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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GenTrust, LLC10,900$2.31M0.1%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,893$2.31M0.26%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,861$2.3M0.05%+2,21613F-HRTimelineGroup
Fisher Asset Management, LLC10,829$2.3M<0.01%+1,40013F-HRTimeline
Cassilly Financial Group LLC10,816$2.29M2.03%13F-HRTimeline
Two West Capital Advisors LLC10,810$2.29M1.33%+3,76413F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC10,804$2.29M0.29%-13913F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.10,798$2.29M<0.01%new13F-HRTimelineGroup
MidFirst Bank10,757$2.28M0.18%13F-HRTimeline
Marietta Wealth Management, LLC10,734$2.28M0.26%-10013F-HRTimeline
UPTICK PARTNERS, LLC10,689$2.27M0.48%+35513F-HRTimeline
United Advisor Group, LLC10,615$2.25M0.29%+47213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,582$2.24M0.13%+65313F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,575$2.24M0.54%-22013F-HRTimeline
Aptus Capital Advisors, LLC10,537$2.23M0.02%+21913F-HRTimeline
Sterling Investment Counsel, LLC10,480$2.22M0.64%+413F-HRTimeline
Fortitude Family Office, LLC10,399$2.21M0.52%+9913F-HRTimeline
WHITTIER TRUST CO10,186$2.2M0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,303$2.19M0.7%+1,60713F-HRTimeline
Able Wealth Management LLC10,214$2.17M0.69%+8413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,188$2.16M0.01%013F-HRTimelineGroup
Tranquility Partners, LLC10,179$2.16M0.78%-4413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,166$2.16M0.18%+6,14813F-HRTimelineGroup
Insight Advisors, LLC/ PA10,148$2.15M0.33%-61313F-HRTimeline
CLG LLC10,121$2.15M0.53%-1,38213F-HRTimeline
17 CAPITAL PARTNERS, LLC10,056$2.13M1.11%-40813F-HRTimeline
Birnam Oak Advisors, LP10,000$2.12M0.47%013F-HRTimeline
Atlatl Advisers LLC9,978$2.12M0.81%+4,31013F-HRTimeline
FOCUSED ALPHA, LLC9,977$2.12M0.62%13F-HRTimeline
COFG Advisors, LLC9,975$2.12M0.52%13F-HRTimeline
Apella Capital, LLC9,945$2.11M0.04%+35613F-HRTimeline
Saxony Capital Management, LLC9,945$2.11M1.29%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,879$2.1M0.36%-92013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC9,850$2.09M0.96%+2,57613F-HRTimeline
High Point Wealth Management, LLC9,849$2.09M1.96%13F-HRTimeline
DAVENPORT & Co LLC9,837$2.09M0.01%+2,41913F-HRTimeline
TSFG, LLC9,767$2.07M0.31%-2,70613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,749$2.07M0.34%-28613F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC9,707$2.06M0.68%-16513F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,696$2.06M0.29%-25313F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC9,623$2.04M1.07%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,547$2.02M0.14%+1,52213F-HRTimeline
SONATA CAPITAL GROUP INC9,544$2.02M0.73%+1813F-HRTimeline
Hirtle & Co., LLC9,505$2.02M0.07%-30713F-HRTimeline
Bernardo Wealth Planning LLC9,495$2.01M0.38%+4913F-HRTimeline
Neumann Capital Management, LLC9,489$2.01M0.58%-15613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,460$2.01M0.04%-1613F-HRTimeline
Sonoma Private Wealth LLC9,438$2M2.42%-48213F-HRTimeline
