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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

HolderSharesValue% of portfolioChangeSource
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,858$394K0.02%013F-HRTimelineGroup
TRUST CO OF VERMONT1,850$392K0.02%+7613F-HRTimeline
Processus Wealth & Capital Management, …1,850$392K0.26%-31413F-HRTimeline
GRANDFIELD & DODD, LLC1,848$392K0.02%013F-HRTimeline
Veery Capital, LLC1,844$391K0.12%+15313F-HRTimeline
Triton Financial Group Inc1,844$391K0.26%+713F-HRTimeline
UNION SAVINGS BANK1,838$390K0.17%13F-HRTimeline
Onyx Bridge Wealth Group LLC1,837$390K0.04%-2013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,792$388K<0.01%-6513F-HRTimeline
Capital Advisors, Ltd. LLC7,069$387K0.04%-35,23813F-HRTimeline
Annex Advisory Services, LLC1,822$386K0.01%+39013F-HRTimeline
Octavia Wealth Advisors, LLC1,814$385K0.04%+42613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC1,806$383K0.02%013F-HRTimeline
TCP Asset Management, LLC1,796$381K0.06%013F-HRTimeline
Old North State Trust, LLC1,784$378K0.22%013F-HRTimeline
Baltimore-Washington Financial Advisors…1,779$377K0.02%+79913F-HRTimeline
Versant Capital Management, Inc1,775$376K0.05%013F-HRTimeline
GAMMA Investing LLC1,772$376K0.02%013F-HRTimeline
Pacific Sage Partners, LLC1,764$374K0.06%013F-HRTimeline
UNIQUE WEALTH, LLC1,757$373K0.05%+1413F-HRTimeline
Newton One Investments LLC1,752$372K0.11%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT INC1,747$370K0.1%013F-HRTimeline
Amplius Wealth Advisors, LLC1,744$370K0.03%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,662$369K0.05%013F-HRTimeline
Rockwood Wealth Management, LLC1,738$369K0.03%+113F-HRTimeline
TSG Advice Partners, LLC1,736$368K0.06%13F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC1,725$366K0.25%+713F-HRTimeline
LCNB CORP1,720$365K0.12%013F-HRTimeline
ProVise Management Group, LLC1,719$365K0.03%013F-HRTimeline
United Community Bankin group United Community Bank1,717$364K0.14%-1513F-HRTimelineGroup
EVERPAR ADVISORS LLC1,715$364K0.13%-1,34213F-HRTimeline
Francis Financial, Inc.1,710$363K0.07%-1913F-HRTimeline
CERTUITY, LLC1,709$362K0.02%+1313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,697$360K0.02%+5213F-HRTimelineGroup
Independent Wealth Advisors LLC1,694$359K0.37%13F-HRTimeline
SeaCrest Wealth Management, LLC1,677$359K0.04%+54113F-HRTimeline
Manchester Capital Management LLC1,693$359K0.05%013F-HRTimeline
Breakwater Capital Group1,691$359K0.05%+8513F-HRTimeline
Denver PWM, LLC1,828$357K0.12%013F-HRTimeline
Key Capital Management, INC1,672$355K0.35%13F-HRTimeline
Raab & Moskowitz Asset Management LLC1,671$354K0.08%-7513F-HRTimeline
American Investment Services, Inc.1,666$353K0.08%-21113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC1,664$353K0.09%+2513F-HRTimeline
Huntleigh Advisors, Inc.1,651$350K0.06%+213F-HRTimeline
Arkos Global Advisors1,651$350K0.04%013F-HRTimeline
WIMMER ASSOCIATES 1, LLC1,650$350K0.16%013F-HRTimeline
Navalign, LLC1,650$350K0.09%-57513F-HRTimeline
Bank of New Hampshire1,645$349K0.08%-10513F-HRTimeline
Optivise Advisory Services LLC1,643$348K0.2%+3913F-HRTimeline
One Capital Management, LLC1,635$347K0.01%-8013F-HRTimeline
Sequent Planning LLC1,629$345K0.09%new13F-HRTimeline
NWF Advisory Services Inc.1,626$345K0.04%013F-HRTimeline
Argo Wealth Advisory, LLC1,623$344K0.21%13F-HRTimeline
NOVUS ADVISORS, LLC1,616$343K0.77%+28613F-HRTimeline
Blue Chip Partners, LLC1,611$342K0.02%-4513F-HRTimeline
Friday Financial1,600$339K0.12%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,584$336K0.1%-3613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…1,580$335K0.22%013F-HRTimeline
Impact Partnership Wealth, LLC1,577$334K0.04%new13F-HRTimeline
Plan Group Financial, LLC1,576$334K0.09%+33613F-HRTimeline
Timonier Family Office, LTD.1,573$334K0.11%013F-HRTimeline
BCS Wealth Management1,572$333K0.03%new13F-HRTimeline
Permanent Capital Management, LP1,568$333K0.06%+2713F-HRTimeline
Fortis Advisors, LLC1,568$332K0.18%+43913F-HRTimeline
Acorn Wealth Advisors, LLC1,563$331K0.1%-60313F-HRTimeline
