IVE ISHARES TR

SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers: 1,523
13F filers: 1,541
New: 81
Added: 612
Reduced: 484
Sold out: 86
Shares held by filers: 162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Helium Advisors LLC	4,993	$976K	0.62%	+9	13F-HR Timeline
Spectrum Planning & Advisory Services I…	4,962	$970K	0.63%	-6,830	13F-HR Timeline
Atlatl Advisers LLC	4,962	$970K	0.46%	+519	13F-HR Timeline
1ST SOURCE BANK	4,924	$962K	0.05%	+429	13F-HR Timeline
BEACON FINANCIAL GROUP	4,889	$955K	0.1%	-418	13F-HR Timeline
FLORIDA FINANCIAL ADVISORS, LLC	4,875	$953K	0.32%	+89	13F-HR/A Timeline
Catalina Capital Group, LLC	4,868	$951K	0.64%	+157	13F-HR Timeline
Gallagher Capital Advisors, LLC	4,731	$945K	0.76%	+1	13F-HR Timeline
Kingsview Wealth Management, LLC	4,810	$940K	0.02%	+37	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	4,768	$932K	0.04%	+840	13F-HR Timeline Group
Provenance Wealth Advisors, LLC	4,744	$927K	0.13%	-20	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	4,728	$924K	0.23%	new	13F-HR Timeline
Evanson Asset Management, LLC	4,725	$923K	0.06%	+4	13F-HR Timeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG	4,753	$921K	0.02%	new	13F-HR Timeline Group
Connecticut Wealth Management, LLC	4,705	$919K	0.04%	0	13F-HR Timeline
Keystone Financial Group	4,704	$919K	0.08%	new	13F-HR Timeline
JT Stratford LLC	4,701	$919K	0.14%	-186	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	4,657	$910K	0.26%	+2,472	13F-HR Timeline
Atlantic Edge Private Wealth Management…	4,647	$908K	0.25%	0	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	4,631	$905K	0.18%	+196	13F-HR Timeline
FSM Wealth Advisors, LLC	4,584	$904K	0.15%	+113	13F-HR Timeline
Cooper Financial Group	4,624	$904K	0.11%	-3,810	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	4,622	$903K	0.06%	-456	13F-HR Timeline Group
Semus Wealth Partners LLC	4,619	$903K	0.59%	+768	13F-HR Timeline
VestGen Investment Management	4,593	$898K	0.64%	+254	13F-HR Timeline
WEDBUSH SECURITIES INC	4,590	$897K	0.03%	-4,481	13F-HR Timeline
Milestone Asset Management Group, LLC	4,548	$889K	0.66%	+559	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	4,539	$887K	0.52%	+130	13F-HR Timeline
Vise Technologies, Inc.	4,526	$884K	0.04%		13F-HR Timeline
Moss Adams Wealth Advisors LLC	4,525	$884K	0.08%	-1	13F-HR Timeline
TrueWealth Advisors, LLC	4,508	$881K	0.26%	-295	13F-HR Timeline
MKT Advisors LLC	4,450	$878K	0.35%	0	13F-HR Timeline
Processus Wealth & Capital Management, …	4,473	$874K	0.69%	-7	13F-HR Timeline
McGlone Suttner Wealth Management, Inc.	4,472	$874K	0.13%	0	13F-HR Timeline
NewEdge Wealth, LLC	4,423	$873K	0.01%	-629	13F-HR Timeline
N.E.W. Advisory Services LLC	4,438	$867K	0.08%	-100	13F-HR Timeline
Summit Asset Management, LLC	4,425	$865K	0.14%	-53	13F-HR Timeline
MBA Advisors LLC	4,406	$861K	0.4%	-900	13F-HR Timeline
Transce3nd, LLC	4,382	$856K	0.36%	+181	13F-HR Timeline
Birch Hill Investment Advisors LLC	4,365	$853K	0.04%	-20	13F-HR Timeline
Barnes Dennig Private Wealth Management…	4,353	$851K	1.02%	+3,708	13F-HR Timeline
S&CO INC	4,350	$850K	0.05%	0	13F-HR Timeline
CENTRAL TRUST Co	4,298	$840K	0.02%	0	13F-HR Timeline
Glassman Wealth Services	4,274	$835K	0.13%	-190	13F-HR Timeline
First Command Advisory Services, Inc.	4,263	$833K	0.01%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	4,256	$832K	0.11%	0	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	4,251	$831K	0.07%	+187	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	4,239	$828K	0.02%	+172	13F-HR Timeline Group
