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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Busey Bank2,425$462K0.02%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,424$462K0.13%-68513F-HRTimeline
Blue Zone Wealth Advisors, LLC2,421$461K0.13%+3213F-HRTimeline
Confluence Wealth Services, Inc.2,555$459K0.03%+6213F-HRTimeline
First National Trust Co2,405$458K0.02%-1,46413F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$457K0.12%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,386$455K0.05%-413F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC2,385$454K0.09%+1013F-HRTimeline
VSM Wealth Advisory, LLC2,381$454K0.16%+313F-HRTimeline
Colorado Capital Management, Inc.2,376$453K0.21%+24213F-HRTimeline
Golden State Wealth Management, LLC2,370$452K0.07%+37713F-HR/ATimeline
Gallacher Capital Management LLC2,362$450K0.22%013F-HRTimeline
Coordinated Financial Services, Inc./CO2,360$450K0.34%13F-HRTimeline
Legacy Edge Advisors, LLC2,356$449K0.07%+58013F-HRTimeline
Journey Advisory Group, LLC2,349$448K0.04%013F-HRTimeline
GDS Wealth Management2,342$446K0.04%+28213F-HRTimeline
Hara Capital LLC2,335$445K0.3%013F-HRTimeline
Visionary Wealth Advisors2,320$442K0.03%+113F-HRTimeline
Lighthouse Wealth Management Inc.2,316$441K0.4%013F-HRTimeline
LJI Wealth Management, LLC2,313$441K0.09%-5013F-HRTimeline
Element Wealth, LLC2,310$440K0.24%+1913F-HRTimeline
Fairvoy Private Wealth, LLC2,306$440K0.12%-30713F-HRTimeline
Dakota Wealth Management2,304$439K0.01%+7613F-HRTimeline
GEN Financial Management, INC.2,294$437K0.3%-1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,288$436K<0.01%+2013F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC2,283$435K0.02%013F-HRTimeline
One Charles Private Wealth Services, LLC2,277$434K0.14%013F-HRTimeline
Aurora Private Wealth, Inc.2,258$430K0.34%-7313F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.2,255$430K0.25%-10013F-HRTimeline
FLP Wealth Management, LLC2,253$429K1.36%+1,65413F-HRTimeline
UNION SAVINGS BANK2,243$427K0.21%013F-HRTimeline
Turim 21 Investimentos Ltda.2,227$424K0.11%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,216$422K0.05%-3313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,216$422K0.08%+4113F-HRTimeline
Worth Financial Advisory Group, LLC2,212$422K0.27%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,210$421K0.01%-6813F-HRTimeline
Parkside Advisors LLC2,210$421K0.1%+113F-HRTimeline
FIDUCIENT ADVISORS LLC2,201$420K0.05%+413F-HRTimeline
HCR Wealth Advisors2,201$419K0.05%-2013F-HRTimeline
APPLETON PARTNERS INC/MA2,190$417K0.03%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,185$416K0.14%-713F-HRTimeline
Gilliland Jeter Wealth Management LLC2,184$416K0.15%+62813F-HRTimeline
Ironwood Investment Counsel, LLC2,162$412K0.07%+113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,161$412K0.03%013F-HRTimeline
Clayton Financial Group LLC2,160$412K0.15%-6013F-HRTimeline
Carnegie Investment Counsel2,393$410K0.01%013F-HRTimeline
AVISO WEALTH MANAGEMENT2,143$408K0.22%-8013F-HRTimeline
IFG Advisors, LLC2,139$408K0.08%-13513F-HRTimeline
Arcadia Wealth Management, LLC2,125$405K0.2%new13F-HRTimeline
Samalin Investment Counsel, LLC2,116$403K0.16%+1313F-HRTimeline
Larson Financial Group LLC2,116$403K0.02%-21113F-HRTimeline
Haverford Trust Co2,108$402K<0.01%013F-HRTimeline
Washington Trust Bank2,107$402K0.04%-6313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Harvest Investment Services, LLC2,091$399K0.11%-9,05613F-HRTimeline
LANARK FINANCIAL, INC.2,089$398K0.03%+2,08713F-HRTimeline
Conservest Capital Advisors, Inc.2,080$396K0.04%013F-HRTimeline
CERTUITY, LLC2,079$396K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC2,075$395K0.01%+73113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,091$395K0.01%013F-HRTimelineGroup
Clarendon Private LLC2,070$395K0.42%+813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,034$388K0.16%013F-HRTimeline
Klingman & Associates, LLC2,033$387K0.02%-1,09513F-HRTimeline
GM Advisory Group, LLC2,030$387K0.02%+51613F-HRTimeline
Performance Wealth Partners, LLC2,028$386K0.01%-5113F-HRTimeline
Shakespeare Wealth Management, LLC2,018$385K0.1%013F-HRTimeline
