IVE ISHARES TR

SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers: 1,523
13F filers: 1,541
New: 87
Added: 646
Reduced: 492
Sold out: 92
Shares held by filers: 157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	1,428	$272K	0.01%	-13	13F-HR Timeline
Prism Advisors, Inc.	1,420	$271K	0.08%	-87,009	13F-HR Timeline
Fairway Wealth LLC	1,418	$270K	0.1%	-182	13F-HR Timeline
Parkside Financial Bank & Trust	1,415	$270K	0.03%	0	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,414	$270K	0.11%	-103	13F-HR Timeline
Brooklyn FI, LLC	1,412	$269K	0.08%	0	13F-HR Timeline
Cambridge Financial Group, LLC	1,408	$268K	0.11%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,400	$267K	0.18%	0	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,397	$266K	0.25%	-320	13F-HR Timeline
RiverFront Investment Group, LLC	1,388	$265K	0.01%	0	13F-HR Timeline
Archford Capital Strategies, LLC	1,384	$264K	0.04%	new	13F-HR Timeline
Chesapeake Wealth Management	1,382	$263K	0.09%	0	13F-HR Timeline
PUREfi Wealth, LLC	1,381	$263K	0.26%	+314	13F-HR Timeline
Realta Investment Advisors	1,380	$263K	0.12%	+58	13F-HR Timeline
Fischer Financial Services, Inc.	1,375	$262K	0.08%	0	13F-HR Timeline
Bangor Savings Bank	1,368	$261K	0.02%	-26	13F-HR Timeline
Waterloo Capital, L.P.	1,367	$261K	0.02%	new	13F-HR Timeline
Partners in Financial Planning	1,365	$260K	0.05%	-31	13F-HR Timeline
West Branch Capital LLC	1,355	$258K	0.09%	0	13F-HR Timeline
Wealth Management Nebraskain group Wealth Management Nebraska	1,354	$258K	0.04%	new	13F-HR Timeline Group
JTC Employer Solutions Trustee Ltd	1,353	$258K	0.02%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	1,352	$258K	0.03%	-340	13F-HR Timeline
Alexander Randolph Advisory, Inc.	1,348	$257K	0.25%	0	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,346	$256K	0.03%	+1	13F-HR Timeline
Sagace Wealth Management LLC	1,341	$256K	0.19%	0	13F-HR Timeline
SYM FINANCIAL Corp	1,340	$255K	0.03%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,339	$255K	0.02%	-10	13F-HR Timeline Group
Nalls Sherbakoff Group, LLC	1,336	$255K	0.21%		13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	1,334	$254K	0.05%	-2	13F-HR Timeline
Clark Asset Management, LLC	1,334	$254K	0.04%	-43	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,331	$254K	0.02%	0	13F-HR Timeline
Sather Financial Group Inc	1,332	$254K	0.02%	0	13F-HR Timeline
Good Life Advisors, LLC	1,331	$254K	0.02%	-126	13F-HR Timeline
Greenhouse Wealth Management, LLC	1,330	$254K	0.19%	-282	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	1,426	$253K	0.15%	0	13F-HR Timeline
Plan A Wealth LLC	1,327	$253K	0.2%	0	13F-HR Timeline
Strategic Financial Partners, Ltd.	1,320	$252K	0.13%	-35	13F-HR Timeline
TILIA FIDUCIARY PARTNERS, INC.	1,319	$251K	0.17%	new	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,318	$251K	0.02%		13F-HR Timeline
Select Asset Management & Trust	1,316	$251K	0.1%	-50	13F-HR Timeline
ANB BANK	1,305	$249K	0.11%	-74	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,304	$248K	0.01%	+25	13F-HR Timeline
Single Point Partners, LLC	1,299	$248K	0.06%	0	13F-HR Timeline
IFC Advisors LLC	1,297	$247K	0.05%	0	13F-HR Timeline
Veery Capital, LLC	1,295	$247K	0.1%	new	13F-HR Timeline
Grove Bank & Trust	1,290	$246K	0.03%	0	13F-HR Timeline
Strategic Equity Management	1,289	$246K	0.1%	-130	13F-HR Timeline
