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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 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…361$68.2K<0.01%-68513F-HRTimelineGroup
TruNorth Capital Management, LLC355$67.7K0.02%013F-HRTimeline
Bernard Wealth Management Corp.345$65.8K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC342$65.2K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB333$63.5K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC317$60.4K0.01%013F-HRTimeline
Graney & King, LLC316$60.2K0.04%+5813F-HRTimeline
Rosenberg Matthew Hamilton313$59.7K0.01%-13413F-HRTimeline
Smallwood Wealth Investment Management,…308$58.7K0.04%new13F-HRTimeline
Cornerstone National Bank & Trust Co305$58.1K0.03%013F-HRTimeline
Paladin Advisory Group, LLC302$57.6K0.05%013F-HRTimeline
Western Pacific Wealth Management, LP301$57.4K0.05%013F-HRTimeline
Abound Wealth Management301$57.4K0.02%+18913F-HRTimeline
Rice Partnership, LLC292$55.6K0.01%013F-HRTimeline
Global Wealth Strategies & Associates283$53.9K0.02%+28313F-HRTimeline
TD Capital Management LLC277$52.7K0.01%-3013F-HRTimeline
Colony Family Offices, LLC273$52K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$51.6K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC270$51.5K0.02%-13813F-HRTimeline
MorganRosel Wealth Management, LLC264$50.3K0.02%new13F-HRTimeline
WASHINGTON TRUST Co263$50.1K<0.01%013F-HRTimeline
American Capital Advisory, LLC260$49.6K0.03%+20113F-HRTimeline
Palouse Capital Management, Inc.259$49.4K0.03%013F-HRTimeline
PrairieView Partners, LLC262$49K0.01%013F-HRTimeline
Rise Advisors, LLC254$48.5K0.02%+113F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC250$47.6K0.05%new13F-HRTimeline
OAKWORTH CAPITAL, INC.246$46.9K<0.01%new13F-HRTimeline
Atala Financial Inc227$43.3K0.03%013F-HRTimeline
Crews Bank & Trust226$43.1K0.01%new13F-HRTimeline
McIlrath & Eck, LLC225$42.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC225$42.9K0.01%-2713F-HRTimeline
HighMark Wealth Management LLC221$42.2K0.02%-6113F-HRTimeline
Morse Asset Management, Inc214$40.8K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC212$40.4K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.205$39.1K0.02%+14413F-HRTimeline
ABOUND FINANCIAL, LLC202$38.5K0.02%new13F-HRTimeline
JNBA Financial Advisors200$38.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$38.1K0.01%013F-HRTimeline
Knuff & Co LLC200$38.1K0.01%-5613F-HRTimeline
Fourth Dimension Wealth, LLC200$38.1K0.02%new13F-HRTimeline
Ironwood Wealth Management, LLC.196$37.4K0.01%-2513F-HRTimeline
SJS Investment Consulting Inc.193$36.8K0.01%new13F-HRTimeline
Addison Advisors LLC186$35.4K0.01%013F-HRTimeline
IMG Wealth Management, Inc.181$34.5K0.03%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…180$34.4K0.01%+113F-HRTimeline
Avion Wealth182$34K0.01%013F-HRTimeline
Centricity Wealth Management, LLC176$33.5K0.03%013F-HRTimeline
Nemes Rush Group LLC174$33.2K<0.01%+15013F-HRTimeline
Flaharty Asset Management, LLC174$33.2K<0.01%new13F-HRTimeline
Trust Co170$32.4K<0.01%013F-HRTimeline
Peoples Bank/KS163$31.1K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department155$29.5K0.01%+3113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners155$29.5K<0.01%+1413F-HRTimelineGroup
USA FINANCIAL FORMULAS152$29K<0.01%-404,24613F-HRTimeline
Mowery & Schoenfeld Wealth Management, …151$28.8K0.06%new13F-HRTimeline
Kentucky Trust Co150$28.6K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC144$27.4K0.02%+113F-HRTimeline
Cloud Capital Management, LLC146$27K0.02%13F-HRTimeline
PINNEY & SCOFIELD, INC.137$26.1K0.02%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.135$25.7K<0.01%-76613F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…133$25.3K<0.01%-1913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC130$24.8K0.01%013F-HRTimeline
Dogwood Wealth Management LLC127$24.2K0.01%-11013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$23.4K0.01%013F-HRTimeline
Versant Capital Management, Inc123$23.4K<0.01%013F-HRTimeline
Davis Capital Management112$21.3K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC111$21.2K0.02%-29413F-HRTimeline
Red Tortoise LLC110$21K0.01%013F-HRTimeline
Ridgewood Investments LLC109$20.8K0.01%013F-HRTimeline
Brooklyn Investment Group102$19.4K<0.01%013F-HRTimeline
Truvestments Capital LLC100$19.1K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$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
Nova Wealth Management, Inc.94$17.9K0.02%+5513F-HR/ATimeline
Indiana Trust & Investment Management Co92$17.5K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.90$17.2K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$16.4K0.01%013F-HRTimeline
Financial Management Professionals, Inc.85$16.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.86$16K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DecisionPoint Financial, LLC81$15.4K<0.01%013F-HRTimeline
FSA Wealth Management LLC80$15.2K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC78$14.9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$14.3K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.74$14.1K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$13.5K<0.01%013F-HRTimeline
Coastline Trust Co70$13.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hemington Wealth Management73$13K<0.01%+113F-HRTimeline
Collier Financial68$12.9K0.01%-20,20013F-HRTimeline
Putney Financial Group LLC64$12.2K0.01%013F-HRTimeline
Robinswood Financial LLC61$11.7K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$11.6K0.01%013F-HRTimeline
Field & Main Bank61$11.6K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC58$11K<0.01%013F-HRTimeline
West Oak Capital, LLC5,376$10.2K0.4%-1,17513F-HRTimeline
Elite Financial, Inc.57$10K0.01%new13F-HRTimeline
Valued Wealth Advisors LLC52$9.91K0.01%+1813F-HRTimeline
Westside Investment Management, Inc.50$9.53K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.42$8.08K0.01%-113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC55$8K0.01%-1513F-HRTimeline
Orion Capital Management LLC40$7.7K<0.01%013F-HRTimeline
New Millennium Group LLC37$7.01K<0.01%013F-HRTimeline
Blume Capital Management, Inc.30$5.72K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC29$5K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV24$5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC22$4.06K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …21$4K<0.01%13F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…20$3.81K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC20$3.81K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC18$3.43K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC18$3.43K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17$3.24K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…15$2.87K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC14$2.67K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC13$2.48K<0.01%013F-HRTimeline
Main Street Group, LTD12$2.29K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC9$1.72K<0.01%-1,17813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$1.14K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC5$957<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC5$953<0.01%013F-HRTimeline
BFSG, LLC5$953<0.01%-413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-51,91813F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Hughes Financial Services, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.