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Disclosery

IVE ISHARES TR

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SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tarbox Family Office, Inc.5,799$1.22M0.2%013F-HRTimeline
Lifeworks Advisors, LLC5,798$1.22M0.16%-47313F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,796$1.22M0.17%new13F-HRTimeline
BOSTON FAMILY OFFICE LLC5,743$1.21M0.08%013F-HRTimeline
HighMark Wealth Management LLC5,742$1.21M0.49%+613F-HRTimeline
Legacy Wealth Partners, LLC5,740$1.21M0.3%-59513F-HRTimeline
Newport Capital Group, LLC5,728$1.21M0.74%+8813F-HRTimeline
Sendero Wealth Management, LLC5,689$1.2M0.13%-35113F-HRTimeline
Barnes Dennig Private Wealth Management…5,662$1.2M1.18%-39613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,656$1.19M0.15%-2,49613F-HRTimeline
Xcelsior Advisor Partners LLC5,655$1.19M0.46%+16813F-HRTimeline
ROTHSCHILD INVESTMENT LLC5,649$1.19M0.06%-68613F-HRTimeline
Latitude Advisors, LLC5,636$1.19M0.55%+1,85313F-HRTimeline
Wedmont Private Capital5,462$1.18M0.04%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA5,677$1.18M0.04%-28313F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…5,581$1.18M0.96%013F-HRTimeline
Summit Trail Advisors, LLC5,476$1.16M0.02%+1,61513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,456$1.15M0.11%-4513F-HRTimeline
Fairscale Capital, LLC5,442$1.15M0.79%-1,03413F-HRTimeline
Blue Capital, Inc.5,441$1.15M0.75%+22813F-HRTimeline
SOA Wealth Advisors, LLC.5,436$1.15M0.22%-28013F-HRTimeline
Venture Visionary Partners LLC5,413$1.14M0.04%-33513F-HRTimeline
CONNING INC.in group CONNING INC.5,390$1.14M0.04%-83713F-HRTimelineGroup
Patton Albertson Miller Group, LLC5,380$1.14M0.13%013F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…5,372$1.13M0.1%13F-HRTimelineGroup
Towerpoint Wealth, LLC5,368$1.13M0.46%-413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP5,352$1.13M0.04%+2013F-HRTimeline
Cooper Financial Group5,342$1.13M0.11%+1,04813F-HRTimeline
QUADRANT CAPITAL GROUP LLC5,320$1.12M0.03%-2513F-HR/ATimeline
Continuum Advisory, LLC5,317$1.12M0.11%-12913F-HRTimeline
VestGen Investment Management5,316$1.12M0.62%-98513F-HRTimeline
Michels Family Financial, LLC5,316$1.12M0.81%-313F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC5,315$1.12M0.11%013F-HRTimeline
CHAPIN DAVIS, INC.5,298$1.12M0.25%-28013F-HRTimeline
Canopy Partners, LLC5,296$1.12M0.38%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,274$1.11M0.29%+3013F-HRTimeline
Zhang Financial LLC5,254$1.11M0.04%+513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,246$1.11M<0.01%-22813F-HRTimelineGroup
Waldron Private Wealth LLC5,244$1.11M0.04%+24213F-HRTimeline
BEACON FINANCIAL GROUP5,235$1.11M0.11%-31013F-HRTimeline
Evensky & Katz LLC5,229$1.1M0.06%-813F-HRTimeline
NewEdge Wealth, LLC5,226$1.1M0.01%+13013F-HRTimeline
AMG National Trust Bank5,212$1.1M0.02%-413F-HRTimeline
MidAtlantic Capital Management, Inc.5,209$1.1M0.76%013F-HRTimeline
PACK Private Wealth, LLC5,205$1.1M0.5%-5113F-HRTimeline
BEARING POINT CAPITAL, LLC5,197$1.1M0.17%013F-HRTimeline
New England Private Wealth Advisors LLC5,186$1.1M0.13%+813F-HRTimeline
