Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Frontier Asset Management, LLC2,606$538K0.13%+1013F-HRTimeline
GDS Wealth Management2,604$538K0.04%+6613F-HRTimeline
Welch & Forbes LLC2,600$537K0.01%013F-HRTimeline
PUREfi Wealth, LLC2,593$535K0.41%+3713F-HRTimeline
Gradient Capital Advisors, LLC2,590$535K0.14%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,585$534K0.03%+72513F-HRTimeline
Investment Research & Advisory Group, I…2,567$530K0.18%+1213F-HRTimeline
Atlas Brown,Inc.2,563$529K0.16%-4013F-HRTimeline
Cape Investment Advisory, Inc.2,552$527K0.52%+31913F-HRTimeline
Blue Zone Wealth Advisors, LLC2,515$519K0.1%-1613F-HRTimeline
Independent Advisor Alliance2,500$516K0.01%-7913F-HRTimeline
High Net Worth Advisory Group LLC2,500$516K0.12%013F-HRTimeline
Stone Summit Wealth LLC2,490$514K0.15%-6213F-HRTimeline
Oregon Pacific Wealth Management, LLC2,487$514K0.44%+45913F-HRTimeline
Confluence Wealth Services, Inc.2,477$512K0.03%-9413F-HRTimeline
STOCK YARDS BANK & TRUST CO2,467$509K0.02%-11913F-HRTimeline
POTENTIA WEALTH2,461$508K0.19%-12413F-HRTimeline
SkyOak Wealth, LLC2,460$508K0.1%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,460$508K0.37%013F-HRTimeline
4J Wealth Management LLC2,454$507K0.3%-1013F-HRTimeline
Haverford Trust Co2,453$507K<0.01%+22813F-HRTimeline
ALTFEST L J & CO INC2,453$507K0.06%+413F-HRTimeline
Capital Investment Advisors, LLC2,447$505K0.01%-3913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,440$504K0.11%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,424$501K0.09%013F-HRTimeline
Busey Bank2,416$499K0.01%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,415$499K0.04%+2913F-HRTimelineGroup
Promus Capital, LLC2,404$496K0.32%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$496K0.1%013F-HRTimeline
Coordinated Financial Services, Inc.2,386$493K0.32%+1113F-HRTimeline
Level Wealth Management LLC2,384$492K0.26%+49513F-HRTimeline
Sage Mountain Advisors LLC2,373$490K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,371$490K<0.01%+24013F-HRTimelineGroup
First National Trust Co2,359$487K0.02%-2013F-HRTimeline
Journey Advisory Group, LLC2,349$485K0.04%013F-HRTimeline
Hara Capital LLC2,335$482K0.28%013F-HRTimeline
VSM Wealth Advisory, LLC2,323$480K0.15%+413F-HRTimeline
Visionary Wealth Advisors2,313$478K0.02%-713F-HRTimeline
GEN Financial Management, INC.2,294$474K0.41%013F-HRTimeline
KERR FINANCIAL PLANNING Corp2,230$467K0.66%13F-HR/ATimeline
Kovack Advisors, Inc.2,258$466K0.04%-513F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,255$466K0.22%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,246$464K0.04%+16113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,245$464K0.02%+15113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,237$462K0.35%+18113F-HRTimeline
Reynders McVeigh Capital Management, LLC2,233$461K0.02%013F-HRTimeline
GreatBanc Trust CO2,225$459K0.31%13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,225$459K0.08%013F-HRTimeline
Navalign, LLC2,225$459K0.12%-17913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,218$458K0.01%-49613F-HRTimeline
Qube Research & Technologies Ltd2,212$457K<0.01%-1,77113F-HRTimeline
First Western Trust Bank2,206$456K0.02%-1,45613F-HRTimeline
Activest Wealth Management2,200$454K0.09%+1,46213F-HRTimeline
Spinnaker Investment Group, LLC2,200$454K0.09%new13F-HRTimeline
Fairvoy Private Wealth, LLC2,199$454K0.1%-10713F-HRTimeline
Clayton Financial Group LLC2,190$452K0.33%new13F-HRTimeline
APPLETON PARTNERS INC/MA2,190$452K0.03%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,183$451K0.05%-3013F-HRTimeline
IFG Advisors, LLC2,175$449K0.07%+3313F-HRTimeline
NTV Asset Management LLC2,173$449K0.05%+13913F-HRTimeline
FIDUCIENT ADVISORS LLC2,172$449K0.05%+413F-HRTimeline
Bellwether Advisors, LLC2,172$449K0.07%+17913F-HRTimeline
Acorn Wealth Advisors, LLC2,166$447K0.14%new13F-HRTimeline
Processus Wealth & Capital Management, …2,164$447K0.32%-2,30913F-HRTimeline
HCR Wealth Advisors2,144$444K0.05%-13613F-HRTimeline
AVISO WEALTH MANAGEMENT2,143$443K0.19%013F-HRTimeline
Colorado Capital Management, Inc.2,134$441K0.17%013F-HRTimeline
