Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
C2C Wealth Management, LLC3,376$713K0.6%013F-HRTimeline
Dynamic Advisor Solutions LLC3,363$710K0.02%+2113F-HRTimeline
EPG Wealth Management LLC3,354$708K0.19%+1213F-HRTimeline
1ST SOURCE BANK3,353$708K0.04%+51813F-HRTimeline
Key Financial Inc3,344$706K0.13%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,338$705K0.12%+70113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC3,335$704K0.02%-72113F-HRTimeline
Integrity Wealth Solutions LLC3,327$702K0.28%+4313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,316$700K0.02%013F-HRTimelineGroup
Gallacher Capital Management LLC3,312$699K0.27%-72013F-HRTimeline
Plante Moran Financial Advisors, LLC3,304$698K0.05%013F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC3,291$695K0.29%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,290$695K<0.01%-99713F-HRTimelineGroup
CHILTON INVESTMENT CO INC.3,278$692K0.02%+11513F-HRTimeline
New Republic Capital, LLC3,273$691K0.23%-28713F-HRTimeline
Pinnacle Financial Group, LLC / IL3,261$689K0.19%013F-HRTimeline
Shulman DeMeo Asset Management LLC3,251$686K0.15%+313F-HRTimeline
Financial Partners Group, Inc3,251$686K0.08%+713F-HRTimeline
Qube Research & Technologies Ltd3,247$686K<0.01%-3,90013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC3,242$684K0.05%new13F-HRTimelineGroup
Opal Wealth Advisors, LLC3,231$682K0.15%-2,46113F-HRTimeline
Evergreen Private Wealth LLC3,224$681K0.28%+5713F-HRTimeline
Linscomb Wealth, Inc.3,222$680K0.03%-3813F-HRTimeline
Quadcap Wealth Management, LLC3,209$678K0.08%+3913F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,206$677K0.12%013F-HRTimeline
Capital Squared Financial LLC3,188$673K0.51%+27113F-HRTimeline
Atlanta Consulting Group Advisors, LLC3,167$669K0.14%013F-HRTimeline
Syntegra Private Wealth Group, LLC3,140$663K0.06%+14413F-HRTimeline
Legacy Edge Advisors, LLC3,126$660K0.07%-60313F-HRTimeline
SeaCrest Wealth Management, LLC3,124$660K0.07%+1,44713F-HRTimeline
Foundation Wealth Management, LLC\PA3,114$658K0.23%013F-HRTimeline
Insight Advisors, LLC/ PA3,101$655K0.12%-7,04713F-HRTimeline
Fiscal Wisdom Wealth Management, LLC3,098$654K0.63%+48313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.3,080$650K0.48%-2313F-HRTimeline
Edgemoor Investment Advisors, Inc.3,079$650K0.05%-11413F-HRTimeline
Royal Fund Management, LLC3,077$650K0.06%+3613F-HRTimeline
Valpey Financial Services, LLC3,062$647K0.42%+12313F-HRTimeline
Goelzer Investment Management, Inc.3,049$644K0.03%+1,48713F-HRTimeline
PUREfi Wealth, LLC3,043$643K0.42%-50913F-HRTimeline
Guardian Asset Advisors, LLC3,020$638K0.37%+1113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,016$637K0.03%+48413F-HRTimelineGroup
Atlas Brown,Inc.3,004$634K0.19%+19913F-HRTimeline
Integrated Capital Management, LLC3,002$634K0.27%+1213F-HRTimeline
Index Technologies Group LLC2,981$629K0.69%+6913F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,973$628K0.05%013F-HRTimeline
Mosaic Advisors LLC2,844$627K0.94%new13F-HRTimeline
Oxler Private Wealth LLC2,956$624K0.2%+813F-HRTimeline
Disciplined Investments, LLC2,955$624K0.22%013F-HRTimeline
