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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MN Wealth Advisors, LLC5,608$1.27M0.54%-29513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,602$1.27M0.04%-7513F-HRTimelineGroup
Breachway Investments LLC5,591$1.27M1.91%-1,38513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,581$1.27M0.86%013F-HRTimeline
WESPAC Advisors, LLC5,507$1.25M0.61%-95213F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,439$1.23M0.29%+16513F-HRTimeline
SOA Wealth Advisors, LLC.5,436$1.23M0.21%013F-HRTimeline
Wedmont Private Capital5,352$1.23M0.03%-11013F-HRTimeline
Lifeworks Advisors, LLC5,404$1.23M0.13%-39413F-HRTimeline
CONNING INC.in group CONNING INC.5,390$1.22M0.04%013F-HRTimelineGroup
Fairscale Capital, LLC5,386$1.22M0.73%-5613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP5,373$1.22M0.04%+2113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,349$1.21M0.11%-10713F-HRTimeline
CHAPIN DAVIS, INC.5,321$1.21M0.21%+2313F-HRTimeline
Towerpoint Wealth, LLC5,317$1.21M0.42%-5113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.21M0.1%013F-HRTimeline
Canopy Partners, LLC5,296$1.2M0.36%013F-HRTimeline
New England Private Wealth Advisors LLC5,195$1.2M0.12%+913F-HRTimeline
Zhang Financial LLC5,264$1.2M0.03%+1013F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,255$1.19M0.03%-6513F-HRTimeline
Waldron Private Wealth LLC5,244$1.19M0.04%013F-HRTimeline
Michels Family Financial, LLC5,242$1.19M0.76%-7413F-HRTimeline
AMG National Trust Bank5,238$1.19M0.02%+2613F-HRTimeline
MidAtlantic Capital Management, Inc.5,231$1.19M0.74%+2213F-HRTimeline
PACK Private Wealth, LLC5,205$1.18M0.49%013F-HRTimeline
BEACON FINANCIAL GROUP5,199$1.18M0.11%-3613F-HRTimeline
SEEDS INVESTOR LLC5,183$1.18M0.12%-93913F-HRTimeline
Cooper Financial Group5,175$1.18M0.1%-16713F-HRTimeline
Oxinas Partners, LLC5,171$1.17M0.46%+45113F-HRTimeline
Decker Wealth Management LLC5,168$1.17M0.25%013F-HRTimeline
Continuum Advisory, LLC5,163$1.17M0.09%-15413F-HRTimeline
Turn8 Private Wealth Inc.5,000$1.16M0.77%new13F-HRTimeline
Milestone Asset Management Group, LLC5,101$1.16M0.58%+9613F-HRTimeline
Curi Capital, LLC5,100$1.16M0.02%013F-HRTimeline
Magnolia Private Wealth, LLC5,085$1.15M0.63%+3,85413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,038$1.14M0.04%-2,13113F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,034$1.14M0.29%-313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,021$1.14M0.18%+2413F-HRTimeline
Waterloo Capital, L.P.5,017$1.14M0.06%+3,99213F-HRTimeline
Noble Family Wealth, LLC5,000$1.14M0.2%013F-HRTimeline
Birnam Oak Advisors, LP5,000$1.14M0.19%013F-HRTimeline
Net Worth Advisory Group4,997$1.13M0.29%-46,94513F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,957$1.13M0.05%-2,34313F-HRTimeline
Legacy Wealth Partners, LLC4,912$1.12M0.25%-82813F-HRTimeline
JSF Financial, LLC4,895$1.11M0.18%-28113F-HRTimeline
Evensky & Katz LLC4,816$1.09M0.06%-41313F-HRTimeline
Gallagher Capital Advisors, LLC4,810$1.09M0.62%-153,80513F-HRTimeline
Evanson Financial, LLC4,806$1.09M0.05%13F-HRTimeline
Tarbox Family Office, Inc.4,788$1.09M0.16%-1,01113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,787$1.09M0.01%-3213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,780$1.09M<0.01%+81413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…4,779$1.09M0.03%-2,34013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC4,766$1.08M0.01%-26013F-HRTimeline
WORLD EQUITY GROUP, INC.4,759$1.08M0.24%-1,36413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,753$1.08M0.02%013F-HRTimelineGroup
Eagle Strategies LLC4,752$1.08M0.11%+12313F-HRTimeline
Main Street Financial Solutions, LLC4,743$1.08M0.07%+3,57813F-HRTimeline
Provenance Wealth Advisors, LLC4,727$1.07M0.1%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,718$1.07M0.32%+913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,689$1.06M0.46%+15013F-HRTimeline
Guardian Financial Partners, LLC4,678$1.06M0.41%+1613F-HRTimeline
Pallas Capital Advisors LLC4,673$1.06M0.03%-23413F-HRTimeline
Key Capital Management, INC4,629$1.05M0.54%+61713F-HRTimeline
Cornell Pochily Investment Advisors, In…4,612$1.05M0.28%+1,03013F-HRTimeline
