.31M0.13%013F-HRTimeline
Whitcomb & Hess, Inc.6,279$1.3M0.33%+4213F-HRTimeline
OMNI 360 Wealth, Inc.6,273$1.3M0.73%+21213F-HRTimeline
DBK Financial Counsel, LLC6,272$1.3M1.09%013F-HRTimeline
Professional Financial Advisors, LLC6,253$1.29M0.27%-18213F-HRTimeline
RFG Advisory, LLC6,242$1.29M0.03%-18413F-HRTimeline
CONNING INC.in group CONNING INC.6,227$1.29M0.04%-4513F-HRTimelineGroup
Laurel Wealth Advisors LLC6,211$1.28M0.18%-913F-HRTimeline
Richmond Investment Services, LLC6,199$1.28M0.24%+60413F-HRTimeline
Krilogy Financial LLC6,112$1.27M0.05%new13F-HRTimeline
CADINHA & CO LLC6,142$1.27M0.17%013F-HRTimeline
Sendero Wealth Management, LLC6,036$1.25M0.15%-24113F-HRTimeline
Venture Visionary Partners LLC6,029$1.25M0.04%-8113F-HRTimeline
BIP Wealth, LLC6,001$1.24M0.06%+3,89813F-HRTimeline
FIRST HORIZON CORP5,999$1.24M0.06%13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,987$1.24M0.01%-1113F-HRTimeline
WEALTH EFFECTS LLC5,982$1.24M0.4%013F-HRTimeline
JSF Financial, LLC5,973$1.23M0.27%-46313F-HRTimeline
Corundum Group, Inc.5,970$1.23M0.51%-19313F-HRTimeline
Beacon Financial Advisory LLC5,966$1.23M0.29%+41513F-HRTimeline
Zhang Financial LLC5,953$1.23M0.05%+59013F-HRTimeline
Fiduciary Alliance LLC5,949$1.23M0.08%-41913F-HRTimeline
Montecito Bank & Trust5,948$1.23M0.19%13F-HRTimeline
WEDBUSH SECURITIES INC5,935$1.23M0.04%+1,34513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,908$1.22M0.03%-44313F-HRTimeline
Windward Private Wealth Management Inc.5,900$1.22M0.42%013F-HRTimeline
Resurgent Financial Advisors LLC5,856$1.21M0.59%+11113F-HRTimeline
Aspire Private Capital, LLC5,854$1.21M0.27%+24313F-HR/ATimeline
Tarbox Family Office, Inc.5,799$1.2M0.18%013F-HRTimeline
Catalina Capital Group, LLC5,771$1.19M0.73%+90313F-HRTimeline
HighMark Wealth Management LLC5,763$1.19M0.52%-11613F-HRTimeline
COUNTRY CLUB BANK5,767$1.19M0.07%-3513F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.19M0.08%013F-HRTimeline
SageView Advisory Group, LLC5,706$1.18M0.04%-1413F-HRTimeline
Atlatl Advisers LLC5,668$1.17M0.47%+70613F-HRTimeline
Net Worth Advisory Group5,643$1.17M0.34%-46,92813F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,581$1.15M1.14%013F-HRTimeline
CHAPIN DAVIS, INC.5,576$1.15M0.28%-2213F-HRTimeline
Wedmont Private Capital5,517$1.15M0.04%-1,75913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,542$1.14M0.12%-10813F-HRTimeline
Semus Wealth Partners LLC5,533$1.14M0.65%+91413F-HRTimeline
Tempus Wealth Planning, LLC5,503$1.14M0.26%-1,36413F-HRTimeline
Azimuth Capital Investment Management L…5,493$1.13M0.04%-83013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,474$1.13M<0.01%-9513F-HRTimelineGroup
Certified Advisory Corp5,461$1.13M0.11%-6813F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,434$1.12M0.03%-1,79813F-HRTimeline
Ballentine Partners, LLC5,420$1.12M0.02%-9213F-HRTimeline
Patton Albertson Miller Group, LLC5,381$1.11M0.13%-18713F-HRTimeline
Towerpoint Wealth, LLC5,364$1.11M0.45%-20513F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,345$1.1M0.04%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,333$1.1M0.37%-2913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,330$1.1M0.02%+1,09113F-HRTimelineGroup
Michels Family Financial, LLC5,329$1.1M0.86%-21513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,326$1.1M0.01%-20013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.1M0.11%013F-HRTimeline
Integrated Investment Consultants, LLC5,309$1.1M0.19%-62213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.5,296$1.09M0.35%-24713F-HRTimeline
Canopy Partners, LLC5,296$1.09M0.37%013F-HRTimeline
Newport Capital Group, LLC5,295$1.09M0.69%013F-HRTimeline
PACK Private Wealth, LLC5,256$1.09M0.51%-14613F-HRTimeline
Evensky & Katz LLC5,213$1.08M0.06%+2213F-HRTimeline
WESPAC Advisors, LLC5,209$1.08M0.63%013F-HRTimeline
MidAtlantic Capital Management, Inc.5,209$1.08M0.73%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,197$1.07M0.18%013F-HRTimeline
New England Private Wealth Advisors LLC5,168$1.07M0.14%+913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,067$1.05M0.19%+43613F-HRTimeline
True Freedom Investing, LLC5,037$1.04M0.37%-8213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,037$1.04M0.3%013F-HRTimeline
LexAurum Advisors, LLC5,020$1.04M0.15%+113F-HRTimeline
JT Stratford LLC5,020$1.04M0.14%+31913F-HRTimeline