Keystone Wealth Services, LLC2,938$620K0.13%+74313F-HRTimeline
Community Bank, N.A.2,934$620K0.07%-76013F-HRTimeline
Keel Point, LLC2,926$618K0.04%+3913F-HRTimeline
Town Capital LLC2,901$613K0.5%-9,43313F-HRTimeline
Balefire, LLC2,858$603K0.11%new13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC2,850$602K0.04%+17113F-HRTimeline
WNY Asset Management, LLC2,844$601K0.06%13F-HRTimeline
GDS Wealth Management2,844$601K0.04%+10913F-HRTimeline
Harvest Investment Services, LLC2,834$599K0.11%-22813F-HRTimeline
Madison Wealth Partners, Inc2,829$597K0.1%-913F-HRTimeline
Independent Wealth Network Inc.2,826$597K0.18%-31113F-HRTimeline
Klingman & Associates, LLC2,813$594K0.03%+78013F-HRTimeline
Stockman Wealth Management, Inc.2,800$591K0.07%013F-HRTimeline
Compass Financial Group, Inc. (Ohio)2,781$587K0.43%-1,11513F-HRTimeline
POSTROCK PARTNERS LLC2,765$584K0.27%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,763$583K0.06%013F-HRTimeline
SPINNAKER TRUST2,757$582K0.03%013F-HRTimeline
LYNCH & ASSOCIATES/IN2,750$581K0.11%013F-HRTimeline
Bellwether Advisors, LLC2,717$574K0.1%-3813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,711$572K0.05%-21413F-HRTimeline
Crewe Advisors LLC2,704$571K0.05%+28513F-HRTimeline
Haverford Trust Co2,691$568K0.01%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC2,689$568K0.38%013F-HRTimeline
Claro Advisors Inc.2,676$565K0.07%-19413F-HRTimeline
71 West Capital Partners2,660$562K0.02%+33613F-HRTimeline
Morton Capital Management LLC/CA2,649$559K0.08%-57613F-HRTimeline
CWS Financial Advisors, LLC2,649$559K0.14%-5413F-HRTimeline
TCV Trust & Wealth Management, Inc.2,638$557K0.05%013F-HRTimeline
Prasad Wealth Partners, LLC2,635$556K0.15%-4213F-HRTimeline
KERR FINANCIAL PLANNING Corp2,508$552K0.39%-11813F-HR/ATimeline
MCF Advisors LLC2,615$552K0.02%+1,40013F-HRTimeline
CGN Advisors LLC2,611$551K0.04%013F-HRTimeline
Welch & Forbes LLC2,600$549K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…2,588$547K0.19%+913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,578$544K0.1%-16213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,576$544K0.08%013F-HRTimeline
Capital Investment Advisors, LLC2,568$542K0.01%-2213F-HR/ATimeline
Elevation Wealth Management LLC2,561$541K0.5%-15813F-HRTimeline
TWO SIGMA SECURITIES, LLC2,561$541K0.06%new13F-HRTimeline
Coordinated Financial Services, Inc.2,550$538K0.31%-15113F-HRTimeline
Elevated Capital Advisors, LLC2,534$535K0.13%-9213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,532$535K<0.01%-6413F-HRTimelineGroup
Quent Capital, LLC2,526$533K0.04%-33213F-HRTimeline
Gradient Capital Advisors, LLC2,523$533K0.14%013F-HRTimeline
Heritage Family Offices, LLP2,518$532K0.24%+42013F-HRTimeline
STOCK YARDS BANK & TRUST CO2,503$529K0.02%-15013F-HRTimeline
High Net Worth Advisory Group LLC2,500$528K0.12%013F-HRTimeline
PSI Advisors, LLC2,495$527K0.13%+1,26113F-HRTimeline
Ballentine Capital Advisors, Inc2,493$526K0.22%013F-HRTimeline
Alexander Randolph Advisory, Inc.2,476$523K0.45%013F-HRTimeline
MONEYWISE, INC.2,467$521K0.23%+51213F-HRTimeline
Benchmark Investment Advisors LLC2,467$521K0.3%13F-HRTimeline