Factor Wealth Management LTD	1,287	$245K	0.08%	+1	13F-HR Timeline
Keystone Wealth Services, LLC	1,286	$245K	0.07%	new	13F-HR Timeline
Human Investing LLC	1,280	$244K	0.04%	+220	13F-HR Timeline
MMBG INVESTMENT ADVISORS CO.	1,275	$243K	0.03%	new	13F-HR Timeline
SAGE FINANCIAL GROUP INC	1,266	$241K	0.02%	+3	13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	1,266	$241K	0.18%	+2	13F-HR Timeline
Planning Center, Inc.	1,261	$240K	0.03%	+45	13F-HR Timeline
First County Bank /CT/	1,255	$239K	0.13%	-415	13F-HR Timeline
Highview Capital Management LLC/DE/	1,249	$238K	0.1%	new	13F-HR Timeline
Genesee Capital Advisors, LLC	1,240	$236K	0.12%	0	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,238	$236K	0.04%	+186	13F-HR Timeline
HMS Capital Management, LLC	1,373	$235K	0.13%	-327	13F-HR Timeline
Plan Group Financial, LLC	1,228	$234K	0.08%	-1,347	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	1,227	$234K	0.11%	0	13F-HR Timeline
CAPE ANN SAVINGS BANK	1,226	$234K	0.15%	0	13F-HR Timeline
CPC Advisors, LLC	1,225	$233K	0.03%	+3	13F-HR Timeline
Simmons Bankin group Simmons Bank	1,223	$233K	0.02%	-9	13F-HR Timeline Group
MCF Advisors LLC	1,215	$232K	0.02%	-2,943	13F-HR Timeline
Ellevest, Inc.	1,210	$231K	0.02%	+4	13F-HR Timeline
Fiduciary Group, LLC	1,210	$231K	0.02%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	1,206	$230K	0.03%	0	13F-HR Timeline
Investment Partners Asset Management, I…	1,200	$229K	0.18%	0	13F-HR Timeline
WEBSTER BANK, N. A.	1,198	$228K	0.03%	0	13F-HR Timeline
SILVER OAK SECURITIES, INCORPORATED	1,207	$228K	0.02%	-2,686	13F-HR/A Timeline
Western Financial Corp/CA	1,193	$227K	0.13%	new	13F-HR Timeline
HM PAYSON & CO	1,191	$227K	<0.01%	0	13F-HR Timeline
PATTEN & PATTEN INC/TN	1,190	$227K	0.02%	0	13F-HR Timeline
Portland Global Advisors LLC	1,189	$227K	0.03%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	1,187	$226K	0.22%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	1,185	$226K	0.02%	0	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	1,182	$225K	0.34%	new	13F-HR Timeline
Global Financial Private Client, LLC	1,180	$225K	0.09%	+386	13F-HR Timeline
Clark Capital Management Group, Inc.	1,179	$225K	<0.01%	0	13F-HR Timeline
XML Financial, LLC	1,179	$225K	0.02%	-663	13F-HR Timeline
SEEDS INVESTOR LLC	1,177	$224K	0.06%	-153	13F-HR Timeline
TCTC Holdings, LLCin group TCTC Holdings, LLC	1,175	$224K	0.01%	0	13F-HR Timeline Group
Creekmur Asset Management LLC	1,169	$223K	0.05%	-58	13F-HR Timeline
Bestgate Wealth Advisors, LLC	1,158	$221K	0.46%	0	13F-HR Timeline
Balboa Wealth Partners	1,153	$220K	0.05%	-8,447	13F-HR Timeline
Leelyn Smith, LLC	1,152	$220K	0.04%	0	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%	0	13F-HR Timeline
TRUEFG, LLC	1,145	$218K	0.07%	-3	13F-HR Timeline
Synergy Investment Management, LLC	1,145	$218K	0.09%	0	13F-HR Timeline
Consolidated Portfolio Review Corp	1,144	$218K	0.03%	new	13F-HR Timeline
Garden State Investment Advisory Servic…	1,143	$218K	0.07%	-299	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	1,139	$217K	0.01%	-2,315	13F-HR Timeline
Legacy Financial Strategies, LLC	1,138	$217K	0.05%	0	13F-HR Timeline
Westover Capital Advisors, LLC	1,134	$216K	0.05%	new	13F-HR Timeline
HARRELL INVESTMENT PARTNERS, LLC	1,133	$216K	0.06%	+75	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,133	$216K	0.09%	-139	13F-HR Timeline
