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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ISLAY CAPITAL MANAGEMENT, LLC1,212$275K0.13%new13F-HRTimeline
Fiduciary Group, LLC1,210$275K0.02%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,209$275K0.01%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,203$273K0.03%013F-HRTimelineGroup
Investment Partners Asset Management, I…1,200$272K0.15%013F-HRTimeline
Capital Management Associates, Inc1,195$271K0.05%new13F-HRTimeline
Walkner Condon Financial Advisors LLC1,194$271K0.03%new13F-HRTimeline
Sageworth Trust Co of South Dakota1,194$271K0.17%013F-HRTimeline
WEBSTER BANK, N. A.1,193$271K0.02%013F-HRTimeline
HM PAYSON & CO1,191$270K<0.01%013F-HRTimeline
Balboa Wealth Partners1,190$270K0.04%-4513F-HRTimeline
Portland Global Advisors LLC1,189$270K0.03%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,181$268K0.03%new13F-HRTimeline
REAP Financial Group, LLC1,180$268K0.05%-313F-HRTimeline
PRAIRIE ADVISORY, LLC1,177$267K0.06%13F-HRTimeline
CWA Asset Management Group, LLC1,176$267K0.01%-31813F-HRTimeline
CAPE ANN SAVINGS BANK1,176$267K0.13%013F-HRTimeline
Dakota Wealth Management1,174$266K0.01%+18113F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC1,162$264K0.05%013F-HRTimeline
David J Yvars Group1,162$264K0.13%-1013F-HRTimeline
Bestgate Wealth Advisors, LLC1,158$263K0.42%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,155$262K0.18%-713F-HRTimeline
Simmons Bankin group Simmons Bank1,151$261K0.01%-3313F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,150$261K<0.01%013F-HRTimelineGroup
Mainstream Capital Management LLC1,149$261K0.16%+613F-HRTimeline
Longview Financial Advisors, Inc.1,148$261K0.15%+513F-HRTimeline
Western Financial Corp/CA1,148$261K0.08%-27513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,146$260K0.01%013F-HRTimelineGroup
TRUEFG, LLC1,145$260K0.06%013F-HRTimeline
MAIRS & POWER INC1,143$260K<0.01%013F-HRTimeline
Rockwood Wealth Management, LLC1,135$258K0.02%-65013F-HRTimeline
Westover Capital Advisors, LLC1,134$257K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,130$257K0.01%013F-HRTimelineGroup
Strategic Financial Services, Inc.1,130$257K0.01%013F-HRTimeline
Canvas Wealth Advisors, LLC1,130$257K0.04%-21013F-HRTimeline
Corundum Trust Company, INC1,130$257K0.69%013F-HRTimeline
Signature Equity Partners, LLC1,119$254K0.12%-10713F-HRTimeline
Axim Planning & Wealth1,118$254K0.36%-7613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,113$253K0.08%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,091$252K0.08%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,105$251K<0.01%+12013F-HRTimeline
Vanguard Capital Wealth Advisors1,100$250K0.17%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CONSILIO WEALTH ADVISORS, LLC1,098$249K0.06%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,094$248K0.03%-6513F-HRTimeline
Realta Investment Advisors1,091$248K0.08%-6413F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,088$247K<0.01%013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC1,087$247K0.14%013F-HRTimeline
Freedom Day Solutions, LLC1,085$246K0.05%new13F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,081$245K0.13%-10013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,076$244K0.11%+8113F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC1,073$244K0.01%+11813F-HRTimeline
Sage Financial Management Group, Inc.1,071$243K0.07%013F-HRTimeline
Accretive Wealth Partners, LLC1,068$242K0.06%013F-HRTimeline
Tailwinds Wealth, LLC1,067$242K0.14%new13F-HRTimeline
LANE BROTHERS & CO INC1,066$242K0.16%-1413F-HRTimeline
Acorn Wealth Advisors, LLC1,061$241K0.06%-14013F-HRTimeline
Segment Wealth Management, LLC1,054$239K0.01%013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC1,054$239K0.05%-32513F-HRTimeline
CERTUITY, LLC1,053$239K0.01%013F-HRTimeline
GC Wealth Management RIA, LLC1,052$239K0.01%-1,19313F-HRTimeline
MANCHESTER FINANCIAL INC1,050$238K0.04%-4113F-HRTimeline
Princeton Global Asset Management LLC1,050$238K0.03%-5013F-HRTimeline