Northwest Financial Advisors2,014$384K0.32%new13F-HRTimeline
Fisher Asset Management, LLC2,007$383K<0.01%-2,13013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$381K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,122$381K<0.01%-15013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,997$381K<0.01%-2013F-HRTimelineGroup
Syntegra Private Wealth Group, LLC1,994$380K0.04%+70213F-HRTimeline
OARSMAN CAPITAL, INC.1,992$380K0.07%-85013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,988$379K0.2%-113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,980$377K0.01%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,980$377K0.16%new13F-HRTimeline
Salus Financial Advisors, LLC1,965$374K0.28%-22513F-HRTimeline
Curtis Advisory Group, LLC1,964$374K0.11%013F-HRTimeline
BlueChip Wealth Advisors LLC1,958$373K0.18%-1,77513F-HRTimeline
NTV Asset Management LLC1,955$373K0.05%+2013F-HRTimeline
Elevated Capital Advisors, LLC1,943$370K0.1%-19413F-HRTimeline
Bogart Wealth, LLC1,942$370K0.02%+413F-HRTimeline
EVERPAR ADVISORS LLC1,929$368K0.2%+29813F-HRTimeline
Five Oceans Advisors1,924$367K0.18%new13F-HRTimeline
Affiance Financial, LLC1,917$365K0.09%013F-HRTimeline
ENZI WEALTH2,004$365K0.15%013F-HRTimeline
CAMBIAR INVESTORS LLC1,901$362K0.02%-80913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,897$362K0.33%13F-HRTimeline
Peterson Wealth Advisors, LLC2,102$360K0.07%-713F-HRTimeline
Ethos Financial Group, LLC1,883$359K0.03%+91713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,955$359K0.14%-55513F-HRTimeline
Millington Financial Advisors, LLC2,010$358K0.22%+813F-HRTimeline
Compass Financial Services Inc1,878$358K0.19%+613F-HRTimeline
American Investment Services, Inc.1,877$358K0.06%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,869$356K0.24%-6613F-HR/ATimeline
ShoreHaven Wealth Partners, LLC1,867$356K0.17%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,857$354K0.02%+1513F-HRTimeline
LGL PARTNERS, LLC1,856$354K0.17%+713F-HRTimeline
Bellwether Advisors, LLC1,869$353K0.07%+36213F-HRTimeline
LongView Wealth Management1,850$353K0.11%-15013F-HRTimeline
Christopher J. Hasenberg, Inc1,852$352K0.15%013F-HRTimeline
Westshore Wealth, LLC1,844$351K0.15%+813F-HRTimeline
Onyx Bridge Wealth Group LLC1,840$351K0.05%-2613F-HRTimeline
Gotham Asset Management, LLC1,835$350K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.1,834$350K0.14%+65813F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,833$349K<0.01%-3,58613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,832$349K<0.01%-5,94513F-HRTimeline
One Capital Management, LLC1,831$349K0.01%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,830$349K0.15%+113F-HRTimeline
GC Wealth Management RIA, LLC1,825$348K0.06%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,817$346K0.05%013F-HRTimeline
Sageworth Trust Co of South Dakota1,796$342K0.41%013F-HRTimeline
TCP Asset Management, LLC1,796$342K0.08%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,785$340K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,784$340K0.03%-19213F-HRTimeline
Safeguard Investment Advisory Group, LLC1,777$339K0.09%+21413F-HRTimeline
TRUST CO OF VERMONT1,774$338K0.02%+513F-HRTimeline
MONECO ADVISORS, LLC1,773$338K0.03%-1913F-HR/ATimeline
Old North State Trust, LLC1,759$336K0.21%013F-HRTimeline
Newton One Investments LLC1,752$334K0.12%-3313F-HRTimeline
Talisman Wealth Advisors LLC1,751$334K0.34%+68613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC1,751$334K0.11%+12813F-HRTimeline
Bank of New Hampshire1,750$334K0.09%-27513F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,746$333K0.31%-2413F-HRTimeline
Amplius Wealth Advisors, LLC1,744$332K0.03%new13F-HRTimeline
UNIQUE WEALTH, LLC1,743$332K0.06%-20013F-HRTimeline
LCNB CORP1,720$328K0.12%013F-HRTimeline
ProVise Management Group, LLC1,719$328K0.03%013F-HRTimeline
Francis Financial, Inc.1,710$326K0.08%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,707$325K0.26%+513F-HRTimeline
Axim Planning & Wealth1,704$325K0.29%-19213F-HRTimeline
Blue Chip Partners, LLC1,699$324K0.03%-413F-HRTimeline
New Covenant Trust Company, N.A.1,711$323K0.34%new13F-HRTimeline
