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Disclosery

IVE ISHARES TR

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SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Insight Advisors, LLC/ PA2,661$507K0.09%+513F-HRTimeline
Independent Wealth Network Inc.2,657$507K0.21%-42413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,656$507K0.02%+2013F-HRTimelineGroup
CWS Financial Advisors, LLC2,654$507K0.16%+313F-HRTimeline
Prasad Wealth Partners, LLC2,632$502K0.16%13F-HRTimeline
TBH Global Asset Management, LLC2,632$502K0.12%-1113F-HRTimeline
CGN Advisors LLC2,631$502K0.05%013F-HRTimeline
Aaron Wealth Advisors LLC2,622$500K0.06%-42513F-HRTimeline
FWG Investments, LLC.2,622$500K0.39%+64213F-HRTimeline
Fairvoy Private Wealth, LLC2,613$499K0.13%13F-HRTimeline
Gradient Capital Advisors, LLC2,590$494K0.16%-16913F-HRTimeline
STOCK YARDS BANK & TRUST CO2,586$494K0.02%-1,03113F-HRTimeline
Wealthstar Advisors, LLC2,585$494K0.21%13F-HRTimeline
Plan Group Financial, LLC2,575$492K0.26%+2613F-HRTimeline
Transce3nd, LLC2,571$491K0.17%13F-HRTimeline
Confluence Wealth Services, Inc.2,493$490K0.03%-1013F-HRTimeline
Stone Summit Wealth LLC2,557$488K0.16%-313F-HRTimeline
BIP Wealth, LLC2,556$488K0.03%+52413F-HRTimeline
Texas Capital Bank Wealth Management Se…2,555$488K0.05%-37813F-HRTimeline
Investment Research & Advisory Group, I…2,545$486K0.2%013F-HRTimeline
Executive Wealth Management, LLC2,511$479K0.04%-7313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,510$479K0.18%-20013F-HRTimeline
GAMMA Investing LLC2,508$479K0.04%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,504$478K0.01%+46213F-HRTimelineGroup
High Net Worth Advisory Group LLC2,500$477K0.13%013F-HRTimeline
4J Wealth Management LLC2,464$470K0.38%013F-HRTimeline
ALTFEST L J & CO INC2,464$470K0.06%+713F-HRTimeline
Keystone Financial Group775$470K0.05%new13F-HRTimeline
SkyOak Wealth, LLC2,457$469K0.1%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,440$466K0.11%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC2,433$464K0.39%+6913F-HRTimeline
Busey Bank2,425$463K0.02%-60213F-HRTimeline
BANK OZK2,409$460K0.19%-27913F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$458K0.13%013F-HRTimeline
Carnegie Investment Counsel2,393$457K0.01%+2413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,390$456K0.04%-1713F-HRTimelineGroup
Lifeworks Advisors, LLC2,390$456K0.08%+6013F-HRTimeline
Blue Zone Wealth Advisors, LLC2,389$456K0.13%+1213F-HRTimeline
VSM Wealth Advisory, LLC2,378$454K0.16%13F-HRTimeline
May Hill Capital, LLC2,375$453K0.18%13F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,375$453K0.09%-1013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,369$452K<0.01%+24413F-HRTimelineGroup
LJI Wealth Management, LLC2,363$451K0.09%-22313F-HRTimeline
Gallacher Capital Management LLC2,362$451K0.22%-1,08913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,272$450K<0.01%-46513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,355$450K0.26%013F-HRTimeline
Hara Capital LLC2,335$446K0.28%013F-HR/ATimeline
Aurora Private Wealth, Inc.2,331$445K0.33%-5913F-HRTimeline
Larson Financial Group LLC2,327$444K0.02%-7013F-HRTimeline
Visionary Wealth Advisors2,319$443K0.03%-13313F-HRTimeline
Lighthouse Wealth Management Inc.2,316$442K0.4%13F-HRTimeline
Qube Research & Technologies Ltd2,312$441K<0.01%-2,69713F-HRTimeline
GEN Financial Management, INC.2,304$440K0.29%13F-HRTimeline
Element Wealth, LLC2,291$437K0.23%+21613F-HRTimeline
Turim 21 Investimentos Ltda.2,227$437K0.11%013F-HRTimeline
Reynders McVeigh Capital Management, LLC2,283$436K0.02%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,278$435K0.01%-5,63213F-HRTimeline
One Charles Private Wealth Services, LLC2,277$435K0.15%013F-HRTimeline
IFG Advisors, LLC2,274$434K0.09%+413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,273$434K0.02%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,268$433K<0.01%-5013F-HRTimelineGroup
CABOT WEALTH MANAGEMENT INC2,249$429K0.05%-3713F-HRTimeline
UNION SAVINGS BANK2,243$428K0.21%013F-HRTimeline
Journey Advisory Group, LLC2,349$428K0.05%013F-HRTimeline
