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Disclosery

IVE ISHARES TR

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SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sterling Investment Counsel, LLC5,079$970K0.64%-5,47113F-HRTimeline
Cooper Financial Group5,075$969K0.12%+1,33413F-HRTimeline
Venture Visionary Partners LLC5,058$965K0.04%+10213F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC5,022$959K<0.01%+4,16513F-HRTimelineGroup
Helium Advisors LLC5,008$956K0.76%13F-HRTimeline
Noble Family Wealth, LLC5,000$953K0.26%013F-HRTimeline
MidAtlantic Capital Management, Inc.4,990$952K0.7%-1813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,990$952K0.18%-20113F-HRTimelineGroup
Fiduciary Alliance LLC4,957$946K0.1%+2813F-HRTimeline
Aprio Wealth Management, LLC4,946$944K0.14%new13F-HRTimeline
EFG Private Wealth Management (Americas…4,925$940K0.18%+1113F-HRTimeline
Vantage Point Financial LLC4,887$933K0.5%13F-HRTimeline
Merkkuri Wealth Advisors LLC4,833$922K0.73%+72413F-HRTimeline
Retirement Wealth Solutions LLC4,856$914K0.77%13F-HRTimeline
Provenance Wealth Advisors, LLC4,777$912K0.12%-313F-HRTimeline
Kingsview Wealth Management, LLC4,759$908K0.02%-17313F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,753$907K<0.01%013F-HRTimelineGroup
Gallagher Capital Advisors, LLC4,729$903K0.66%13F-HRTimeline
Dentgroup LLC4,663$890K0.68%+57613F-HRTimeline
Atlantic Edge Private Wealth Management…4,647$887K0.27%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,569$872K0.33%13F-HRTimeline
1ST SOURCE BANK4,555$869K0.05%-20213F-HRTimeline
N.E.W. Advisory Services LLC4,555$869K0.08%-10013F-HRTimeline
EPG Wealth Management LLC4,552$869K0.23%+2313F-HRTimeline
Moss Adams Wealth Advisors LLC4,525$864K0.09%013F-HRTimeline
MKT Advisors LLC4,450$864K0.38%-5013F-HRTimeline
FSM Wealth Advisors, LLC4,471$862K0.21%-113F-HRTimeline
Advisors Capital Management, LLC4,513$861K0.01%+6813F-HRTimeline
Clarity Asset Management, Inc.4,513$861K0.56%-15313F-HRTimeline
TrueWealth Advisors, LLC4,507$860K0.29%+4313F-HRTimeline
Summit Asset Management, LLC4,495$858K0.15%-25113F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,472$854K0.14%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,466$852K0.16%-8,83113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,425$845K0.19%-4813F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,411$842K0.19%new13F-HRTimeline
Continuum Advisory, LLC4,411$842K0.11%+4313F-HRTimeline
Blankinship & Foster, LLC4,371$834K0.21%-22613F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,354$831K0.47%013F-HRTimeline
Plante Moran Financial Advisors, LLC4,349$830K0.07%-613F-HRTimeline
S&CO INC4,350$830K0.06%013F-HRTimeline
CENTRAL TRUST Co4,348$830K0.02%+2813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT4,335$827K0.03%013F-HR/ATimeline
Quadcap Wealth Management, LLC4,294$820K0.12%-15013F-HRTimeline
Benchmark Investment Advisors LLC4,285$818K0.53%-70513F-HRTimeline
Glassman Wealth Services4,274$816K0.14%-18913F-HRTimeline
Carl P. Sherr & Co., LLC4,266$814K0.43%013F-HRTimeline
First Command Advisory Services, Inc.4,263$814K0.01%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,257$813K0.11%013F-HRTimeline
Maiden Cove Capital, LLC4,238$809K0.76%+2,02813F-HRTimeline
Smartleaf Asset Management LLC4,233$807K0.08%+23513F-HRTimeline
ASPIRIANT, LLC4,224$806K0.03%+8513F-HRTimeline
Arete Wealth Advisors, LLC4,223$806K0.06%+1,41713F-HRTimeline
Caprock Group, LLC4,216$805K0.03%new13F-HRTimeline
Trust Co of the South4,190$800K0.16%013F-HRTimeline
Discipline Wealth Solutions, LLC4,182$798K0.37%-35113F-HRTimeline
MCF Advisors LLC4,158$794K0.06%013F-HRTimeline
CAPITAL ADVISORS INC/OK4,155$793K0.02%+3813F-HRTimeline
OMNI 360 Wealth, Inc.4,155$793K0.53%+37313F-HR/ATimeline
Processus Wealth & Capital Management, …4,146$791K0.63%+28713F-HRTimeline
Fisher Asset Management, LLC4,137$790K<0.01%new13F-HRTimeline
Wick Capital Partners, LLC4,134$789K0.23%013F-HR/ATimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC4,114$785K0.43%-78013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,093$781K0.02%+1,44213F-HRTimelineGroup
Community Bank, N.A.4,080$779K0.1%-53113F-HRTimeline