Certified Advisory Corp5,186$1.09M0.1%-25513F-HRTimeline
JSF Financial, LLC5,176$1.09M0.21%-67413F-HRTimeline
Decker Wealth Management LLC5,168$1.09M0.25%013F-HRTimeline
BDFS Capital LLC5,160$1.09M0.52%+16813F-HRTimeline
Asempa Wealth Advisors5,120$1.08M0.94%+15313F-HRTimeline
Parkway Wealth Management Group, LLC4,985$1.08M0.14%+28313F-HRTimeline
Curi Capital, LLC5,100$1.08M0.02%+48713F-HRTimeline
IPG Investment Advisors LLC5,094$1.08M0.18%+1,25113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV5,037$1.06M0.3%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,026$1.06M0.01%-30013F-HRTimeline
Milestone Asset Management Group, LLC5,005$1.06M0.62%-4713F-HRTimeline
Noble Family Wealth, LLC5,000$1.06M0.22%013F-HR/ATimeline
Birnam Oak Advisors, LP5,000$1.06M0.29%-5,00013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC4,997$1.06M0.19%-2213F-HRTimeline
BIP Wealth, LLC4,997$1.06M0.04%-2,81913F-HRTimeline
Madson Wealth Advisors Inc4,916$1.04M0.86%13F-HRTimeline
Pallas Capital Advisors LLC4,907$1.04M0.04%-2,11113F-HRTimeline
HUB Investment Partners, LLC4,888$1.03M0.03%+86813F-HRTimeline
RCS Financial Planning, LLC4,854$1.02M0.53%-19,84113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,819$1.02M0.01%+30413F-HRTimelineGroup
Evanson Asset Management, LLC4,804$1.01M0.05%-1413F-HRTimeline
Arcadia Wealth Management, LLC4,795$1.01M0.37%+1,07713F-HRTimeline
GatePass Capital, LLC4,789$1.01M0.49%-99713F-HRTimeline
Park Place Capital Corp4,777$1.01M0.2%-4,58413F-HRTimeline
Atlatl Advisers LLC4,772$1.01M0.75%-5,20613F-HRTimeline
Provenance Wealth Advisors, LLC4,727$998K0.11%013F-HRTimeline
Oxinas Partners, LLC4,720$997K0.46%+86313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC4,709$994K0.35%+3213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG4,753$987K0.02%013F-HRTimelineGroup
Guardian Financial Partners, LLC4,662$984K0.42%+1513F-HRTimeline
Tidemark, LLC4,641$980K0.25%-12113F-HRTimeline
Bison Wealth, LLC4,354$978K0.1%-92013F-HRTimeline
Eagle Strategies LLC4,629$977K0.12%+49513F-HRTimeline
N.E.W. Advisory Services LLC4,623$976K0.07%+18513F-HRTimeline
Tactive Advisors, LLC4,616$975K0.27%+7513F-HRTimeline
Moors & Cabot, Inc.4,614$974K0.04%+64913F-HRTimeline
CIBC WORLD MARKET INC.4,604$972K<0.01%+42413F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.4,602$972K0.38%-61913F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,594$970K0.04%-41613F-HRTimelineGroup
FSM Wealth Advisors, LLC4,589$969K0.12%+513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD4,585$968K0.65%+1,24013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,584$968K0.07%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,582$968K0.18%new13F-HRTimeline
Berman McAleer LLC4,582$967K0.13%013F-HRTimeline
Integrated Investment Consultants, LLC4,573$966K0.2%-8613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,569$965K0.05%-43113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC4,539$958K0.46%013F-HRTimeline
Atlantic Edge Private Wealth Management…4,538$958K0.24%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,527$956K<0.01%-25113F-HRTimelineGroup
Moss Adams Wealth Advisors LLC4,525$955K0.07%013F-HRTimeline
