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Disclosery

IVE ISHARES TR

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SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
TRANSCEND CAPITAL ADVISORS, LLC11,138$2.35M0.19%-72513F-HRTimeline
Signal Advisors Wealth, LLC11,086$2.34M0.16%-73213F-HRTimeline
Tempus Wealth Planning, LLC11,055$2.33M0.54%+3,59613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC11,043$2.33M0.27%+23913F-HRTimeline
Wealth Dimensions Group, Ltd.10,965$2.32M0.46%-38313F-HRTimeline
ARWA LLC10,637$2.31M1.14%+3,60913F-HRTimeline
17 CAPITAL PARTNERS, LLC10,934$2.31M1.19%+87813F-HRTimeline
GenTrust, LLC10,900$2.3M0.1%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,893$2.3M0.25%013F-HRTimeline
United Advisor Group, LLC10,863$2.29M0.28%+24813F-HRTimeline
Marietta Wealth Management, LLC10,736$2.27M0.27%+213F-HRTimeline
Axis Wealth Partners, LLC10,490$2.21M1.18%-97213F-HRTimeline
Interchange Capital Partners, LLC11,526$2.21M0.7%-6,65313F-HRTimeline
Fisher Asset Management, LLC10,359$2.19M<0.01%-47013F-HRTimeline
Able Wealth Management LLC10,338$2.18M0.58%+12413F-HRTimeline
FOCUSED ALPHA, LLC10,310$2.18M0.67%+33313F-HRTimeline
Fortitude Family Office, LLC10,300$2.17M0.49%-9913F-HRTimeline
WHITTIER TRUST CO10,096$2.15M0.02%-9013F-HRTimeline
CLG LLC10,146$2.14M0.53%+2513F-HRTimeline
Tranquility Partners, LLC10,453$2.14M0.81%+27413F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC10,107$2.13M0.53%-46813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,076$2.13M0.04%+1,43713F-HRTimelineGroup
Aptus Capital Advisors, LLC10,063$2.12M0.02%-47413F-HRTimeline
MidFirst Bank10,056$2.12M0.18%-70113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10,051$2.12M0.18%-11513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC9,965$2.1M0.03%-2,53113F-HRTimeline
COFG Advisors, LLC9,930$2.1M0.52%-4513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,928$2.1M0.13%+91213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC9,879$2.09M0.36%013F-HRTimeline
TSFG, LLC9,829$2.08M0.31%+6213F-HRTimeline
OMNI 360 Wealth, Inc.9,827$2.07M1.07%+2,15213F-HRTimeline
Leslie Global Wealth, LLC9,826$2.07M1.09%new13F-HRTimeline
Sterling Investment Counsel, LLC9,811$2.07M0.58%-66913F-HRTimeline
Mill Creek Capital Advisors, LLC9,805$2.07M0.04%-2,42813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,768$2.06M0.04%-1,09313F-HRTimelineGroup
DAVENPORT & Co LLC9,755$2.06M0.01%-8213F-HRTimeline
Beacon Financial Advisory LLC9,753$2.06M0.46%+1,64713F-HRTimeline
High Point Wealth Management, LLC9,715$2.05M1.98%-13413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC9,708$2.05M0.66%+113F-HRTimeline
BEACON ADVISORS HOLDINGS, LLC9,597$2.03M1.08%-2613F-HRTimeline
MA Private Wealth9,569$2.02M0.34%+2,04113F-HRTimeline
Glenview Trust Co9,516$2.01M0.03%+1,53213F-HRTimeline
HBK Sorce Advisory LLC8,925$2M0.04%+32813F-HRTimeline
Hirtle & Co., LLC9,468$2M0.07%-3713F-HRTimeline
NOTTINGHAM ADVISORS, INC.9,431$1.99M0.26%-26513F-HRTimeline
Bernardo Wealth Planning LLC9,403$1.99M0.39%-9213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,297$1.97M0.14%-25013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…9,237$1.95M0.12%013F-HRTimeline
Kingsview Wealth Management, LLC9,225$1.95M0.03%+1,63113F-HRTimeline
