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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Weaver Consulting Group1,453$284K0.08%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,445$282K0.16%+613F-HRTimeline
CITY HOLDING CO1,434$280K0.04%013F-HRTimeline
Annex Advisory Services, LLC1,431$280K0.01%-8813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,428$279K0.01%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,426$279K0.13%013F-HRTimeline
One Charles Private Wealth Services, LLC1,423$278K0.08%-85413F-HRTimeline
Heritage Family Offices, LLP1,470$278K0.14%013F-HRTimeline
Quartz Partners, LLC1,420$277K0.13%-1013F-HRTimeline
Global Assets Advisory, LLC1,403$277K0.11%new13F-HRTimeline
Parkside Financial Bank & Trust1,415$277K0.03%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,414$276K0.1%013F-HRTimeline
Cambridge Financial Group, LLC1,408$275K0.1%013F-HRTimeline
Black Swift Group, LLC1,400$274K0.06%-5713F-HRTimeline
LFA - Lugano Financial Advisors SA1,400$274K0.16%013F-HRTimeline
Thrive Wealth Management, LLC1,388$271K0.04%-6013F-HRTimeline
Independence Bank of Kentucky1,387$271K0.04%-5913F-HRTimeline
Archford Capital Strategies, LLC1,384$270K0.03%013F-HRTimeline
Octavia Wealth Advisors, LLC1,383$270K0.03%+33313F-HRTimeline
Global Financial Private Client, LLC1,378$269K0.1%+19813F-HRTimeline
Kapstone Financial Advisors LLC1,376$269K0.13%new13F-HRTimeline
Partners in Financial Planning1,369$267K0.05%+413F-HRTimeline
Chesapeake Wealth Management1,365$267K0.09%-1713F-HRTimeline
Fairway Wealth LLC1,362$266K0.09%-5613F-HRTimeline
XY Planning Network, Inc.1,361$266K0.09%new13F-HRTimeline
West Branch Capital LLC1,355$265K0.08%013F-HRTimeline
Rockwood Wealth Management, LLC1,352$264K0.02%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$264K0.03%013F-HRTimeline
Bangor Savings Bank1,350$264K0.02%-1813F-HRTimeline
Alexander Randolph Advisory, Inc.1,348$263K0.24%013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,346$263K0.03%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,344$263K0.32%13F-HRTimeline
Sagace Wealth Management LLC1,341$262K0.2%013F-HRTimeline
SYM FINANCIAL Corp1,340$262K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,338$261K0.19%+213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,334$261K0.05%013F-HRTimeline
Clark Asset Management, LLC1,334$261K0.04%013F-HRTimeline
Sather Financial Group Inc1,332$260K0.02%013F-HRTimeline
Greenhouse Wealth Management, LLC1,330$260K0.17%013F-HRTimeline
Goodwin Investment Advisory1,324$259K0.3%-12013F-HRTimeline
Strategic Financial Partners, Ltd.1,320$258K0.12%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,318$258K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,318$257K0.02%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC1,304$255K<0.01%-52813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,303$255K0.02%-2813F-HRTimeline
Single Point Partners, LLC1,299$254K0.06%013F-HRTimeline
IFC Advisors LLC1,297$253K0.05%013F-HRTimeline
Veery Capital, LLC1,295$253K0.09%013F-HRTimeline
Grove Bank & Trust1,290$252K0.03%013F-HRTimeline
Factor Wealth Management LTD1,288$252K0.07%+113F-HRTimeline
ANB BANK1,284$251K0.11%-2113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,275$249K0.02%013F-HRTimeline
Realta Investment Advisors1,274$249K0.1%-10613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,274$249K0.09%-70613F-HRTimeline
SAGE FINANCIAL GROUP INC1,269$248K0.02%+313F-HRTimeline
TL Private Wealth1,258$248K0.1%+1613F-HRTimeline
Planned Solutions, Inc.1,267$248K0.1%-29513F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,266$247K0.17%013F-HRTimeline
Canvas Wealth Advisors, LLC1,215$243K0.05%+5013F-HRTimeline
Crewe Advisors LLC1,241$243K0.03%+55913F-HRTimeline
Genesee Capital Advisors, LLC1,240$242K0.11%013F-HRTimeline
CIM, LLC1,237$242K0.03%-1,53413F-HRTimeline
Mountain Capital Investment Advisors In…1,223$241K0.05%+6813F-HRTimeline
PSI Advisors, LLC1,234$241K0.12%-26913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,230$240K0.02%-10913F-HRTimelineGroup
