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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Fiduciary Alliance LLC6,048$1.28M0.08%+9913F-HRTimeline
Sendero Wealth Management, LLC6,040$1.28M0.14%+413F-HRTimeline
FIRST HORIZON CORP6,035$1.28M0.06%+3613F-HRTimeline
Montecito Bank & Trust6,033$1.28M0.2%+8513F-HRTimeline
WEALTH EFFECTS LLC6,012$1.27M0.4%+3013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,960$1.27M0.04%new13F-HRTimelineGroup
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,992$1.27M0.29%-1,28013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding5,949$1.26M+52Timeline
Windward Private Wealth Management Inc.5,900$1.25M0.43%013F-HRTimeline
JSF Financial, LLC5,850$1.24M0.26%-12313F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…5,823$1.23M<0.01%+4,24513F-HRTimelineGroup
Tarbox Family Office, Inc.5,799$1.23M0.2%013F-HRTimeline
GatePass Capital, LLC5,786$1.23M0.63%new13F-HRTimeline
MN Wealth Advisors, LLC5,777$1.23M0.62%+1,52113F-HRTimeline
Venture Visionary Partners LLC5,748$1.22M0.04%-28113F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.22M0.08%013F-HRTimeline
HighMark Wealth Management LLC5,736$1.22M0.5%-2713F-HRTimeline
SOA Wealth Advisors, LLC.5,716$1.21M0.2%-1,00913F-HRTimeline
Opal Wealth Advisors, LLC5,692$1.21M0.31%+67313F-HRTimeline
Newport Capital Group, LLC5,640$1.2M0.73%+34513F-HR/ATimeline
Argent Trust Co5,637$1.2M0.04%+2,04013F-HRTimeline
SageView Advisory Group, LLC5,622$1.19M0.04%-8413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…5,581$1.18M0.97%013F-HRTimeline
CHAPIN DAVIS, INC.5,578$1.18M0.28%+213F-HRTimeline
BEACON FINANCIAL GROUP5,545$1.18M0.12%+53213F-HRTimeline
Wedmont Private Capital5,462$1.17M0.04%-5513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,501$1.17M0.12%-4113F-HRTimeline
Breachway Investments LLC5,500$1.17M1.23%13F-HRTimeline
Xcelsior Advisor Partners LLC5,487$1.16M0.57%13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,474$1.16M<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC5,446$1.15M0.12%+1,09913F-HRTimeline
Certified Advisory Corp5,441$1.15M0.11%-2013F-HRTimeline
SEVEN MILE ADVISORY5,397$1.14M0.2%-3,12613F-HRTimeline
Patton Albertson Miller Group, LLC5,380$1.14M0.13%-113F-HRTimeline
Towerpoint Wealth, LLC5,372$1.14M0.45%+813F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,345$1.13M0.03%013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP5,332$1.13M0.04%+97113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,326$1.13M0.01%013F-HRTimeline
Michels Family Financial, LLC5,319$1.13M0.83%-1013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.13M0.11%013F-HRTimeline
Canopy Partners, LLC5,296$1.12M0.37%013F-HRTimeline
Azimuth Capital Investment Management L…5,288$1.12M0.04%-20513F-HRTimeline
Fortis Capital Advisors, LLC5,287$1.12M0.17%+79413F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,244$1.12M0.25%+58713F-HRTimeline
Gilliland Jeter Wealth Management LLC5,266$1.12M0.34%+1,69713F-HRTimeline
PACK Private Wealth, LLC5,256$1.11M0.51%013F-HRTimeline
Zhang Financial LLC5,249$1.11M0.04%-70413F-HRTimeline
Evensky & Katz LLC5,237$1.11M0.06%+2413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.5,221$1.11M0.42%-1,27613F-HRTimeline
AMG National Trust Bank5,216$1.11M0.03%-1,25613F-HRTimeline
Blue Capital, Inc.5,213$1.11M0.79%+2,17513F-HRTimeline
MidAtlantic Capital Management, Inc.5,209$1.1M0.71%013F-HRTimeline
BEARING POINT CAPITAL, LLC5,197$1.1M0.17%013F-HRTimeline
New England Private Wealth Advisors LLC5,178$1.1M0.14%+1013F-HR/ATimeline
Decker Wealth Management LLC5,168$1.1M0.24%13F-HRTimeline
Bison Wealth, LLC5,274$1.1M0.12%-1,89713F-HRTimeline
Lloyd Advisory Services, LLC.5,158$1.09M0.42%+1,91213F-HRTimeline
NewEdge Wealth, LLC5,096$1.08M0.01%+66513F-HRTimeline
Joel Isaacson & Co., LLC5,092$1.08M0.04%+12113F-HRTimeline
Blue Zone Wealth Advisors, LLC5,079$1.08M0.21%+2,56413F-HRTimeline
Legacy Capital Group California, Inc.5,061$1.07M0.26%+88013F-HRTimeline
Milestone Asset Management Group, LLC5,052$1.07M0.6%+48313F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,037$1.07M0.29%013F-HRTimeline
Talisman Wealth Advisors LLC5,008$1.07M0.83%+2,09213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC5,019$1.06M0.19%-4813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,010$1.06M0.03%+99913F-HRTimelineGroup
