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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 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
High Net Worth Advisory Group LLC2,500$489K0.13%013F-HRTimeline
Capital Investment Advisors, LLC2,486$486K0.01%+41113F-HR/ATimeline
4J Wealth Management LLC2,464$481K0.33%013F-HRTimeline
SkyOak Wealth, LLC2,460$481K0.1%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,460$481K0.39%-84213F-HRTimeline
ALTFEST L J & CO INC2,449$479K0.06%+513F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,440$477K0.12%013F-HRTimeline
Carnegie Investment Counsel2,435$476K0.01%+4213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,424$474K0.12%013F-HRTimeline
Busey Bank2,416$472K0.01%-913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,415$472K0.02%-20713F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC2,413$472K0.08%+2813F-HRTimeline
Navalign, LLC2,404$470K0.13%-41013F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$469K0.1%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,386$466K0.04%013F-HRTimelineGroup
First National Trust Co2,379$465K0.02%-2613F-HRTimeline
Coordinated Financial Services, Inc.2,375$464K0.32%13F-HRTimeline
Sage Mountain Advisors LLC2,373$464K0.03%-34913F-HRTimeline
Texas Capital Bancshares Inc/TX2,370$463K0.17%new13F-HRTimeline
LJI Wealth Management, LLC2,363$462K0.08%+5013F-HRTimeline
Gallacher Capital Management LLC2,362$462K0.21%013F-HRTimeline
Journey Advisory Group, LLC2,349$459K0.04%013F-HRTimeline
Hara Capital LLC2,335$456K0.28%013F-HRTimeline
Visionary Wealth Advisors2,320$453K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC2,319$453K0.15%-6213F-HRTimeline
Fairvoy Private Wealth, LLC2,306$451K0.11%013F-HRTimeline
FLP Wealth Management, LLC2,296$449K1.26%+4313F-HRTimeline
GEN Financial Management, INC.2,294$448K0.37%013F-HRTimeline
HCR Wealth Advisors2,280$446K0.05%+7913F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,273$444K0.02%-42113F-HRTimelineGroup
Kovack Advisors, Inc.2,263$442K0.04%+69413F-HRTimeline
Aurora Private Wealth, Inc.2,261$442K0.33%+313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,255$441K0.23%013F-HRTimeline
EVERPAR ADVISORS LLC2,237$437K0.2%+30813F-HRTimeline
Cape Investment Advisory, Inc.2,233$436K0.16%+39913F-HRTimeline
Reynders McVeigh Capital Management, LLC2,233$436K0.02%-5013F-HRTimeline
Turim 21 Investimentos Ltda.2,227$435K0.09%013F-HRTimeline
Haverford Trust Co2,225$435K<0.01%+11713F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,225$435K0.08%+913F-HRTimeline
Talisman Wealth Advisors LLC2,224$435K0.4%+47313F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,213$432K0.05%-313F-HRTimeline
Worth Financial Advisory Group, LLC2,212$432K0.27%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP2,264$431K0.17%13F-HRTimeline
APPLETON PARTNERS INC/MA2,190$428K0.03%013F-HRTimeline
Triumph Capital Management2,170$424K0.13%-3,30113F-HR/ATimeline
FIDUCIENT ADVISORS LLC2,168$424K0.05%-3313F-HRTimeline
UNION SAVINGS BANK2,145$423K0.19%-9813F-HRTimeline
AVISO WEALTH MANAGEMENT2,143$419K0.2%013F-HRTimeline
IFG Advisors, LLC2,142$419K0.07%+313F-HRTimeline
Arcadia Wealth Management, LLC2,136$417K0.18%+1113F-HRTimeline
Colorado Capital Management, Inc.2,134$417K0.18%-24213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,131$416K<0.01%+47713F-HRTimelineGroup
SIGNATUREFD, LLC2,129$416K0.01%-1,12813F-HRTimeline
True Link Financial Advisors, LLC2,128$416K0.03%-95413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,112$413K0.02%-4913F-HRTimeline
Harvest Investment Services, LLC2,111$413K0.09%+2013F-HRTimeline
Peterson Wealth Advisors, LLC2,108$412K0.07%+613F-HRTimeline
Central Pacific Bank - Trust Division2,107$412K0.05%new13F-HRTimeline
Larson Financial Group LLC2,104$411K0.02%-1213F-HRTimeline
BIP Wealth, LLC2,103$411K0.03%-49513F-HRTimeline
Samalin Investment Counsel, LLC2,097$410K0.16%-1913F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,094$409K0.02%+46113F-HRTimeline
LANARK FINANCIAL, INC.2,096$409K0.03%+713F-HRTimeline
Syntegra Private Wealth Group, LLC2,085$407K0.04%+9113F-HRTimeline
Conservest Capital Advisors, Inc.2,080$406K0.04%013F-HRTimeline