Dakota Wealth Management2,228$425K0.01%-113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,224$425K<0.01%013F-HR/ATimelineGroup
AVISO WEALTH MANAGEMENT2,223$424K0.22%013F-HRTimeline
HCR Wealth Advisors2,221$424K0.05%013F-HRTimeline
Clayton Financial Group LLC2,220$424K0.15%-8413F-HRTimeline
Almanack Investment Partners, LLC.2,218$423K0.07%-12013F-HRTimeline
Financial Harvest, LLC2,214$423K0.36%13F-HRTimeline
Worth Financial Advisory Group, LLC2,212$422K0.26%-13013F-HRTimeline
Parkside Advisors LLC2,209$422K0.1%+8813F-HRTimeline
WEALTHGARDEN F.S. LLC2,199$420K0.39%+42713F-HRTimeline
FIDUCIENT ADVISORS LLC2,197$419K0.05%-1213F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,192$418K0.14%+77113F-HRTimeline
Salus Financial Advisors, LLC2,190$418K0.33%13F-HRTimeline
APPLETON PARTNERS INC/MA2,190$418K0.03%+90713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,175$415K0.08%+1113F-HRTimeline
Washington Trust Bank2,170$414K0.04%+29513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
POSTROCK PARTNERS LLC2,165$413K0.2%13F-HRTimeline
Ironwood Investment Counsel, LLC2,161$413K0.07%+16513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,161$412K0.03%+70013F-HRTimeline
Triton Financial Group Inc2,155$412K0.26%-913F-HRTimeline
Mendel Money Management2,137$408K0.18%+8213F-HRTimeline
Elevated Capital Advisors, LLC2,137$408K0.11%-30213F-HRTimeline
Coordinated Financial Services, Inc.2,133$407K0.32%13F-HRTimeline
Colorado Capital Management, Inc.2,134$407K0.2%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,118$404K0.07%-3,08513F-HRTimeline
Lloyd Advisory Services, LLC.2,117$404K0.19%+1513F-HRTimeline
Peterson Wealth Advisors, LLC2,109$404K0.07%+513F-HRTimeline
Haverford Trust Co2,108$402K<0.01%013F-HRTimeline
Samalin Investment Counsel, LLC2,103$402K0.17%-5113F-HRTimeline
Conservest Capital Advisors, Inc.2,080$397K0.04%013F-HRTimeline
Performance Wealth Partners, LLC2,079$397K0.01%+14413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,091$396K0.01%-30013F-HRTimelineGroup
Fulton Bank, N.A.2,069$395K0.02%+97113F-HRTimeline
Clarendon Private LLC2,062$394K0.41%13F-HRTimeline
GDS Wealth Management2,060$393K0.04%+29513F-HRTimeline
Aveo Capital Partners, LLC2,052$392K0.04%+7513F-HRTimeline
ENZI WEALTH2,004$392K0.15%-8313F-HRTimeline
Millington Financial Advisors, LLC2,002$391K0.23%+413F-HRTimeline
DIVERSIFIED TRUST CO2,045$390K0.01%-13013F-HRTimeline
Gray Wealth Management Inc.2,034$388K0.15%+3413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,034$388K0.11%013F-HRTimeline
Bank of New Hampshire2,025$387K0.1%013F-HRTimeline
Fulcrum Equity Management2,019$385K0.38%-513F-HRTimeline
Shakespeare Wealth Management, LLC2,018$385K0.1%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,017$385K<0.01%-5013F-HR/ATimelineGroup
Ridgeline Wealth, LLC2,003$382K0.31%13F-HRTimeline
LongView Wealth Management2,000$382K0.12%-9013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$382K0.01%-7413F-HRTimeline
Cassady Schiller Wealth Management, LLC1,996$381K0.14%-24013F-HRTimeline
Golden State Wealth Management, LLC1,993$380K0.06%13F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,989$380K0.2%-313F-HRTimeline
Evolution Wealth Advisors, LLC1,983$379K0.06%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,980$378K0.01%-38913F-HRTimeline
TrinityPoint Wealth, LLC1,978$378K0.05%+10013F-HRTimeline
Capital Investment Advisory Services, L…1,976$377K0.04%+6013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC1,969$376K0.01%013F-HRTimeline
Curtis Advisory Group, LLC1,964$375K0.1%013F-HRTimeline
MIDDLETON & CO INC/MA1,950$372K0.04%+15013F-HRTimeline
UNIQUE WEALTH, LLC1,943$371K0.08%+20013F-HRTimeline
Bogart Wealth, LLC1,938$370K0.02%+713F-HRTimeline
Blackston Financial Advisory Group, LLC1,935$369K0.18%-1813F-HRTimeline
NTV Asset Management LLC1,935$369K0.05%013F-HRTimeline
Affiance Financial, LLC1,917$366K0.09%013F-HRTimeline
Goelzer Investment Management, Inc.1,900$363K0.02%new13F-HRTimeline
Axim Planning & Wealth1,896$362K0.39%+86913F-HRTimeline
Riggs Capital Management LLC1,891$361K0.35%13F-HRTimeline
Family Office Research LLC1,880$359K0.16%13F-HRTimeline
American Investment Services, Inc.1,877$358K0.06%013F-HR/ATimeline
