IVE ISHARES TR

SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers: 1,702
13F filers: 1,722
New: 91
Added: 597
Reduced: 648
Sold out: 62
Shares held by filers: 185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MONECO ADVISORS, LLC	1,934	$408K	0.03%	+22	13F-HR Timeline
TCP Asset Management, LLC	1,934	$408K	0.05%	+138	13F-HR Timeline
Payne Capital Management, LLC	1,932	$408K	0.12%	0	13F-HR Timeline
Fulton Bank, N.A.	1,931	$408K	0.01%	0	13F-HR Timeline
Level Wealth Management LLC	1,930	$408K	0.19%	0	13F-HR Timeline
Beacon Bridge Wealth Partners, LLC	1,923	$406K	0.14%	+28	13F-HR Timeline
Global Financial Private Client, LLC	1,923	$406K	0.13%	+534	13F-HR Timeline
Affiance Financial, LLC	1,917	$405K	0.07%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	1,912	$404K	0.02%	-200	13F-HR Timeline
Compass Financial Services Inc	1,909	$403K	0.17%	+24	13F-HR Timeline
Old Peak Finance LLC	1,908	$403K	0.24%	0	13F-HR Timeline
KINTRA WEALTH, LLC	1,903	$402K	0.03%	new	13F-HR Timeline
ShoreHaven Wealth Partners, LLC	1,895	$400K	0.14%	-158	13F-HR Timeline
Horizon Investments, LLC	1,892	$399K	<0.01%	+946	13F-HR Timeline
LGL PARTNERS, LLC	1,888	$399K	0.16%	+7	13F-HR Timeline
ALLIUM FINANCIAL ADVISORS, LLC	1,887	$398K	0.32%	0	13F-HR Timeline
Weaver Consulting Group	1,855	$392K	0.09%	+402	13F-HR Timeline
GRANDFIELD & DODD, LLC	1,848	$390K	0.02%	0	13F-HR Timeline
Onyx Bridge Wealth Group LLC	1,839	$388K	0.04%	+2	13F-HR Timeline
UNION SAVINGS BANK	1,838	$388K	0.17%	0	13F-HR Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…	1,792	$386K	<0.01%	0	13F-HR Timeline
Annex Advisory Services, LLC	1,823	$385K	0.01%	+1	13F-HR Timeline
Processus Wealth & Capital Management, …	1,820	$384K	0.26%	-30	13F-HR Timeline
FSA WEALTH PARTNERS, INC.	1,816	$383K	0.18%	-45	13F-HR Timeline
LANARK FINANCIAL, INC.	1,810	$382K	0.03%	-60	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	1,806	$381K	0.02%	0	13F-HR Timeline
Rockwood Wealth Management, LLC	1,785	$377K	0.03%	+47	13F-HR Timeline
Old North State Trust, LLC	1,784	$377K	0.22%	0	13F-HR Timeline
S&A Financial Services, Inc.	1,785	$377K	0.26%		13F-HR Timeline
Stewardship Advisors, LLC	1,782	$376K	0.09%	+687	13F-HR Timeline
EVERGREEN CAPITAL MANAGEMENT LLC	1,777	$375K	0.01%	-944	13F-HR Timeline
UNIQUE WEALTH, LLC	1,777	$375K	0.05%	+20	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	1,770	$374K	0.27%	-262	13F-HR Timeline
Empowered Funds, LLC	1,754	$370K	<0.01%	new	13F-HR/A Timeline
Optivise Advisory Services LLC	1,753	$370K	0.22%	+110	13F-HR Timeline
BROWN WEALTH MANAGEMENT, LLC	1,753	$370K	0.1%	+89	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT INC	1,747	$369K	0.11%	0	13F-HR Timeline
TSG Advice Partners, LLC	1,738	$367K	0.05%	+2	13F-HR Timeline
Newton One Investments LLC	1,735	$366K	0.1%	-17	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	1,730	$365K	0.26%	+5	13F-HR Timeline
LCNB CORP	1,720	$363K	0.12%	0	13F-HR Timeline
ProVise Management Group, LLC	1,719	$363K	0.03%	0	13F-HR Timeline
Peterson Wealth Advisors, LLC	1,715	$362K	0.05%	-172	13F-HR Timeline
Breakwater Capital Group	1,715	$362K	0.05%	+24	13F-HR Timeline
Capital Investment Advisory Services, L…	1,710	$361K	0.03%	-154	13F-HR Timeline
VeraBank, N.A.	1,709	$361K	0.07%	-250	13F-HR Timeline
BEACON FINANCIAL PLANNING, INC	1,708	$361K	0.14%	+250	13F-HR Timeline
Brooklyn Investment Group	1,706	$360K	0.01%	-283	13F-HR Timeline
