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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
CHILTON INVESTMENT CO INC.3,278$744K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,265$741K<0.01%-2513F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL3,262$741K0.18%+113F-HRTimeline
Shulman DeMeo Asset Management LLC3,255$739K0.14%+413F-HRTimeline
Quartz Partners, LLC3,239$735K0.24%-33513F-HRTimeline
VestGen Investment Management3,222$732K0.39%-2,09413F-HRTimeline
Blankinship & Foster, LLC3,219$731K0.15%-60513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD3,215$730K0.5%-1,37013F-HRTimeline
Capital Squared Financial LLC3,198$726K0.47%+1013F-HRTimeline
Financial Partners Group, Inc3,197$726K0.07%-5413F-HRTimeline
1ST SOURCE BANK3,190$724K0.03%-16313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,185$723K0.05%-5713F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC3,176$721K0.11%+913F-HRTimeline
Patton Albertson Miller Group, LLC3,162$718K0.07%-2,21813F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,149$715K0.61%+5113F-HRTimeline
IMA Advisory Services, Inc.3,145$714K0.04%+2,55013F-HRTimeline
RENASANT BANK3,134$712K0.46%-1,00013F-HRTimeline
Elevated Capital Advisors, LLC3,116$708K0.19%+58213F-HRTimeline
Foundation Wealth Management, LLC\PA3,114$707K0.21%013F-HRTimeline
GDS Wealth Management3,113$707K0.03%+26913F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,112$707K0.2%+1,59813F-HRTimeline
Veracity Capital LLC3,108$706K0.19%-44413F-HRTimeline
BAM Wealth Management, LLC3,101$704K0.44%-58513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,090$702K0.48%+1013F-HRTimeline
Guardian Asset Advisors, LLC3,088$701K0.32%+6813F-HRTimeline
Capital Investment Advisors, LLC3,079$699K0.01%+51113F-HRTimeline
Opal Wealth Advisors, LLC3,070$697K0.15%-16113F-HRTimeline
Evergreen Private Wealth LLC3,070$697K0.26%-15413F-HRTimeline
Royal Fund Management, LLC3,059$695K0.06%-1813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,043$691K0.03%+2713F-HRTimelineGroup
MEMBERS WEALTH LLC3,004$682K0.37%-25013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,000$681K<0.01%+1,00013F-HRTimelineGroup
Total Clarity Wealth Management, Inc.2,998$681K0.13%new13F-HRTimeline
Index Technologies Group LLC2,994$680K0.54%+1313F-HRTimeline
Valpey Financial Services, LLC2,989$679K0.4%-7313F-HRTimeline
Madson Wealth Advisors Inc2,982$677K0.46%-1,93413F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,973$675K0.05%013F-HRTimeline
Oxler Private Wealth LLC2,965$673K0.19%+913F-HRTimeline
FLP Wealth Management, LLC2,962$673K1.2%-64613F-HRTimeline
Keel Point, LLC2,938$667K0.04%+1213F-HRTimeline
Atlas Brown,Inc.2,925$664K0.18%-7913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,922$664K0.01%-73513F-HRTimelineGroup
Syntegra Private Wealth Group, LLC2,916$662K0.05%-22413F-HRTimeline
New Republic Capital, LLC2,907$660K0.15%-36613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,886$655K0.04%+3613F-HRTimeline
Integrated Capital Management, LLC2,870$652K0.23%-13213F-HRTimeline
Keystone Wealth Services, LLC2,867$651K0.12%-7113F-HRTimeline
Spinnaker Investment Group, LLC2,863$650K0.1%new13F-HRTimeline
WNY Asset Management, LLC2,863$650K0.06%+1913F-HRTimeline
Midwest Financial Network, LLC2,854$648K0.44%new13F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,836$644K<0.01%+39713F-HRTimelineGroup
MCF Advisors LLC2,836$644K0.02%+22113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,826$642K0.18%-91813F-HRTimeline
Bellwether Advisors, LLC2,820$640K0.09%+10313F-HRTimeline
Legacy Edge Advisors, LLC2,813$639K0.06%-31313F-HR/ATimeline
Dynamic Advisor Solutions LLC2,797$635K0.02%-56613F-HRTimeline
Independent Wealth Network Inc.2,779$631K0.16%-4713F-HRTimeline
Madison Wealth Partners, Inc2,766$628K0.08%-6313F-HRTimeline
POSTROCK PARTNERS LLC2,765$628K0.26%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,763$627K0.06%013F-HRTimeline
Quadcap Wealth Management, LLC2,759$626K0.06%-45013F-HRTimeline
Morton Capital Management LLC/CA2,759$626K0.09%+11013F-HRTimeline
Edgemoor Investment Advisors, Inc.2,754$625K0.04%-32513F-HRTimeline
HCR Wealth Advisors2,745$623K0.06%+43413F-HRTimeline
Disciplined Investments, LLC2,741$622K0.2%-21413F-HR/ATimeline