Versant Capital Management, Inc4,477$945K0.09%+2,70213F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,472$944K0.13%013F-HRTimeline
MKT Advisors LLC4,450$944K0.32%013F-HRTimeline
SageView Advisory Group, LLC4,435$936K0.03%-1,18713F-HRTimeline
ASPIRIANT, LLC4,432$936K0.03%+10513F-HRTimeline
Cape Investment Advisory, Inc.4,410$931K0.31%+4413F-HRTimeline
Ballentine Partners, LLC4,405$930K0.01%-1913F-HRTimeline
MBA Advisors LLC4,385$926K0.36%-1213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,374$924K0.04%+11813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,371$923K0.02%+41213F-HRTimeline
S&CO INC4,350$918K0.06%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC4,327$914K0.28%+96513F-HRTimeline
Flagship Private Wealth, LLC4,327$914K0.37%+7713F-HRTimeline
LongView Wealth Management4,177$909K0.23%-2213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,291$906K0.06%+19013F-HRTimeline
ASL Financial, LLC4,289$906K0.72%+1,11713F-HRTimeline
Connecticut Wealth Management, LLC4,284$905K0.04%-23113F-HRTimeline
Glassman Wealth Services4,274$902K0.12%013F-HRTimeline
Spectrum Planning & Advisory Services I…4,271$902K0.45%-18613F-HRTimeline
Summit Asset Management, LLC4,268$901K0.13%-2313F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,256$899K0.11%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC4,252$898K0.16%new13F-HRTimeline
CENTRAL TRUST Co4,212$889K0.02%+213F-HRTimeline
Americana Partners, LLC4,193$885K0.02%+7213F-HRTimeline
First Command Advisory Services, Inc.4,182$883K0.01%013F-HRTimeline
RENASANT BANK4,134$873K0.62%-4,40013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,012$871K0.05%-40313F-HR/ATimeline
Oregon Pacific Wealth Management, LLC4,119$870K0.91%+4013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.4,118$869K0.4%new13F-HRTimeline
Central Pacific Bank - Trust Division4,114$869K0.11%+16213F-HRTimeline
MAYPORT, LLC4,110$868K0.16%new13F-HRTimeline
Capital Planning Advisors, LLC4,100$866K0.13%+17213F-HRTimeline
EASTERN BANK4,089$863K0.01%-5913F-HRTimeline
Fulcrum Equity Management4,075$860K0.84%-67213F-HRTimeline
CAPITAL ADVISORS INC/OK4,070$859K0.01%-8013F-HRTimeline
Clientfirst Wealth Management, LLC4,066$859K0.72%013F-HRTimeline
Carl P. Sherr & Co., LLC4,018$848K0.4%013F-HRTimeline
Integras Partners LLC4,013$847K0.56%new13F-HRTimeline
Key Capital Management, INC4,012$847K0.56%+2,34013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,966$838K<0.01%+1,07013F-HRTimelineGroup
Pacific Point Advisors, LLC3,964$837K0.44%013F-HRTimeline
SMART Wealth LLC3,959$836K0.24%+1,99713F-HRTimeline
Embree Financial Group3,904$824K0.1%+713F-HRTimeline
Aegis Wealth Management, Inc.3,877$819K0.64%-73313F-HRTimeline
Milestones Private Investment Advisors …3,875$818K0.72%-12013F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC3,873$818K0.11%013F-HRTimeline
HighPoint Advisor Group LLC3,856$814K0.03%-15813F-HRTimeline
Blankinship & Foster, LLC3,824$807K0.18%013F-HRTimeline
Owl Creek Wealth Partners LLC3,812$805K0.29%13F-HRTimeline
Advisors Capital Management, LLC3,793$801K0.01%-1,19713F-HRTimeline
JMG Financial Group, Ltd.3,783$799K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,779$798K0.09%-11913F-HRTimeline