Goelzer Investment Management, Inc.1,562$331K0.02%+44313F-HRTimeline
RiverFront Investment Group, LLC1,561$331K0.01%013F-HRTimeline
Brooklyn FI, LLC1,560$331K0.07%013F-HRTimeline
Security National Bank1,559$331K0.05%+99013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,554$330K0.06%13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,553$329K<0.01%-26913F-HRTimelineGroup
Courage Miller Partners, LLC1,547$328K0.1%013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,534$325K0.08%+22613F-HRTimeline
Aspen Investment Management Inc1,519$322K0.1%new13F-HRTimeline
Mountain Capital Investment Advisors In…1,487$322K0.05%+17313F-HRTimeline
Caitlin John, LLC1,517$322K0.21%013F-HRTimeline
CWA Asset Management Group, LLC1,509$320K0.01%+213F-HRTimeline
CITY HOLDING CO1,509$320K0.04%+67513F-HRTimeline
McHugh Group, LLC1,502$319K0.18%013F-HRTimeline
Berger Financial Group, Inc1,501$318K0.02%new13F-HRTimeline
Sargent Investment Group, LLC1,501$318K0.04%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC1,500$318K0.07%013F-HRTimeline
KRS Capital Management, LLC1,495$317K0.18%013F-HRTimeline
BARRETT & COMPANY, INC.1,495$317K0.11%+1313F-HRTimeline
Beaumont Financial Advisors, LLC1,494$317K0.02%013F-HRTimeline
Copia Wealth Management1,491$316K0.23%013F-HRTimeline
L & S Advisors Inc1,481$314K0.03%-313F-HRTimeline
Williams Jones Wealth Management, LLC.1,478$313K<0.01%013F-HRTimeline
LaFleur & Godfrey LLC1,475$313K0.04%013F-HRTimeline
Wealthquest Corp1,466$311K0.02%new13F-HRTimeline
Aufman Associates Inc1,466$311K0.16%013F-HRTimeline
Evolution Wealth Advisors, LLC1,460$310K0.03%013F-HRTimeline
BEACON FINANCIAL PLANNING, INC1,458$309K0.15%+713F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,455$309K0.02%-8213F-HRTimeline
Oasis Advisors, LLC1,454$308K0.16%13F-HRTimeline
Weaver Consulting Group1,453$308K0.08%013F-HRTimeline
Oath Planning, LLC1,451$308K0.3%13F-HRTimeline
Kendall Capital Management1,447$307K0.06%+11813F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,447$307K0.01%new13F-HRTimeline
APPLETON PARTNERS INC/MA1,440$305K0.02%-75013F-HRTimeline
Campion Asset Management1,433$304K0.21%-20013F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.1,431$304K0.2%-18413F-HRTimeline
Summit Financial Wealth Advisors, LLC1,431$303K0.04%-21013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,430$303K0.04%+313F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…1,428$303K0.02%013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC1,426$302K0.11%013F-HRTimeline
One Charles Private Wealth Services, LLC1,423$302K0.08%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,421$301K0.01%+7713F-HRTimeline
Parkside Financial Bank & Trust1,415$300K0.02%013F-HRTimeline
Everhart Financial Group, Inc.1,410$299K0.03%+11313F-HRTimeline
Black Swift Group, LLC1,400$297K0.05%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,400$297K0.15%013F-HRTimeline
Archford Capital Strategies, LLC1,399$297K0.03%013F-HRTimeline
Thrive Wealth Management, LLC1,399$297K0.04%-15013F-HRTimeline
Signature Equity Partners, LLC1,397$296K0.16%13F-HRTimeline
CPC Advisors, LLC1,396$296K0.03%+14113F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,391$295K0.09%+4313F-HRTimeline
Western Financial Corp/CA1,389$295K0.12%+31213F-HRTimeline
Global Financial Private Client, LLC1,389$295K0.1%-2213F-HRTimeline
Independence Bank of Kentucky1,387$294K0.04%013F-HRTimeline
Kapstone Financial Advisors LLC1,379$292K0.15%+113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,374$291K0.07%-9613F-HRTimeline
Partners in Financial Planning1,373$291K0.05%+113F-HRTimeline
Van Diest Capital, LLC1,370$291K0.43%13F-HRTimeline
Chesapeake Wealth Management1,365$289K0.09%013F-HRTimeline
Fairway Wealth LLC1,362$289K0.08%013F-HRTimeline
West Branch Capital LLC1,355$287K0.07%013F-HRTimeline
SEEDS INVESTOR LLC1,354$287K0.06%+18213F-HRTimeline
JTC Employer Solutions Trustee Ltd1,353$287K0.02%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,353$287K0.03%+3513F-HRTimeline
LIFE LINE WEALTH MANAGEMENT LLC1,351$286K0.08%+16013F-HRTimeline