Waldron Private Wealth LLC5,002$1.06M0.04%013F-HRTimeline
Noble Family Wealth, LLC5,000$1.06M0.22%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,000$1.06M0.05%+19413F-HRTimeline
BDFS Capital LLC4,992$1.06M0.53%13F-HRTimeline
Advisors Capital Management, LLC4,990$1.06M0.01%+1,12713F-HRTimeline
Asempa Wealth Advisors4,967$1.05M0.91%13F-HRTimeline
Evanson Asset Management, LLC4,818$1.02M0.06%+2013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,753$1.02M0.02%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,778$1.01M<0.01%+1,92413F-HRTimelineGroup
Gallagher Capital Advisors, LLC4,773$1.01M0.65%+2213F-HRTimeline
Tidemark, LLC4,762$1.01M0.29%-71,56813F-HRTimeline
Fulcrum Equity Management4,747$1.01M0.96%+1,45013F-HRTimeline
Provenance Wealth Advisors, LLC4,727$1M0.11%013F-HRTimeline
Parkway Wealth Management Group, LLC4,702$997K0.13%13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,677$992K0.36%+12213F-HRTimeline
Integrated Investment Consultants, LLC4,659$988K0.19%-65013F-HR/ATimeline
Guardian Financial Partners, LLC4,647$985K0.42%+64913F-HRTimeline
Curi Capital, LLC4,613$978K0.02%-2,74413F-HRTimeline
Aegis Wealth Management, Inc.4,610$978K0.77%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,584$972K0.07%013F-HRTimeline
FSM Wealth Advisors, LLC4,584$972K0.13%013F-HRTimeline
Berman McAleer LLC4,582$972K0.13%-3,50013F-HRTimeline
Facet Wealth, Inc.4,489$971K0.02%+1,06313F-HRTimeline
Tactive Advisors, LLC4,541$963K0.28%-44013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,539$963K0.49%013F-HRTimeline
Atlantic Edge Private Wealth Management…4,538$962K0.24%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC4,493$960K0.01%new13F-HRTimeline
Moss Adams Wealth Advisors LLC4,525$960K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,515$958K0.01%+3,22313F-HRTimelineGroup
Connecticut Wealth Management, LLC4,515$957K0.04%-24013F-HRTimeline
MKT Advisors LLC4,450$956K0.33%013F-HRTimeline
SB Capital Management Inc4,494$953K0.35%13F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,472$948K0.13%013F-HRTimeline
Spectrum Planning & Advisory Services I…4,457$945K0.49%+9113F-HRTimeline
N.E.W. Advisory Services LLC4,438$941K0.07%013F-HRTimeline
Ballentine Partners, LLC4,424$938K0.01%-99613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,415$936K0.06%+1,41713F-HRTimeline
MBA Advisors LLC4,397$932K0.38%+9113F-HRTimeline
Cape Investment Advisory, Inc.4,366$926K0.28%+1,81413F-HRTimeline
S&CO INC4,350$922K0.06%013F-HRTimeline
ASPIRIANT, LLC4,327$918K0.03%+10313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.4,303$913K0.01%+2,08513F-HRTimeline
LongView Wealth Management4,199$912K0.22%+2,33413F-HRTimeline
Cooper Financial Group4,294$911K0.1%-28313F-HRTimeline
Summit Asset Management, LLC4,291$910K0.13%-13413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,287$909K<0.01%+2,31713F-HRTimelineGroup
EFG International AGin group EFG International AG4,282$908K0.02%13F-HRTimelineGroup
Glassman Wealth Services4,274$906K0.12%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,256$903K0.04%-20013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC4,256$903K0.11%-113F-HRTimeline
Flagship Private Wealth, LLC4,250$901K0.35%+4813F-HRTimeline
CENTRAL TRUST Co4,210$893K0.02%-9013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,193$889K0.01%-2,30513F-HRTimelineGroup
First Command Advisory Services, Inc.4,182$887K0.01%-8113F-HRTimeline
CIBC WORLD MARKET INC.4,180$886K<0.01%+99413F-HRTimeline
CAPITAL ADVISORS INC/OK4,150$880K0.01%013F-HRTimeline
EASTERN BANK4,148$880K0.02%+15413F-HRTimeline
Caprock Group, LLC4,138$878K0.02%-11513F-HRTimeline
Eagle Strategies LLC4,134$877K0.11%-2513F-HRTimeline
Americana Partners, LLC4,121$874K0.02%-1513F-HRTimeline
Carl P. Sherr & Co., LLC4,018$873K0.39%-20013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,101$870K0.06%+58113F-HRTimeline
Oregon Pacific Wealth Management, LLC4,079$865K0.89%+1,59213F-HRTimeline
Clientfirst Wealth Management, LLC4,066$862K0.69%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC4,056$860K0.03%-1513F-HRTimeline
Gallacher Capital Management LLC4,032$855K0.33%+95013F-HRTimeline