Neumann Capital Management, LLC9,209$1.94M0.57%-28013F-HRTimeline
Financial Solutions Advisory Group, Inc.9,200$1.94M0.27%13F-HRTimeline
Kohmann Bosshard Financial Services, LLC9,199$1.94M0.19%-10213F-HR/ATimeline
Crusonia Wealth Advisors LLC9,144$1.93M0.4%+213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,139$1.93M0.04%-32113F-HRTimeline
Koshinski Asset Management, Inc.9,134$1.93M0.12%+7613F-HRTimeline
FWG Investments, LLC.9,101$1.92M1.22%+1,42513F-HRTimeline
Gotham Asset Management, LLC9,091$1.92M0.01%+2,35813F-HRTimeline
Richmond Investment Services, LLC9,090$1.92M0.31%+44413F-HRTimeline
Private Wealth Asset Management, LLC9,085$1.92M0.21%013F-HRTimeline
NorthLanding Financial Partners, LLC9,073$1.92M1.54%-31313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.9,058$1.91M0.27%-5,52113F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.9,049$1.91M0.28%013F-HRTimeline
Sachetta, LLC8,943$1.89M1.02%+513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,939$1.89M0.01%-2,13513F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA8,873$1.87M<0.01%+1,31813F-HRTimelineGroup
WBH ADVISORY INC8,856$1.87M0.14%-46513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC8,864$1.87M1.42%+1,16013F-HRTimeline
Procyon Advisors, LLC8,856$1.87M0.09%+12213F-HRTimeline
Finley Financial, LLC8,835$1.87M0.87%013F-HRTimeline
Empirical Asset Management, LLC8,829$1.86M0.49%-4413F-HRTimeline
CRA Financial Services, LLC8,790$1.86M0.24%+35613F-HRTimeline
Taylor Financial Group, Inc.8,782$1.85M1.12%+4513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,768$1.85M0.81%-1,08213F-HR/ATimeline
Integrated Wealth Management8,757$1.85M2.12%-66713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC9,433$1.84M0.79%-3,04713F-HRTimeline
SIMON QUICK ADVISORS, LLC8,726$1.84M0.08%+113F-HRTimeline
Sound Income Strategies, LLC8,597$1.82M0.09%+1,13313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,610$1.82M0.03%-21613F-HRTimelineGroup
Hutchens & Kramer Investment Management…8,520$1.8M0.57%-20713F-HRTimeline
Catalina Capital Group, LLC8,508$1.8M1.1%-4113F-HRTimeline
BigSur Wealth Management LLC8,500$1.79M0.5%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC8,484$1.79M0.7%-3713F-HRTimeline
Avantax Planning Partners, Inc.8,452$1.78M0.05%+58313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA8,450$1.78M0.01%+23213F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC8,373$1.78M0.04%013F-HRTimeline
Discipline Wealth Solutions, LLC8,412$1.78M0.19%+27813F-HRTimeline
Mullaney, Keating & Wright, Inc.8,284$1.75M0.95%-38313F-HRTimeline
AdvisorNet Financial, Inc8,279$1.75M0.09%-19613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,246$1.74M0.09%-28,30013F-HRTimelineGroup
GeoWealth Management, LLC8,233$1.74M0.06%-47413F-HRTimeline
Plum Street Advisors, LLC8,187$1.73M0.6%-813F-HRTimeline
Braeburn Wealth Management LLC8,177$1.73M0.99%-9713F-HRTimeline
Trilogy Capital Inc.8,160$1.72M0.08%+13713F-HRTimeline
Stonebridge Financial Planning Group, L…8,124$1.72M0.63%-6813F-HRTimeline
Infinity Wealth Counsel, LLC8,109$1.71M1.57%013F-HRTimeline
Rathbones Group PLC8,089$1.71M0.01%+82113F-HR/ATimeline
Hopwood Financial Services, Inc.8,063$1.7M1.15%013F-HRTimeline
Forum Private Client Group LLC8,034$1.7M0.57%+86213F-HRTimeline
