Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Compass Financial Services Inc1,909$433K0.16%013F-HRTimeline
S&A Financial Services, Inc.1,908$433K0.26%+12313F-HRTimeline
Ironwood Investment Counsel, LLC1,906$433K0.06%-8913F-HRTimeline
BANK OZK1,903$432K0.13%-4913F-HRTimeline
PROTECTIVE LIFE CORP1,902$432K3.09%-52213F-HRTimeline
Kure Advisory, LLC1,902$432K0.2%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,901$432K0.04%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,900$431K<0.01%new13F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd1,898$431K<0.01%+74313F-HRTimelineGroup
LGL PARTNERS, LLC1,895$430K0.16%+713F-HRTimeline
AA Financial Advisors, LLC1,892$430K0.05%-35913F-HRTimeline
Larson Financial Group LLC1,891$429K0.01%-12513F-HRTimeline
Level Wealth Management LLC1,889$429K0.17%-4113F-HRTimeline
MONECO ADVISORS, LLC1,881$427K0.03%-5313F-HRTimeline
Fulton Bank, N.A.1,868$424K0.01%-6313F-HRTimeline
Triton Financial Group Inc1,860$422K0.24%-1,83813F-HRTimeline
TRUST CO OF VERMONT1,860$422K0.02%13F-HRTimeline
Weaver Consulting Group1,855$421K0.09%013F-HRTimeline
GRANDFIELD & DODD, LLC1,848$420K0.02%013F-HRTimeline
ShoreHaven Wealth Partners, LLC1,845$419K0.13%-5013F-HRTimeline
Onyx Bridge Wealth Group LLC1,839$418K0.04%013F-HRTimeline
UNION SAVINGS BANK1,838$417K0.17%013F-HRTimeline
Hara Capital LLC1,835$417K0.22%-50013F-HRTimeline
Annex Advisory Services, LLC1,823$414K0.01%013F-HRTimeline
Envision Financial Transparency, LLC2,158$411K0.35%new13F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,810$411K0.02%-10213F-HRTimeline
LANARK FINANCIAL, INC.1,806$410K0.03%-413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,806$410K0.02%013F-HRTimeline
Impact Partnership Wealth, LLC1,803$409K0.04%-63913F-HRTimeline
Prairie Wealth Advisors, Inc.0$409K0.1%new13F-HRTimelineAmount filed as zero, left out of ratios.
UNIQUE WEALTH, LLC1,792$407K0.05%+1513F-HRTimeline
ENZI WEALTH1,767$406K0.13%-23613F-HRTimeline
Old North State Trust, LLC1,784$405K0.21%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp1,781$405K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department1,769$402K0.09%+1,64513F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC1,753$398K0.09%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,747$397K<0.01%-4513F-HRTimeline
L & S Advisors Inc1,747$397K0.04%+26613F-HRTimeline
Wagner Wealth Management, Corp1,747$397K0.32%-67713F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,747$397K0.12%013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,744$396K<0.01%new13F-HRTimelineGroup
MOSAIC FINANCIAL GROUP, LLC1,735$394K0.25%+513F-HRTimeline
Newton One Investments LLC1,735$394K0.1%013F-HRTimeline
Beacon Bridge Wealth Partners, LLC1,732$393K0.11%-19113F-HRTimeline
Breakwater Capital Group1,731$393K0.05%+1613F-HRTimeline
Peterson Wealth Advisors, LLC1,721$391K0.05%+613F-HRTimeline
LCNB CORP1,720$391K0.12%013F-HRTimeline
Independent Wealth Advisors LLC1,714$389K0.35%+1713F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,714$389K0.13%+613F-HRTimeline
Godfrey Financial Associates, Inc.1,711$388K0.3%+21913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC1,709$388K0.25%-17813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,697$385K0.02%013F-HRTimelineGroup
Shakespeare Wealth Management, LLC1,693$384K0.1%-32513F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC1,691$384K0.04%new13F-HRTimeline
Empowered Funds, LLC1,679$381K<0.01%-7513F-HRTimeline
Processus Wealth & Capital Management, …1,678$381K0.23%-14213F-HR/ATimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,675$380K0.05%+1313F-HRTimeline
Williams Jones Wealth Management, LLC.1,667$379K<0.01%+18913F-HRTimeline
American Investment Services, Inc.1,666$378K0.08%013F-HRTimeline
Permanent Capital Management, LP1,666$378K0.05%+11513F-HRTimeline
Seros Financial, LLC1,663$378K0.2%013F-HRTimeline
Kingdom Financial Group LLC.1,660$377K0.1%-71013F-HRTimeline
United Community Bankin group United Community Bank1,652$375K0.12%-2013F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC1,650$375K0.17%013F-HRTimeline