Carl P. Sherr & Co., LLC	4,218	$824K	0.42%	-26	13F-HR Timeline
JMG Financial Group, Ltd.	4,213	$823K	0.02%	-560	13F-HR Timeline
Legacy Capital Group California, Inc.	4,211	$823K	0.23%	+409	13F-HR Timeline
Flagship Private Wealth, LLC	4,186	$818K	0.35%	+121	13F-HR/A Timeline
Community Bank, N.A.	4,169	$815K	0.11%	-111	13F-HR Timeline
PICTON MAHONEY ASSET MANAGEMENT	4,165	$814K	0.01%	-170	13F-HR Timeline
EASTERN BANK	4,163	$814K	0.02%	+220	13F-HR Timeline
Continuum Advisory, LLC	4,162	$813K	0.1%	+77	13F-HR Timeline
CAPITAL ADVISORS INC/OK	4,150	$811K	0.01%	0	13F-HR Timeline
Thomasville National Bank	4,150	$811K	0.06%	-2,234	13F-HR Timeline
American Trust	4,126	$806K	0.08%	new	13F-HR Timeline
Blankinship & Foster, LLC	4,104	$802K	0.19%	-136	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	4,100	$801K	<0.01%	new	13F-HR Timeline
Americana Partners, LLC	4,090	$799K	0.03%	+2,579	13F-HR Timeline
MN Wealth Advisors, LLC	4,076	$797K	0.46%	+2,456	13F-HR Timeline
Clientfirst Wealth Management, LLC	4,066	$795K	0.81%	0	13F-HR Timeline
Lifeworks Advisors, LLC	4,057	$793K	0.12%	+587	13F-HR Timeline
Moors & Cabot, Inc.	4,043	$790K	0.04%	-34	13F-HR Timeline
Golden State Wealth Management, LLC	4,014	$785K	0.1%	+1,644	13F-HR Timeline
PITCAIRN COin group PITCAIRN CO	4,000	$782K	0.05%	0	13F-HR/A Timeline Group
Milestones Private Investment Advisors …	3,995	$781K	0.58%		13F-HR Timeline
Veracity Capital LLC	3,992	$780K	0.27%	+450	13F-HR Timeline
Qube Research & Technologies Ltd	3,983	$778K	<0.01%	+2,903	13F-HR Timeline
Guardian Financial Partners, LLC	3,981	$778K	0.35%	+16	13F-HR Timeline
Quadcap Wealth Management, LLC	3,974	$777K	0.1%	-63	13F-HR Timeline
Pacific Point Advisors, LLC	3,964	$775K	0.42%	0	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	3,950	$772K	<0.01%	-5	13F-HR Timeline Group
WATERSHED PRIVATE WEALTH LLC	3,933	$769K	0.28%	-157	13F-HR Timeline
Capital Planning Advisors, LLC	3,928	$768K	0.11%	0	13F-HR Timeline
Embree Financial Group	3,904	$763K	0.11%	+11	13F-HR Timeline
Advisors Capital Management, LLC	3,883	$759K	0.01%	-472	13F-HR Timeline
DIMENSION CAPITAL MANAGEMENT LLC	3,873	$757K	0.12%	0	13F-HR Timeline
GTS SECURITIES LLC	3,871	$756K	0.03%	new	13F-HR Timeline
Tyler-Stone Wealth Management	3,867	$756K	0.12%	0	13F-HR Timeline
HUB Investment Partners, LLC	3,853	$753K	0.03%	+94	13F-HR Timeline
Apella Capital, LLC	3,797	$749K	0.02%	-99	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	3,791	$741K	0.02%	-279	13F-HR Timeline
DONALDSON CAPITAL MANAGEMENT, LLC	3,788	$740K	0.03%	+784	13F-HR Timeline
Murphy, Middleton, Hinkle & Parker, Inc.	3,845	$733K	0.41%	0	13F-HR Timeline
Aprio Wealth Management, LLC	3,738	$730K	0.08%	-1,409	13F-HR Timeline
Wick Capital Partners, LLC	13,553	$729K	0.19%	+9,823	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	3,722	$727K	0.02%	+2,069	13F-HR Timeline Group
CATALYST FINANCIAL PARTNERS LLC	3,720	$727K	0.08%	-268	13F-HR Timeline
IPG Investment Advisors LLC	3,692	$721K	0.14%	+358	13F-HR Timeline
Eagle Strategies LLC	3,674	$718K	0.11%	+85	13F-HR Timeline
First Western Trust Bank	3,662	$716K	0.03%	0	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	3,647	$713K	0.47%	0	13F-HR Timeline
Main Street Financial Solutions, LLC	3,646	$713K	0.05%	new	13F-HR Timeline
FORTRESS FINANCIAL GROUP, LLC	3,646	$713K	0.6%	0	13F-HR Timeline
