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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EPG Wealth Management LLC3,342$709K0.19%+1513F-HRTimeline
Financial Partners Group, Inc3,244$705K0.08%-13013F-HRTimeline
Spinnaker Investment Group, LLC3,320$704K0.13%+1,12013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,316$703K0.02%-1313F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,304$701K0.04%013F-HRTimeline
MEMBERS WEALTH LLC3,224$700K0.44%-1,07613F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,290$698K0.29%013F-HRTimeline
Integrity Wealth Solutions LLC3,284$697K0.28%+6313F-HRTimeline
Pine Valley Investments Ltd Liability Co3,282$696K0.03%+3013F-HRTimeline
Pinnacle Financial Group, LLC / IL3,261$691K0.2%+113F-HRTimeline
Linscomb Wealth, Inc.3,260$691K0.03%-713F-HRTimeline
Shulman DeMeo Asset Management LLC3,248$689K0.16%+1413F-HRTimeline
Morton Capital Management LLC/CA3,225$684K0.11%+30913F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,206$680K0.18%-8613F-HRTimeline
Edgemoor Investment Advisors, Inc.3,193$677K0.05%013F-HRTimeline
ASL Financial, LLC3,172$673K0.53%13F-HRTimeline
Strategic Equity Management3,171$672K0.23%+42913F-HRTimeline
Quadcap Wealth Management, LLC3,170$672K0.08%-413F-HRTimeline
Evergreen Private Wealth LLC3,167$672K0.26%+5713F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,167$672K0.15%013F-HRTimeline
CHILTON INVESTMENT CO INC.3,163$671K0.01%013F-HRTimeline
GM Advisory Group, LLC3,153$669K0.03%+1,14213F-HRTimeline
Independent Wealth Network Inc.3,137$665K0.2%+23513F-HRTimeline
Foundation Wealth Management, LLC\PA3,114$660K0.24%013F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,103$658K0.5%+1313F-HRTimeline
Tempo Wealth, LLC3,098$657K0.12%13F-HRTimeline
Harvest Investment Services, LLC3,062$649K0.12%+97113F-HRTimeline
FLP Wealth Management, LLC3,052$647K1.53%+1,18413F-HR/ATimeline
Royal Fund Management, LLC3,041$645K0.06%new13F-HRTimeline
SIGNATUREFD, LLC3,040$645K0.01%+95013F-HRTimeline
Cornell Pochily Investment Advisors, In…3,022$641K0.19%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,013$639K1.23%+1,29513F-HRTimeline
Guardian Asset Advisors, LLC3,009$638K0.33%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,996$635K0.06%+75013F-HRTimeline
Integrated Capital Management, LLC2,990$634K0.27%+1413F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,973$630K0.05%013F-HRTimeline
Disciplined Investments, LLC2,955$627K0.24%013F-HRTimeline
Oxler Private Wealth LLC2,948$625K0.18%+1013F-HRTimeline
Valpey Financial Services, LLC2,939$623K0.4%-1013F-HR/ATimeline
SPIREPOINT PRIVATE CLIENT, LLC2,925$620K0.06%new13F-HRTimeline
Capital Squared Financial LLC2,917$619K0.48%+12513F-HRTimeline
Index Technologies Group LLC2,912$618K0.64%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,896$614K<0.01%+52513F-HRTimelineGroup
Keel Point, LLC2,887$612K0.04%new13F-HRTimeline
Claro Advisors Inc.2,870$609K0.08%+4513F-HRTimeline
Quent Capital, LLC2,858$606K0.04%+11813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,850$604K0.02%013F-HRTimelineGroup
Madison Wealth Partners, Inc2,838$602K0.11%+1,75113F-HRTimeline
1ST SOURCE BANK2,835$601K0.03%-2,03913F-HRTimeline
Atlas Brown,Inc.2,805$595K0.18%+24213F-HRTimeline
Stockman Wealth Management, Inc.2,800$594K0.07%013F-HR/ATimeline
POSTROCK PARTNERS LLC2,765$586K0.25%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,763$586K0.06%013F-HRTimeline
SPINNAKER TRUST2,757$585K0.03%-6013F-HRTimeline
Bellwether Advisors, LLC2,755$584K0.09%+58313F-HRTimeline
LYNCH & ASSOCIATES/IN2,750$583K0.11%-30413F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,740$581K0.11%+30013F-HRTimeline
GDS Wealth Management2,735$580K0.04%+13113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,721$577K0.01%013F-HRTimeline
Elevation Wealth Management LLC2,719$577K0.55%13F-HRTimeline
KERR FINANCIAL PLANNING Corp2,626$576K0.78%+39613F-HR/ATimeline
CWS Financial Advisors, LLC2,703$573K0.16%+313F-HRTimeline
Coordinated Financial Services, Inc.2,701$573K0.33%+31513F-HRTimeline
Haverford Trust Co2,691$571K0.01%+23813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,689$570K0.39%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,679$568K0.04%+9413F-HRTimeline