PATTEN & PATTEN INC/TN1,048$238K0.01%013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC1,046$238K0.1%13F-HRTimeline
BURNS J W & CO INC/NY1,044$237K0.02%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,032$234K0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,024$233K<0.01%new13F-HRTimeline
Zullo Investment Group, Inc.1,024$233K0.08%013F-HRTimeline
Silver Oak Advisory Group, Inc.1,026$232K0.09%013F-HRTimeline
Aviance Capital Partners, LLC1,020$232K0.02%013F-HRTimeline
Caldwell Trust Co1,018$231K0.02%+31813F-HRTimeline
Michael Brady & Co., LLC1,018$231K0.2%013F-HRTimeline
Paulson Wealth Management Inc.1,017$231K0.05%-22513F-HRTimeline
Team Financial Group, LLC1,015$230K0.1%+4913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,014$230K0.07%+413F-HRTimeline
ANB BANK1,011$230K0.09%-1813F-HRTimeline
Crumly & Associates Inc.1,009$229K0.04%013F-HRTimeline
Stonebridge Financial Group, LLC/CA1,012$229K0.03%13F-HRTimeline
Bienville Capital Management, LLC1,007$229K0.03%new13F-HRTimeline
Shoker Investment Counsel, Inc.1,001$227K0.06%013F-HRTimeline
One Charles Private Wealth Services, LLC1,000$227K0.05%-42313F-HRTimeline
Old Port Advisors995$226K0.04%013F-HRTimeline
Stanich Group LLC995$226K0.14%new13F-HRTimeline
Farringdon Capital, Ltd.991$225K0.11%new13F-HRTimeline
Benin Management CORP990$225K0.05%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC990$225K0.07%013F-HRTimeline
DAVIS R M INC982$223K<0.01%013F-HRTimeline
Cove Private Wealth, LLC982$223K0.04%013F-HRTimeline
Maple Capital Management, Inc.978$222K0.01%new13F-HRTimeline
INGALLS & SNYDER LLC979$222K0.01%013F-HRTimeline
Richmond Investment Services, LLC977$222K0.07%-8,11313F-HRTimeline
NBH Bank975$221K0.09%13F-HRTimeline
Bridgewealth Advisory Group, LLC965$219K0.04%+413F-HRTimeline
Pacific Asset Management, LLC964$219K0.11%+413F-HRTimeline
Trinity Wealth Management, LLC964$219K0.07%-14613F-HRTimeline
Columbus Macro, LLC964$219K0.02%013F-HRTimeline
Inscription Capital, LLC964$219K0.02%+413F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC963$219K0.11%013F-HRTimeline
IFC Advisors LLC958$218K0.03%-9613F-HRTimeline
Human Investing LLC957$217K0.03%013F-HR/ATimeline
Mathes Company, Inc.950$216K0.07%013F-HRTimeline
ALERUS FINANCIAL NA951$216K0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.947$215K<0.01%new13F-HRTimeline
Horizon Investments, LLC946$215K<0.01%-94613F-HRTimeline
Ascension Capital Advisors, Inc.943$214K0.06%-8413F-HRTimeline
MOR Wealth Management, LLC942$214K0.09%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC933$212K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT931$211K0.01%013F-HRTimeline
FOCUS Wealth Advisors, LLC930$211K0.1%new13F-HRTimeline
PDS Planning, Inc926$210K0.01%-2213F-HRTimeline
Strategic Wealth Partners, Ltd.925$210K0.01%+213F-HRTimeline
PARTHENON LLC925$210K0.02%new13F-HRTimeline
Missouri Trust & Investment Co906$210K0.06%-32113F-HRTimeline
Ethos Financial Group, LLC924$210K0.01%-45413F-HRTimeline
Walser Wealth Management Company, A Ltd…922$209K0.09%-2813F-HRTimeline
Red Door Wealth Management, LLC921$209K0.02%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP920$209K0.01%new13F-HRTimeline
Howard Capital Management Group, LLC917$208K0.01%new13F-HRTimeline
Strategic Wealth Investment Group, LLC916$208K0.03%new13F-HRTimeline
Kraft, Davis & Associates, LLC906$207K0.04%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC913$207K0.01%-8713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.913$207K0.05%013F-HRTimeline
Omnia Family Wealth, LLC913$207K0.06%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…911$207K0.03%new13F-HRTimeline
Waterfront Wealth Inc.891$205K0.03%new13F-HRTimeline
SevenBridge Financial Group, LLC868$205K0.03%new13F-HRTimeline
Uniting Wealth Partners, LLC900$204K0.04%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC900$204K0.09%new13F-HRTimeline
Asset One Wealth Management LLC886$204K0.02%-8713F-HRTimeline
Next Level Private LLC894$203K0.04%-24413F-HRTimeline