Independent Wealth Advisors LLC	1,697	$358K	0.35%	+3	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	1,697	$358K	0.02%	0	13F-HR Timeline Group
Manchester Capital Management LLC	1,693	$357K	0.05%	0	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	1,680	$355K	0.02%	+259	13F-HR Timeline
Arch Global Advisors, LLC	1,675	$354K	0.18%		13F-HR Timeline
United Community Bankin group United Community Bank	1,672	$353K	0.12%	-45	13F-HR Timeline Group
American Investment Services, Inc.	1,666	$352K	0.08%	0	13F-HR Timeline
Seros Financial, LLC	1,663	$351K	0.22%	-1,785	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,662	$351K	0.05%	0	13F-HR Timeline
WIMMER ASSOCIATES 1, LLC	1,650	$348K	0.17%	0	13F-HR Timeline
NWF Advisory Services Inc.	1,650	$348K	0.04%	+24	13F-HR Timeline
Capital Advisor Network LLC	1,646	$348K	0.49%		13F-HR/A Timeline
Bank of New Hampshire	1,645	$347K	0.08%	0	13F-HR Timeline
First County Bank /CT/	1,643	$347K	0.19%	+588	13F-HR Timeline
Permanent Capital Management, LP	1,551	$347K	0.05%	-17	13F-HR Timeline
Raab & Moskowitz Asset Management LLC	1,642	$347K	0.08%	-29	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,637	$346K	0.08%	-483	13F-HR Timeline
One Capital Management, LLC	1,635	$345K	0.01%	0	13F-HR Timeline
Hyundai Investments Co., Ltd.	1,653	$343K	0.39%	-547	13F-HR Timeline
Navalign, LLC	1,623	$343K	0.09%	-27	13F-HR Timeline
URS Advisory LLC	1,615	$341K	0.25%	new	13F-HR Timeline
180 WEALTH ADVISORS, LLC	1,611	$340K	0.04%	+396	13F-HR Timeline
Octavia Wealth Advisors, LLC	1,610	$340K	0.03%	-204	13F-HR Timeline
Friday Financial	1,600	$338K	0.12%	0	13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	1,580	$334K	0.23%	0	13F-HR Timeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC	1,514	$333K	0.11%	+88	13F-HR Timeline
Brooklyn FI, LLC	1,571	$332K	0.07%	+11	13F-HR Timeline
GAMMA Investing LLC	1,568	$331K	0.02%	-204	13F-HR Timeline
Fortis Advisors, LLC	1,568	$331K	0.17%	0	13F-HR Timeline
RiverFront Investment Group, LLC	1,561	$330K	0.01%	0	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	1,559	$329K	0.01%	-459	13F-HR Timeline
Francis Financial, Inc.	1,553	$328K	0.06%	-157	13F-HR Timeline
McHugh Group, LLC	1,553	$328K	0.19%	+51	13F-HR Timeline
Courage Miller Partners, LLC	1,547	$327K	0.09%	0	13F-HR Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC	1,543	$326K	0.03%	new	13F-HR Timeline Group
Aspen Investment Management Inc	1,541	$325K	0.1%	+22	13F-HR Timeline
Caitlin John, LLC	1,517	$320K	0.19%	0	13F-HR Timeline
Mountain Capital Investment Advisors In…	1,453	$320K	0.05%	-34	13F-HR Timeline
CITY HOLDING CO	1,509	$319K	0.04%	0	13F-HR Timeline
Sargent Investment Group, LLC	1,501	$317K	0.04%	0	13F-HR Timeline
MONETARY MANAGEMENT GROUP INC	1,500	$317K	0.08%	0	13F-HR Timeline
KRS Capital Management, LLC	1,495	$316K	0.19%	0	13F-HR Timeline
CWA Asset Management Group, LLC	1,494	$316K	0.01%	-15	13F-HR Timeline
Beaumont Financial Advisors, LLC	1,494	$315K	0.02%	0	13F-HR Timeline
Godfrey Financial Associates, Inc.	1,492	$315K	0.27%	+375	13F-HR Timeline
MONTCHANIN ASSET MANAGEMENT, LLC	1,480	$313K	0.33%		13F-HR Timeline
L & S Advisors Inc	1,481	$313K	0.04%	0	13F-HR Timeline
Denver PWM, LLC	1,393	$312K	0.11%	-435	13F-HR Timeline
Williams Jones Wealth Management, LLC.	1,478	$312K	<0.01%	0	13F-HR Timeline
LaFleur & Godfrey LLC	1,475	$311K	0.04%	0	13F-HR Timeline