Prasad Wealth Partners, LLC2,677$568K0.15%+1313F-HRTimeline
STOCK YARDS BANK & TRUST CO2,653$563K0.02%+18613F-HRTimeline
TCV Trust & Wealth Management, Inc.2,638$559K0.05%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,637$559K0.09%new13F-HRTimeline
Elevated Capital Advisors, LLC2,626$557K0.13%-4413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,624$556K0.04%-3813F-HRTimeline
Fiscal Wisdom Wealth Management, LLC2,615$555K0.52%+1,19613F-HRTimeline
Edgestream Partners, L.P.2,614$554K0.02%new13F-HRTimeline
CGN Advisors LLC2,611$554K0.04%013F-HRTimeline
Welch & Forbes LLC2,600$551K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,596$551K<0.01%+60513F-HRTimelineGroup
Independent Advisor Alliance2,592$550K0.01%+9213F-HRTimeline
Capital Investment Advisors, LLC2,590$549K0.01%+14313F-HRTimeline
Washington Trust Bank2,589$549K0.04%+87013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investment Research & Advisory Group, I…2,579$547K0.18%+1213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,576$546K0.08%+2,25313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,532$537K0.02%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC2,523$535K0.14%-6713F-HRTimeline
Stirlingshire Investments, Inc.2,514$533K0.47%13F-HRTimeline
Quartz Partners, LLC2,504$531K0.2%+79313F-HRTimeline
High Net Worth Advisory Group LLC2,500$530K0.12%013F-HRTimeline
Ballentine Capital Advisors, Inc2,493$529K0.22%-33913F-HRTimeline
Stone Summit Wealth LLC2,482$526K0.14%-813F-HRTimeline
Alexander Randolph Advisory, Inc.2,476$525K0.44%+75613F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,460$522K0.35%013F-HRTimeline
SkyOak Wealth, LLC2,458$521K0.09%-213F-HRTimeline
Confluence Wealth Services, Inc.2,445$519K0.02%-3213F-HRTimeline
4J Wealth Management LLC2,439$517K0.3%-1513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,424$514K0.09%013F-HRTimeline
Crewe Advisors LLC2,419$513K0.05%+1,20613F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$509K0.1%013F-HRTimeline
LJI Wealth Management, LLC2,398$509K0.08%+58913F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,382$505K0.84%-2,01013F-HRTimeline
Curbstone Financial Management Corp2,374$503K0.1%-35813F-HRTimeline
Sage Mountain Advisors LLC2,373$503K0.03%013F-HRTimeline
ALTFEST L J & CO INC2,371$503K0.06%-8213F-HRTimeline
First National Trust Co2,359$500K0.02%013F-HRTimeline
Verdence Capital Advisors LLC2,355$500K0.03%+1,29813F-HRTimeline
Hara Capital LLC2,335$495K0.28%013F-HRTimeline
VSM Wealth Advisory, LLC2,327$493K0.15%+413F-HRTimeline
Journey Advisory Group, LLC2,325$493K0.04%-2413F-HRTimeline
71 West Capital Partners2,324$493K0.02%13F-HRTimeline
Wagner Wealth Management, Corp2,316$491K0.48%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,314$491K0.34%+7713F-HRTimeline
Aureum Wealth Management, LLC2,305$489K0.45%13F-HRTimeline
GEN Financial Management, INC.2,294$486K0.31%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,290$486K0.02%+4513F-HRTimeline
Visionary Wealth Advisors2,279$483K0.02%-3413F-HRTimeline
POTENTIA WEALTH2,273$482K0.18%-18813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,255$478K0.24%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,254$478K<0.01%-87013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,253$478K0.04%-16213F-HRTimelineGroup
Aurora Private Wealth, Inc.2,250$477K0.31%13F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,243$476K0.08%+1813F-HRTimeline
Meramec Financial Planners, LLC2,139$475K0.19%13F-HRTimeline
Reynders McVeigh Capital Management, LLC2,233$474K0.02%013F-HRTimeline
GreatBanc Trust CO2,225$472K0.33%013F-HRTimeline
Beverly Hills Private Wealth, LLC2,220$471K0.08%+64313F-HR/ATimeline
Hyundai Investments Co., Ltd.2,200$470K0.46%new13F-HRTimeline
First Western Trust Bank2,206$468K0.02%013F-HRTimeline
Carnegie Investment Counsel2,202$467K0.01%-1,35213F-HRTimeline
Busey Bank2,201$467K0.01%-21513F-HRTimeline
Keystone Wealth Services, LLC2,195$466K0.1%new13F-HRTimeline
Exit Wealth Advisors, LLC.2,193$465K0.27%-49413F-HRTimeline
Clayton Financial Group LLC2,190$464K0.24%013F-HRTimeline