Clientfirst Wealth Management, LLC4,066$776K0.79%13F-HRTimeline
Pacific Point Advisors, LLC3,964$776K0.47%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,055$774K<0.01%-80013F-HRTimelineGroup
WealthTrak Capital Management LLC4,033$770K0.65%13F-HRTimeline
Novak & Powell Financial Services, Inc.3,969$758K0.45%+33613F-HRTimeline
Milestone Asset Management Group, LLC3,937$752K0.67%13F-HRTimeline
Legacy Capital Group California, Inc.3,932$751K0.23%+16713F-HRTimeline
Capital Planning Advisors, LLC3,928$750K0.12%-22013F-HRTimeline
Dynamic Advisor Solutions LLC3,917$748K0.03%-2,90713F-HRTimeline
Empower Advisory Group, LLC3,899$744K<0.01%+43613F-HRTimeline
Resurgent Financial Advisors LLC3,895$743K0.44%-91313F-HRTimeline
Embree Financial Group3,892$743K0.13%+2513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,893$742K0.07%+2,81513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,873$739K0.12%+9313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,873$739K0.02%013F-HRTimeline
First National Trust Co3,869$739K0.03%013F-HRTimeline
Tyler-Stone Wealth Management3,867$738K0.13%-27013F-HRTimeline
Flagship Private Wealth, LLC3,865$738K0.36%+30713F-HRTimeline
LexAurum Advisors, LLC3,846$734K0.15%+1,23313F-HRTimeline
Coho Partners, Ltd.3,843$734K0.03%new13F-HRTimeline
Catalina Capital Group, LLC3,803$726K0.24%+29513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…3,790$723K0.07%+2,12513F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,788$723K0.02%+5913F-HRTimeline
DAVENPORT & Co LLC3,783$722K<0.01%+37213F-HRTimeline
GREENWOOD GEARHART LLC3,763$718K0.05%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co3,755$717K0.05%+92013F-HRTimeline
Cassaday & Co Wealth Management LLC3,752$716K0.02%+513F-HRTimeline
WOLVERINE TRADING, LLC3,741$713K0.02%new13F-HRTimeline
Birch Hill Investment Advisors LLC3,734$713K0.03%-7913F-HRTimeline
BlueChip Wealth Advisors LLC3,733$713K0.4%+1,78013F-HRTimeline
HUB Investment Partners, LLC3,721$710K0.03%+34613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,698$706K0.4%-2113F-HRTimeline
Apella Capital, LLC3,696$705K0.03%+1,14813F-HRTimeline
Beacon Financial Advisory LLC3,686$704K0.23%+42813F-HRTimeline
Semmax Financial Advisors Inc.3,555$701K0.19%+54213F-HRTimeline
First Western Trust Bank3,662$699K0.03%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management3,647$696K0.5%13F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,646$696K0.69%13F-HRTimeline
Clarity Capital Advisors, LLC3,639$695K0.47%013F-HRTimeline
CVA Family Office, LLC3,627$692K0.11%013F-HRTimeline
ANDERSON HOAGLAND & CO3,565$692K0.07%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,607$689K0.26%+6913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,582$684K0.59%-20413F-HRTimeline
CAMDEN NATIONAL BANK3,566$681K0.1%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geometric Wealth Advisors3,565$680K0.12%013F-HRTimeline
Eagle Strategies LLC3,476$663K0.11%+32013F-HRTimeline
Integrated Capital Management, LLC3,469$662K0.35%+1913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,463$661K0.26%-1,12413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,454$659K0.04%-4013F-HRTimeline
Atlatl Advisers LLC3,450$659K0.39%13F-HRTimeline
Savvy Advisors, Inc.3,427$654K0.08%+70113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,415$652K0.25%+1813F-HRTimeline
Kelman-Lazarov, Inc.3,405$650K0.12%013F-HRTimeline
American Trust3,404$650K0.05%new13F-HRTimeline
Linscomb Wealth, Inc.3,394$648K0.03%-1413F-HRTimeline
Edgemoor Investment Advisors, Inc.3,393$648K0.06%013F-HRTimeline
POTENTIA WEALTH3,384$646K0.29%13F-HRTimeline
WORLD EQUITY GROUP, INC.3,381$646K0.14%+1,37213F-HRTimeline
Aspire Private Capital, LLC3,382$646K0.16%-18013F-HRTimeline
FORTE CAPITAL LLC /ADV3,370$643K0.07%013F-HRTimeline
LYNCH & ASSOCIATES/IN3,342$638K0.14%-1413F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,334$636K<0.01%+1,67813F-HRTimelineGroup
Moors & Cabot, Inc.3,329$635K0.03%+29513F-HRTimeline
C2C Wealth Management, LLC3,326$635K0.59%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,305$631K0.34%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,305$631K0.04%+10413F-HRTimelineGroup