Clarendon Private LLC2,079$406K0.39%+913F-HRTimeline
Five Oceans Advisors2,077$406K0.17%+15313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,091$405K<0.01%013F-HRTimelineGroup
Millington Financial Advisors, LLC2,019$404K0.2%+913F-HRTimeline
Lighthouse Wealth Management Inc.2,060$403K0.35%-25613F-HRTimeline
ENZI WEALTH2,033$402K0.15%+2913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,056$402K0.33%+31013F-HRTimeline
Armstrong, Fleming & Moore, Inc2,047$400K0.22%new13F-HRTimeline
Ironwood Investment Counsel, LLC2,046$400K0.06%-11613F-HRTimeline
Priebe Wealth Holdings LLC2,045$400K0.35%-46213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,041$399K0.06%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,034$397K0.14%013F-HRTimeline
NTV Asset Management LLC2,034$397K0.05%+7913F-HRTimeline
Klingman & Associates, LLC2,033$397K0.02%013F-HRTimeline
Oregon Pacific Wealth Management, LLC2,028$396K0.38%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,020$395K0.01%-19013F-HRTimeline
Shakespeare Wealth Management, LLC2,018$394K0.11%013F-HRTimeline
Northwest Financial Advisors2,014$394K0.55%013F-HRTimeline
GM Advisory Group, LLC2,005$392K0.02%-2513F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$391K0.01%013F-HRTimeline
Bellwether Advisors, LLC1,993$390K0.07%+12413F-HRTimeline
Fisher Asset Management, LLC1,989$389K<0.01%-1813F-HRTimeline
OARSMAN CAPITAL, INC.1,986$388K0.06%-613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,980$387K0.01%013F-HRTimeline
New Republic Capital, LLC1,980$387K0.14%-1,15813F-HRTimeline
Dakota Wealth Management1,977$386K0.01%-32713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,970$385K<0.01%-2713F-HRTimelineGroup
Salus Financial Advisors, LLC1,965$384K0.26%013F-HRTimeline
Curtis Advisory Group, LLC1,964$384K0.1%013F-HRTimeline
VeraBank, N.A.1,959$383K0.08%new13F-HRTimeline
BlueChip Wealth Advisors LLC1,958$383K0.17%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,950$381K0.08%+1,17713F-HRTimeline
MONECO ADVISORS, LLC1,948$381K0.04%+17513F-HRTimeline
Performance Wealth Partners, LLC1,936$378K0.01%-9213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC1,934$378K<0.01%-57013F-HRTimelineGroup
Payne Capital Management, LLC1,932$378K0.15%new13F-HRTimeline
Beverly Hills Private Wealth, LLC1,920$375K0.07%+40013F-HRTimeline
Affiance Financial, LLC1,917$375K0.08%013F-HRTimeline
Elevated Capital Advisors, LLC1,943$370K0.1%013F-HRTimeline
BANK OZK1,893$370K0.14%-69413F-HRTimeline
Level Wealth Management LLC1,889$369K0.21%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,887$369K0.32%-1013F-HR/ATimeline
Compass Financial Services Inc1,885$368K0.18%+713F-HRTimeline
LGL PARTNERS, LLC1,864$368K0.16%+813F-HRTimeline
Edgestream Partners, L.P.1,882$368K0.01%new13F-HRTimeline
American Investment Services, Inc.1,877$367K0.09%013F-HRTimeline
LongView Wealth Management1,875$366K0.11%+2513F-HRTimeline
ShoreHaven Wealth Partners, LLC1,867$365K0.15%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC1,860$364K0.02%new13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,857$363K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,857$363K<0.01%-26513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,855$362K<0.01%-43313F-HR/ATimelineGroup
Westshore Wealth, LLC1,851$362K0.14%+713F-HRTimeline
GRANDFIELD & DODD, LLC1,848$361K0.02%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,844$360K0.05%+413F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,831$358K0.14%+113F-HRTimeline
Triton Financial Group Inc1,831$358K0.26%13F-HRTimeline
Denver PWM, LLC1,828$357K0.11%+21913F-HRTimeline
Blackston Financial Advisory Group, LLC1,812$354K0.22%-5713F-HR/ATimeline
WOODMONT INVESTMENT COUNSEL LLC1,806$353K0.02%+2113F-HRTimeline
One Capital Management, LLC1,798$351K0.01%-3313F-HRTimeline
Sageworth Trust Co of South Dakota1,796$351K0.38%013F-HRTimeline
TCP Asset Management, LLC1,796$351K0.07%013F-HRTimeline
MONEYWISE, INC.1,793$350K0.16%new13F-HRTimeline
United Community Bankin group United Community Bank1,792$350K0.12%+25713F-HRTimelineGroup
Versant Capital Management, Inc1,775$347K0.05%+1,65213F-HRTimeline
TRUST CO OF VERMONT1,774$347K0.02%013F-HRTimeline