FIDUCIARY FINANCIAL ADVISORS2,732$620K0.06%new13F-HRTimeline
LYNCH & ASSOCIATES/IN2,725$619K0.11%-2513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,711$616K0.05%013F-HRTimeline
CAPITAL ADVISORS INC/OK2,698$613K0.01%-1,37213F-HRTimeline
Harvest Investment Services, LLC2,695$612K0.09%-13913F-HRTimeline
Haverford Trust Co2,691$611K0.01%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,689$611K0.37%013F-HRTimeline
Claro Advisors Inc.2,677$608K0.06%+113F-HRTimeline
71 West Capital Partners2,660$604K0.02%013F-HRTimeline
CWS Financial Advisors, LLC2,651$602K0.13%+213F-HRTimeline
Prasad Wealth Partners, LLC2,645$601K0.14%+1013F-HRTimeline
TCV Trust & Wealth Management, Inc.2,638$599K0.05%013F-HRTimeline
CGN Advisors LLC2,633$598K0.04%+2213F-HRTimeline
Welch & Forbes LLC2,600$590K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…2,599$590K0.18%+1113F-HRTimeline
Winthrop Advisory Group LLC2,563$582K0.04%+1,50713F-HRTimeline
Confluence Wealth Services, Inc.2,557$580K0.02%+11213F-HRTimeline
Advisory Alpha, LLC2,554$580K0.01%new13F-HRTimeline
Gradient Capital Advisors, LLC2,523$573K0.13%013F-HRTimeline
High Net Worth Advisory Group LLC2,500$568K0.12%013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,499$567K0.63%-913F-HRTimeline
Ballentine Capital Advisors, Inc2,493$566K0.21%013F-HRTimeline
PSI Advisors, LLC2,493$566K0.13%-213F-HRTimeline
Hyundai Investments Co., Ltd.2,478$563K0.61%+82513F-HRTimeline
SPINNAKER TRUST2,477$562K0.03%-28013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,473$561K0.22%new13F-HRTimeline
Heritage Family Offices, LLP2,473$561K0.22%-4513F-HRTimeline
SeaCrest Wealth Management, LLC2,470$561K0.06%-65413F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,469$561K0.08%-86913F-HRTimeline
Benchmark Investment Advisors LLC2,464$559K0.25%-313F-HRTimeline
PUREfi Wealth, LLC2,456$558K0.31%-58713F-HRTimeline
Aureum Wealth Management, LLC2,455$557K0.35%013F-HRTimeline
SkyOak Wealth, LLC2,450$556K0.09%-813F-HRTimeline
MONEYWISE, INC.2,443$555K0.21%-2413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,578$555K0.01%+25013F-HRTimeline
Verdence Capital Advisors LLC2,418$549K0.03%-2913F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,416$549K0.02%+19113F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…2,413$548K0.08%013F-HRTimeline
LJI Wealth Management, LLC2,413$548K0.08%+26013F-HRTimeline
Compass Financial Group, Inc. (Ohio)2,410$547K0.37%-37113F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$545K0.1%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,395$544K0.02%+71513F-HRTimeline
Wealth Care LLC2,387$542K0.44%+613F-HRTimeline
ALTFEST L J & CO INC2,378$540K0.05%+313F-HRTimeline
Curbstone Financial Management Corp2,374$539K0.09%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,373$539K0.04%+1,61613F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC2,367$537K0.33%+14813F-HRTimeline
Quent Capital, LLC2,365$537K0.03%-16113F-HRTimeline
Klingman & Associates, LLC2,363$537K0.02%-45013F-HRTimeline
Sage Mountain Advisors LLC2,362$536K0.03%013F-HRTimeline
Washington Trust Bank2,352$534K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
4J Wealth Management LLC2,344$532K0.26%-9513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,340$531K0.03%+1,11913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,337$531K0.05%-22413F-HRTimeline
VSM Wealth Advisory, LLC2,334$530K0.14%+413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,333$530K0.01%+9313F-HRTimeline
First National Trust Co2,331$529K0.02%-1513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,329$529K0.08%+813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,326$528K0.07%-25013F-HRTimeline
Journey Advisory Group, LLC2,326$528K0.04%+1213F-HRTimeline
First Western Trust Bank2,308$524K0.03%013F-HRTimeline
Security National Bank2,297$522K0.06%+1,72813F-HRTimeline
GEN Financial Management, INC.2,294$521K0.31%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,292$520K0.05%013F-HRTimeline
Clayton Financial Group LLC2,282$518K0.29%013F-HRTimeline
TBH Global Asset Management, LLC2,282$518K0.09%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,276$517K0.3%-18413F-HRTimeline