Integrated Wealth Management9,424$2M2.25%13F-HRTimeline
NorthLanding Financial Partners, LLC9,386$1.99M1.6%-29613F-HRTimeline
Park Place Capital Corp9,361$1.99M0.41%-29013F-HRTimeline
WBH ADVISORY INC9,321$1.98M0.15%+613F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,301$1.97M0.18%013F-HRTimeline
Unify Financial Advisors9,291$1.97M2.05%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,237$1.96M0.12%013F-HRTimeline
Crusonia Wealth Advisors LLC9,142$1.94M0.43%13F-HRTimeline
Capital Square, LLC9,127$1.94M0.99%+6213F-HRTimeline
Private Wealth Asset Management, LLC9,085$1.93M0.21%013F-HRTimeline
Prosperity Consulting Group, LLC9,066$1.92M0.09%+2,52213F-HRTimeline
Koshinski Asset Management, Inc.9,058$1.92M0.12%+24713F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.9,049$1.92M0.3%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,016$1.91M0.12%+2,67613F-HRTimeline
HBK Sorce Advisory LLC8,597$1.91M0.04%+51513F-HRTimeline
Sachetta, LLC8,938$1.9M1.04%-51513F-HRTimeline
WESPAC Advisors, LLC8,921$1.89M1.03%+3,71213F-HRTimeline
LaSalle St. Investment Advisors, LLC8,880$1.88M0.3%+1,41213F-HRTimeline
Empirical Asset Management, LLC8,873$1.88M0.53%+25413F-HRTimeline
Finley Financial, LLC8,835$1.87M0.86%-25013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,826$1.87M0.02%+42013F-HRTimelineGroup
Taylor Financial Group, Inc.8,737$1.85M1.09%013F-HRTimeline
Procyon Advisors, LLC8,734$1.85M0.09%+19513F-HRTimeline
Hutchens & Kramer Investment Management…8,727$1.85M0.64%+1,49613F-HRTimeline
SIMON QUICK ADVISORS, LLC8,725$1.85M0.08%-2,18913F-HRTimeline
GeoWealth Management, LLC8,707$1.85M0.07%-12,58513F-HRTimeline
Mullaney, Keating & Wright, Inc.8,667$1.84M0.97%-1,87413F-HRTimeline
Richmond Investment Services, LLC8,646$1.83M0.32%+2,44713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,639$1.83M0.04%+3,30913F-HRTimelineGroup
Catalina Capital Group, LLC8,549$1.81M1.11%+2,77813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,373$1.81M0.04%013F-HRTimeline
RENASANT BANK8,534$1.81M1.23%-20013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC8,521$1.81M0.7%+19413F-HRTimeline
BigSur Wealth Management LLC8,500$1.8M0.44%013F-HRTimeline
AdvisorNet Financial, Inc8,475$1.8M0.1%+32013F-HRTimeline
CRA Financial Services, LLC8,434$1.79M0.23%+16313F-HRTimeline
BAILARD, INC.8,432$1.79M0.04%-66913F-HRTimeline
Heritage Financial Services, LLC8,411$1.78M0.15%013F-HRTimeline
DURANTE & WATERS, LLC8,344$1.77M1.23%-4,41313F-HRTimeline
Braeburn Wealth Management LLC8,274$1.75M0.9%13F-HRTimeline
PINNACLE ASSOCIATES LTD8,226$1.74M0.02%+3813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,218$1.74M0.01%13F-HRTimelineGroup
Plum Street Advisors, LLC8,195$1.74M0.62%-913F-HRTimeline
Stonebridge Financial Planning Group, L…8,192$1.74M0.63%-9913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC8,161$1.73M0.59%-3713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,152$1.73M0.23%-27513F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC8,144$1.73M1.25%13F-HRTimeline
Resurgent Financial Advisors LLC8,137$1.73M0.87%+2,28113F-HRTimeline
Discipline Wealth Solutions, LLC8,134$1.73M0.32%-2,03613F-HRTimeline
Infinity Wealth Counsel, LLC8,109$1.72M1.57%-4013F-HRTimeline