WHITE PINE CAPITAL LLC8,023$1.69M0.46%+2313F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,951$1.68M0.15%-2,63113F-HRTimelineGroup
Woodward Financial Advisors, Inc.8,072$1.68M0.65%+1213F-HRTimeline
Perennial Investment Advisors, LLC7,930$1.67M0.13%-2713F-HRTimeline
PFG Investments, LLC7,924$1.67M0.08%+41613F-HRTimeline
Rialto Wealth Management, LLC7,890$1.67M0.37%-4313F-HRTimeline
Eldridge Investment Advisors, Inc.7,885$1.66M0.36%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC7,884$1.66M0.57%-27713F-HRTimeline
WEDBUSH SECURITIES INC7,881$1.66M0.05%+9913F-HRTimeline
Joel Isaacson & Co., LLC7,854$1.66M0.05%+2,76213F-HRTimeline
PINNACLE ASSOCIATES LTD7,761$1.64M0.02%-46513F-HRTimeline
DURANTE & WATERS, LLC7,719$1.63M1.18%-62513F-HRTimeline
GREENWOOD GEARHART LLC7,706$1.63M0.09%+1,30613F-HRTimeline
HTG Investment Advisors, Inc.7,705$1.63M0.46%new13F-HRTimeline
Elm Partners Management LLC7,811$1.62M0.07%+2013F-HRTimeline
BAILARD, INC.7,676$1.62M0.04%-75613F-HRTimeline
Klaas Financial Asset Advisors, LLC7,665$1.62M0.22%-1013F-HRTimeline
NorthCrest Asset Manangement, LLC7,609$1.61M0.05%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,614$1.61M0.12%-18513F-HRTimeline
Apex Wealth Management, LLC7,599$1.6M1.1%+413F-HRTimeline
Traub Capital Management LLC7,590$1.6M1.59%013F-HRTimeline
NORTHLAND SECURITIES, INC.7,524$1.59M1.51%+87013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,518$1.59M0.09%-9,90513F-HRTimeline
AMARA FINANCIAL, LLC.7,508$1.59M1.09%+2813F-HRTimeline
Professional Financial Advisors, LLC7,495$1.58M0.32%+1,38213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,413$1.57M0.02%+1913F-HRTimelineGroup
Silver Grove Financial Group, Inc.7,389$1.56M1.25%-17313F-HRTimeline
Semus Wealth Partners LLC7,388$1.56M0.87%-45113F-HRTimeline
AWM CAPITAL, LLC7,361$1.55M0.14%-10413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…7,350$1.55M0.12%+3,87413F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,347$1.55M0.36%+1,35513F-HRTimeline
LOWE BROCKENBROUGH & CO INC7,300$1.54M0.08%013F-HRTimeline
Jaffetilchin Investment Partners, LLC7,275$1.54M0.09%-5413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC7,270$1.54M0.05%013F-HR/ATimeline
PRIVATE TRUST CO NA7,258$1.53M0.14%-24413F-HRTimeline
Diversified Portfolios, Inc.7,225$1.53M0.13%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,208$1.52M0.47%-7,45513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,169$1.51M0.05%+60013F-HR/ATimelineGroup
Private Wealth Management Group, LLC7,164$1.51M0.4%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…7,119$1.5M0.04%-7413F-HRTimelineGroup
ALLSTREET CAPITAL ADVISORS LLC7,102$1.5M1.11%-1,04213F-HRTimeline
Resurgent Financial Advisors LLC7,092$1.5M0.55%-1,04513F-HRTimeline
Whitcomb & Hess, Inc.7,074$1.49M0.35%+70913F-HRTimeline
Aspire Private Capital, LLC7,066$1.49M0.34%-89613F-HRTimeline
Strategies Wealth Advisors, LLC7,041$1.49M0.15%-48013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,030$1.48M0.8%-4413F-HRTimeline
JT Stratford LLC7,023$1.48M0.19%-75613F-HRTimeline
Kovack Advisors, Inc.7,010$1.48M0.08%-32613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.7,016$1.48M0.86%013F-HRTimeline
Vision Retirement, LLC7,007$1.48M0.42%-30513F-HRTimeline
