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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
FLORIDA FINANCIAL ADVISORS, LLC4,786$912K0.36%+1,51213F-HRTimeline
JMG Financial Group, Ltd.4,773$910K0.03%-36313F-HRTimeline
Kingsview Wealth Management, LLC4,773$910K0.02%+1413F-HRTimeline
GREENWOOD GEARHART LLC4,770$909K0.06%+1,00713F-HRTimeline
Provenance Wealth Advisors, LLC4,764$908K0.13%-1313F-HRTimeline
Semmax Financial Advisors Inc.4,887$906K0.25%+1,33213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,753$906K<0.01%013F-HRTimelineGroup
Gallagher Capital Advisors, LLC4,730$901K0.69%+113F-HRTimeline
Evanson Asset Management, LLC4,721$900K0.06%-85013F-HRTimeline
Catalina Capital Group, LLC4,711$898K0.6%+90813F-HRTimeline
Connecticut Wealth Management, LLC4,705$897K0.05%-69513F-HRTimeline
Dentgroup LLC4,655$887K0.67%-813F-HRTimeline
Atlantic Edge Private Wealth Management…4,647$886K0.27%013F-HRTimeline
OLD NATIONAL BANCORP /IN/4,645$885K0.02%-2,10013F-HRTimeline
N.E.W. Advisory Services LLC4,538$865K0.07%-1713F-HRTimeline
Moss Adams Wealth Advisors LLC4,526$863K0.09%+113F-HRTimeline
Smartleaf Asset Management LLC4,545$858K0.08%+31213F-HRTimeline
1ST SOURCE BANK4,495$857K0.05%-6013F-HRTimeline
Processus Wealth & Capital Management, …4,480$854K0.73%+33413F-HRTimeline
Summit Asset Management, LLC4,478$853K0.15%-1713F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,472$852K0.14%013F-HRTimeline
FSM Wealth Advisors, LLC4,471$852K0.19%013F-HRTimeline
Glassman Wealth Services4,464$851K0.14%+19013F-HRTimeline
Atlatl Advisers LLC4,443$847K0.55%+99313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,435$845K0.19%+1013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,432$844K0.4%-13713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,409$840K0.5%+5513F-HRTimeline
Birch Hill Investment Advisors LLC4,385$836K0.04%+65113F-HRTimeline
Plante Moran Financial Advisors, LLC4,382$835K0.07%+3313F-HRTimeline
Advisors Capital Management, LLC4,355$830K0.01%-15813F-HRTimeline
S&CO INC4,350$829K0.06%013F-HRTimeline
VestGen Investment Management4,339$827K0.62%-2,80113F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT4,335$826K0.03%013F-HRTimeline
Caprock Group, LLC4,306$821K0.03%+9013F-HRTimeline
CENTRAL TRUST Co4,298$819K0.02%-5013F-HRTimeline
Community Bank, N.A.4,280$816K0.11%+20013F-HRTimeline
First Command Advisory Services, Inc.4,263$812K0.01%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,256$811K0.11%-113F-HRTimeline
ASPIRIANT, LLC4,250$810K0.03%+2613F-HRTimeline
Carl P. Sherr & Co., LLC4,244$809K0.44%-2213F-HRTimeline
Blankinship & Foster, LLC4,240$808K0.2%-13113F-HRTimeline
Transce3nd, LLC4,201$801K0.36%+1,63013F-HRTimeline
CAPITAL ADVISORS INC/OK4,150$791K0.02%-513F-HRTimeline
Benchmark Investment Advisors LLC4,114$784K0.51%-17113F-HRTimeline
Opal Wealth Advisors, LLC4,098$781K0.24%-31,94213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC4,090$779K0.31%+62713F-HRTimeline
Continuum Advisory, LLC4,085$779K0.1%-32613F-HRTimeline