GAMMA Investing LLC1,772$346K0.02%-73613F-HRTimeline
OBSIDIAN CIO, LLC1,770$346K0.05%+25313F-HRTimeline
Pacific Sage Partners, LLC1,764$345K0.07%new13F-HRTimeline
Old North State Trust, LLC1,759$344K0.24%013F-HRTimeline
Newton One Investments LLC1,752$342K0.11%013F-HRTimeline
Capital Investment Advisory Services, L…1,752$342K0.03%-3213F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,750$342K0.17%-23813F-HRTimeline
Bank of New Hampshire1,750$342K0.09%013F-HRTimeline
Amplius Wealth Advisors, LLC1,744$341K0.03%013F-HRTimeline
UNIQUE WEALTH, LLC1,743$341K0.06%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,740$340K0.04%-7713F-HRTimeline
Prosperity Consulting Group, LLC1,730$338K0.02%+10513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co1,728$338K<0.01%-321,35513F-HRTimelineGroup
LCNB CORP1,720$336K0.12%013F-HRTimeline
ProVise Management Group, LLC1,719$336K0.03%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,713$335K0.26%+613F-HRTimeline
Francis Financial, Inc.1,710$334K0.08%013F-HRTimeline
Blue Chip Partners, LLC1,702$333K0.03%+313F-HRTimeline
Washington Trust Bank1,700$332K0.03%-40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Manchester Capital Management LLC1,693$331K0.04%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,690$330K0.11%-26513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,680$328K0.21%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,662$325K0.06%013F-HRTimeline
Arkos Global Advisors1,651$323K0.04%-1813F-HRTimeline
Breakwater Capital Group1,652$323K0.05%+17613F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,650$322K0.16%013F-HRTimeline
Financial Harvest, LLC1,650$322K0.24%new13F-HRTimeline
Axim Planning & Wealth1,648$322K0.29%-5613F-HRTimeline
Optivise Advisory Services LLC1,648$322K0.16%+713F-HRTimeline
NorthRock Partners, LLC1,641$321K0.01%-1,28013F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC1,639$320K0.1%+313F-HRTimeline
Campion Asset Management1,638$320K0.24%-5013F-HRTimeline
NWF Advisory Services Inc.1,629$318K0.04%new13F-HRTimeline
Huntleigh Advisors, Inc.1,618$316K0.06%+213F-HRTimeline
Friday Financial1,600$313K0.16%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,599$312K0.01%-2613F-HRTimeline
Fulton Bank, N.A.1,596$312K0.01%+6613F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp1,580$309K<0.01%new13F-HR/ATimelineGroup
Timonier Family Office, LTD.1,573$307K0.11%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,568$306K0.41%+38613F-HRTimeline
Family Office Research LLC1,567$306K0.14%-2913F-HRTimeline
RiverFront Investment Group, LLC1,561$305K0.01%+17313F-HRTimeline
Brooklyn FI, LLC1,560$305K0.08%+14813F-HRTimeline
Courage Miller Partners, LLC1,554$304K0.1%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,554$304K<0.01%013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,541$301K0.05%-15,55813F-HRTimeline
Wealthquest Corp1,540$301K0.02%-8813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,537$300K0.01%+23313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,537$300K0.02%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,534$300K0.04%+413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,528$299K0.01%-8313F-HRTimelineGroup
Advyzon Investment Management, LLC1,526$298K0.07%+39413F-HRTimeline
Caitlin John, LLC1,517$296K0.27%013F-HRTimeline
Sargent Investment Group, LLC1,501$295K0.04%013F-HRTimeline
McHugh Group, LLC1,502$294K0.2%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,500$293K0.07%013F-HRTimeline
KRS Capital Management, LLC1,495$292K0.2%013F-HRTimeline
Beaumont Financial Advisors, LLC1,494$292K0.02%013F-HRTimeline
Copia Wealth Management1,491$291K0.25%-10213F-HRTimeline
L & S Advisors Inc1,484$290K0.03%-713F-HRTimeline
BARRETT & COMPANY, INC.1,482$290K0.11%013F-HRTimeline
PBMares Wealth Management LLC1,480$289K0.05%-3213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,477$289K0.26%+8013F-HRTimeline
LaFleur & Godfrey LLC1,475$288K0.04%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,470$287K0.07%-30713F-HRTimeline
Aufman Associates Inc1,466$286K0.18%013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,464$286K0.07%+33113F-HRTimeline
Evolution Wealth Advisors, LLC1,460$285K0.04%013F-HRTimeline