Steelhead Wealth Management LLC6,997$1.48M0.75%13F-HRTimeline
Fiduciary Alliance LLC6,767$1.48M0.09%+71913F-HRTimeline
Krilogy Financial LLC6,743$1.47M0.05%+73713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC6,980$1.47M0.16%-33713F-HRTimeline
TrinityBridge Ltd6,958$1.47M0.04%013F-HRTimeline
MJT & Associates Financial Advisory Gro…6,931$1.46M1.07%013F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO6,850$1.45M0.13%-68013F-HRTimelineGroup
Avantra Family Wealth, Inc.6,855$1.45M1.08%-25413F-HRTimeline
Lee Financial Co6,851$1.45M0.2%-84413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/6,836$1.44M0.14%-5013F-HRTimeline
Mattern Wealth Management LLC6,788$1.43M0.28%-4713F-HRTimeline
Idaho Trust Co6,770$1.43M0.46%-1613F-HRTimeline
Talisman Wealth Advisors LLC6,734$1.42M1.15%+1,72613F-HRTimeline
Lakeridge Wealth Management LLC6,699$1.41M0.61%+16113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,667$1.41M0.1%-50813F-HRTimeline
Blue Zone Wealth Advisors, LLC6,667$1.41M0.29%+1,58813F-HRTimeline
Fonville Wealth Management LLC6,622$1.4M0.27%-13013F-HRTimeline
King Wealth Management Group6,550$1.38M0.17%013F-HRTimeline
Laurel Wealth Advisors LLC6,157$1.38M0.14%-1013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE6,500$1.37M<0.01%new13F-HRTimelineGroup
Legacy Advisors, LLC6,482$1.37M0.16%013F-HRTimeline
WESPAC Advisors, LLC6,459$1.36M0.75%-2,46213F-HRTimeline
Mason & Associates, LLC6,451$1.36M0.31%-16313F-HRTimeline
LTG Capital LLC6,445$1.36M1.04%-9813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…6,367$1.34M0.16%-16,88213F-HRTimeline
BBR PARTNERS, LLC6,352$1.34M0.07%013F-HRTimeline
Argent Trust Co6,346$1.34M0.05%+70913F-HRTimeline
TrueWealth Advisors, LLC6,331$1.34M0.34%-20813F-HRTimeline
SEEDS INVESTOR LLC6,122$1.33M0.18%+4,76813F-HRTimeline
Hilltop National Bank6,307$1.33M0.32%-69013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,293$1.33M0.04%+21313F-HRTimelineGroup
Breachway Investments LLC6,976$1.31M1.26%+1,47613F-HRTimeline
Florin Court Capital LLP6,200$1.31M4.94%-17,50013F-HRTimeline
Azimuth Capital Investment Management L…6,190$1.31M0.05%+90213F-HRTimeline
DBK Financial Counsel, LLC6,154$1.3M0.98%-11813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,149$1.3M0.03%-40113F-HRTimeline
LexAurum Advisors, LLC6,143$1.3M0.17%13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,142$1.3M0.07%-11813F-HRTimeline
Crescent Grove Advisors, LLC6,140$1.3M0.13%-11513F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding6,134$1.3MnewTimeline
WORLD EQUITY GROUP, INC.6,123$1.29M0.33%-67613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,104$1.29M0.01%+113F-HRTimeline
Gilliland Jeter Wealth Management LLC6,056$1.28M0.38%+79013F-HRTimeline
FIRST HORIZON CORP6,028$1.27M0.05%-713F-HRTimeline
WEALTH EFFECTS LLC6,012$1.27M0.45%013F-HRTimeline
CADINHA & CO LLC5,990$1.26M0.24%-15213F-HRTimeline
WEALTHGARDEN F.S. LLC5,988$1.26M0.86%+5313F-HRTimeline
Montecito Bank & Trust5,974$1.26M0.21%-5913F-HRTimeline
Corundum Group, Inc.5,970$1.26M0.42%-35013F-HRTimeline
Pinion Investment Advisors, LLC5,935$1.25M0.29%new13F-HRTimeline
MN Wealth Advisors, LLC5,903$1.25M0.61%+12613F-HRTimeline
Windward Private Wealth Management Inc.5,900$1.25M0.43%013F-HRTimeline