Moors & Cabot, Inc.4,077$777K0.04%+74813F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,070$776K0.02%+28213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,067$775K0.02%-2613F-HRTimelineGroup
Clientfirst Wealth Management, LLC4,066$775K0.88%013F-HRTimeline
Flagship Private Wealth, LLC4,065$775K0.37%+20013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,064$774K0.07%+1,38013F-HR/ATimeline
Lion Street Advisors, LLC4,063$774K0.25%+1,21213F-HRTimeline
Quadcap Wealth Management, LLC4,037$769K0.11%-25713F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,000$762K0.05%new13F-HRTimelineGroup
MKT Advisors LLC4,450$762K0.36%013F-HRTimeline
Milestone Asset Management Group, LLC3,989$760K0.69%+5213F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,988$760K0.14%-47813F-HRTimeline
MGO ONE SEVEN LLC3,978$758K0.03%+90913F-HRTimeline
Guardian Financial Partners, LLC3,965$756K0.36%new13F-HRTimeline
Pacific Point Advisors, LLC3,964$755K0.42%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,956$754K0.02%+20413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,955$754K<0.01%-10013F-HRTimelineGroup
EASTERN BANK3,943$751K0.01%-1,18913F-HRTimeline
EPG Wealth Management LLC3,932$749K0.21%-62013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,928$749K0.02%+99513F-HRTimelineGroup
Capital Planning Advisors, LLC3,928$749K0.12%013F-HRTimeline
Texas Capital Bank Wealth Management Se…3,913$746K0.08%+1,35813F-HRTimeline
Embree Financial Group3,893$742K0.12%+113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,873$738K0.13%013F-HRTimeline
Tyler-Stone Wealth Management3,867$737K0.13%013F-HRTimeline
Semus Wealth Partners LLC3,851$734K0.51%+1,15813F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.3,845$733K0.41%+14713F-HRTimeline
Capital A Wealth Management, LLC3,820$728K0.76%-4,03813F-HRTimeline
Legacy Capital Group California, Inc.3,802$725K0.25%-13013F-HRTimeline
Balance Wealth Partners LLC3,768$718K0.47%13F-HRTimeline
HUB Investment Partners, LLC3,759$716K0.03%+3813F-HRTimeline
Wick Capital Partners, LLC3,730$711K0.21%-40413F-HRTimeline
Freedom Investment Management, Inc.3,725$710K0.06%new13F-HRTimeline
Leo Wealth, LLC3,724$710K0.1%-18,52613F-HRTimeline
Apella Capital, LLC3,896$705K0.02%+20013F-HRTimeline
First Western Trust Bank3,662$698K0.03%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management3,647$695K0.51%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,646$695K0.69%013F-HRTimeline
Clarity Capital Advisors, LLC3,639$694K0.46%013F-HRTimeline
CVA Family Office, LLC3,627$691K0.11%013F-HRTimeline
Eagle Strategies LLC3,589$684K0.12%+11313F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC3,574$681K0.52%+1,14113F-HRTimeline
CIBC WORLD MARKET INC.3,567$680K<0.01%-4,04713F-HRTimeline
CAMDEN NATIONAL BANK3,566$680K0.1%013F-HRTimeline
Geometric Wealth Advisors3,565$679K0.12%013F-HRTimeline
Veracity Capital LLC3,542$675K0.27%+44513F-HRTimeline
Novak & Powell Financial Services, Inc.3,530$673K0.42%-43913F-HRTimeline
Discipline Wealth Solutions, LLC3,504$668K0.32%-67813F-HRTimeline
Avantra Family Wealth, Inc.3,483$664K0.64%+25613F-HRTimeline
Lifeworks Advisors, LLC3,470$661K0.11%+1,08013F-HRTimeline