FSA WEALTH PARTNERS, INC.1,646$374K0.09%-17013F-HRTimeline
First County Bank /CT/1,643$373K0.18%013F-HRTimeline
Old Peak Finance LLC1,640$372K0.18%-26813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,638$372K0.08%+113F-HRTimeline
Colorado Capital Management, Inc.1,632$371K0.13%-54513F-HRTimeline
Stirlingshire Investments, Inc.1,632$371K0.27%-59513F-HRTimeline
Friday Financial1,600$369K0.1%013F-HRTimeline
Navalign, LLC1,611$366K0.09%-1213F-HRTimeline
URS Advisory LLC1,610$366K0.2%-513F-HRTimeline
Carnegie Investment Counsel1,608$365K0.01%-41813F-HRTimeline
ProVise Management Group, LLC1,600$363K0.02%-11913F-HRTimeline
Brooklyn FI, LLC1,571$362K0.07%013F-HRTimeline
NWF Advisory Services Inc.1,591$361K0.03%-5913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,581$359K0.01%-19613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,580$359K0.22%013F-HRTimeline
FIDUCIENT ADVISORS LLC1,579$359K0.05%-42013F-HRTimeline
Timonier Family Office, LTD.1,573$357K0.1%13F-HRTimeline
VeraBank, N.A.1,569$356K0.06%-14013F-HRTimeline
Raab & Moskowitz Asset Management LLC1,555$353K0.07%-8713F-HRTimeline
Francis Financial, Inc.1,553$353K0.06%013F-HRTimeline
McHugh Group, LLC1,553$353K0.18%013F-HRTimeline
Bank of New Hampshire1,545$351K0.07%-10013F-HRTimeline
Aspen Investment Management Inc1,541$350K0.09%013F-HRTimeline
Courage Miller Partners, LLC1,541$350K0.09%-613F-HRTimeline
GAMMA Investing LLC1,537$349K0.01%-3113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC1,527$347K0.13%new13F-HRTimeline
One Capital Management, LLC1,635$345K0.01%013F-HRTimeline
Caitlin John, LLC1,517$344K0.19%013F-HRTimeline
LifeSteps Financial, Inc.1,516$344K0.16%+50313F-HRTimeline
CITY HOLDING CO1,509$343K0.04%013F-HRTimeline
Sargent Investment Group, LLC1,501$341K0.04%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,500$341K0.07%013F-HRTimeline
KRS Capital Management, LLC1,495$339K0.16%013F-HRTimeline
Beaumont Financial Advisors, LLC1,494$339K0.02%013F-HRTimeline
MONTCHANIN ASSET MANAGEMENT, LLC1,480$336K0.34%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,476$335K0.03%-13513F-HRTimeline
LaFleur & Godfrey LLC1,475$335K0.04%013F-HRTimeline
Optivise Advisory Services LLC1,474$335K0.17%-27913F-HRTimeline
Pacific Sage Partners, LLC1,472$334K0.05%013F-HRTimeline
Arkos Global Advisors1,471$334K0.04%+613F-HRTimeline
Wealthquest Corp1,466$333K0.02%013F-HRTimeline
Denver PWM, LLC1,397$333K0.11%+413F-HRTimeline
BARRETT & COMPANY, INC.1,465$333K0.09%013F-HRTimeline
Fortis Advisors, LLC1,463$332K0.16%-10513F-HRTimeline
Oath Planning, LLC1,462$332K0.25%+513F-HRTimeline
Gallacher Capital Management LLC1,459$331K0.19%-1,85313F-HRTimeline
BancFirst Trust & Investment Management1,456$331K0.14%-74813F-HRTimeline
Lantern Wealth Advisors, LLC1,448$329K0.15%+2913F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,446$328K0.07%+36013F-HRTimeline
APPLETON PARTNERS INC/MA1,440$327K0.02%013F-HRTimeline
BDFS Capital LLC1,436$326K0.14%-3,72413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,435$326K0.02%013F-HRTimeline
Town Capital LLC1,434$326K0.21%-1,46713F-HRTimeline
Manchester Capital Management LLC1,433$325K0.04%-26013F-HRTimeline
Summit Financial Wealth Advisors, LLC1,431$325K0.04%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,428$324K0.02%013F-HRTimeline
Capital Advisor Network LLC1,418$322K0.4%-22813F-HRTimeline
Alpha Financial Partners LLC1,417$322K0.17%+15513F-HRTimeline
Parkside Financial Bank & Trust1,415$321K0.02%013F-HRTimeline
Kendall Capital Management1,414$321K0.05%-3313F-HRTimeline
Evolution Wealth Advisors, LLC1,414$321K0.04%-4613F-HRTimeline
Strathmore Capital Advisors, Inc.1,390$320K0.09%+8913F-HRTimeline
Blue Chip Partners, LLC1,409$320K0.02%+213F-HRTimeline
Cambridge Financial Group, LLC1,408$320K0.1%013F-HRTimeline
Everhart Financial Group, Inc.1,408$320K0.02%-1113F-HRTimeline
Global Financial Private Client, LLC1,407$319K0.09%-51613F-HRTimeline
Black Swift Group, LLC1,400$318K0.05%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,400$318K0.19%013F-HRTimeline
Archford Capital Strategies, LLC1,399$318K0.03%013F-HRTimeline
SAGE FINANCIAL GROUP INC1,397$317K0.02%+11813F-HRTimeline
