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Disclosery

IVE ISHARES TR

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SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Opal Wealth Advisors, LLC5,019$1.04M0.29%-9513F-HRTimeline
BEACON FINANCIAL GROUP5,013$1.04M0.1%+12413F-HRTimeline
Waldron Private Wealth LLC5,002$1.03M0.04%013F-HRTimeline
Noble Family Wealth, LLC5,000$1.03M0.23%013F-HRTimeline
Tactive Advisors, LLC4,981$1.03M0.29%-61113F-HRTimeline
Joel Isaacson & Co., LLC4,971$1.03M0.04%-1,40213F-HRTimeline
VestGen Investment Management4,960$1.02M0.62%+36713F-HRTimeline
Helium Advisors LLC4,925$1.02M0.85%-6813F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.4,895$1.01M0.03%-2,62013F-HRTimelineGroup
1ST SOURCE BANK4,874$1.01M0.05%-5013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,806$992K0.06%+55513F-HRTimeline
Evanson Asset Management, LLC4,798$991K0.06%+7313F-HRTimeline
Kingsview Wealth Management, LLC4,785$988K0.02%-2513F-HRTimeline
Gallagher Capital Advisors, LLC4,751$988K0.57%+2013F-HRTimeline
Connecticut Wealth Management, LLC4,755$982K0.04%+5013F-HRTimeline
Savvy Advisors, Inc.4,737$978K0.04%-95113F-HRTimeline
Provenance Wealth Advisors, LLC4,727$976K0.13%-1713F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,753$976K0.02%013F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…4,657$962K0.25%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,607$951K0.02%+81613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,584$947K0.07%new13F-HRTimeline
FSM Wealth Advisors, LLC4,584$947K0.13%013F-HRTimeline
Cooper Financial Group4,577$945K0.1%-4713F-HRTimeline
Milestone Asset Management Group, LLC4,569$944K0.59%+2113F-HRTimeline
HUB Investment Partners, LLC4,560$942K0.03%+70713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,555$941K0.38%-1,43513F-HRTimeline
Barnes Dennig Private Wealth Management…4,553$940K1.01%+20013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,539$937K0.5%013F-HRTimeline
Atlantic Edge Private Wealth Management…4,538$937K0.24%-10913F-HRTimeline
Moss Adams Wealth Advisors LLC4,525$934K0.07%013F-HRTimeline
Fortis Capital Advisors, LLC4,493$928K0.15%new13F-HRTimeline
TrueWealth Advisors, LLC4,480$925K0.25%-2813F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,472$924K0.13%013F-HRTimeline
NewEdge Wealth, LLC4,431$923K0.01%+813F-HRTimeline
MKT Advisors LLC4,450$921K0.34%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,456$920K0.04%-9,66013F-HRTimelineGroup
N.E.W. Advisory Services LLC4,438$916K0.08%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,435$916K0.7%-2,02513F-HRTimeline
Summit Asset Management, LLC4,425$914K0.14%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4,392$907K1.22%-3,28913F-HRTimeline
Keystone Financial Group4,379$904K0.07%-32513F-HR/ATimeline
ALTERNA WEALTH MANAGEMENT, INC4,377$904K0.74%+88313F-HRTimeline
FWG Investments, LLC.4,369$902K0.62%+91613F-HRTimeline
Spectrum Planning & Advisory Services I…4,366$902K0.51%-59613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP4,361$901K0.04%new13F-HRTimeline
S&CO INC4,350$898K0.05%013F-HRTimeline
Continuum Advisory, LLC4,347$898K0.09%+18513F-HRTimeline
Golden State Wealth Management, LLC4,331$894K0.1%+31713F-HRTimeline
Birch Hill Investment Advisors LLC4,323$893K0.04%-4213F-HRTimeline
MEMBERS WEALTH LLC4,300$890K0.56%13F-HRTimeline
MBA Advisors LLC4,306$889K0.38%-10013F-HRTimeline
American Trust4,303$889K0.08%+17713F-HRTimeline
CENTRAL TRUST Co4,300$888K0.02%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,287$885K0.02%new13F-HRTimelineGroup
Glassman Wealth Services4,274$883K0.12%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,263$880K0.43%+41813F-HRTimeline
First Command Advisory Services, Inc.4,263$880K0.01%013F-HRTimeline
MN Wealth Advisors, LLC4,256$879K0.47%+18013F-HRTimeline
ASPIRIANT, LLC4,224$872K0.03%-4,22413F-HRTimeline
Carl P. Sherr & Co., LLC4,218$871K0.41%013F-HRTimeline
Flagship Private Wealth, LLC4,202$868K0.35%+1613F-HRTimeline
Caprock Group, LLC4,253$867K0.02%13F-HRTimeline
Legacy Capital Group California, Inc.4,181$863K0.22%-3013F-HRTimeline
Lifeworks Advisors, LLC4,167$861K0.12%+11013F-HRTimeline
Eagle Strategies LLC4,159$859K0.11%+48513F-HRTimeline
Strategic Wealth Partners, Ltd.4,157$859K0.06%+3,81813F-HRTimeline