Triumph Capital Management2,117$437K0.12%-5313F-HR/ATimeline
MOODY LYNN LIEBERSON & WALKER, LLC2,112$436K0.02%013F-HRTimeline
Central Pacific Bank - Trust Division2,107$435K0.05%013F-HRTimeline
Harvest Investment Services, LLC2,091$432K0.09%-2013F-HRTimeline
SIGNATUREFD, LLC2,090$432K0.01%-3913F-HRTimeline
Clarendon Private LLC2,088$431K0.39%+913F-HRTimeline
Conservest Capital Advisors, Inc.2,080$430K0.04%013F-HRTimeline
Fulton Bank, N.A.2,077$429K0.01%+48113F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,074$428K0.07%-33913F-HRTimeline
BANK OZK2,066$427K0.15%+17313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,063$426K0.06%+2213F-HRTimeline
Lighthouse Wealth Management Inc.2,060$425K0.35%013F-HRTimeline
Worth Financial Advisory Group, LLC2,054$424K0.24%-15813F-HRTimeline
Armstrong, Fleming & Moore, Inc2,047$423K0.2%013F-HRTimeline
Ironwood Investment Counsel, LLC2,045$422K0.06%-113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,034$420K0.09%013F-HRTimeline
Klingman & Associates, LLC2,033$420K0.02%013F-HRTimeline
New Republic Capital, LLC2,021$417K0.13%+4113F-HRTimeline
Shakespeare Wealth Management, LLC2,018$417K0.09%013F-HRTimeline
Northwest Financial Advisors2,014$416K0.53%013F-HRTimeline
GM Advisory Group, LLC2,011$415K0.02%+613F-HRTimeline
Millington Financial Advisors, LLC2,027$414K0.2%+813F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$413K0.01%013F-HRTimeline
Element Wealth, LLC1,998$413K0.18%-55813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,991$411K<0.01%-1,12313F-HRTimelineGroup
ENZI WEALTH2,009$411K0.14%-2413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,984$410K0.02%+12713F-HRTimeline
Peterson Wealth Advisors, LLC1,961$408K0.06%-14713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,970$407K<0.01%013F-HRTimelineGroup
Salus Financial Advisors, LLC1,965$406K0.25%013F-HRTimeline
Curtis Advisory Group, LLC1,964$406K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…1,963$405K0.03%+21113F-HRTimeline
VeraBank, N.A.1,959$405K0.08%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,946$402K0.14%+11513F-HRTimeline
Performance Wealth Partners, LLC1,943$401K0.01%+713F-HRTimeline
Payne Capital Management, LLC1,932$399K0.13%013F-HRTimeline
Five Oceans Advisors1,924$397K0.15%-15313F-HRTimeline
Affiance Financial, LLC1,917$396K0.07%013F-HRTimeline
MONECO ADVISORS, LLC1,912$395K0.03%-3613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,887$390K0.32%013F-HRTimeline
Compass Financial Services Inc1,885$389K0.17%013F-HRTimeline
Coastal Bridge Advisors, LLC1,883$389K0.03%-82113F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,857$388K<0.01%013F-HRTimeline
American Investment Services, Inc.1,877$388K0.09%013F-HRTimeline
LGL PARTNERS, LLC1,872$387K0.16%+813F-HRTimeline
FLP Wealth Management, LLC1,868$386K1.09%-42813F-HR/ATimeline
ShoreHaven Wealth Partners, LLC1,867$386K0.14%013F-HRTimeline
LongView Wealth Management1,865$385K0.1%-1013F-HRTimeline
Westshore Wealth, LLC1,859$384K0.13%+813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,858$384K0.02%+1,29013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC1,857$383K0.04%+1313F-HRTimeline
GRANDFIELD & DODD, LLC1,848$382K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,846$381K0.03%-25013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,840$380K<0.01%-1513F-HRTimelineGroup
Triton Financial Group Inc1,837$379K0.25%+613F-HRTimeline
OARSMAN CAPITAL, INC.1,837$379K0.05%-14913F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,822$376K<0.01%new13F-HRTimelineGroup
LJI Wealth Management, LLC1,809$374K0.07%-55413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,806$373K0.02%013F-HRTimeline
Sageworth Trust Co of South Dakota1,796$371K0.35%013F-HRTimeline
TCP Asset Management, LLC1,796$371K0.07%013F-HRTimeline
Old North State Trust, LLC1,784$368K0.22%+2513F-HRTimeline
Versant Capital Management, Inc1,775$367K0.05%013F-HRTimeline
TRUST CO OF VERMONT1,774$366K0.02%013F-HRTimeline
GAMMA Investing LLC1,772$366K0.02%013F-HRTimeline
OBSIDIAN CIO, LLC1,771$366K0.05%+113F-HRTimeline
Pacific Sage Partners, LLC1,764$364K0.06%013F-HRTimeline