SACHEM HILL LLC894$203K0.04%new13F-HRTimeline
Arch Global Advisors, LLC892$203K0.09%-78313F-HRTimeline
Meridian Wealth Management, LLC891$202K0.01%-10213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.890$202K0.06%new13F-HRTimeline
OPTIMA CAPITAL LLC888$202K0.08%new13F-HRTimeline
Wiser Advisor Group LLC886$201K0.22%+313F-HRTimeline
True North Advisors, LLC885$201K0.02%new13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS883$200K0.08%new13F-HRTimeline
55 North Private Wealth, LLC881$200K0.04%new13F-HRTimeline
Trifecta Capital Advisors, LLC874$198K0.03%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…869$197K<0.01%013F-HRTimeline
Fairway Wealth LLC866$197K0.04%-49613F-HRTimeline
SHP Wealth Management864$196K0.01%+13113F-HRTimeline
Provident Wealth Management, LLC852$193K0.05%013F-HRTimeline
Measured Wealth Private Client Group, L…850$193K0.05%013F-HRTimeline
Rossby Financial, LCC835$190K0.03%-18913F-HRTimeline
BALLAST ADVISORS LLC834$189K0.05%013F-HRTimeline
Mechanics Financial Corp830$188K0.07%013F-HRTimeline
Financial Perspectives, Inc827$188K0.05%+213F-HRTimeline
Dunhill Financial, LLC799$182K0.04%+213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC786$178K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC784$178K0.01%+10013F-HRTimeline
Biltmore Family Office, LLC756$172K0.02%013F-HRTimeline
ESL Trust Services, LLC753$171K0.03%new13F-HRTimeline
Bogart Wealth, LLC741$168K0.01%-13213F-HRTimeline
Activest Wealth Management738$168K0.03%-3,03113F-HRTimeline
Legacy Bridge, LLC728$165K0.05%-113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding716$163K-6Timeline
Millstone Evans Group, LLC715$162K0.09%013F-HRTimeline
City State Bank676$153K0.04%013F-HRTimeline
NFSG Corp671$152K0.02%+66513F-HRTimeline
Stelac Advisory Services LLC657$149K0.03%013F-HRTimeline
Mascoma Wealth Management LLC638$145K0.03%013F-HRTimeline
Founders Capital Management638$145K0.06%+3113F-HRTimeline
First Command Advisory Services, Inc.629$143K<0.01%-3,55313F-HRTimeline
Triumph Capital Management621$141K0.03%-41613F-HRTimeline
Ankerstar Wealth, LLC617$140K0.12%+41213F-HRTimeline
Family Manage LLC616$140K0.01%013F-HRTimeline
First PREMIER Bank614$139K0.02%013F-HRTimeline
Topsail Wealth Management, LLC604$137K0.02%013F-HRTimeline
DecisionPoint Financial, LLC584$133K0.02%+1113F-HRTimeline
Quest 10 Wealth Builders, Inc.583$132K0.1%-14213F-HRTimeline
Front Row Advisors LLC560$132K0.04%013F-HRTimeline
Greykasell Wealth Strategies, Inc.576$131K0.05%013F-HRTimeline
Buck Wealth Strategies, LLC574$130K0.01%new13F-HRTimeline
Clark Wealth Partners565$128K0.07%013F-HRTimeline
Financial Life Planners557$126K0.08%+213F-HRTimeline
Align Financial, LLC550$125K0.06%013F-HRTimeline
Napier Financial, LLC550$125K0.03%013F-HRTimeline
Bullock Wealth Management Group542$124K0.05%-62913F-HRTimeline
Black Cypress Capital Management, LLC539$122K0.08%013F-HRTimeline
TFC Financial Management, Inc.535$122K0.01%+213F-HRTimeline
Darwin Wealth Management, LLC516$117K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.516$117K0.01%new13F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC512$116K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP495$112K0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC493$112K0.02%-5413F-HRTimeline
Morling Financial Advisors, LLC457$104K0.03%new13F-HRTimeline
Belvedere Trading LLC454$103K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC450$102K0.05%013F-HRTimeline
MCDONALD PARTNERS LLC437$99.2K0.02%new13F-HRTimeline
WealthCollab, LLC436$99K0.04%013F-HRTimeline
AMERIFLEX GROUP, INC.428$97.2K0.04%+513F-HRTimeline
TOP Private Wealth LLC.423$95.9K0.09%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED417$94.7K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…399$90.6K0.03%013F-HRTimeline
Advantage Trust Co385$87.4K0.03%013F-HRTimeline
Register Financial Advisors LLC384$87.2K0.03%013F-HRTimeline
Archer Investment Corp380$86.3K0.02%+2413F-HR/ATimeline
SIMPLEX TRADING, LLC379$86.1K<0.01%new13F-HRTimeline