Activest Wealth Management3,769$796K0.14%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management3,754$793K0.47%+10713F-HRTimeline
Birch Hill Investment Advisors LLC3,748$791K0.04%+2513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.3,748$791K0.22%-3,81013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,744$790K0.25%-15113F-HRTimeline
Wick Capital Partners, LLC3,728$787K0.14%-9213F-HRTimeline
Aprio Wealth Management, LLC3,720$786K0.04%+12813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,720$785K0.05%-14113F-HRTimelineGroup
Facet Wealth, Inc.3,719$785K0.01%-77013F-HRTimeline
Triton Financial Group Inc3,698$783K1.36%+1,85413F-HRTimeline
SIGNATUREFD, LLC3,687$779K0.01%+64713F-HRTimeline
BAM Wealth Management, LLC3,686$778K0.58%+14013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,657$772K0.01%-53613F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC3,646$770K0.57%013F-HRTimeline
Arsenal Capital Advisors LLC3,646$770K0.56%013F-HRTimeline
Clarity Capital Advisors, LLC3,639$768K0.36%013F-HRTimeline
CVA Family Office, LLC3,627$766K0.08%013F-HRTimeline
Quantum Portfolio Management LLC3,626$766K0.33%+8813F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.3,613$763K1.37%+60013F-HRTimeline
FLP Wealth Management, LLC3,608$762K1.57%+55613F-HR/ATimeline
Strategic Equity Management3,607$762K0.29%+43613F-HRTimeline
Geometric Wealth Advisors3,587$757K0.09%+2213F-HRTimeline
Cornell Pochily Investment Advisors, In…3,582$756K0.22%+56013F-HRTimeline
NorthCoast Asset Management LLC3,576$755K0.02%+19713F-HRTimeline
Quartz Partners, LLC3,574$755K0.29%+1,07013F-HRTimeline
ANDERSON HOAGLAND & CO3,565$753K0.06%013F-HRTimeline
Veracity Capital LLC3,552$750K0.27%-35413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,545$748K0.01%-5213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC3,540$748K0.01%+1,28613F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC3,539$747K0.23%+2,14813F-HRTimeline
Indivisible Partners3,537$747K0.07%013F-HRTimeline
Exit Wealth Advisors, LLC.3,536$747K0.38%+1,34313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,535$746K0.01%-76813F-HRTimeline
Novak & Powell Financial Services, Inc.3,531$746K0.4%-24713F-HRTimeline
American Trust3,511$741K0.07%+12913F-HRTimeline
MIDDLETON & CO INC/MA3,500$739K0.08%+10013F-HRTimeline
Perennial Advisors, LLC3,485$736K0.13%+2,50613F-HRTimeline
Riverbend Wealth Management, LLC3,468$732K0.46%+4213F-HRTimeline
CAMDEN NATIONAL BANK3,467$732K0.1%-9913F-HRTimeline
Millington Financial Advisors, LLC3,326$732K0.31%+313F-HRTimeline
KRM WEALTH MANAGEMENT L.L.C.3,448$728K0.38%-3213F-HRTimeline
VERITY Wealth Advisors3,448$728K0.49%-413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.3,442$727K0.24%+1313F-HRTimeline
Tempo Wealth, LLC3,441$727K0.13%+34313F-HRTimeline
NORDEN GROUP LLC3,435$725K0.07%013F-HRTimeline
Plan Group Financial, LLC3,424$723K0.17%+1,84813F-HRTimeline
Kelman-Lazarov, Inc.3,419$722K0.1%013F-HRTimeline
Helium Advisors LLC3,404$719K0.69%-7613F-HRTimeline
MEMBERS WEALTH LLC3,254$716K0.43%+3013F-HRTimeline
Pine Valley Investments Ltd Liability Co3,381$714K0.03%+9913F-HRTimeline
Ballast Rock Private Wealth LLC3,380$714K0.39%+413F-HRTimeline