Beacon Financial Advisory LLC8,106$1.72M0.4%+2,14013F-HRTimeline
Hopwood Financial Services, Inc.8,063$1.71M1.2%013F-HRTimeline
Woodward Financial Advisors, Inc.8,060$1.71M0.64%013F-HRTimeline
Trilogy Capital Inc.8,023$1.7M0.08%+20213F-HRTimeline
WHITE PINE CAPITAL LLC8,000$1.7M0.47%+1,41813F-HRTimeline
Glenview Trust Co7,984$1.69M0.03%-3013F-HRTimeline
Aspire Private Capital, LLC7,962$1.69M0.38%+2,10813F-HRTimeline
Perennial Investment Advisors, LLC7,957$1.69M0.13%+83113F-HRTimeline
Rialto Wealth Management, LLC7,933$1.68M0.4%-16413F-HRTimeline
Eldridge Investment Advisors, Inc.7,885$1.67M0.37%013F-HRTimeline
Dentgroup LLC7,875$1.67M1.15%-9513F-HRTimeline
Avantax Planning Partners, Inc.7,869$1.67M0.05%-5813F-HRTimeline
OMNI 360 Wealth, Inc.7,675$1.67M0.85%+1,40213F-HRTimeline
Semus Wealth Partners LLC7,839$1.66M0.9%+2,30613F-HRTimeline
BIP Wealth, LLC7,816$1.66M0.06%+1,81513F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,799$1.65M0.13%-42213F-HRTimeline
Elm Partners Management LLC7,791$1.65M0.06%+9413F-HR/ATimeline
Apex Wealth Management, LLC7,595$1.65M1.68%-813F-HRTimeline
WEDBUSH SECURITIES INC7,782$1.65M0.05%+1,84713F-HRTimeline
JT Stratford LLC7,779$1.65M0.21%+2,75913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,558$1.63M0.24%+2,26213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,704$1.63M1.36%+3,32713F-HRTimeline
Lee Financial Co7,695$1.63M0.22%-24413F-HRTimeline
FWG Investments, LLC.7,676$1.63M1.04%+3,30713F-HRTimeline
Klaas Financial Asset Advisors, LLC7,675$1.63M0.24%-12913F-HRTimeline
Sound Income Strategies, LLC7,464$1.62M0.08%-71913F-HRTimeline
Kingsview Wealth Management, LLC7,594$1.61M0.02%+2,80913F-HRTimeline
Traub Capital Management LLC7,590$1.61M1.55%-18213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA7,555$1.6M<0.01%+27113F-HRTimelineGroup
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,530$1.6M0.14%13F-HRTimelineGroup
MA Private Wealth7,528$1.6M0.27%+2713F-HRTimeline
Strategies Wealth Advisors, LLC7,521$1.6M0.16%-2413F-HRTimeline
PFG Investments, LLC7,508$1.59M0.08%+52013F-HRTimeline
PRIVATE TRUST CO NA7,502$1.59M0.14%+78913F-HRTimeline
AMARA FINANCIAL, LLC.7,480$1.59M1.1%+3513F-HRTimeline
AWM CAPITAL, LLC7,465$1.58M0.14%+1813F-HRTimeline
Tempus Wealth Planning, LLC7,459$1.58M0.36%+1,95613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,394$1.57M0.02%-2,14013F-HRTimelineGroup
Silver Grove Financial Group, Inc.7,562$1.56M1.35%013F-HRTimeline
Kovack Advisors, Inc.7,336$1.56M0.07%+5,07813F-HR/ATimeline
Jaffetilchin Investment Partners, LLC7,329$1.55M0.09%+13813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,317$1.55M0.18%-22413F-HRTimeline
Vision Retirement, LLC7,312$1.55M0.42%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,300$1.55M0.08%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,270$1.54M0.04%-16913F-HRTimeline
Rathbones Group PLC7,268$1.54M0.01%+913F-HR/ATimeline
Diversified Portfolios, Inc.7,225$1.53M0.13%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,193$1.53M0.04%-50213F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.7,175$1.52M0.11%-31413F-HRTimeline
Forum Private Client Group LLC7,172$1.52M0.52%+28413F-HRTimeline