Summit Trail Advisors, LLC4,610$1.05M0.01%-86613F-HRTimeline
Tactive Advisors, LLC4,602$1.04M0.26%-1413F-HRTimeline
JT Stratford LLC4,600$1.04M0.11%-2,42313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,597$1.04M<0.01%+7013F-HRTimelineGroup
FSM Wealth Advisors, LLC4,594$1.04M0.11%+513F-HRTimeline
ASL Financial, LLC4,586$1.04M0.73%+29713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,584$1.04M0.06%013F-HRTimeline
Berman McAleer LLC4,582$1.04M0.12%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC4,575$1.04M0.09%new13F-HRTimeline
Independent Advisor Alliance4,566$1.04M0.02%-24,04313F-HRTimeline
Tidemark, LLC4,548$1.03M0.23%-9313F-HRTimeline
Atlantic Edge Private Wealth Management…4,538$1.03M0.21%013F-HRTimeline
Moss Adams Wealth Advisors LLC4,525$1.03M0.06%013F-HRTimeline
MKT Advisors LLC4,450$1.03M0.32%013F-HRTimeline
Integrated Investment Consultants, LLC4,506$1.02M0.2%-6713F-HRTimeline
NewEdge Wealth, LLC4,506$1.02M0.01%-72013F-HRTimeline
Americana Partners, LLC4,492$1.02M0.02%+29913F-HRTimeline
Versant Capital Management, Inc4,477$1.02M0.09%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,472$1.02M0.12%013F-HRTimeline
Parkway Wealth Management Group, LLC4,455$1.01M0.12%-53013F-HRTimeline
ASPIRIANT, LLC4,430$1.01M0.02%-213F-HRTimeline
SageView Advisory Group, LLC4,407$1M0.03%-2813F-HRTimeline
Ballentine Partners, LLC4,405$1M0.01%013F-HRTimeline
Flagship Private Wealth, LLC4,386$996K0.35%+5913F-HRTimeline
Bison Wealth, LLC4,309$995K0.09%-4513F-HRTimeline
CENTRAL TRUST Co4,371$992K0.02%+15913F-HRTimeline
S&CO INC4,350$987K0.06%013F-HRTimeline
RCS Financial Planning, LLC4,344$986K0.47%-51013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,335$984K0.01%-5,63013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,334$984K0.02%-35,12913F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp4,329$983K0.04%-4513F-HRTimelineGroup
Connecticut Wealth Management, LLC4,284$973K0.04%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.4,277$971K0.33%-32513F-HRTimeline
Integras Partners LLC4,275$971K0.54%+26213F-HRTimeline
Glassman Wealth Services4,274$970K0.12%013F-HRTimeline
Spectrum Planning & Advisory Services I…4,254$966K0.43%-1713F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,252$965K0.15%013F-HRTimeline
Certified Advisory Corp4,219$958K0.08%-96713F-HRTimeline
N.E.W. Advisory Services LLC4,208$956K0.06%-41513F-HRTimeline
MBA Advisors LLC4,206$955K0.33%-17913F-HRTimeline
Summit Asset Management, LLC4,197$953K0.12%-7113F-HRTimeline
Arvest Bank Trust Division4,146$941K0.05%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,125$937K<0.01%new13F-HRTimeline
MAYPORT, LLC4,121$936K0.15%+1113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,118$935K0.38%013F-HRTimeline
Oregon Pacific Wealth Management, LLC4,117$935K0.88%-213F-HRTimeline
Central Pacific Bank - Trust Division4,114$934K0.09%013F-HRTimeline
Clientfirst Wealth Management, LLC4,066$923K0.76%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…4,052$920K0.02%+73613F-HRTimelineGroup
Blue Capital, Inc.4,044$918K0.58%-1,39713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,030$915K0.05%+1813F-HRTimeline
Birch Hill Investment Advisors LLC4,028$915K0.04%+28013F-HRTimeline
CFO4Life Group, LLC4,021$913K0.12%new13F-HRTimeline
Carl P. Sherr & Co., LLC4,018$912K0.38%013F-HRTimeline
Thomasville National Bank4,000$908K0.05%13F-HRTimeline
Advisors Capital Management, LLC3,995$907K0.01%+20213F-HRTimeline
Facet Wealth, Inc.3,995$907K0.01%+27613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,982$904K0.04%-58713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,969$904K0.1%-28713F-HRTimeline
Pacific Point Advisors, LLC3,964$900K0.41%013F-HRTimeline
HighPoint Advisor Group LLC3,899$885K0.03%+4313F-HRTimeline
Cape Investment Advisory, Inc.3,884$882K0.24%-52613F-HRTimeline
Crewe Advisors LLC3,876$880K0.06%+1,17213F-HRTimeline
Milestones Private Investment Advisors …3,875$880K0.7%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,873$879K0.1%013F-HRTimeline
DURANTE & WATERS, LLC3,869$878K0.58%-3,85013F-HRTimeline
Caprock Group, LLC3,868$878K0.02%new13F-HRTimeline
MACKENZIE FINANCIAL CORP3,858$876K<0.01%new13F-HRTimeline