Strategic Financial Partners, Ltd.1,396$317K0.12%new13F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,395$317K0.08%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC1,387$315K0.02%-15613F-HRTimelineGroup
Independence Bank of Kentucky1,387$315K0.04%013F-HRTimeline
Kapstone Financial Advisors LLC1,382$314K0.13%+213F-HRTimeline
Clark Asset Management, LLC1,380$313K0.02%+9413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,379$313K0.18%-39113F-HRTimeline
Centennial Advisors, LLC1,377$313K0.37%new13F-HRTimeline
Mountain Capital Investment Advisors In…1,371$311K0.04%-8213F-HRTimeline
First Interstate Bank1,369$311K0.02%013F-HRTimeline
Partners in Financial Planning1,363$309K0.05%+213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,363$309K<0.01%-19613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,355$309K0.04%13F-HRTimeline
West Branch Capital LLC1,355$308K0.07%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,353$307K0.03%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$307K0.02%013F-HRTimeline
Thrive Wealth Management, LLC1,345$305K0.04%-5413F-HRTimeline
Nalls Sherbakoff Group, LLC1,344$305K0.22%+213F-HRTimeline
Prism Planning Partners LLC1,343$305K0.32%-5813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC1,343$305K0.03%-34,49013F-HRTimeline
Sagace Wealth Management LLC1,341$304K0.19%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,334$303K0.05%013F-HRTimeline
Commonwealth Financial Services, LLC1,330$302K0.04%-213F-HRTimeline
NOVEM GROUP1,329$302K0.03%+29313F-HRTimeline
Family Office Research LLC1,327$301K0.11%+113F-HRTimeline
Goodwin Investment Advisory1,324$301K0.61%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,318$299K0.02%013F-HRTimeline
TL Private Wealth1,293$298K0.11%+2713F-HRTimeline
RMR Wealth Builders1,314$298K0.02%+613F-HRTimeline
Aufman Associates Inc1,308$297K0.12%013F-HRTimeline
Synergy Investment Management, LLC1,307$297K0.07%+14613F-HRTimeline
Legacy Trust1,304$296K0.05%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,303$296K0.02%013F-HRTimeline
Copia Wealth Management1,300$295K0.18%-1813F-HRTimeline
Single Point Partners, LLC1,299$295K0.05%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,293$294K0.18%013F-HRTimeline
Grove Bank & Trust1,290$293K0.03%013F-HRTimeline
SYM FINANCIAL Corp1,286$292K0.02%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,285$292K0.06%-1813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,275$290K0.02%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,272$289K0.03%013F-HRTimeline
Oasis Advisors, LLC1,271$289K0.19%new13F-HRTimeline
Chesapeake Wealth Management1,270$288K0.08%-4313F-HRTimeline
Campion Asset Management1,270$288K0.18%-16313F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,909$288K0.09%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,264$287K0.01%+14413F-HRTimeline
Berger Financial Group, Inc1,264$287K0.01%+9413F-HRTimeline
Ullmann Wealth Partners Group, LLC1,264$287K0.03%new13F-HRTimeline
Octavia Wealth Advisors, LLC1,263$287K0.02%-34713F-HRTimeline
Huntleigh Advisors, Inc.1,257$285K0.04%+1213F-HRTimeline
Genesee Capital Advisors, LLC1,254$285K0.09%+413F-HRTimeline
Proactive Wealth Strategies LLC1,254$285K0.05%-15113F-HRTimeline
Bangor Savings Bank1,252$284K0.02%-5113F-HRTimeline
Legacy Financial Strategies, LLC1,252$284K0.04%+13613F-HRTimeline
Vernal Point Advisors, LLC1,250$284K0.1%013F-HRTimeline
TrustWell Financial Advisors, LLC1,249$284K0.24%013F-HRTimeline
CIM, LLC1,244$282K0.04%+1213F-HRTimeline
Hurlow Wealth Management Group, Inc.1,240$282K0.06%013F-HRTimeline
Garden State Investment Advisory Servic…1,237$281K0.06%013F-HRTimeline
Putney Financial Group LLC1,236$281K0.25%013F-HRTimeline
Ellevest, Inc.1,234$280K0.03%+513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,235$280K<0.01%+12513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CORA CAPITAL ADVISORS LLC1,227$279K0.08%013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,223$278K0.08%013F-HRTimeline
Factor Wealth Management LTD1,223$278K0.04%-6913F-HRTimeline
Presidio Capital Management, LLC1,220$277K0.07%+26713F-HRTimeline