IVE ISHARES TR

SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers: 1,544
13F filers: 1,561
New: 74
Added: 581
Reduced: 488
Sold out: 64
Shares held by filers: 142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Safeguard Investment Advisory Group, LLC	1,563	$298K	0.08%	+1	13F-HR Timeline
Gilliland Jeter Wealth Management LLC	1,556	$297K	0.1%	+454	13F-HR Timeline
Courage Miller Partners, LLC	1,555	$297K	0.1%	0	13F-HR Timeline
Williams Jones Wealth Management, LLC.	1,554	$297K	<0.01%	-50	13F-HR Timeline
WESPAC Advisors, LLC	1,550	$296K	0.22%	new	13F-HR Timeline
Sugarloaf Wealth Management, LLC	1,550	$296K	0.06%	+2	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	1,537	$293K	0.02%	0	13F-HR Timeline
Horizon Family Wealth, Inc.	1,524	$291K	0.19%	-2	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,517	$290K	0.11%	new	13F-HR Timeline
Tradewinds, LLC.	1,478	$290K	0.08%	new	13F-HR Timeline
Caitlin John, LLC	1,517	$289K	0.2%	0	13F-HR Timeline
LaFleur & Godfrey LLC	1,516	$289K	0.04%	0	13F-HR/A Timeline
GM Advisory Group, LLC	1,514	$289K	0.02%	new	13F-HR Timeline
OBSIDIAN CIO, LLC	1,511	$288K	0.05%	+8	13F-HR Timeline
Americana Partners, LLC	1,511	$288K	0.01%	new	13F-HR Timeline
PBMares Wealth Management LLC	1,510	$288K	0.06%	+26	13F-HR Timeline
Bellwether Advisors, LLC	1,507	$288K	0.05%	+129	13F-HR Timeline
McHugh Group, LLC	1,502	$287K	0.21%		13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	1,500	$286K	0.07%	0	13F-HR Timeline
Goodwin Investment Advisory	1,496	$286K	0.15%	0	13F-HR Timeline
KRS Capital Management, LLC	1,495	$285K	0.2%	0	13F-HR Timeline
Beaumont Financial Advisors, LLC	1,494	$285K	0.02%	0	13F-HR Timeline
Sargent Investment Group, LLC	1,501	$284K	0.05%	new	13F-HR Timeline
Riverwater Partners LLC	1,484	$283K	0.14%	-76	13F-HR Timeline
BARRETT & COMPANY, INC.	1,482	$283K	0.12%	0	13F-HR Timeline
NorthRock Partners, LLC	1,480	$283K	0.01%	+26	13F-HR/A Timeline
Breakwater Capital Group	1,476	$282K	0.06%	0	13F-HR Timeline
Aufman Associates Inc	1,466	$280K	0.19%	0	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,464	$279K	<0.01%	+231	13F-HR Timeline Group
Denver PWM, LLC	1,459	$279K	0.11%	+8	13F-HR Timeline
L & S Advisors Inc	1,458	$278K	0.03%	+5	13F-HR Timeline
Good Life Advisors, LLC	1,457	$278K	0.02%	-1,483	13F-HR Timeline
Weaver Consulting Group	1,453	$277K	0.09%	-14	13F-HR Timeline
Independence Bank of Kentucky	1,446	$276K	0.04%	+1,234	13F-HR Timeline
Garden State Investment Advisory Servic…	1,442	$275K	0.08%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	1,441	$275K	0.01%	+13	13F-HR Timeline
BEACON FINANCIAL PLANNING, INC	1,433	$274K	0.16%	+8	13F-HR Timeline
First Citizens Financial Corp	1,431	$273K	0.15%	-15	13F-HR Timeline
Annex Advisory Services, LLC	1,431	$273K	0.01%	+18	13F-HR Timeline
McAdam, LLC	1,426	$272K	0.01%	+30	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	1,426	$272K	0.17%	0	13F-HR Timeline
Delta Investment Management, LLC	1,426	$272K	0.05%	-38	13F-HR Timeline
Quartz Partners, LLC	1,425	$272K	0.17%	-127	13F-HR Timeline
Perissos Private Wealth Management, LLC	1,419	$271K	0.2%	+26	13F-HR Timeline
Strategic Equity Management	1,419	$271K	0.11%	+1	13F-HR Timeline
Parkside Financial Bank & Trust	1,415	$270K	0.04%	0	13F-HR Timeline
Brooklyn FI, LLC	1,412	$270K	0.09%	new	13F-HR/A Timeline
Cambridge Financial Group, LLC	1,408	$269K	0.11%	0	13F-HR Timeline