NORDEN GROUP LLC3,448$657K0.08%-35,07313F-HRTimeline
Pine Valley Investments Ltd Liability Co3,447$657K0.04%-30813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,447$657K0.07%+74113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,438$655K0.02%+48713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,428$653K0.25%+1313F-HRTimeline
Kelman-Lazarov, Inc.3,418$651K0.12%+1313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,401$648K0.13%-1,58913F-HRTimelineGroup
Linscomb Wealth, Inc.3,394$647K0.03%013F-HRTimeline
Edgemoor Investment Advisors, Inc.3,393$647K0.06%013F-HRTimeline
POTENTIA WEALTH3,384$645K0.3%013F-HRTimeline
FORTE CAPITAL LLC /ADV3,370$642K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC3,362$641K0.02%-55513F-HRTimeline
C2C Wealth Management, LLC3,351$639K0.6%+2513F-HRTimeline
LYNCH & ASSOCIATES/IN3,342$637K0.14%013F-HRTimeline
IPG Investment Advisors LLC3,334$635K0.14%+26813F-HRTimeline
STAGE HARBOR FINANCIAL, LLC3,302$629K0.53%-28013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,289$627K0.36%-1613F-HRTimeline
Financial Partners Group, Inc3,284$626K0.1%+813F-HRTimeline
Pinnacle Financial Group, LLC / IL3,260$621K0.23%013F-HRTimeline
SIGNATUREFD, LLC3,257$621K0.01%-113F-HRTimeline
Shulman DeMeo Asset Management LLC3,234$616K0.17%+613F-HRTimeline
Key Financial Inc3,233$616K0.13%+13113F-HRTimeline
Integrated Capital Management, LLC3,215$613K0.34%-25413F-HRTimeline
Riverbend Wealth Management, LLC3,198$609K0.55%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,192$608K0.56%+1113F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,167$604K0.18%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,299$602K0.05%+32413F-HRTimeline
Two West Capital Advisors LLC3,374$602K0.5%+1,56913F-HRTimeline
SEVEN MILE ADVISORY3,151$601K0.4%013F-HRTimeline
ANDERSON HOAGLAND & CO3,565$600K0.07%013F-HRTimeline
New Republic Capital, LLC3,138$598K0.26%+42913F-HRTimeline
Royal Fund Management, LLC3,123$596K0.07%-2613F-HRTimeline
Foundation Wealth Management, LLC\PA3,114$593K0.28%013F-HRTimeline
Integrity Wealth Solutions LLC3,086$588K0.32%-8013F-HRTimeline
True Link Financial Advisors, LLC3,082$587K0.04%new13F-HRTimeline
Oxler Private Wealth LLC3,062$584K0.21%+913F-HRTimeline
Summit X, LLC3,061$583K0.12%+913F-HRTimeline
Evergreen Private Wealth LLC3,031$578K0.27%-10313F-HRTimeline
Guardian Asset Advisors, LLC3,020$576K0.38%+15413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,004$573K0.02%new13F-HRTimeline
Argent Trust Co2,996$571K0.02%+25413F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,973$567K0.05%013F-HRTimeline
Moloney Securities Asset Management, LLC2,967$565K0.08%-31,48013F-HRTimeline
MIDDLETON & CO INC/MA2,955$563K0.07%+1,00513F-HRTimeline
AMARA FINANCIAL, LLC.2,941$560K0.52%+1213F-HRTimeline
Plancorp, LLC2,928$558K0.02%+113F-HRTimeline
Empower Advisory Group, LLC2,927$558K<0.01%-97213F-HRTimeline
NorthRock Partners, LLC2,921$557K0.02%+1,44113F-HRTimeline
ARQ WEALTH ADVISORS, LLC2,909$554K0.21%-69813F-HRTimeline
Goelzer Investment Management, Inc.2,883$549K0.03%+98313F-HR/ATimeline
AXXCESS WEALTH MANAGEMENT, LLC2,861$545K0.01%-11,42513F-HRTimeline