SMART Wealth LLC1,229$240K0.08%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,227$240K0.11%-28013F-HRTimeline
CORA CAPITAL ADVISORS LLC1,227$240K0.11%013F-HRTimeline
CAPE ANN SAVINGS BANK1,226$240K0.14%013F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC1,223$239K0.08%new13F-HRTimeline
Avantra Family Wealth, Inc.1,218$238K0.2%-2,26513F-HRTimeline
Ellevest, Inc.1,215$237K0.04%+513F-HRTimeline
MCF Advisors LLC1,215$237K0.02%013F-HRTimeline
Good Life Advisors, LLC1,215$237K0.01%-11613F-HRTimeline
Fiduciary Group, LLC1,210$236K0.02%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,206$236K0.03%-3213F-HRTimeline
Astoria Portfolio Advisors LLC.1,176$235K0.07%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,202$235K<0.01%+13613F-HRTimelineGroup
CAMBIAR INVESTORS LLC1,200$235K0.01%-70113F-HRTimeline
Investment Partners Asset Management, I…1,200$235K0.16%013F-HRTimeline
Simmons Bankin group Simmons Bank1,199$234K0.02%-2413F-HRTimelineGroup
WEBSTER BANK, N. A.1,198$234K0.02%013F-HRTimeline
Select Asset Management & Trust1,199$234K0.08%-11713F-HRTimeline
CPC Advisors, LLC1,196$234K0.03%-2913F-HRTimeline
Western Financial Corp/CA1,192$233K0.12%-113F-HRTimeline
HM PAYSON & CO1,191$233K<0.01%013F-HRTimeline
Portland Global Advisors LLC1,189$232K0.03%013F-HRTimeline
Navis Wealth Advisors, LLC1,187$232K0.2%013F-HRTimeline
Litman Gregory Wealth Management LLC1,185$232K0.02%013F-HRTimeline
Center For Asset Management LLC1,210$231K0.14%-42913F-HRTimeline
Plan Group Financial, LLC1,176$230K0.08%-5213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,175$230K0.01%013F-HRTimelineGroup
SEEDS INVESTOR LLC1,172$229K0.05%-513F-HRTimeline
XML Financial, LLC1,171$229K0.02%-813F-HRTimeline
PATTEN & PATTEN INC/TN1,168$228K0.01%-2213F-HRTimeline
Plan A Wealth LLC1,165$228K0.13%-16213F-HRTimeline
Leelyn Smith, LLC1,152$225K0.04%013F-HRTimeline
INGALLS & SNYDER LLC1,149$225K0.01%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,150$224K<0.01%013F-HRTimelineGroup
TRUEFG, LLC1,145$224K0.07%013F-HRTimeline
Synergy Investment Management, LLC1,145$224K0.13%013F-HRTimeline
Garden State Investment Advisory Servic…1,143$223K0.06%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,139$223K0.01%013F-HRTimeline
SeaCrest Wealth Management, LLC1,136$222K0.02%-7013F-HRTimeline
Westover Capital Advisors, LLC1,134$222K0.04%013F-HRTimeline
Bestgate Wealth Advisors, LLC1,158$221K0.46%013F-HRTimeline
Longview Financial Advisors, Inc.1,129$221K0.19%+513F-HRTimeline
Persium Advisors, LLC1,126$220K0.18%013F-HRTimeline
Ascension Capital Advisors, Inc.1,117$218K0.09%-35913F-HRTimeline
Balboa Wealth Partners1,116$218K0.04%-3713F-HRTimeline
Legacy Financial Strategies, LLC1,116$218K0.04%-2213F-HRTimeline
Raab & Moskowitz Asset Management LLC1,114$218K0.05%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,113$218K0.1%013F-HRTimeline
TCI Wealth Advisors, Inc.1,112$217K0.01%new13F-HRTimeline
Aviance Capital Partners, LLC1,110$217K0.03%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,091$216K0.08%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,104$216K0.08%new13F-HRTimeline
David J Yvars Group1,102$215K0.13%new13F-HRTimeline
Founders Financial Alliance, LLC1,101$215K0.05%-50113F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,102$215K<0.01%-813F-HRTimeline
Gutierrez Wealth Advisory, LLC1,096$214K0.14%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,093$214K0.01%+113F-HRTimeline
LGT Financial Advisors LLC1,093$214K0.54%+21713F-HRTimeline
MANCHESTER FINANCIAL INC1,091$213K0.04%013F-HRTimeline
Sage Financial Management Group, Inc.1,084$212K0.07%013F-HRTimeline
Madison Wealth Partners, Inc1,072$210K0.05%-2613F-HRTimeline
Accretive Wealth Partners, LLC1,068$209K0.07%new13F-HRTimeline
Fortis Advisors, LLC1,068$209K0.13%new13F-HRTimeline
Mainstream Capital Management LLC1,067$209K0.15%+413F-HRTimeline
Wellment Financial1,059$207K0.27%new13F-HRTimeline
Verdence Capital Advisors LLC1,056$206K0.01%-2513F-HRTimeline
First County Bank /CT/1,055$206K0.11%-20013F-HRTimeline