HUB Investment Partners, LLC4,020$853K0.02%-54013F-HRTimeline
HighPoint Advisor Group LLC4,014$851K0.02%new13F-HRTimeline
Milestones Private Investment Advisors …3,995$847K0.58%013F-HRTimeline
Moors & Cabot, Inc.3,965$841K0.04%+20813F-HRTimeline
Pacific Point Advisors, LLC3,964$841K0.45%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,959$840K0.02%-64813F-HRTimeline
Central Pacific Bank - Trust Division3,952$838K0.1%+1,84513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,950$838K<0.01%013F-HR/ATimelineGroup
Capital Planning Advisors, LLC3,928$833K0.11%013F-HRTimeline
Veracity Capital LLC3,906$828K0.25%+10513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,898$827K0.09%+13613F-HRTimeline
Embree Financial Group3,897$826K0.1%+913F-HRTimeline
Compass Financial Group, Inc. (Ohio)3,896$826K0.6%13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,895$826K0.25%013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,873$821K0.12%013F-HRTimeline
Texas Capital Bank Wealth Management Se…3,865$820K0.05%+28413F-HRTimeline
Summit Trail Advisors, LLC3,861$819K0.01%-5513F-HRTimeline
Oxinas Partners, LLC3,857$818K0.39%-4,13713F-HRTimeline
IPG Investment Advisors LLC3,843$815K0.14%-5513F-HRTimeline
Thomasville National Bank3,825$811K0.05%-32513F-HRTimeline
Blankinship & Foster, LLC3,824$811K0.18%-2413F-HRTimeline
Wick Capital Partners, LLC3,820$810K0.15%-4713F-HR/ATimeline
JMG Financial Group, Ltd.3,783$802K0.02%-9613F-HRTimeline
Latitude Advisors, LLC3,783$802K0.35%+1,01913F-HRTimeline
Novak & Powell Financial Services, Inc.3,778$801K0.42%+113F-HRTimeline
Activest Wealth Management3,769$799K0.15%+1,56913F-HRTimeline
Legacy Edge Advisors, LLC3,729$791K0.09%+87513F-HRTimeline
Birch Hill Investment Advisors LLC3,723$790K0.03%-60013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,861$789K0.05%+513F-HRTimelineGroup
Arcadia Wealth Management, LLC3,718$789K0.29%+53613F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp3,707$786K<0.01%new13F-HRTimelineGroup
Community Bank, N.A.3,694$783K0.09%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management3,647$773K0.46%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC3,646$773K0.57%013F-HRTimeline
Arsenal Capital Advisors LLC3,646$773K0.55%13F-HRTimeline
Clarity Capital Advisors, LLC3,639$772K0.39%013F-HRTimeline
CVA Family Office, LLC3,627$769K0.09%013F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding3,611$766K+287Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,597$763K0.01%-7513F-HRTimelineGroup
Aprio Wealth Management, LLC3,592$762K0.04%-8513F-HRTimeline
CAMDEN NATIONAL BANK3,566$756K0.1%013F-HRTimeline
ANDERSON HOAGLAND & CO3,565$756K0.07%013F-HRTimeline
Geometric Wealth Advisors3,565$756K0.1%013F-HRTimeline
New Republic Capital, LLC3,560$755K0.2%+1,53913F-HRTimeline
PUREfi Wealth, LLC3,552$753K0.58%+95913F-HRTimeline
BAM Wealth Management, LLC3,546$752K0.54%+72313F-HRTimeline
Quantum Portfolio Management LLC3,538$750K0.33%-5,96413F-HRTimeline
Indivisible Partners3,537$750K0.08%13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,530$749K0.01%+83613F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.3,480$738K0.4%13F-HRTimeline
Helium Advisors LLC3,480$738K0.75%-1,44513F-HRTimeline
Millington Financial Advisors, LLC3,323$738K0.33%+1,29613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…3,476$737K0.12%+14913F-HRTimelineGroup
VERITY Wealth Advisors3,452$732K0.45%new13F-HRTimeline
Seros Financial, LLC3,448$731K0.43%-5013F-HRTimeline
NORDEN GROUP LLC3,435$728K0.07%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,429$727K0.24%-3813F-HRTimeline
Riverbend Wealth Management, LLC3,426$727K0.46%+9013F-HRTimeline
Kelman-Lazarov, Inc.3,419$725K0.1%-36413F-HRTimeline
MIDDLETON & CO INC/MA3,400$721K0.08%+2013F-HRTimeline
American Trust3,382$717K0.06%-92113F-HRTimeline
NorthCoast Asset Management LLC3,379$717K0.02%-714,58513F-HRTimeline
C2C Wealth Management, LLC3,376$716K0.6%013F-HRTimeline
Ballast Rock Private Wealth LLC3,376$716K0.45%13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC3,362$713K0.21%013F-HRTimeline
Key Financial Inc3,344$709K0.13%+12313F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,345$709K0.53%-1,09013F-HRTimeline
Dynamic Advisor Solutions LLC3,342$709K0.02%+26613F-HRTimeline