Pacific Sage Partners, LLC	1,472	$311K	0.05%	-292	13F-HR Timeline
Wealthquest Corp	1,466	$310K	0.02%	0	13F-HR/A Timeline
BARRETT & COMPANY, INC.	1,465	$309K	0.11%	-30	13F-HR Timeline
Arkos Global Advisors	1,465	$309K	0.04%	-186	13F-HR Timeline
Evolution Wealth Advisors, LLC	1,460	$308K	0.03%	0	13F-HR Timeline
Oath Planning, LLC	1,457	$308K	0.27%	+6	13F-HR Timeline
EVERPAR ADVISORS LLC	1,450	$306K	0.11%	-265	13F-HR Timeline
Kendall Capital Management	1,447	$306K	0.06%	0	13F-HR Timeline
APPLETON PARTNERS INC/MA	1,440	$304K	0.02%	0	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	1,435	$303K	0.02%	-20	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	1,433	$303K	0.04%	+3	13F-HR Timeline
Campion Asset Management	1,433	$303K	0.21%	0	13F-HR Timeline
Summit Financial Wealth Advisors, LLC	1,431	$302K	0.04%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	1,428	$302K	0.02%	0	13F-HR Timeline
One Charles Private Wealth Services, LLC	1,423	$300K	0.08%	0	13F-HR Timeline
Western Financial Corp/CA	1,423	$300K	0.12%	+34	13F-HR Timeline
Lantern Wealth Advisors, LLC	1,419	$300K	0.15%	+283	13F-HR Timeline
Everhart Financial Group, Inc.	1,419	$300K	0.03%	+9	13F-HR Timeline
Parkside Financial Bank & Trust	1,415	$299K	0.02%	0	13F-HR Timeline
Cambridge Financial Group, LLC	1,408	$297K	0.1%	0	13F-HR Timeline
Blue Chip Partners, LLC	1,407	$297K	0.02%	-204	13F-HR Timeline
Proactive Wealth Strategies LLC	1,405	$297K	0.06%	new	13F-HR Timeline
Prism Planning Partners LLC	1,401	$296K	0.35%	+212	13F-HR Timeline
Black Swift Group, LLC	1,400	$296K	0.05%	0	13F-HR Timeline
LFA - Lugano Financial Advisors SA	1,400	$296K	0.15%	0	13F-HR Timeline
Thrive Wealth Management, LLC	1,399	$295K	0.04%	0	13F-HR Timeline
Archford Capital Strategies, LLC	1,399	$295K	0.03%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	1,395	$295K	0.08%	-189	13F-HR Timeline
Independence Bank of Kentucky	1,387	$293K	0.04%	0	13F-HR Timeline
Kapstone Financial Advisors LLC	1,380	$291K	0.14%	+1	13F-HR Timeline
HARRELL INVESTMENT PARTNERS, LLC	1,379	$291K	0.07%	+5	13F-HR Timeline
First Interstate Bank	1,369	$289K	0.02%	new	13F-HR Timeline
Fairway Wealth LLC	1,362	$288K	0.08%	0	13F-HR Timeline
Partners in Financial Planning	1,361	$287K	0.05%	-12	13F-HR Timeline
Strathmore Capital Advisors, Inc.	1,301	$287K	0.08%	new	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	1,357	$287K	0.19%	-74	13F-HR Timeline
Ethos Financial Group, LLC	1,378	$286K	0.02%	new	13F-HR Timeline
West Branch Capital LLC	1,355	$286K	0.08%	0	13F-HR Timeline
JTC Employer Solutions Trustee Ltd	1,353	$286K	0.02%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	1,353	$286K	0.03%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	1,342	$283K	0.21%	0	13F-HR Timeline
Sagace Wealth Management LLC	1,341	$283K	0.19%	0	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,340	$283K	0.05%	+125	13F-HR Timeline
CORRECT CAPITAL WEALTH MANAGEMENT	1,334	$282K	0.05%	0	13F-HR Timeline
Commonwealth Financial Services, LLC	1,332	$281K	0.04%	-12,192	13F-HR Timeline
Family Office Research LLC	1,326	$280K	0.12%	+1	13F-HR Timeline
Tradewinds, LLC.	1,252	$280K	0.09%	0	13F-HR Timeline
Goodwin Investment Advisory	1,324	$280K	0.33%	0	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	1,283	$279K	0.02%	-17	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	1,318	$278K	0.02%	0	13F-HR Timeline