Segment Wealth Management, LLC1,054$206K0.01%013F-HRTimeline
Winthrop Advisory Group LLC1,052$206K0.02%+213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,047$205K0.02%new13F-HRTimeline
Human Investing LLC1,046$204K0.03%-23413F-HRTimeline
Almanack Investment Partners, LLC.1,045$204K0.03%new13F-HRTimeline
BancFirst Trust & Investment Management1,050$204K0.09%new13F-HRTimeline
Total Clarity Wealth Management, Inc.1,044$204K0.06%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.1,035$202K0.18%+313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,034$202K0.02%new13F-HRTimelineGroup
Silver Oak Advisory Group, Inc.1,026$200K0.1%new13F-HRTimeline
2UniFi Bank1,017$199K0.11%013F-HRTimeline
Inlight Wealth Management, LLC179,293$199K0.1%013F-HRTimeline
Mechanics Financial Corp1,012$198K0.08%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC998$195K0.08%+513F-HRTimeline
Running Point Capital Advisors, LLC996$195K0.05%013F-HRTimeline
Creekmur Asset Management LLC966$189K0.03%-20313F-HRTimeline
Bogart Wealth, LLC963$188K0.01%-97913F-HRTimeline
ALERUS FINANCIAL NA951$186K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise949$185K0.01%new13F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.929$182K0.1%+46013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.913$178K0.05%013F-HRTimeline
Beacon Capital Management, LLC906$177K0.02%+413F-HRTimeline
Cetera Trust Company, N.A856$167K0.1%013F-HRTimeline
Provident Wealth Management, LLC852$166K0.05%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP804$157K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC795$155K0.02%+613F-HRTimeline
Dunhill Financial, LLC785$153K0.04%+2013F-HRTimeline
Covenant Partners, LLC769$150K0.04%013F-HRTimeline
Biltmore Family Office, LLC756$148K0.02%013F-HRTimeline
Activest Wealth Management738$144K0.03%013F-HRTimeline
Signature Resources Capital Management,…738$144K0.09%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding732$143K-27Timeline
Legacy Bridge, LLC729$142K0.07%013F-HRTimeline
Briaud Financial Planning Inc727$142K0.06%+35813F-HRTimeline
Millstone Evans Group, LLC715$140K0.1%013F-HRTimeline
Rossby Financial, LCC704$138K0.05%+3813F-HRTimeline
Family Manage LLC685$134K0.02%+15513F-HRTimeline
City State Bank676$132K0.04%013F-HRTimeline
Black Cypress Capital Management, LLC675$132K0.11%-17013F-HRTimeline
Christopher J. Hasenberg, Inc674$132K0.05%-1,17813F-HRTimeline
Wealth Preservation Advisors, LLC672$131K0.08%013F-HRTimeline
Team Financial Group, LLC664$130K0.06%new13F-HRTimeline
Mascoma Wealth Management LLC638$125K0.03%013F-HRTimeline
Caldwell Trust Co628$123K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…616$120K0.02%+48313F-HRTimeline
First PREMIER Bank614$120K0.03%013F-HRTimeline
Founders Capital Management607$119K0.07%013F-HRTimeline
Topsail Wealth Management, LLC604$118K0.02%013F-HRTimeline
Clarity Asset Management, Inc.596$116K0.07%-2913F-HRTimeline
Greykasell Wealth Strategies, Inc.576$113K0.05%013F-HRTimeline
Security National Bank569$111K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC568$111K<0.01%+11313F-HRTimelineGroup
Front Row Advisors LLC560$109K0.04%new13F-HRTimeline
Tradewinds Capital Management, LLC547$107K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC530$104K0.01%-59713F-HRTimeline
Darwin Wealth Management, LLC524$103K0.04%-21013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC512$100K0.01%013F-HRTimeline
REAP Financial Group, LLC494$96.5K0.02%+5013F-HRTimeline
Financial Perspectives, Inc483$94.4K0.03%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.462$90.3K0.09%+7513F-HRTimeline
WealthCollab, LLC458$89.5K0.05%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS450$87.9K0.04%-8813F-HRTimeline
Pillar Financial Advisors, LLC450$87.9K0.06%013F-HRTimeline
IMA Advisory Services, Inc.438$85.7K0.01%013F-HRTimeline
Archer Investment Corp436$85.2K0.02%+1813F-HRTimeline
Colony Family Offices, LLC427$83.4K0.02%+15413F-HRTimeline
IAG Wealth Partners, LLC417$81.5K0.01%013F-HRTimeline
CoreFirst Bank & Trust404$79K0.04%new13F-HRTimeline