EFG Private Wealth Management (Americas…4,152$858K0.15%-1,36113F-HRTimeline
CAPITAL ADVISORS INC/OK4,150$857K0.01%013F-HRTimeline
Thomasville National Bank4,150$857K0.05%013F-HRTimeline
Americana Partners, LLC4,136$854K0.03%+4613F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,071$841K0.03%+28313F-HRTimeline
Clientfirst Wealth Management, LLC4,066$840K0.67%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,257$839K0.12%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,018$830K0.07%new13F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,011$828K0.03%-75713F-HRTimelineGroup
Guardian Financial Partners, LLC3,998$826K0.35%+1713F-HRTimeline
Milestones Private Investment Advisors …3,995$825K0.56%013F-HRTimeline
EASTERN BANK3,994$825K0.01%-16913F-HRTimeline
Pacific Point Advisors, LLC3,964$819K0.48%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,950$816K<0.01%013F-HRTimelineGroup
Capital Planning Advisors, LLC3,928$811K0.11%013F-HRTimeline
Summit Trail Advisors, LLC3,916$809K0.01%+46213F-HRTimeline
IPG Investment Advisors LLC3,898$805K0.14%+20613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,895$804K0.25%-3813F-HRTimeline
Embree Financial Group3,888$803K0.11%-1613F-HRTimeline
JMG Financial Group, Ltd.3,879$801K0.02%-33413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,873$800K0.12%013F-HRTimeline
Wick Capital Partners, LLC3,867$799K0.19%-9,68613F-HRTimeline
Advisors Capital Management, LLC3,863$798K0.01%-2013F-HRTimeline
Blankinship & Foster, LLC3,848$795K0.17%-25613F-HRTimeline
Leo Wealth, LLC3,812$787K0.1%-19,43913F-HRTimeline
Veracity Capital LLC3,801$785K0.25%-19113F-HRTimeline
Kelman-Lazarov, Inc.3,783$781K0.12%+36513F-HRTimeline
Novak & Powell Financial Services, Inc.3,777$780K0.41%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,762$777K0.09%+4213F-HRTimeline
Moors & Cabot, Inc.3,757$776K0.03%-28613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,856$768K0.05%-76613F-HRTimelineGroup
Community Bank, N.A.3,694$763K0.09%-47513F-HRTimeline
Aprio Wealth Management, LLC3,677$759K0.08%-6113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,672$758K0.01%-5013F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management3,647$753K0.46%013F-HRTimeline
Main Street Financial Solutions, LLC3,646$753K0.05%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,646$753K0.58%013F-HRTimeline
Clarity Capital Advisors, LLC3,639$752K0.41%013F-HRTimeline
CVA Family Office, LLC3,627$749K0.1%013F-HRTimeline
Argent Trust Co3,597$743K0.03%+21613F-HRTimeline
Texas Capital Bank Wealth Management Se…3,581$740K0.06%-15,69213F-HRTimeline
Gilliland Jeter Wealth Management LLC3,569$737K0.23%+72013F-HRTimeline
CAMDEN NATIONAL BANK3,566$736K0.1%013F-HRTimeline
ANDERSON HOAGLAND & CO3,565$736K0.07%013F-HRTimeline
Geometric Wealth Advisors3,565$736K0.1%013F-HRTimeline
Carnegie Investment Counsel3,554$734K0.01%+1,11913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,520$727K0.05%+41713F-HRTimeline
Seros Financial, LLC3,498$722K0.44%-45,30513F-HR/ATimeline
WEALTHGARDEN F.S. LLC3,446$718K0.51%+24213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,467$716K0.24%+1413F-HRTimeline
NORDEN GROUP LLC3,435$709K0.07%-5213F-HRTimeline
Facet Wealth, Inc.3,426$707K0.01%+29013F-HRTimeline
MIDDLETON & CO INC/MA3,380$698K0.08%+37513F-HRTimeline
C2C Wealth Management, LLC3,376$697K0.6%013F-HRTimeline
Financial Partners Group, Inc3,374$697K0.09%+1013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC3,362$694K0.22%+47613F-HRTimeline
Advyzon Investment Management, LLC3,358$693K0.12%+1,83213F-HRTimeline
Riverbend Wealth Management, LLC3,336$689K0.48%+9613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,329$688K0.02%+91413F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,327$687K0.12%013F-HRTimelineGroup
EPG Wealth Management LLC3,327$687K0.19%+1313F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding3,324$686K+1,596Timeline
Plante Moran Financial Advisors, LLC3,304$682K0.04%-22113F-HRTimeline
Fulcrum Equity Management3,297$681K0.69%+34213F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,292$680K0.2%+38313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,290$679K0.29%+113F-HRTimeline