PSI Advisors, LLC	1,404	$268K	0.08%	+153	13F-HR Timeline
Heritage Family Offices, LLP	1,400	$267K	0.13%	+265	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,400	$267K	0.17%	0	13F-HR Timeline
Partners in Financial Planning	1,396	$267K	0.05%	-348	13F-HR Timeline
Bangor Savings Bank	1,394	$266K	0.02%	-254	13F-HR Timeline
RiverFront Investment Group, LLC	1,388	$265K	0.01%	+304	13F-HR Timeline
CITY HOLDING CO	1,385	$264K	0.04%	0	13F-HR Timeline
Chesapeake Wealth Management	1,382	$264K	0.09%	0	13F-HR Timeline
ANB BANK	1,379	$263K	0.12%		13F-HR Timeline
Clark Asset Management, LLC	1,377	$263K	0.05%	new	13F-HR Timeline
Fischer Financial Services, Inc.	1,375	$262K	0.08%		13F-HR Timeline
NIA IMPACT ADVISORS, LLC	1,374	$262K	0.09%	0	13F-HR Timeline
Select Asset Management & Trust	1,366	$261K	0.1%	-68	13F-HR Timeline
Uptown Financial Advisors LLC	1,359	$259K	0.28%		13F-HR Timeline
West Branch Capital LLC	1,355	$259K	0.08%	0	13F-HR Timeline
Strategic Financial Partners, Ltd.	1,355	$259K	0.13%	0	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	1,353	$258K	0.02%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,349	$257K	0.02%	0	13F-HR Timeline Group
Alexander Randolph Advisory, Inc.	1,348	$257K	0.24%	0	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,345	$257K	0.03%	0	13F-HR Timeline
Capital Investment Advisors, LLC	1,344	$257K	0.01%	new	13F-HR Timeline
Sagace Wealth Management LLC	1,341	$256K	0.19%	0	13F-HR Timeline
SYM FINANCIAL Corp	1,340	$256K	0.03%	0	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	1,336	$255K	0.05%	+2	13F-HR Timeline
Sather Financial Group Inc	1,332	$254K	0.02%	0	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,331	$254K	0.02%	+319	13F-HR Timeline
SEEDS INVESTOR LLC	1,330	$254K	0.07%	new	13F-HR Timeline
Plan A Wealth LLC	1,327	$253K	0.23%		13F-HR Timeline
Realta Investment Advisors	1,322	$253K	0.1%	+60	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	1,317	$251K	0.05%	-860	13F-HR Timeline
Single Point Partners, LLC	1,299	$248K	0.06%	new	13F-HR Timeline
IFC Advisors LLC	1,297	$248K	0.05%		13F-HR Timeline
Syntegra Private Wealth Group, LLC	1,292	$247K	0.03%	-20	13F-HR Timeline
Grove Bank & Trust	1,290	$246K	0.03%	0	13F-HR Timeline
Factor Wealth Management LTD	1,286	$245K	0.08%		13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,279	$244K	0.01%	-25	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,272	$243K	0.1%	+4	13F-HR Timeline
Planned Solutions, Inc.	1,267	$242K	0.1%	0	13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	1,264	$241K	0.17%	-37	13F-HR Timeline
SAGE FINANCIAL GROUP INC	1,263	$241K	0.02%	+4	13F-HR Timeline
Genesee Capital Advisors, LLC	1,240	$237K	0.11%	0	13F-HR Timeline
Simmons Bankin group Simmons Bank	1,232	$235K	0.02%	new	13F-HR Timeline Group
Creekmur Asset Management LLC	1,227	$234K	0.05%	+6	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	1,227	$234K	0.11%	0	13F-HR Timeline
CAPE ANN SAVINGS BANK	1,226	$234K	0.14%	0	13F-HR Timeline
Hidden Cove Wealth Management, LLC	1,226	$234K	0.19%		13F-HR Timeline
Brick & Kyle, Associates	1,226	$234K	0.1%	new	13F-HR Timeline
CPC Advisors, LLC	1,222	$233K	0.03%	new	13F-HR Timeline
Planning Center, Inc.	1,216	$232K	0.03%	-1,030	13F-HR Timeline
Fiduciary Group, LLC	1,210	$231K	0.02%	0	13F-HR Timeline
Beverly Hills Private Wealth, LLC	1,209	$231K	0.05%	-180	13F-HR Timeline