Compass Financial Services Inc1,872$357K0.2%13F-HRTimeline
ShoreHaven Wealth Partners, LLC1,867$356K0.17%013F-HRTimeline
Onyx Bridge Wealth Group LLC1,866$356K0.05%+2713F-HRTimeline
Christopher J. Hasenberg, Inc1,852$354K0.14%-22,87813F-HRTimeline
LGL PARTNERS, LLC1,849$353K0.05%+1013F-HRTimeline
Integrated Advisors Network LLC1,844$352K0.02%+60013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,842$352K0.02%013F-HRTimeline
XML Financial, LLC1,842$352K0.03%+413F-HRTimeline
Westshore Wealth, LLC1,836$351K0.14%+1013F-HRTimeline
One Capital Management, LLC1,831$350K0.01%-4513F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,829$349K0.15%-113F-HRTimeline
GC Wealth Management RIA, LLC1,825$348K0.06%013F-HRTimeline
Latitude Advisors, LLC1,817$347K0.2%+16013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,817$347K0.05%013F-HRTimeline
Two West Capital Advisors LLC1,805$345K0.3%+39913F-HRTimeline
Sageworth Trust Co of South Dakota1,796$343K0.43%013F-HRTimeline
TCP Asset Management, LLC1,796$343K0.08%013F-HRTimeline
Campion Asset Management1,793$342K0.26%-45013F-HRTimeline
MONECO ADVISORS, LLC1,792$342K0.04%+3213F-HR/ATimeline
Newton One Investments LLC1,785$341K0.13%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,785$341K0.03%013F-HRTimeline
WR Wealth Planners, LLC1,780$340K0.11%-2,27113F-HRTimeline
Legacy Edge Advisors, LLC1,776$339K0.05%-1,26513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,770$338K0.34%+9513F-HRTimeline
TRUST CO OF VERMONT1,769$338K0.02%+69013F-HRTimeline
Old North State Trust, LLC1,759$336K0.21%-7813F-HRTimeline
HTLF Bank1,728$330K0.04%013F-HRTimeline
LCNB CORP1,720$328K0.12%013F-HRTimeline
ProVise Management Group, LLC1,719$328K0.03%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,717$328K0.29%13F-HRTimeline
Francis Financial, Inc.1,710$326K0.08%013F-HRTimeline
EWG Elevate Inc.1,704$325K0.1%-23813F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,702$325K0.23%+713F-HRTimeline
Blue Chip Partners, LLC1,703$325K0.03%-7213F-HRTimeline
UNIONVIEW, LLC1,701$325K0.24%+12713F-HRTimeline
HMS Capital Management, LLC1,700$324K0.16%013F-HRTimeline
Institute for Wealth Management, LLC.1,697$324K0.04%+12013F-HRTimeline
Manchester Capital Management LLC1,693$323K0.04%013F-HRTimeline
Rockwood Wealth Management, LLC1,692$323K0.03%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,680$321K0.21%-5013F-HRTimeline
Kovack Advisors, Inc.1,679$320K0.03%-3413F-HRTimeline
Arkos Global Advisors1,669$319K0.05%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,671$319K0.07%013F-HRTimeline
First County Bank /CT/1,670$319K0.18%-76213F-HRTimeline
First Interstate Bank1,663$317K0.02%-65713F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC1,623$317K0.08%013F-HR/ATimeline
Headlands Technologies LLC1,656$316K0.03%+1,46813F-HRTimeline
Winthrop Advisory Group LLC1,654$316K0.04%+5013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,653$316K0.02%013F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC1,650$315K0.16%013F-HRTimeline
Huntleigh Advisors, Inc.1,641$313K0.07%13F-HRTimeline
Center For Asset Management LLC1,637$312K0.2%-10013F-HRTimeline
Optivise Advisory Services LLC1,635$312K0.17%-1613F-HRTimeline
Prosperity Consulting Group, LLC1,634$312K0.02%+39913F-HRTimeline
EVERPAR ADVISORS LLC1,631$311K0.16%+7613F-HRTimeline
Wealthquest Corp1,628$311K0.03%-2313F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,625$310K0.08%+2113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,618$309K0.01%-14413F-HRTimeline
Greenhouse Wealth Management, LLC1,612$308K0.2%-5213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,558$306K0.01%-2,70013F-HRTimelineGroup
Fairway Wealth LLC1,600$305K0.14%013F-HRTimeline
Friday Financial1,600$305K0.21%13F-HRTimeline
Aspen Grove Capital, LLC1,599$305K0.06%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC1,597$305K0.11%013F-HRTimeline
Copia Wealth Management1,593$304K0.29%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,527$303K0.05%+23913F-HRTimeline
United Community Bankin group United Community Bank1,580$302K0.12%+19513F-HRTimelineGroup
Timonier Family Office, LTD.1,573$300K0.15%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.