Linscomb Wealth, Inc.3,267$675K0.03%-12713F-HRTimeline
Pinnacle Financial Group, LLC / IL3,260$673K0.2%013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,252$671K0.03%+813F-HRTimeline
Lloyd Advisory Services, LLC.3,246$670K0.32%+10013F-HRTimeline
Shulman DeMeo Asset Management LLC3,234$668K0.15%+413F-HRTimeline
Benchmark Investment Advisors LLC3,232$667K0.39%13F-HRTimeline
Key Financial Inc3,221$667K0.12%-1213F-HRTimeline
PFG Private Wealth Management, LLC3,221$665K0.3%new13F-HRTimeline
Integrity Wealth Solutions LLC3,221$665K0.3%+5713F-HRTimeline
Edgemoor Investment Advisors, Inc.3,193$659K0.05%-20013F-HRTimeline
CIBC WORLD MARKET INC.3,186$658K<0.01%+9413F-HRTimeline
Arcadia Wealth Management, LLC3,182$657K0.26%+1,04613F-HRTimeline
Quadcap Wealth Management, LLC3,174$655K0.08%-80013F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,167$654K0.16%013F-HRTimeline
CHILTON INVESTMENT CO INC.3,163$653K0.01%-41713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,124$645K0.01%+1,19013F-HRTimelineGroup
My Personal CFO, LLC3,114$643K0.25%new13F-HRTimeline
Foundation Wealth Management, LLC\PA3,114$643K0.25%013F-HRTimeline
Evergreen Private Wealth LLC3,110$642K0.26%+23813F-HRTimeline
Consolidated Portfolio Review Corp3,107$642K0.08%+3413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,090$638K0.51%+1113F-HRTimeline
Gallacher Capital Management LLC3,082$636K0.25%+72013F-HRTimeline
Dynamic Advisor Solutions LLC3,076$635K0.02%-9313F-HRTimeline
LGT Financial Advisors LLC3,067$633K1.37%+1,97413F-HRTimeline
EVERPAR ADVISORS LLC3,057$631K0.25%+82013F-HRTimeline
LYNCH & ASSOCIATES/IN3,054$631K0.12%-28813F-HRTimeline
Integrated Capital Management, LLC2,976$629K0.28%+1213F-HRTimeline
Blue Capital, Inc.3,038$627K0.47%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…3,022$624K0.19%+35013F-HRTimeline
Guardian Asset Advisors, LLC3,009$621K0.33%-1113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,998$619K0.04%-30513F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,973$614K0.05%013F-HRTimeline
Moloney Securities Asset Management, LLC2,967$613K0.07%013F-HRTimeline
Disciplined Investments, LLC2,955$610K0.24%013F-HRTimeline
Valpey Financial Services, LLC2,949$609K0.4%-3613F-HRTimeline
Oxler Private Wealth LLC2,938$607K0.18%+1013F-HRTimeline
Morton Capital Management LLC/CA2,916$602K0.1%new13F-HRTimeline
Talisman Wealth Advisors LLC2,916$602K0.5%+69213F-HRTimeline
Independent Wealth Network Inc.2,902$599K0.19%+29213F-HRTimeline
WNY Asset Management, LLC2,875$594K0.06%+3113F-HRTimeline
Larson Financial Group LLC2,871$593K0.02%+76713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,854$589K<0.01%+32113F-HRTimelineGroup
Legacy Edge Advisors, LLC2,854$589K0.07%+6213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,850$589K0.02%+1,32213F-HRTimelineGroup
Ballentine Capital Advisors, Inc2,832$585K0.26%013F-HRTimeline
Claro Advisors Inc.2,825$583K0.09%+1613F-HRTimeline
BAM Wealth Management, LLC2,823$583K0.45%13F-HRTimeline
SPINNAKER TRUST2,817$582K0.03%+9813F-HRTimeline
Stockman Wealth Management, Inc.2,800$578K0.07%013F-HRTimeline
Capital Squared Financial LLC2,792$577K0.5%+7413F-HRTimeline
Empowered Funds, LLC2,778$574K0.01%new13F-HRTimeline
POSTROCK PARTNERS LLC2,765$571K0.25%013F-HRTimeline
Latitude Advisors, LLC2,764$571K0.26%+23213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,763$571K0.07%-1913F-HRTimeline
Strategic Equity Management2,742$566K0.21%+12913F-HRTimeline
Quent Capital, LLC2,740$566K0.05%013F-HRTimeline
Curbstone Financial Management Corp2,732$564K0.11%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,721$562K0.01%+74113F-HRTimeline
CWS Financial Advisors, LLC2,700$558K0.15%+213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,694$556K0.01%+67413F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,689$555K0.4%013F-HRTimeline
Exit Wealth Advisors, LLC.2,687$555K0.37%13F-HRTimeline
Elevated Capital Advisors, LLC2,670$551K0.14%+72713F-HRTimeline
Prasad Wealth Partners, LLC2,664$550K0.15%+1113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,662$550K0.04%-8713F-HRTimeline
TCV Trust & Wealth Management, Inc.2,638$545K0.05%-7513F-HRTimeline
TBH Global Asset Management, LLC2,630$543K0.11%new13F-HRTimeline
CGN Advisors LLC2,611$539K0.04%013F-HRTimeline