ROMANO BROTHERS AND COMPANY1,346$285K0.03%013F-HRTimeline
Simmons Bankin group Simmons Bank1,344$285K0.02%+10613F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,342$285K0.21%+213F-HRTimeline
Sagace Wealth Management LLC1,341$284K0.19%013F-HRTimeline
Family Office Research LLC1,325$283K0.12%-24313F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT1,334$283K0.05%013F-HRTimeline
Clark Asset Management, LLC1,334$283K0.03%013F-HRTimeline
Sather Financial Group Inc1,332$282K0.02%013F-HRTimeline
Foster Victor Wealth Advisors, LLC1,300$282K0.02%+30613F-HRTimeline
Legacy Trust1,324$281K0.05%013F-HRTimeline
Goodwin Investment Advisory1,324$281K0.31%013F-HRTimeline
Clark Capital Management Group, Inc.1,321$280K<0.01%+29713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,318$280K0.01%013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC1,312$278K0.2%013F-HRTimeline
RMR Wealth Builders1,312$278K0.02%new13F-HRTimeline
David J Yvars Group1,308$277K0.15%+25813F-HRTimeline
Bangor Savings Bank1,305$277K0.02%-4513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,303$276K0.02%013F-HRTimeline
Single Point Partners, LLC1,299$275K0.05%013F-HRTimeline
CAMBIAR INVESTORS LLC1,296$275K0.01%+22813F-HRTimeline
Factor Wealth Management LTD1,291$274K0.06%+113F-HRTimeline
Grove Bank & Trust1,290$274K0.03%013F-HRTimeline
SYM FINANCIAL Corp1,286$273K0.03%013F-HRTimeline
TL Private Wealth1,249$272K0.1%+513F-HR/ATimeline
SAGE FINANCIAL GROUP INC1,276$271K0.02%-1313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.1,275$270K0.02%013F-HRTimeline
Cambridge Financial Group, LLC1,408$269K0.09%013F-HRTimeline
Planned Solutions, Inc.1,267$269K0.09%013F-HRTimeline
Tradewinds, LLC.1,252$266K0.06%-9213F-HRTimeline
Wellment Financial1,252$266K0.31%+9113F-HRTimeline
Vernal Point Advisors, LLC1,250$265K0.11%013F-HRTimeline
TrustWell Financial Advisors, LLC1,249$265K0.26%13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,248$265K0.09%+2113F-HRTimeline
Bedminster, LLC1,248$265K0.24%13F-HRTimeline
Genesee Capital Advisors, LLC1,245$264K0.11%+513F-HRTimeline
Paulson Wealth Management Inc.1,242$263K0.06%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.1,240$263K0.06%new13F-HRTimeline
Putney Financial Group LLC1,236$262K0.25%013F-HRTimeline
PSI Advisors, LLC1,234$262K0.07%013F-HRTimeline
CIM, LLC1,228$260K0.03%-1813F-HRTimeline
CORA CAPITAL ADVISORS LLC1,227$260K0.1%013F-HRTimeline
Ellevest, Inc.1,225$260K0.04%+513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,221$259K0.01%013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC1,215$258K0.03%+613F-HRTimeline
MCF Advisors LLC1,215$258K0.01%013F-HRTimeline
Canvas Wealth Advisors, LLC1,215$258K0.04%-413F-HRTimeline
Realta Investment Advisors1,210$257K0.08%+413F-HRTimeline
Fiduciary Group, LLC1,210$257K0.02%013F-HRTimeline
LANE BROTHERS & CO INC1,208$256K0.19%13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,203$255K0.03%013F-HRTimelineGroup
Investment Partners Asset Management, I…1,200$254K0.16%013F-HRTimeline
Select Asset Management & Trust1,199$254K0.08%013F-HRTimeline
Balboa Wealth Partners1,195$253K0.04%-5113F-HRTimeline
Sageworth Trust Co of South Dakota1,194$253K0.21%-60213F-HRTimeline
WEBSTER BANK, N. A.1,193$253K0.02%-513F-HRTimeline
HM PAYSON & CO1,191$253K<0.01%013F-HRTimeline
Portland Global Advisors LLC1,189$252K0.03%013F-HRTimeline
Prism Planning Partners LLC1,189$252K0.28%13F-HRTimeline
Litman Gregory Wealth Management LLC1,185$251K0.02%013F-HRTimeline
Center For Asset Management LLC1,177$250K0.13%013F-HRTimeline
CAPE ANN SAVINGS BANK1,176$249K0.13%-2513F-HRTimeline
Axim Planning & Wealth1,173$249K0.27%-4113F-HRTimeline
Godfrey Financial Associates, Inc.1,117$248K0.22%13F-HRTimeline
Plan A Wealth LLC1,165$247K0.12%013F-HRTimeline
Mainstream Capital Management LLC1,164$247K0.16%+5213F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC1,162$246K0.05%-54913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,158$246K0.02%+12413F-HRTimelineGroup
Bestgate Wealth Advisors, LLC1,158$246K0.43%013F-HRTimeline
Leelyn Smith, LLC1,152$244K0.04%013F-HRTimeline