Ellevest, Inc.	1,206	$230K	0.01%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	1,206	$230K	0.02%	0	13F-HR Timeline
Investment Partners Asset Management, I…	1,200	$229K	0.18%	0	13F-HR Timeline
WEBSTER BANK, N. A.	1,198	$229K	0.02%	+300	13F-HR Timeline
Segment Wealth Management, LLC	1,194	$228K	0.02%	-140	13F-HR Timeline
Obsidian Personal Planning Solutions LLC	1,161	$228K	0.11%	0	13F-HR Timeline
HM PAYSON & CO	1,191	$227K	<0.01%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	1,190	$227K	0.02%	-4	13F-HR Timeline
Portland Global Advisors LLC	1,189	$227K	0.03%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	1,187	$227K	0.25%	0	13F-HR Timeline
Trifecta Capital Advisors, LLC	1,187	$227K	0.04%	-1,422	13F-HR Timeline
TL Private Wealth	1,174	$226K	0.1%	new	13F-HR Timeline
Litman Gregory Wealth Management LLC	1,185	$226K	0.02%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	1,179	$225K	<0.01%	-462	13F-HR Timeline
Cape Investment Advisory, Inc.	1,176	$224K	0.09%	-44	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,175	$224K	0.01%	0	13F-HR Timeline Group
Bestgate Wealth Advisors, LLC	1,158	$221K	0.44%		13F-HR Timeline
Leelyn Smith, LLC	1,152	$220K	0.04%	new	13F-HR Timeline
Vienna Asset Management LLC	1,152	$220K	0.15%	new	13F-HR Timeline
LUTS & GREENLEIGH GROUP, INC.	1,151	$220K	0.22%	new	13F-HR Timeline
TRUEFG, LLC	1,148	$219K	0.07%	+3	13F-HR Timeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC	1,150	$219K	<0.01%	0	13F-HR Timeline Group
INGALLS & SNYDER LLC	1,149	$219K	0.01%	new	13F-HR Timeline
Synergy Investment Management, LLC	1,145	$219K	0.09%		13F-HR Timeline
Private Portfolio Partners LLC	1,145	$219K	0.04%	+1	13F-HR Timeline
Advyzon Investment Management, LLC	1,143	$218K	0.08%		13F-HR Timeline
Vise Technologies, Inc.	1,140	$218K	0.02%	-18	13F-HR Timeline
Mission Creek Capital Partners, Inc.	1,135	$217K	0.05%	0	13F-HR Timeline
Legacy Financial Strategies, LLC	1,138	$216K	0.05%	+3	13F-HR Timeline
Persium Advisors, LLC	1,126	$215K	0.21%		13F-HR Timeline
Carlton Hofferkamp & Jenks Wealth Manag…	1,091	$214K	0.08%	0	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,118	$213K	0.01%	-7	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,114	$213K	0.05%	0	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	1,113	$212K	0.11%		13F-HR Timeline
Accurate Wealth Management, LLC	1,127	$212K	0.04%	-139	13F-HR Timeline
Aviance Capital Partners, LLC	1,110	$212K	0.03%	+20	13F-HR Timeline
Mathes Company, Inc.	1,100	$210K	0.08%	0	13F-HR Timeline
TCI Wealth Advisors, Inc.	1,100	$210K	0.02%	+50	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,091	$208K	0.01%	+1	13F-HR Timeline
BancFirst Trust & Investment Management	1,090	$208K	0.09%	+40	13F-HR Timeline
Sage Financial Management Group, Inc.	1,084	$207K	0.08%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	1,059	$206K	0.04%	+31	13F-HR Timeline
DKM Wealth Management, Inc.	1,075	$205K	0.19%		13F-HR Timeline
Founders Financial Alliance, LLC	1,069	$204K	0.06%	0	13F-HR Timeline
PUREfi Wealth, LLC	1,067	$204K	0.2%		13F-HR Timeline
Talisman Wealth Advisors LLC	1,065	$203K	0.22%	new	13F-HR Timeline
Oak Wealth Advisors LLC	1,063	$203K	0.16%		13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,060	$202K	0.07%	0	13F-HR Timeline
Human Investing LLC	1,060	$202K	0.04%	-219	13F-HR Timeline
HARRELL INVESTMENT PARTNERS, LLC	1,058	$202K	0.06%	-20	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,052	$201K	0.03%	-17	13F-HR Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…	1,046	$199K	<0.01%	-971	13F-HR Timeline Group