STAGE HARBOR FINANCIAL, LLC2,460$519K0.34%013F-HRTimeline
SkyOak Wealth, LLC2,458$519K0.1%013F-HRTimeline
Aureum Wealth Management, LLC2,455$518K0.36%+15013F-HRTimeline
Verdence Capital Advisors LLC2,447$517K0.03%+9213F-HRTimeline
Confluence Wealth Services, Inc.2,445$516K0.02%013F-HRTimeline
Impact Partnership Wealth, LLC2,442$516K0.06%+86513F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding2,439$515K-1,172Timeline
4J Wealth Management LLC2,439$515K0.29%013F-HRTimeline
Coastal Bridge Advisors, LLC2,425$512K0.04%+54213F-HRTimeline
PROTECTIVE LIFE CORP2,424$512K1.7%new13F-HRTimeline
Wagner Wealth Management, Corp2,424$512K0.46%+10813F-HRTimeline
Tennessee Valley Asset Management Partn…2,416$510K0.07%+1,29913F-HRTimeline
Brand Asset Management Group, Inc.2,415$510K0.13%+48913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,413$510K0.09%-1113F-HRTimeline
POTENTIA WEALTH2,407$508K0.2%+13413F-HRTimeline
Foguth Wealth Management, LLC.2,229$508K0.06%+24513F-HRTimeline
OKABENA INVESTMENT SERVICES INC2,400$507K0.1%013F-HRTimeline
Wealth Care LLC2,381$503K0.45%13F-HRTimeline
ALTFEST L J & CO INC2,375$501K0.05%+413F-HRTimeline
Curbstone Financial Management Corp2,374$501K0.1%013F-HRTimeline
Lloyd Advisory Services, LLC.2,370$500K0.14%-2,78813F-HRTimeline
Kingdom Financial Group LLC.2,370$500K0.14%+18713F-HRTimeline
Sage Mountain Advisors LLC2,362$499K0.03%-1113F-HRTimeline
Washington Trust Bank2,352$497K0.04%-23713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First National Trust Co2,346$495K0.02%-1313F-HRTimeline
Retirement Planning Group, LLC2,337$493K0.02%+1,28813F-HRTimeline
Hara Capital LLC2,335$493K0.25%013F-HRTimeline
VSM Wealth Advisory, LLC2,330$492K0.15%+313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,328$492K0.01%-1,20213F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,321$490K0.08%+7813F-HRTimeline
Journey Advisory Group, LLC2,314$489K0.04%-1113F-HRTimeline
HCR Wealth Advisors2,311$488K0.05%+18013F-HRTimeline
First Western Trust Bank2,308$487K0.02%+10213F-HRTimeline
GEN Financial Management, INC.2,294$484K0.3%013F-HRTimeline
CABOT WEALTH MANAGEMENT INC2,292$484K0.06%+18013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,285$482K0.03%-33913F-HRTimeline
Clayton Financial Group LLC2,282$482K0.25%+9213F-HRTimeline
TBH Global Asset Management, LLC2,282$482K0.1%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.2,255$476K0.23%013F-HRTimeline
Aurora Private Wealth, Inc.2,250$476K0.34%013F-HRTimeline
AA Financial Advisors, LLC2,251$475K0.07%+27113F-HRTimeline
GC Wealth Management RIA, LLC2,245$474K0.02%new13F-HRTimeline
Meramec Financial Planners, LLC2,141$473K0.19%+213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,240$473K0.02%-5013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,238$473K0.08%+68413F-HRTimeline
Reynders McVeigh Capital Management, LLC2,233$471K0.02%013F-HRTimeline
Clarendon Private LLC2,230$471K0.36%+13313F-HRTimeline
Wealthfront Advisers LLC2,228$470K<0.01%+33113F-HRTimeline
Stirlingshire Investments, Inc.2,227$470K0.41%-28713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,225$470K0.02%-62513F-HRTimelineGroup
