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Disclosery

IVE ISHARES TR

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SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
FOSTER DYKEMA CABOT & PARTNERS, LLC512$97.7K0.01%013F-HRTimeline
REAP Financial Group, LLC507$96.8K0.02%-1013F-HRTimeline
Westend Capital Management, LLC497$94.9K0.03%013F-HRTimeline
BALLAST ADVISORS LLC497$94.9K0.03%013F-HRTimeline
IAG Wealth Partners, LLC492$93.9K0.02%+14213F-HRTimeline
Serenus Wealth Advisors, LLC93,684$93.7K0.02%13F-HRTimeline
Financial Perspectives, Inc479$91.5K0.03%+213F-HRTimeline
Strategic Investment Solutions, Inc. /IL477$91K0.03%013F-HRTimeline
WealthCollab, LLC458$87.4K0.06%013F-HRTimeline
Bullock Wealth Management Group452$86.3K0.05%+213F-HRTimeline
OPTIMUM INVESTMENT ADVISORS450$85.9K0.04%013F-HRTimeline
Pillar Financial Advisors, LLC450$85.9K0.07%13F-HRTimeline
Rosenberg Matthew Hamilton447$85.3K0.02%+3113F-HRTimeline
Caldwell Trust Co440$84K0.01%+2013F-HRTimeline
Transcendent Capital Group LLC432$82.5K0.04%-17,70413F-HRTimeline
Archer Investment Corp431$82.2K0.02%+1413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC408$77.9K0.01%+19413F-HRTimeline
Frazier Financial Advisors, LLC405$77.2K0.06%+29413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…379$72.3K<0.01%013F-HR/ATimeline
Insight Inv LLC376$71.8K0.05%013F-HRTimeline
PITTENGER & ANDERSON INC375$71.6K<0.01%-16013F-HRTimeline
Avondale Wealth Management375$71.6K0.05%+1313F-HRTimeline
FIRST FINANCIAL CORP /IN/366$69.9K0.03%new13F-HRTimeline
Coppell Advisory Solutions LLC359$68.4K0.01%-2213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.357$68.2K0.04%+19413F-HRTimeline
TruNorth Capital Management, LLC355$67.8K0.02%013F-HRTimeline
CoreFirst Bank & Trust355$67.8K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp352$67.2K0.06%13F-HRTimeline
Bernard Wealth Management Corp.345$65.9K0.03%13F-HR/ATimeline
Wood Tarver Financial Group, LLC342$65K0.02%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC317$60.5K0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.312$59.6K0.07%13F-HRTimeline
TD Capital Management LLC307$58.5K0.01%-11613F-HRTimeline
Cornerstone National Bank & Trust Co305$58.2K0.03%013F-HRTimeline
Paladin Advisory Group, LLC302$57.6K0.04%013F-HRTimeline
Western Pacific Wealth Management, LP301$57.5K0.05%013F-HRTimeline
Rice Partnership, LLC292$55.7K0.01%013F-HRTimeline
HighMark Wealth Management LLC282$53.7K0.03%-7,58613F-HRTimeline
Colony Family Offices, LLC273$52.1K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$51.7K0.02%013F-HRTimeline
WASHINGTON TRUST Co263$50.2K<0.01%-513F-HRTimeline
PrairieView Partners, LLC262$50K0.01%013F-HRTimeline
Palouse Capital Management, Inc.259$49.4K0.03%013F-HRTimeline
Graney & King, LLC258$49.2K0.04%13F-HRTimeline
Knuff & Co LLC256$48.9K0.01%013F-HRTimeline
Rise Advisors, LLC253$48.4K0.02%+113F-HRTimeline
HHM Wealth Advisors, LLC252$48.1K0.01%-6513F-HRTimeline
Dogwood Wealth Management LLC237$45.2K0.02%new13F-HRTimeline
Atala Financial Inc227$43.3K0.03%13F-HRTimeline
McIlrath & Eck, LLC225$42.9K0.01%013F-HRTimeline
Ironwood Wealth Management, LLC.221$42.2K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.220$42K0.04%13F-HRTimeline
Morse Asset Management, Inc214$40.8K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC212$40.5K0.01%013F-HRTimeline
Castleview Partners, LLC213$40.5K0.02%013F-HR/ATimeline
JNBA Financial Advisors200$38.2K<0.01%-4013F-HRTimeline
DUNCKER STREETT & CO INC200$38.2K0.01%013F-HRTimeline
Addison Advisors LLC186$35.5K0.01%013F-HRTimeline
Copley Financial Group, Inc.185$35.3K0.03%013F-HRTimeline
Perkins Coie Trust Co183$34.9K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…179$34.3K0.01%+113F-HRTimeline
Avion Wealth182$34K0.01%+113F-HRTimeline
Centricity Wealth Management, LLC176$33.6K0.03%13F-HRTimeline
Trust Co170$32.5K<0.01%new13F-HRTimeline
Providence First Trust Co165$31.5K0.01%new13F-HRTimeline
Peoples Bank/KS163$31.1K0.02%013F-HRTimeline
Cornerstone Planning Group LLC150$29.8K0.01%-813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…152$29K0.01%+7613F-HRTimeline
Kentucky Trust Co150$28.6K0.02%13F-HRTimeline
Atlantic Private Wealth, LLC143$27.3K0.02%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners141$26.9K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.137$26.2K0.02%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC130$24.8K0.01%013F-HRTimeline