Inlight Wealth Management, LLC	179,293	$198K	0.13%		13F-HR Timeline
FIDUCIARY ADVISORS, INC.	1,030	$197K	0.2%		13F-HR Timeline
2UniFi Bank	1,017	$194K	0.13%		13F-HR Timeline
Wiser Advisor Group LLC	997	$190K	0.28%	+5	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	990	$189K	0.08%	+6	13F-HR Timeline
Ethos Financial Group, LLC	966	$184K	0.02%	new	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	913	$174K	0.05%	0	13F-HR Timeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…	910	$174K	<0.01%	-57	13F-HR Timeline Group
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	901	$172K	0.01%	0	13F-HR Timeline Group
Black Cypress Capital Management, LLC	1,104	$172K	0.15%	+21	13F-HR Timeline
Beacon Capital Management, LLC	899	$172K	0.02%	-7	13F-HR Timeline
Mechanics Financial Corp	875	$167K	0.08%	-20	13F-HR Timeline
Mainstream Capital Management LLC	856	$163K	0.11%	new	13F-HR Timeline
Provident Wealth Management, LLC	852	$163K	0.05%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	804	$153K	0.01%	+81	13F-HR Timeline Group
Global Financial Private Client, LLC	794	$152K	0.06%	-49	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	791	$151K		-5	Timeline Colonial Trust Co / SC: 684 (0.02%) 13F-HR Colonial Trust Advisors: 107 (<0.01%) 13F-HR
Zions Bancorporation, N.A.	781	$149K	0.01%	0	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	770	$147K	0.03%	+4	13F-HR Timeline
Covenant Partners, LLC	769	$147K	0.05%	-228	13F-HR Timeline
Dunhill Financial, LLC	765	$146K	0.07%	0	13F-HR Timeline
Biltmore Family Office, LLC	756	$144K	0.02%	-165	13F-HR Timeline
Activest Wealth Management	738	$141K	0.04%	0	13F-HR Timeline
GPS Wealth Strategies Group, LLC	738	$141K	0.02%	+1	13F-HR Timeline
Darwin Wealth Management, LLC	734	$140K	0.05%	-222	13F-HR/A Timeline
Legacy Bridge, LLC	729	$139K	0.07%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	706	$135K	<0.01%	0	13F-HR Timeline Group
Empowered Funds, LLC	698	$133K	<0.01%	new	13F-HR Timeline
Register Financial Advisors LLC	698	$133K	0.07%	+299	13F-HR Timeline
Crewe Advisors LLC	682	$130K	0.02%	-25	13F-HR Timeline
City State Bank	676	$129K	0.05%	0	13F-HR Timeline
CRITERION CAPITAL ADVISORS, LLC	707	$129K	0.08%	0	13F-HR Timeline
Kiely Wealth Advisory Group, Inc.	634	$124K	0.08%	0	13F-HR Timeline
Financial Life Planners	647	$123K	0.1%		13F-HR Timeline
Mascoma Wealth Management LLC	638	$122K	0.03%	0	13F-HR Timeline
Van Hulzen Asset Management, LLC	631	$120K	0.01%	new	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	622	$119K	0.01%	+496	13F-HR Timeline
First PREMIER Bank	614	$117K	0.03%	0	13F-HR Timeline
Founders Capital Management	607	$116K	0.07%	0	13F-HR Timeline
Advantage Trust Co	600	$115K	0.07%	0	13F-HR Timeline
LGT Financial Advisors LLC	599	$115K	0.25%	+81	13F-HR Timeline
FLP Wealth Management, LLC	599	$114K	0.29%		13F-HR Timeline
ORG Partners LLC	590	$113K	0.02%	-92	13F-HR Timeline
Security National Bank	569	$109K	0.02%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	547	$104K	0.03%	-27	13F-HR Timeline
Stonebridge Financial Group, LLC	546	$104K	0.01%		13F-HR Timeline
WINTRUST INVESTMENTS LLC	542	$103K	0.09%	-14	13F-HR Timeline
Family Manage LLC	530	$101K	0.02%	new	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	523	$99.8K	<0.01%	+44	13F-HR Timeline Group