Sequent Planning LLC2,271$516K0.11%+16913F-HRTimeline
Tennessee Valley Asset Management Partn…2,265$514K0.06%-15113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,260$513K0.03%-2513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,255$512K0.21%013F-HRTimeline
Aurora Private Wealth, Inc.2,257$512K0.32%+713F-HRTimeline
Elevation Wealth Management LLC2,244$510K0.38%-31713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,238$508K0.07%013F-HRTimeline
Reynders McVeigh Capital Management, LLC2,233$507K0.02%013F-HRTimeline
Advisory Solutions Group, LLC2,230$506K0.17%13F-HRTimeline
Capital Investment Advisory Services, L…2,210$502K0.03%+50013F-HRTimeline
GreatBanc Trust CO2,200$500K0.31%-2513F-HRTimeline
MW ADVISORY, LLC2,200$500K0.2%13F-HRTimeline
Insight Advisors, LLC/ PA2,198$499K0.09%-90313F-HRTimeline
Meramec Financial Planners, LLC2,143$498K0.18%+213F-HRTimeline
Mosley Wealth Management2,191$497K0.16%-19,06313F-HRTimeline
Busey Bank2,179$495K0.01%-2213F-HRTimeline
Coastal Bridge Advisors, LLC2,179$495K0.03%-24613F-HRTimeline
Parkwoods Wealth Partners, LLC2,165$492K0.08%new13F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding2,160$491K+1,080Timeline
Genesis Financial Group, LLC2,160$490K0.32%+1013F-HRTimeline
Linscomb Wealth, Inc.2,154$489K0.02%-1,06813F-HRTimeline
Visionary Wealth Advisors2,144$487K0.02%-4213F-HRTimeline
Element Wealth, LLC2,144$487K0.18%+313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,142$486K0.04%13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO2,141$486K0.01%-36213F-HR/ATimeline
Community Bank, N.A.2,141$486K0.05%-79313F-HRTimeline
RiverFront Investment Group, LLC2,139$486K0.01%+57813F-HRTimeline
Northwest Financial Advisors2,138$485K0.06%+113F-HRTimeline
Retirement Planning Group, LLC2,135$485K0.01%-20213F-HRTimeline
Veery Capital, LLC2,128$483K0.13%+15213F-HRTimeline
IFG Advisors, LLC2,126$483K0.07%+113F-HRTimeline
Salus Financial Advisors, LLC2,115$480K0.24%+15013F-HRTimeline
Clarendon Private LLC2,114$480K0.31%-11613F-HRTimeline
Kathmere Capital Management, LLC2,113$480K0.03%+213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,112$480K0.02%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,105$478K0.01%-4413F-HRTimeline
Quantbot Technologies LP2,100$477K0.02%new13F-HRTimeline
Foguth Wealth Management, LLC.2,071$476K0.05%-15813F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,091$475K0.01%013F-HRTimelineGroup
Conservest Capital Advisors, Inc.2,080$472K0.04%013F-HRTimeline
Tulsa Wealth Advisors, INC2,075$471K0.07%+4313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,071$470K<0.01%013F-HRTimelineGroup
Samalin Investment Counsel, LLC2,066$469K0.15%-1113F-HRTimeline
Stone Summit Wealth LLC2,065$469K0.12%-1113F-HRTimeline
Stewardship Advisors, LLC2,056$467K0.1%+27413F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,055$467K0.08%-52313F-HRTimeline
Worth Financial Advisory Group, LLC2,054$466K0.19%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,050$466K0.03%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc2,048$465K0.15%+113F-HRTimeline
Tradewinds, LLC.875$462K0.11%-37713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,034$462K0.07%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,017$458K0.06%-4313F-HRTimeline
TENET WEALTH PARTNERS, LLC1,966$457K0.34%13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$454K0.01%013F-HRTimeline
Almanack Investment Partners, LLC.1,998$454K0.06%+95313F-HRTimeline
Wealthfront Advisers LLC1,997$453K<0.01%-23113F-HRTimeline
NOVUS ADVISORS, LLC1,984$450K0.94%+4713F-HRTimeline
Brand Asset Management Group, Inc.1,983$450K0.1%-43213F-HRTimeline
Legend Capital Advisors LLC1,972$448K0.24%013F-HRTimeline
BLB&B Advisors, LLC1,966$446K0.02%+313F-HRTimeline
Performance Wealth Partners, LLC1,966$446K0.01%+813F-HRTimeline
AVISO WEALTH MANAGEMENT1,964$446K0.15%013F-HRTimeline
Curtis Advisory Group, LLC1,964$446K0.09%013F-HRTimeline
United Advisor Group, LLC1,960$445K0.05%-8,90313F-HRTimeline
Frontier Asset Management, LLC1,959$445K0.08%-6413F-HRTimeline
TCP Asset Management, LLC1,934$439K0.05%013F-HRTimeline
NTV Asset Management LLC1,930$438K0.04%-8513F-HRTimeline
Affiance Financial, LLC1,917$435K0.06%013F-HRTimeline