Decker Retirement Planning Inc.124$23.7K0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department124$23.7K0.01%13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$23.5K0.01%013F-HRTimeline
Versant Capital Management, Inc123$23.5K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…121$23.1K0.02%013F-HRTimeline
Davis Capital Management112$21.4K0.02%-4313F-HRTimeline
Abound Wealth Management112$21.3K0.01%013F-HRTimeline
Red Tortoise LLC110$21K0.01%013F-HRTimeline
Ridgewood Investments LLC109$20.8K0.01%013F-HRTimeline
Brooklyn Investment Group102$19.5K0.01%new13F-HRTimeline
Truvestments Capital LLC100$19.1K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$19.1K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$19.1K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc95$18.1K0.02%013F-HRTimeline
Hartford Financial Management Inc.94$17.9K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co92$17.6K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.90$17.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$16.4K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.85$16.2K<0.01%-2913F-HRTimeline
DecisionPoint Financial, LLC81$15.5K<0.01%013F-HRTimeline
FSA Wealth Management LLC80$15.3K0.01%013F-HRTimeline
Modus Advisors, LLC78$14.9K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC78$14.9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$14.3K<0.01%new13F-HR/ATimeline
Parkworth Wealth Management, Inc.74$14.1K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC70$14K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$13.6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST71$13.6K<0.01%013F-HRTimeline
Coastline Trust Co70$13.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management72$13K<0.01%013F-HRTimeline
West Oak Capital, LLC6,551$12.5K0.44%+38513F-HR/ATimeline
Putney Financial Group LLC64$12.2K0.01%13F-HRTimeline
POM Investment Strategies, LLC63$12K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.61$12K0.01%13F-HRTimeline
Robinswood Financial LLC61$11.7K<0.01%-1113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$11.6K0.01%013F-HRTimeline
Field & Main Bank61$11.6K<0.01%013F-HRTimeline
American Capital Advisory, LLC59$11.3K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC58$11K<0.01%+113F-HRTimeline
Kiker Wealth Management, LLC49$9.35K0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.43$8.06K0.01%13F-HRTimeline
Orion Capital Management LLC40$7.68K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.39$7.44K0.01%13F-HRTimeline
New Millennium Group LLC37$7.02K<0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.35$6.68K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC34$6.49K<0.01%-14513F-HRTimeline
Blume Capital Management, Inc.30$5.73K<0.01%-29713F-HRTimeline
VALLEY NATIONAL ADVISERS INC29$5K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV24$5K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST25$4.77K<0.01%013F-HRTimeline
Nemes Rush Group LLC24$4.63K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …21$4.01K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC20$3.82K<0.01%013F-HRTimeline
Roxbury Financial LLC18$3.76K<0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC18$3.44K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17$3.25K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC17$3.25K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.15$2.88K<0.01%13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…15$2.86K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC14$2.67K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.13$2.55K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC13$2.48K<0.01%13F-HRTimeline
Main Street Group, LTD12$2.29K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9$1.74K<0.01%new13F-HRTimelineGroup
BFSG, LLC9$1.72K<0.01%013F-HRTimeline
GREAT LAKES ADVISORS, LLC7$1.29K<0.01%+313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$1.15K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC5$954<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.2$4460.04%-2,14613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$382<0.01%-75213F-HRTimelineGroup
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.