Advyzon Investment Management, LLC	1,132	$216K	0.08%	-11	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	1,127	$215K	0.02%	+505	13F-HR Timeline
Persium Advisors, LLC	1,126	$215K	0.2%	0	13F-HR Timeline
Longview Financial Advisors, Inc.	1,124	$214K	0.18%	new	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	1,121	$214K	0.02%	-6,688	13F-HR Timeline Group
Facet Wealth, Inc.	1,150	$212K	0.01%	new	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,114	$212K	0.05%	0	13F-HR Timeline
RICHARDS, MERRILL & PETERSON, INC.	1,113	$212K	0.11%	0	13F-HR Timeline
VAUGHAN DAVID INVESTMENTS LLC/IL	1,110	$212K	<0.01%	-8	13F-HR Timeline
Aviance Capital Partners, LLC	1,110	$212K	0.03%	0	13F-HR Timeline
NOVUS ADVISORS, LLC	1,110	$212K	0.21%	new	13F-HR Timeline
Astoria Portfolio Advisors LLC.	1,176	$211K	0.07%	new	13F-HR Timeline
Mountain Capital Investment Advisors In…	1,155	$210K	0.05%	+96	13F-HR Timeline
Madison Wealth Partners, Inc	1,098	$209K	0.05%	new	13F-HR Timeline
TL Private Wealth	1,242	$209K	0.1%	+68	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	1,092	$208K	0.01%	+1	13F-HR Timeline
MANCHESTER FINANCIAL INC	1,091	$208K	0.05%	new	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,165	$207K	0.05%	new	13F-HR Timeline
Sage Financial Management Group, Inc.	1,084	$207K	0.08%	0	13F-HR Timeline
Verdence Capital Advisors LLC	1,081	$206K	0.02%	new	13F-HR Timeline
Foguth Wealth Management, LLC.	1,080	$206K	0.05%	-1,916	13F-HR Timeline
Qube Research & Technologies Ltd	1,080	$206K	<0.01%	-1,232	13F-HR Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC	1,066	$203K	<0.01%	-398	13F-HR Timeline Group
Mainstream Capital Management LLC	1,063	$203K	0.16%	+207	13F-HR Timeline
Oak Wealth Advisors LLC	1,063	$203K	0.15%	0	13F-HR Timeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV	1,060	$202K	0.07%	0	13F-HR Timeline
Segment Wealth Management, LLC	1,054	$201K	0.01%	-140	13F-HR Timeline
2UniFi Bank	1,017	$201K	0.13%	0	13F-HR Timeline
Winthrop Advisory Group LLC	1,050	$200K	0.02%	-604	13F-HR Timeline
Octavia Wealth Advisors, LLC	1,050	$200K	0.02%	new	13F-HR Timeline
Inlight Wealth Management, LLC	179,293	$198K	0.12%	0	13F-HR Timeline
FIDUCIARY ADVISORS, INC.	1,032	$197K	0.19%	+2	13F-HR Timeline
ORG Partners LLC	1,019	$194K	0.05%	+429	13F-HR Timeline
Mechanics Financial Corp	1,012	$193K	0.09%	+137	13F-HR Timeline
Wiser Advisor Group LLC	1,001	$191K	0.28%	+4	13F-HR Timeline
Running Point Capital Advisors, LLC	996	$190K	0.06%	new	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	993	$189K	0.08%	+3	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	$173K	<0.01%	0	13F-HR Timeline Group
Beacon Capital Management, LLC	902	$172K	0.02%	+3	13F-HR Timeline
LGT Financial Advisors LLC	876	$167K	0.51%	+277	13F-HR Timeline
Cetera Trust Company, N.A	856	$163K	0.1%	new	13F-HR Timeline
Provident Wealth Management, LLC	852	$162K	0.06%	0	13F-HR Timeline
Black Cypress Capital Management, LLC	845	$161K	0.15%	-259	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	804	$153K	0.01%	0	13F-HR Timeline Group
GPS Wealth Strategies Group, LLC	789	$150K	0.02%	+51	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	773	$147K	0.03%	+3	13F-HR Timeline
Covenant Partners, LLC	769	$147K	0.05%	0	13F-HR Timeline
Dunhill Financial, LLC	765	$146K	0.07%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	759	$145K		-32	Timeline Colonial Trust Co / SC: 684 (0.02%) 13F-HR Colonial Trust Advisors: 75 (<0.01%) 13F-HR