Copia Wealth Management	1,318	$278K	0.19%	-173	13F-HR Timeline
Chesapeake Wealth Management	1,313	$277K	0.09%	-52	13F-HR Timeline
RMR Wealth Builders	1,308	$276K	0.02%	-4	13F-HR Timeline
Aufman Associates Inc	1,308	$276K	0.14%	-158	13F-HR Timeline
Legacy Trust	1,304	$275K	0.05%	-20	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	1,303	$275K	0.06%	new	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,303	$275K	0.02%	0	13F-HR Timeline
Bangor Savings Bank	1,303	$275K	0.02%	-2	13F-HR Timeline
Single Point Partners, LLC	1,299	$274K	0.05%	0	13F-HR Timeline
COTTONWOOD CAPITAL ADVISORS, LLC	1,293	$273K	0.19%	-19	13F-HR Timeline
Factor Wealth Management LTD	1,292	$273K	0.05%	+1	13F-HR Timeline
TL Private Wealth	1,266	$273K	0.11%	+17	13F-HR Timeline
Grove Bank & Trust	1,290	$272K	0.03%	0	13F-HR Timeline
SYM FINANCIAL Corp	1,286	$272K	0.03%	0	13F-HR Timeline
Clark Asset Management, LLC	1,286	$272K	0.03%	-48	13F-HR Timeline
SAGE FINANCIAL GROUP INC	1,279	$270K	0.02%	+3	13F-HR Timeline
MMBG INVESTMENT ADVISORS CO.	1,275	$269K	0.02%	0	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	1,272	$269K	0.03%	-74	13F-HR Timeline
Sather Financial Group Inc	1,268	$268K	0.02%	-64	13F-HR Timeline
Planned Solutions, Inc.	1,267	$268K	0.09%	0	13F-HR Timeline
Alpha Financial Partners LLC	1,262	$266K	0.16%	new	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	1,260	$266K	0.03%	new	13F-HR Timeline
Vernal Point Advisors, LLC	1,250	$264K	0.11%	0	13F-HR Timeline
Genesee Capital Advisors, LLC	1,250	$264K	0.11%	+5	13F-HR Timeline
TrustWell Financial Advisors, LLC	1,249	$264K	0.25%	0	13F-HR Timeline
Huntleigh Advisors, Inc.	1,245	$263K	0.04%	-406	13F-HR Timeline
Paulson Wealth Management Inc.	1,242	$262K	0.06%	0	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	1,240	$262K	0.06%	0	13F-HR Timeline
CPC Advisors, LLC	1,240	$262K	0.04%	-156	13F-HR Timeline
Founders Financial Alliance, LLC	1,238	$261K	0.05%	+180	13F-HR Timeline
Garden State Investment Advisory Servic…	1,237	$261K	0.06%	+94	13F-HR Timeline
Putney Financial Group LLC	1,236	$261K	0.26%	0	13F-HR Timeline
Balboa Wealth Partners	1,235	$261K	0.04%	+40	13F-HR Timeline
CIM, LLC	1,232	$260K	0.04%	+4	13F-HR Timeline
Magnolia Private Wealth, LLC	1,231	$260K	0.17%	new	13F-HR Timeline
Ellevest, Inc.	1,229	$260K	0.04%	+4	13F-HR Timeline
Missouri Trust & Investment Co	1,227	$259K	0.08%	+346	13F-HR Timeline
CORA CAPITAL ADVISORS LLC	1,227	$259K	0.09%	0	13F-HR Timeline
Signature Equity Partners, LLC	1,226	$259K	0.14%	-171	13F-HR Timeline
FORTRESS PRIVATE LEDGER, LLC	1,223	$258K	0.08%	-25	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	1,221	$258K	0.01%	0	13F-HR Timeline Group
Fiduciary Group, LLC	1,210	$256K	0.02%	0	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	1,203	$254K	0.03%	0	13F-HR Timeline Group
Riverstone Advisors, LLC	1,202	$254K	0.13%	new	13F-HR Timeline
Acorn Wealth Advisors, LLC	1,201	$254K	0.07%	-362	13F-HR Timeline
Investment Partners Asset Management, I…	1,200	$253K	0.16%	0	13F-HR Timeline
Sageworth Trust Co of South Dakota	1,194	$252K	0.2%	0	13F-HR Timeline
Axim Planning & Wealth	1,194	$252K	0.31%	+21	13F-HR Timeline
Westwind Capital	1,193	$252K	0.06%	new	13F-HR Timeline
WEBSTER BANK, N. A.	1,193	$252K	0.02%	0	13F-HR Timeline
HM PAYSON & CO	1,191	$251K	<0.01%	0	13F-HR Timeline
Portland Global Advisors LLC	1,189	$251K	0.03%	0	13F-HR Timeline