GreatBanc Trust CO2,225$470K0.33%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,219$469K0.33%-9513F-HRTimeline
Busey Bank2,201$465K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,191$463K0.03%+15013F-HRTimelineGroup
Visionary Wealth Advisors2,186$462K0.02%-9313F-HRTimeline
Colorado Capital Management, Inc.2,177$460K0.17%013F-HRTimeline
BancFirst Trust & Investment Management2,204$458K0.2%+1,15413F-HRTimeline
LJI Wealth Management, LLC2,153$455K0.07%-24513F-HRTimeline
Genesis Financial Group, LLC2,150$454K0.3%+4013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,149$454K0.01%013F-HRTimeline
Emergent Wealth Advisors, LLC2,145$453K0.27%-4,66113F-HRTimeline
Element Wealth, LLC2,141$452K0.19%+4313F-HRTimeline
Northwest Financial Advisors2,137$451K0.87%+9013F-HRTimeline
GM Advisory Group, LLC2,128$449K0.02%-1,02513F-HRTimeline
IFG Advisors, LLC2,125$449K0.07%-5313F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC2,112$446K0.03%+12813F-HRTimeline
Kathmere Capital Management, LLC2,111$446K0.03%new13F-HRTimeline
Sequent Planning LLC2,102$444K0.11%+47313F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,091$442K0.01%013F-HRTimelineGroup
Conservest Capital Advisors, Inc.2,080$439K0.04%013F-HRTimeline
Samalin Investment Counsel, LLC2,077$439K0.16%-8213F-HRTimeline
Stone Summit Wealth LLC2,076$438K0.12%-40613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,071$437K<0.01%-4713F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC2,060$435K0.07%+513F-HRTimeline
Armstrong, Fleming & Moore, Inc2,047$432K0.18%013F-HRTimeline
Edgestream Partners, L.P.2,038$430K0.01%-57613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,034$429K0.07%013F-HRTimeline
Tulsa Wealth Advisors, INC2,032$429K0.08%new13F-HRTimeline
Carnegie Investment Counsel2,026$428K0.01%-17613F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,909$428K0.15%new13F-HRTimeline
Frontier Asset Management, LLC2,023$427K0.09%+513F-HRTimeline
Shakespeare Wealth Management, LLC2,018$426K0.1%013F-HRTimeline
Larson Financial Group LLC2,016$426K0.01%+3813F-HRTimeline
NTV Asset Management LLC2,015$425K0.05%-15013F-HRTimeline
ENZI WEALTH2,003$423K0.15%-213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,000$422K<0.01%-1,95013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC2,000$422K0.01%013F-HRTimeline
FIDUCIENT ADVISORS LLC1,999$422K0.06%-12613F-HRTimeline
Ironwood Investment Counsel, LLC1,995$421K0.06%-5013F-HRTimeline
Veery Capital, LLC1,976$417K0.13%+13213F-HRTimeline
Legend Capital Advisors LLC1,972$416K0.26%013F-HRTimeline
Salus Financial Advisors, LLC1,965$415K0.24%013F-HRTimeline
AVISO WEALTH MANAGEMENT1,964$415K0.19%-21813F-HRTimeline
Curtis Advisory Group, LLC1,964$415K0.09%013F-HRTimeline
BLB&B Advisors, LLC1,963$415K0.02%+213F-HRTimeline
Performance Wealth Partners, LLC1,958$414K0.01%+613F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC1,957$413K0.18%+60613F-HRTimeline
BANK OZK1,952$412K0.15%-2613F-HRTimeline
Beverly Hills Private Wealth, LLC1,939$409K0.07%-28113F-HRTimeline
NOVUS ADVISORS, LLC1,937$409K0.91%+32113F-HRTimeline