Kingdom Financial Group LLC.2,183$463K0.14%new13F-HRTimeline
AVISO WEALTH MANAGEMENT2,182$463K0.19%+3913F-HRTimeline
Colorado Capital Management, Inc.2,177$462K0.17%+4313F-HRTimeline
IFG Advisors, LLC2,178$462K0.08%+313F-HRTimeline
Fairvoy Private Wealth, LLC2,174$461K0.1%-2513F-HRTimeline
NTV Asset Management LLC2,165$459K0.05%-813F-HRTimeline
Samalin Investment Counsel, LLC2,159$458K0.16%+95113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,149$456K0.01%+50313F-HRTimeline
HCR Wealth Advisors2,131$452K0.04%-1313F-HRTimeline
FIDUCIENT ADVISORS LLC2,125$451K0.06%-4713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC2,120$450K0.11%+67913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,118$449K<0.01%+27813F-HRTimelineGroup
MOODY LYNN LIEBERSON & WALKER, LLC2,112$448K0.02%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,112$448K0.05%-7113F-HRTimeline
Genesis Financial Group, LLC2,110$447K0.26%13F-HRTimeline
Heritage Family Offices, LLP2,098$445K0.2%+50313F-HRTimeline
Element Wealth, LLC2,098$445K0.18%+10013F-HRTimeline
Clarendon Private LLC2,097$445K0.38%+913F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,091$443K0.01%new13F-HRTimelineGroup
Conservest Capital Advisors, Inc.2,080$441K0.04%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC2,055$436K0.07%-1913F-HRTimeline
ENZI WEALTH2,005$436K0.15%-413F-HRTimeline
Worth Financial Advisory Group, LLC2,054$436K0.21%013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,053$435K0.16%+18613F-HRTimeline
Armstrong, Fleming & Moore, Inc2,047$434K0.2%013F-HRTimeline
Northwest Financial Advisors2,047$434K0.89%+3313F-HRTimeline
Ironwood Investment Counsel, LLC2,045$434K0.06%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,041$433K0.02%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…2,034$431K0.08%013F-HRTimeline
Klingman & Associates, LLC2,033$431K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,032$431K0.36%+70113F-HRTimeline
Shakespeare Wealth Management, LLC2,018$428K0.09%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,018$428K0.01%new13F-HRTimeline
Frontier Asset Management, LLC2,018$428K0.1%-58813F-HRTimeline
Brooklyn Investment Group1,989$425K0.02%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$424K0.01%013F-HRTimeline
Foguth Wealth Management, LLC.1,984$422K0.07%13F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC1,984$421K0.02%013F-HRTimeline
Triumph Capital Management1,983$421K0.09%-13413F-HRTimeline
AA Financial Advisors, LLC1,980$420K0.08%new13F-HRTimeline
Larson Financial Group LLC1,978$420K0.01%-89313F-HRTimeline
BANK OZK1,978$419K0.15%-8813F-HRTimeline
Legend Capital Advisors LLC1,972$418K0.23%13F-HRTimeline
XML Financial, LLC1,971$418K0.03%+80013F-HRTimeline
Salus Financial Advisors, LLC1,965$417K0.25%013F-HRTimeline
Curtis Advisory Group, LLC1,964$417K0.09%013F-HRTimeline
SMART Wealth LLC1,962$416K0.13%+68913F-HRTimeline
BLB&B Advisors, LLC1,961$416K0.02%new13F-HRTimeline
VeraBank, N.A.1,959$415K0.08%013F-HRTimeline
MONEYWISE, INC.1,955$415K0.17%+21313F-HRTimeline
Performance Wealth Partners, LLC1,952$414K0.01%+913F-HRTimeline
Payne Capital Management, LLC1,932$410K0.13%013F-HRTimeline
Fulton Bank, N.A.1,931$410K0.01%-14613F-HRTimeline
Level Wealth Management LLC1,930$409K0.21%-45413F-HRTimeline
Brand Asset Management Group, Inc.1,926$408K0.11%new13F-HRTimeline
Affiance Financial, LLC1,917$407K0.07%013F-HRTimeline
MONECO ADVISORS, LLC1,912$405K0.03%013F-HRTimeline
Old Peak Finance LLC1,908$405K0.25%13F-HRTimeline
OARSMAN CAPITAL, INC.1,898$403K0.05%+6113F-HRTimeline
Wealthfront Advisers LLC1,897$402K<0.01%+65113F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,895$402K0.13%-5113F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,887$400K0.32%013F-HRTimeline
Peterson Wealth Advisors, LLC1,887$400K0.05%-7413F-HRTimeline
Compass Financial Services Inc1,885$400K0.17%013F-HRTimeline
Coastal Bridge Advisors, LLC1,883$399K0.03%013F-HRTimeline
LGL PARTNERS, LLC1,881$399K0.17%+913F-HRTimeline
LANARK FINANCIAL, INC.1,870$397K0.03%+2413F-HRTimeline
Capital Investment Advisory Services, L…1,864$395K0.03%-9913F-HRTimeline
FSA WEALTH PARTNERS, INC.1,861$395K0.14%+71313F-HRTimeline