Biltmore Family Office, LLC	756	$144K	0.02%	0	13F-HR Timeline
Activest Wealth Management	738	$141K	0.04%	0	13F-HR Timeline
Darwin Wealth Management, LLC	734	$140K	0.05%	0	13F-HR Timeline
Legacy Bridge, LLC	729	$139K	0.08%	0	13F-HR Timeline
Clark Wealth Partners	716	$136K	0.1%	new	13F-HR Timeline
Millstone Evans Group, LLC	715	$136K	0.09%	new	13F-HR Timeline
Crewe Advisors LLC	682	$130K	0.02%	0	13F-HR Timeline
City State Bank	676	$129K	0.04%	0	13F-HR Timeline
Wealth Preservation Advisors, LLC	672	$128K	0.09%		13F-HR Timeline
Financial Life Planners	649	$124K	0.12%	+2	13F-HR Timeline
Barnes Dennig Private Wealth Management…	645	$123K	0.19%		13F-HR Timeline
Mascoma Wealth Management LLC	638	$122K	0.03%	0	13F-HR Timeline
Rossby Financial, LCC	666	$121K	0.05%	new	13F-HR Timeline
Caldwell Trust Co	628	$120K	0.01%	+188	13F-HR Timeline
Clarity Asset Management, Inc.	625	$119K	0.08%	-3,888	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
Topsail Wealth Management, LLC	604	$115K	0.02%	new	13F-HR Timeline
Greykasell Wealth Strategies, Inc.	576	$110K	0.06%	new	13F-HR Timeline
Security National Bank	569	$108K	0.02%	0	13F-HR Timeline
Tradewinds Capital Management, LLC	547	$104K	0.03%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	538	$103K	0.05%	+88	13F-HR Timeline
Family Manage LLC	530	$101K	0.02%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	521	$99.3K	0.1%	+169	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	512	$97.6K	0.01%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	508	$96.8K	0.01%	+437	13F-HR Timeline
Serenus Wealth Advisors, LLC	94,951	$95K	0.02%	+1,267	13F-HR Timeline
BALLAST ADVISORS LLC	497	$94.7K	0.03%	0	13F-HR Timeline
Financial Perspectives, Inc	481	$91.7K	0.03%	+2	13F-HR Timeline
Strategic Investment Solutions, Inc. /IL	477	$90.9K	0.03%	0	13F-HR Timeline
Stonebridge Financial Group, LLC	472	$89.9K	0.01%	-74	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	469	$89.5K	0.05%	+112	13F-HR Timeline
WealthCollab, LLC	458	$87.3K	0.05%	0	13F-HR Timeline
Cornerstone Planning Group LLC	484	$86.9K	0.02%	+334	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	455	$86.7K	<0.01%	-68	13F-HR Timeline Group
Pillar Financial Advisors, LLC	450	$85.8K	0.06%	0	13F-HR Timeline
REAP Financial Group, LLC	444	$84.6K	0.02%	-63	13F-HR Timeline
IMA Advisory Services, Inc.	438	$83.6K	0.01%	new	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	454	$83.3K	<0.01%	+447	13F-HR Timeline
Archer Investment Corp	418	$79.7K	0.02%	-13	13F-HR Timeline
IAG Wealth Partners, LLC	417	$79.5K	0.01%	-75	13F-HR Timeline
Register Financial Advisors LLC	399	$76K	0.04%	-299	13F-HR Timeline
Advantage Trust Co	395	$75.3K	0.05%	-205	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	387	$73.8K	0.08%	+167	13F-HR Timeline
Bullock Wealth Management Group	385	$73.3K	0.04%	-67	13F-HR Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	379	$72.2K	<0.01%	0	13F-HR Timeline
Wealth Advisors of Tampa Bay, LLC	378	$72K	0.03%	new	13F-HR Timeline
Insight Inv LLC	376	$71.7K	0.05%	0	13F-HR Timeline
PITTENGER & ANDERSON INC	375	$71.5K	<0.01%	0	13F-HR Timeline
Avondale Wealth Management	375	$71.5K	0.04%	0	13F-HR Timeline
Briaud Financial Planning Inc	369	$70K	0.03%	new	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	366	$69.8K	0.03%	0	13F-HR Timeline