Newton One Investments LLC1,752$362K0.11%013F-HRTimeline
Cambria Investment Management, L.P.1,750$361K0.02%new13F-HR/ATimeline
Bank of New Hampshire1,750$361K0.08%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,747$361K0.09%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC1,746$361K0.08%+63213F-HRTimeline
Amplius Wealth Advisors, LLC1,744$360K0.03%013F-HRTimeline
UNIQUE WEALTH, LLC1,743$360K0.05%013F-HRTimeline
MONEYWISE, INC.1,742$360K0.16%-5113F-HRTimeline
Rockwood Wealth Management, LLC1,737$359K0.03%+38513F-HRTimeline
United Community Bankin group United Community Bank1,732$358K0.11%-6013F-HRTimelineGroup
Denver PWM, LLC1,828$357K0.11%013F-HRTimeline
Francis Financial, Inc.1,729$357K0.06%+1913F-HRTimeline
Alexander Randolph Advisory, Inc.1,720$355K0.29%+37213F-HRTimeline
LCNB CORP1,720$355K0.12%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,718$355K0.25%+513F-HRTimeline
Washington Trust Bank1,719$355K0.03%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ProVise Management Group, LLC1,719$355K0.03%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.1,718$355K0.45%+15013F-HRTimeline
One Capital Management, LLC1,715$354K0.01%-8313F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC1,711$353K0.07%new13F-HRTimeline
Quartz Partners, LLC1,711$353K0.13%+29113F-HRTimeline
CERTUITY, LLC1,696$350K0.02%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,662$350K0.06%013F-HRTimeline
Manchester Capital Management LLC1,693$350K0.05%013F-HRTimeline
Veery Capital, LLC1,691$349K0.11%+39613F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.1,682$347K0.28%+20513F-HRTimeline
Blue Chip Partners, LLC1,656$342K0.03%-4613F-HRTimeline
Arkos Global Advisors1,651$341K0.04%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,650$341K0.16%013F-HRTimeline
Huntleigh Advisors, Inc.1,649$341K0.06%+3113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,646$340K0.01%+4713F-HRTimeline
Summit Financial Wealth Advisors, LLC1,641$340K0.05%+10013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,645$340K0.03%-62813F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC1,639$338K0.1%013F-HRTimeline
Campion Asset Management1,633$337K0.24%-513F-HRTimeline
NWF Advisory Services Inc.1,626$336K0.04%-313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,620$335K0.1%-7013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,615$334K0.18%-13513F-HRTimeline
Breakwater Capital Group1,606$332K0.05%-4613F-HRTimeline
Optivise Advisory Services LLC1,604$331K0.2%-4413F-HRTimeline
Friday Financial1,600$330K0.14%013F-HRTimeline
Heritage Family Offices, LLP1,595$329K0.15%+12513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,580$326K0.21%-10013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,578$326K<0.01%-1,16413F-HRTimelineGroup
Beverly Hills Private Wealth, LLC1,577$326K0.06%-34313F-HRTimeline
Timonier Family Office, LTD.1,573$325K0.11%013F-HRTimeline
Family Office Research LLC1,568$324K0.14%+113F-HRTimeline
RiverFront Investment Group, LLC1,561$322K0.01%013F-HRTimeline
Brooklyn FI, LLC1,560$322K0.07%013F-HRTimeline
Thrive Wealth Management, LLC1,549$320K0.05%+16113F-HRTimeline
Courage Miller Partners, LLC1,547$319K0.1%-713F-HRTimeline
Permanent Capital Management, LP1,541$318K0.06%13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,537$317K0.02%013F-HRTimeline
Caitlin John, LLC1,517$313K0.22%013F-HRTimeline
True Link Financial Advisors, LLC1,513$312K0.02%-61513F-HRTimeline
GTS SECURITIES LLC1,510$312K0.01%-2,36113F-HRTimeline
CWA Asset Management Group, LLC1,507$311K0.01%new13F-HRTimeline
McHugh Group, LLC1,502$310K0.19%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,500$310K0.07%013F-HRTimeline
KRS Capital Management, LLC1,495$309K0.19%013F-HRTimeline
Beaumont Financial Advisors, LLC1,494$309K0.02%013F-HRTimeline
Copia Wealth Management1,491$308K0.23%013F-HRTimeline
L & S Advisors Inc1,484$306K0.03%013F-HRTimeline
PBMares Wealth Management LLC1,482$306K0.05%+213F-HRTimeline
BARRETT & COMPANY, INC.1,482$306K0.1%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,478$305K<0.01%-7613F-HRTimeline