Private Wealth Management Group, LLC7,164$1.52M0.41%+32513F-HRTimeline
Qube Research & Technologies Ltd7,147$1.52M<0.01%+4,93513F-HRTimeline
Compound Planning, Inc.7,128$1.51M0.04%-1,16413F-HRTimeline
Avantra Family Wealth, Inc.7,109$1.51M1.09%-2613F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,074$1.5M0.66%013F-HRTimeline
ARWA LLC7,028$1.49M0.87%13F-HRTimeline
Pallas Capital Advisors LLC7,018$1.49M0.05%+34313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,016$1.49M0.88%013F-HRTimeline
Hilltop National Bank6,997$1.48M0.36%+55913F-HRTimeline
TrinityBridge Ltd6,958$1.48M0.03%013F-HRTimeline
MJT & Associates Financial Advisory Gro…6,931$1.47M1.1%013F-HR/ATimeline
TRUST CO OF TOLEDO NA /OH/6,886$1.46M0.14%013F-HRTimeline
Mattern Wealth Management LLC6,835$1.45M0.28%-17813F-HRTimeline
Emergent Wealth Advisors, LLC6,806$1.44M0.81%-9113F-HRTimeline
WORLD EQUITY GROUP, INC.6,799$1.44M0.4%-8913F-HRTimeline
Idaho Trust Co6,786$1.44M0.48%-21713F-HRTimeline
Fonville Wealth Management LLC6,752$1.43M0.29%-17513F-HRTimeline
RFG Advisory, LLC6,736$1.43M0.03%+49413F-HRTimeline
Gotham Asset Management, LLC6,733$1.43M0.01%013F-HRTimeline
NORTHLAND SECURITIES, INC.6,654$1.41M1.35%13F-HRTimeline
Mason & Associates, LLC6,614$1.4M0.32%-54913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,569$1.39M0.05%+9013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC6,550$1.39M0.04%+64213F-HRTimeline
King Wealth Management Group6,550$1.39M0.17%013F-HRTimeline
LTG Capital LLC6,543$1.39M1.08%-23313F-HRTimeline
TrueWealth Advisors, LLC6,539$1.39M0.36%+2,05913F-HRTimeline
Lakeridge Wealth Management LLC6,538$1.39M0.63%+15313F-HRTimeline
Whitcomb & Hess, Inc.6,365$1.38M0.33%+8613F-HRTimeline
Savvy Advisors, Inc.6,487$1.38M0.04%+1,75013F-HRTimeline
Legacy Advisors, LLC6,482$1.37M0.15%013F-HRTimeline
Westmount Partners, LLC6,482$1.37M0.34%+7313F-HRTimeline
Fairscale Capital, LLC6,476$1.37M0.91%-20413F-HRTimeline
Golden State Wealth Management, LLC6,473$1.37M0.15%+2,14213F-HRTimeline
GREENWOOD GEARHART LLC6,400$1.36M0.07%-10613F-HRTimeline
BBR PARTNERS, LLC6,352$1.35M0.07%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC6,335$1.34M0.07%-17813F-HRTimeline
Legacy Wealth Partners, LLC6,335$1.34M0.35%13F-HRTimeline
Corundum Group, Inc.6,320$1.34M0.45%+35013F-HRTimeline
VestGen Investment Management6,301$1.34M0.74%+1,34113F-HRTimeline
DBK Financial Counsel, LLC6,272$1.33M1.02%013F-HRTimeline
Lifeworks Advisors, LLC6,271$1.33M0.17%+2,10413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,260$1.33M0.07%-14613F-HRTimeline
Crescent Grove Advisors, LLC6,255$1.33M0.13%-7513F-HRTimeline
CONNING INC.in group CONNING INC.6,227$1.32M0.04%013F-HRTimelineGroup
Laurel Wealth Advisors LLC6,167$1.31M0.17%-4413F-HRTimeline
Krilogy Financial LLC6,006$1.3M0.04%-10613F-HRTimeline
CADINHA & CO LLC6,142$1.3M0.2%013F-HRTimeline
Professional Financial Advisors, LLC6,113$1.3M0.26%-14013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,103$1.29M0.01%+11613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,080$1.29M0.04%+4,90513F-HRTimelineGroup
WEALTHGARDEN F.S. LLC5,935$1.29M0.85%+2,48913F-HRTimeline
Barnes Dennig Private Wealth Management…6,058$1.28M1.29%+1,50513F-HRTimeline