WNY Asset Management, LLC2,844$542K0.06%-1213F-HRTimeline
Grant/GrossMendelsohn, LLC2,969$542K0.3%013F-HRTimeline
Ballentine Capital Advisors, Inc2,833$540K0.27%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,819$537K0.08%-4,55513F-HRTimeline
Navalign, LLC2,814$536K0.15%-4013F-HRTimeline
Fulcrum Equity Management2,813$536K0.59%+79413F-HRTimeline
Stockman Wealth Management, Inc.2,800$534K0.08%-4513F-HRTimeline
Claro Advisors Inc.2,797$533K0.07%+4013F-HRTimeline
Towerpoint Wealth, LLC2,781$530K0.26%-29813F-HRTimeline
Latitude Advisors, LLC2,774$529K0.31%+95713F-HRTimeline
CIM, LLC2,771$528K0.08%+3613F-HRTimeline
POSTROCK PARTNERS LLC2,765$527K0.26%+60013F-HRTimeline
WEALTHGARDEN F.S. LLC2,760$526K0.51%+56113F-HRTimeline
Sandy Spring Bank2,742$523K0.02%-8013F-HRTimeline
Quent Capital, LLC2,740$522K0.05%-19113F-HRTimeline
Sage Mountain Advisors LLC2,722$519K0.04%-26413F-HRTimeline
SPINNAKER TRUST2,719$518K0.03%+3813F-HRTimeline
TCV Trust & Wealth Management, Inc.2,713$517K0.05%013F-HRTimeline
Coastal Bridge Advisors, LLC2,704$515K0.05%new13F-HR/ATimeline
Nordwand Advisors, LLC2,700$515K0.19%013F-HRTimeline
CWS Financial Advisors, LLC2,696$514K0.16%+4213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,694$513K0.03%+42113F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…2,690$513K0.05%-1,10013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,689$512K0.43%013F-HR/ATimeline
Lloyd Advisory Services, LLC.2,688$512K0.26%+57113F-HRTimeline
Cornell Pochily Investment Advisors, In…2,672$509K0.18%-3313F-HRTimeline
Insight Advisors, LLC/ PA2,660$507K0.09%-113F-HRTimeline
Disciplined Investments, LLC2,658$507K0.23%-53113F-HRTimeline
Atlas Brown,Inc.2,652$505K0.18%-12113F-HRTimeline
Prasad Wealth Partners, LLC2,642$504K0.16%+1013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,622$500K0.02%-3413F-HRTimelineGroup
CGN Advisors LLC2,614$498K0.05%-1713F-HRTimeline
Independent Wealth Network Inc.2,612$498K0.2%-4513F-HRTimeline
CHILTON INVESTMENT CO INC.2,603$496K0.01%-31613F-HRTimeline
Frontier Asset Management, LLC2,603$496K0.14%-52913F-HRTimeline
Welch & Forbes LLC2,600$496K0.01%-33713F-HRTimeline
BIP Wealth, LLC2,598$495K0.03%+4213F-HRTimeline
Gradient Capital Advisors, LLC2,590$494K0.16%013F-HRTimeline
BANK OZK2,587$493K0.21%+17813F-HRTimeline
STOCK YARDS BANK & TRUST CO2,586$493K0.02%013F-HRTimeline
Stone Summit Wealth LLC2,557$487K0.17%013F-HRTimeline
Investment Research & Advisory Group, I…2,545$485K0.2%013F-HRTimeline
GAMMA Investing LLC2,508$478K0.04%013F-HR/ATimeline
Priebe Wealth Holdings LLC2,507$478K0.3%-65213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,504$477K0.01%013F-HRTimelineGroup
High Net Worth Advisory Group LLC2,500$476K0.13%013F-HRTimeline
4J Wealth Management LLC2,464$470K0.37%013F-HRTimeline
SkyOak Wealth, LLC2,460$469K0.1%+313F-HRTimeline
Headlands Technologies LLC2,455$468K0.05%+79913F-HRTimeline
ALTFEST L J & CO INC2,444$466K0.06%-2013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,440$465K0.11%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,427$463K<0.01%+5813F-HRTimelineGroup