Clarity Capital Advisors, LLC	3,639	$711K	0.41%	0	13F-HR Timeline
CVA Family Office, LLC	3,627	$709K	0.1%	0	13F-HR Timeline
CHILTON INVESTMENT CO INC.	3,580	$700K	0.02%	+977	13F-HR Timeline
CAMDEN NATIONAL BANK	3,566	$697K	0.1%	0	13F-HR Timeline
ANDERSON HOAGLAND & CO	3,565	$697K	0.07%	0	13F-HR Timeline
Geometric Wealth Advisors	3,565	$697K	0.1%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	3,525	$689K	0.05%	-857	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	3,494	$683K	0.55%	-80	13F-HR Timeline
NORDEN GROUP LLC	3,487	$681K	0.07%	+39	13F-HR Timeline
Summit Trail Advisors, LLC	3,454	$675K	0.01%	new	13F-HR Timeline
FWG Investments, LLC.	3,453	$675K	0.51%	new	13F-HR Timeline
Jackson, Grant Investment Advisers, Inc.	3,453	$675K	0.25%	+25	13F-HR Timeline
Goelzer Investment Management, Inc.	3,447	$674K	0.04%	+564	13F-HR Timeline
Kelman-Lazarov, Inc.	3,418	$668K	0.11%	0	13F-HR Timeline
Linscomb Wealth, Inc.	3,394	$663K	0.03%	0	13F-HR Timeline
Edgemoor Investment Advisors, Inc.	3,393	$663K	0.06%	0	13F-HR Timeline
Argent Trust Co	3,381	$661K	0.02%	+385	13F-HR Timeline
C2C Wealth Management, LLC	3,376	$660K	0.6%	+25	13F-HR Timeline
FORTE CAPITAL LLC /ADV	3,370	$659K	0.07%	0	13F-HR Timeline
Financial Partners Group, Inc	3,364	$657K	0.09%	+80	13F-HR Timeline
LYNCH & ASSOCIATES/IN	3,342	$653K	0.13%	0	13F-HR Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…	3,327	$650K	0.12%	-74	13F-HR Timeline Group
EPG Wealth Management LLC	3,314	$648K	0.19%	-618	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,303	$645K	0.05%	+4	13F-HR Timeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC	3,289	$643K	0.62%	0	13F-HR Timeline
Pinnacle Financial Group, LLC / IL	3,260	$637K	0.21%	0	13F-HR Timeline
Summit X, LLC	3,245	$634K	0.12%	+184	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	3,244	$634K	0.04%	-203	13F-HR Timeline
Riverbend Wealth Management, LLC	3,240	$633K	0.48%	+42	13F-HR Timeline
Key Financial Inc	3,233	$632K	0.13%	0	13F-HR Timeline
Shulman DeMeo Asset Management LLC	3,230	$631K	0.16%	-4	13F-HR Timeline
WEALTHGARDEN F.S. LLC	3,204	$631K	0.52%	+444	13F-HR Timeline
Dynamic Advisor Solutions LLC	3,169	$619K	0.02%	-193	13F-HR Timeline
Atlanta Consulting Group Advisors, LLC	3,167	$619K	0.17%	0	13F-HR Timeline
Integrity Wealth Solutions LLC	3,164	$618K	0.3%	+78	13F-HR Timeline
Facet Wealth, Inc.	3,136	$618K	0.01%	+1,986	13F-HR Timeline
SEVEN MILE ADVISORY	3,151	$616K	0.37%	0	13F-HR Timeline
Lloyd Advisory Services, LLC.	3,146	$615K	0.3%	+458	13F-HR Timeline
Royal Fund Management, LLC	3,134	$612K	0.07%	+11	13F-HR Timeline
Foundation Wealth Management, LLC\PA	3,114	$609K	0.26%	0	13F-HR Timeline
Empower Advisory Group, LLC	3,114	$608K	<0.01%	+187	13F-HR Timeline
INSIGNEO ADVISORY SERVICES, LLC	3,103	$606K	0.05%	-344	13F-HR Timeline
CIBC WORLD MARKET INC.	3,092	$604K	<0.01%	-475	13F-HR Timeline
CAMELOT TECHNOLOGY ADVISORS, INC.	3,079	$602K	0.52%	-113	13F-HR Timeline
Consolidated Portfolio Review Corp	3,073	$600K	0.08%	+1,929	13F-HR Timeline
Nordwand Advisors, LLC	3,021	$590K	0.09%	+321	13F-HR Timeline
Guardian Asset Advisors, LLC	3,020	$590K	0.34%	0	13F-HR Timeline
MIDDLETON & CO INC/MA	3,005	$587K	0.07%	+50	13F-HR Timeline
Integrated Capital Management, LLC	2,964	$585K	0.28%	-251	13F-HR Timeline
Valpey Financial Services, LLC	2,985	$583K	0.4%		13F-HR Timeline
CARDIFF PARK ADVISORS, LLC	2,973	$581K	0.05%	0	13F-HR Timeline
Moloney Securities Asset Management, LLC	2,967	$580K	0.07%	0	13F-HR Timeline