Edgestream Partners, L.P.3,816$866K0.03%+1,77813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …3,792$861K<0.01%+1,26013F-HRTimelineGroup
JMG Financial Group, Ltd.3,783$859K0.02%013F-HRTimeline
CIBC WORLD MARKET INC.3,782$859K<0.01%-82213F-HRTimeline
Novak & Powell Financial Services, Inc.3,779$858K0.4%+24813F-HRTimeline
Park Place Capital Corp3,777$858K0.14%-1,00013F-HRTimeline
Aprio Wealth Management, LLC3,771$856K0.04%+5113F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,766$855K0.01%-60513F-HRTimeline
Lee, Kelleher & Klein Wealth Management3,754$852K0.45%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,754$852K0.01%+20913F-HRTimelineGroup
Tempo Wealth, LLC3,753$852K0.13%+31213F-HRTimeline
Daybright Advisory Services, Inc.3,670$850K0.2%-10,65713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,742$850K0.01%+20213F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,728$847K0.03%-86613F-HRTimelineGroup
LongView Wealth Management3,711$843K0.22%-46613F-HRTimeline
MIDDLETON & CO INC/MA3,705$841K0.09%+20513F-HRTimeline
Atlatl Advisers LLC3,705$841K0.2%-1,06713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,691$838K0.04%+1,50013F-HRTimelineGroup
SIGNATUREFD, LLC3,687$837K0.01%013F-HRTimeline
Wick Capital Partners, LLC3,678$835K0.13%-5013F-HRTimeline
Indivisible Partners3,672$834K0.05%+13513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,668$833K0.2%-8013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,663$832K0.06%-5713F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC3,658$831K0.08%-12113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,646$828K0.41%013F-HR/ATimeline
Arsenal Capital Advisors LLC3,646$828K0.49%013F-HRTimeline
Quantum Portfolio Management LLC3,645$828K0.3%+1913F-HRTimeline
Clarity Capital Advisors, LLC3,639$826K0.35%013F-HRTimeline
EASTERN BANK3,634$825K0.01%-45513F-HRTimeline
Castleview Partners, LLC3,630$824K0.36%new13F-HRTimeline
CVA Family Office, LLC3,627$824K0.07%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,609$819K0.03%-68213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,606$819K0.08%-2,05013F-HRTimeline
KINTRA WEALTH, LLC3,436$818K0.04%+1,53313F-HRTimeline
American Trust3,593$816K0.06%+8213F-HRTimeline
Geometric Wealth Advisors3,587$814K0.09%013F-HRTimeline
KFA Private Wealth Group, LLC3,584$814K0.2%new13F-HRTimeline
Strategic Equity Management3,566$810K0.27%-4113F-HRTimeline
ANDERSON HOAGLAND & CO3,565$809K0.06%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,560$808K1.24%-5313F-HRTimeline
NorthCoast Asset Management LLC3,550$806K0.02%-2613F-HRTimeline
Aegis Wealth Management, Inc.3,550$806K0.52%-32713F-HRTimeline
DBK Financial Counsel, LLC3,550$806K0.68%-2,60413F-HRTimeline
Eagle Bay Advisors LLC3,545$805K0.6%new13F-HRTimeline
Owl Creek Wealth Partners LLC3,544$805K0.24%-26813F-HRTimeline
Exit Wealth Advisors, LLC.3,496$794K0.36%-4013F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.3,462$786K0.35%+1413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,455$785K0.24%+1313F-HRTimeline
Goelzer Investment Management, Inc.3,454$784K0.03%+40513F-HRTimeline
VERITY Wealth Advisors3,448$783K0.47%013F-HRTimeline
NORDEN GROUP LLC3,435$780K0.06%013F-HRTimeline
Kelman-Lazarov, Inc.3,419$776K0.1%013F-HRTimeline
Plan Group Financial, LLC3,417$776K0.16%-713F-HRTimeline
Fulcrum Equity Management3,415$775K0.63%-66013F-HRTimeline
Embree Financial Group3,412$775K0.08%-49213F-HRTimeline
Helium Advisors LLC3,410$774K0.64%+613F-HRTimeline
Millington Financial Advisors, LLC3,329$769K0.3%+313F-HRTimeline
Ballast Rock Private Wealth LLC3,385$768K0.35%+513F-HRTimeline
Integrity Wealth Solutions LLC3,378$767K0.28%+5113F-HRTimeline
EPG Wealth Management LLC3,366$764K0.18%+1213F-HRTimeline
Riverbend Wealth Management, LLC3,360$763K0.39%-10813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,357$762K0.2%-18213F-HRTimeline
CAMDEN NATIONAL BANK3,351$761K0.1%-11613F-HRTimeline
Pine Valley Investments Ltd Liability Co3,348$760K0.03%-3313F-HRTimeline
Plante Moran Financial Advisors, LLC3,304$750K0.03%013F-HRTimeline
C2C Wealth Management, LLC3,302$750K0.59%-7413F-HRTimeline
Key Financial Inc3,300$749K0.12%-4413F-HRTimeline
Davis Selected Advisers3,288$747K<0.01%-8,33613F-HRTimeline