Financial Partners Group, Inc3,276$625K0.09%+3413F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,274$625K0.28%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL3,260$622K0.24%+113F-HRTimeline
SIGNATUREFD, LLC3,258$622K0.01%-5413F-HRTimeline
NewEdge Wealth, LLC3,254$621K0.01%+26213F-HRTimeline
JT Stratford LLC3,235$617K0.1%-1,94113F-HRTimeline
Shulman DeMeo Asset Management LLC3,228$616K0.17%+1713F-HRTimeline
Avantra Family Wealth, Inc.3,227$616K0.58%13F-HRTimeline
Riverbend Wealth Management, LLC3,198$610K0.54%13F-HRTimeline
Disciplined Investments, LLC3,189$609K0.3%+4413F-HRTimeline
SVB WEALTH LLC3,187$608K0.01%new13F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,181$607K0.55%+1613F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,167$605K0.22%013F-HR/ATimeline
Integrity Wealth Solutions LLC3,166$604K0.34%+3513F-HRTimeline
Priebe Wealth Holdings LLC3,159$603K0.41%-5013F-HRTimeline
Royal Fund Management, LLC3,149$602K0.07%-3,18113F-HRTimeline
SEVEN MILE ADVISORY3,151$601K0.38%013F-HRTimeline
Evergreen Private Wealth LLC3,134$598K0.28%+9113F-HRTimeline
Frontier Asset Management, LLC3,132$598K0.2%-6713F-HRTimeline
Klingman & Associates, LLC3,128$597K0.04%013F-HRTimeline
Foundation Wealth Management, LLC\PA3,114$594K0.29%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,109$593K0.17%013F-HRTimeline
Key Financial Inc3,102$592K0.13%-7313F-HRTimeline
Veracity Capital LLC3,097$591K0.22%+11613F-HRTimeline
Foguth Wealth Management, LLC.2,996$588K0.15%-45913F-HRTimeline
Towerpoint Wealth, LLC3,079$588K0.29%+613F-HRTimeline
LaSalle St. Investment Advisors, LLC3,075$587K0.18%+1,84613F-HRTimeline
MGO ONE SEVEN LLC3,069$586K0.02%-1,74313F-HRTimeline
IPG Investment Advisors LLC3,066$585K0.13%-2513F-HRTimeline
Oxler Private Wealth LLC3,053$583K0.19%+1213F-HRTimeline
Summit X, LLC3,052$583K0.13%-913F-HRTimeline
Sage Mountain Advisors LLC2,986$570K0.04%+85713F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC2,985$570K0.03%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,975$568K0.05%-1213F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,973$567K0.05%013F-HRTimeline
Grant/GrossMendelsohn, LLC2,969$567K0.3%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,951$563K0.02%-16513F-HRTimeline
Welch & Forbes LLC2,937$561K0.01%+33713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,933$560K0.11%+16313F-HRTimelineGroup
Quent Capital, LLC2,931$559K0.06%013F-HRTimeline
AMARA FINANCIAL, LLC.2,929$559K0.52%+1613F-HRTimeline
Plancorp, LLC2,927$559K0.02%-513F-HRTimeline
CHILTON INVESTMENT CO INC.2,919$557K0.01%013F-HRTimeline
Tempus Wealth Planning, LLC2,917$557K0.17%+68313F-HRTimeline
Guardian Asset Advisors, LLC2,866$547K0.35%013F-HRTimeline
WNY Asset Management, LLC2,856$545K0.07%013F-HRTimeline
Navalign, LLC2,854$545K0.16%-10813F-HRTimeline
Lion Street Advisors, LLC2,851$544K0.17%+44413F-HRTimeline
Stockman Wealth Management, Inc.2,845$543K0.09%+4513F-HRTimeline
OARSMAN CAPITAL, INC.2,842$542K0.09%-19213F-HRTimeline
Ballentine Capital Advisors, Inc2,833$541K0.28%-7413F-HRTimeline
Chicago Capital, LLC2,832$541K0.01%013F-HRTimeline
Sandy Spring Bank2,822$539K0.02%-2213F-HRTimeline
Atlas Brown,Inc.2,773$529K0.18%-16313F-HRTimeline
Claro Advisors Inc.2,757$526K0.07%-22413F-HRTimeline
Argent Trust Co2,742$523K0.02%-8113F-HRTimeline
CIM, LLC2,735$522K0.07%-14513F-HRTimeline
DBK Financial Counsel, LLC2,722$520K0.52%013F-HRTimeline
TCV Trust & Wealth Management, Inc.2,713$518K0.05%013F-HRTimeline
Waterway Wealth Management, LLC2,711$517K0.23%+90013F-HRTimeline
CAMBIAR INVESTORS LLC2,710$517K0.02%new13F-HRTimeline
New Republic Capital, LLC2,709$517K0.34%+21613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,706$517K0.05%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…2,705$516K0.18%-35513F-HRTimeline
PCA Investment Advisory Services Inc.2,704$516K0.24%-1613F-HRTimeline
Nordwand Advisors, LLC2,700$515K0.21%013F-HRTimeline
Semus Wealth Partners LLC2,693$514K0.34%+34113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,689$513K0.44%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,684$512K0.04%+48013F-HRTimeline
SPINNAKER TRUST2,681$512K0.03%+3013F-HRTimeline