Manchester Capital Management LLC1,693$323K0.04%013F-HRTimeline
Campion Asset Management1,688$322K0.25%-10513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,680$320K0.22%013F-HRTimeline
Arkos Global Advisors1,669$318K0.05%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,662$317K0.07%-913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,654$315K<0.01%+94813F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,653$315K0.02%013F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC1,650$313K0.17%013F-HRTimeline
Optivise Advisory Services LLC1,641$313K0.18%+613F-HRTimeline
Center For Asset Management LLC1,639$312K0.19%+213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC1,636$312K0.11%+3913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,633$311K0.01%+1513F-HRTimeline
Wealthquest Corp1,628$310K0.03%013F-HR/ATimeline
Prosperity Consulting Group, LLC1,625$310K0.02%-913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,625$310K0.01%new13F-HRTimeline
MN Wealth Advisors, LLC1,620$309K0.18%new13F-HRTimeline
Huntleigh Advisors, Inc.1,616$308K0.07%-2513F-HR/ATimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,611$307K0.02%+5313F-HRTimelineGroup
Denver PWM, LLC1,609$307K0.11%+15013F-HRTimeline
Friday Financial1,600$306K0.18%013F-HRTimeline
Founders Financial Alliance, LLC1,602$305K0.07%+53313F-HRTimeline
Aspen Grove Capital, LLC1,600$305K0.06%+113F-HRTimeline
Ridgeline Wealth, LLC1,600$305K0.26%-40313F-HRTimeline
Family Office Research LLC1,596$304K0.15%-28413F-HRTimeline
Copia Wealth Management1,593$304K0.28%013F-HRTimeline
Timonier Family Office, LTD.1,573$300K0.13%013F-HRTimeline
Kovack Advisors, Inc.1,569$299K0.03%-11013F-HRTimeline
Planned Solutions, Inc.1,562$298K0.12%+29513F-HRTimeline
Delta Investment Management, LLC1,559$297K0.06%+13313F-HRTimeline
Courage Miller Partners, LLC1,554$296K0.1%-113F-HRTimeline
Williams Jones Wealth Management, LLC.1,554$296K<0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,543$294K0.04%-57513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,537$293K0.02%013F-HRTimeline
United Community Bankin group United Community Bank1,535$293K0.11%-4513F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP1,530$292K0.05%+313F-HRTimeline
Fulton Bank, N.A.1,530$292K0.01%-53913F-HRTimeline
Beverly Hills Private Wealth, LLC1,520$290K0.06%+31113F-HRTimeline
Annex Advisory Services, LLC1,519$289K0.01%+8813F-HRTimeline
Uptown Financial Advisors LLC1,518$289K0.3%+15913F-HRTimeline
OBSIDIAN CIO, LLC1,517$289K0.05%+613F-HRTimeline
Caitlin John, LLC1,517$289K0.28%013F-HRTimeline
PBMares Wealth Management LLC1,512$288K0.06%+213F-HRTimeline
Americana Partners, LLC1,511$288K0.01%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,507$287K0.16%new13F-HRTimeline
PSI Advisors, LLC1,503$286K0.09%+9913F-HRTimeline
McHugh Group, LLC1,502$286K0.22%013F-HRTimeline
Sargent Investment Group, LLC1,501$286K0.05%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,500$286K0.08%013F-HRTimeline
KRS Capital Management, LLC1,495$285K0.23%013F-HRTimeline
Beaumont Financial Advisors, LLC1,494$285K0.02%013F-HRTimeline
L & S Advisors Inc1,491$284K0.04%+3313F-HRTimeline
Riverwater Partners LLC1,484$283K0.15%013F-HRTimeline
BARRETT & COMPANY, INC.1,482$282K0.12%013F-HRTimeline
Ascension Capital Advisors, Inc.1,476$281K0.13%-42,78913F-HRTimeline
Breakwater Capital Group1,476$281K0.05%013F-HRTimeline
LaFleur & Godfrey LLC1,475$281K0.04%-4113F-HRTimeline
Heritage Family Offices, LLP1,470$280K0.14%+7013F-HRTimeline
Aufman Associates Inc1,466$279K0.19%013F-HRTimeline
Tradewinds, LLC.1,461$278K0.08%-1713F-HRTimeline
Evolution Wealth Advisors, LLC1,460$278K0.05%-52313F-HRTimeline
Black Swift Group, LLC1,457$278K0.06%new13F-HRTimeline
Weaver Consulting Group1,453$277K0.08%013F-HRTimeline
Thrive Wealth Management, LLC1,448$276K0.05%-7,98613F-HRTimeline
Independence Bank of Kentucky1,446$276K0.04%013F-HRTimeline
Goodwin Investment Advisory1,444$275K0.43%-5213F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,439$274K0.16%+613F-HRTimeline
CITY HOLDING CO1,434$273K0.04%+4913F-HRTimeline
Quartz Partners, LLC1,430$273K0.17%+513F-HRTimeline