Fulcrum Equity Management	2,955	$577K	0.59%	+142	13F-HR Timeline
Disciplined Investments, LLC	2,955	$577K	0.24%	+297	13F-HR Timeline
AMARA FINANCIAL, LLC.	2,949	$576K	0.51%	+8	13F-HR Timeline
Oxler Private Wealth LLC	2,928	$572K	0.18%	-134	13F-HR Timeline
Plancorp, LLC	2,928	$572K	0.02%	0	13F-HR Timeline
AXXCESS WEALTH MANAGEMENT, LLC	2,895	$566K	0.01%	+34	13F-HR Timeline
QUATTRO FINANCIAL ADVISORS LLC	2,886	$564K	0.2%	+1,135	13F-HR Timeline
Evergreen Private Wealth LLC	2,872	$561K	0.24%	-159	13F-HR Timeline
Gilliland Jeter Wealth Management LLC	2,849	$557K	0.18%	+665	13F-HR Timeline
WNY Asset Management, LLC	2,844	$556K	0.06%	0	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	2,909	$554K	0.19%	0	13F-HR Timeline
Ballentine Capital Advisors, Inc	2,832	$554K	0.26%	-1	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	2,816	$550K	0.1%	new	13F-HR Timeline
Claro Advisors Inc.	2,809	$549K	0.09%	+12	13F-HR Timeline
Stockman Wealth Management, Inc.	2,800	$547K	0.07%	0	13F-HR Timeline
Legacy Edge Advisors, LLC	2,792	$546K	0.07%	+436	13F-HR Timeline
Pinnacle Wealth Planning Services, Inc.	2,782	$544K	0.07%	-37	13F-HR Timeline
POSTROCK PARTNERS LLC	2,765	$540K	0.26%	0	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,749	$537K	0.04%	+59	13F-HR Timeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…	2,742	$536K	<0.01%	new	13F-HR Timeline Group
Quent Capital, LLC	2,740	$535K	0.05%	0	13F-HR Timeline
SPINNAKER TRUST	2,719	$531K	0.03%	0	13F-HR Timeline
Capital Squared Financial LLC	2,718	$531K	0.62%		13F-HR Timeline
Parkside Advisors LLC	2,714	$530K	0.12%	+504	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	2,714	$530K	<0.01%	+881	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	2,713	$530K	0.05%	0	13F-HR Timeline
Coastal Bridge Advisors, LLC	2,704	$528K	0.04%	0	13F-HR Timeline
CWS Financial Advisors, LLC	2,698	$527K	0.15%	+2	13F-HR Timeline
ROBINSON SMITH WEALTH ADVISORS LLC	2,689	$525K	0.42%	0	13F-HR Timeline
Cornell Pochily Investment Advisors, In…	2,672	$522K	0.17%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	2,653	$518K	0.15%	+11	13F-HR Timeline
Strategic Equity Management	2,613	$511K	0.19%	+1,324	13F-HR Timeline
CGN Advisors LLC	2,611	$510K	0.05%	-3	13F-HR Timeline
Independent Wealth Network Inc.	2,610	$510K	0.19%	-2	13F-HR Timeline
Atlas Brown,Inc.	2,603	$509K	0.16%	-49	13F-HR Timeline
Welch & Forbes LLC	2,600	$508K	0.01%	0	13F-HR Timeline
Frontier Asset Management, LLC	2,596	$507K	0.14%	-7	13F-HR Timeline
Gradient Capital Advisors, LLC	2,590	$506K	0.15%	0	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	2,589	$506K	0.01%	new	13F-HR Timeline
STOCK YARDS BANK & TRUST CO	2,586	$505K	0.02%	0	13F-HR Timeline
POTENTIA WEALTH	2,585	$505K	0.29%	-799	13F-HR Timeline
Independent Advisor Alliance	2,579	$504K	0.01%	new	13F-HR Timeline
Confluence Wealth Services, Inc.	2,571	$502K	0.03%	+16	13F-HR Timeline
PUREfi Wealth, LLC	2,556	$499K	0.4%	+1,175	13F-HR Timeline
Investment Research & Advisory Group, I…	2,555	$499K	0.19%	+10	13F-HR Timeline
Element Wealth, LLC	2,556	$499K	0.23%	+246	13F-HR Timeline
Stone Summit Wealth LLC	2,552	$499K	0.15%	-5	13F-HR Timeline
GDS Wealth Management	2,538	$496K	0.04%	+196	13F-HR Timeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	2,533	$495K	<0.01%	+106	13F-HR/A Timeline Group
Latitude Advisors, LLC	2,532	$495K	0.25%	-242	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	2,531	$495K	0.12%	+110	13F-HR Timeline