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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 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Allianz Asset Management GmbHin group Allianz SE400$78.2K<0.01%-82,90013F-HRTimelineGroup
Register Financial Advisors LLC399$78K0.03%013F-HRTimeline
Advantage Trust Co395$77.2K0.04%013F-HRTimeline
Essential Partners LLC395$77.2K0.03%13F-HRTimeline
Bullock Wealth Management Group387$76.3K0.04%+213F-HRTimeline
Brooklyn Investment Group383$74.8K0.01%+28113F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…379$74K<0.01%013F-HRTimeline
Insight Inv LLC376$73.5K0.05%013F-HRTimeline
PITTENGER & ANDERSON INC375$73.3K<0.01%013F-HRTimeline
Avondale Wealth Management375$73.3K0.04%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.367$72K<0.01%+28113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERICAN NATIONAL BANK & TRUST364$71.1K0.01%-14413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…361$70.5K<0.01%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…359$70.2K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…360$70K0.02%new13F-HRTimeline
TruNorth Capital Management, LLC355$69.4K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp352$69.3K0.06%-16913F-HRTimeline
BALLAST ADVISORS LLC347$67.8K0.02%-15013F-HRTimeline
Bernard Wealth Management Corp.345$67.4K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.339$66.2K0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC342$66K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC317$62K0.01%013F-HRTimeline
Graney & King, LLC316$61.8K0.04%013F-HRTimeline
Clark Wealth Partners312$61K0.04%-40413F-HRTimeline
Smallwood Wealth Investment Management,…308$60.2K0.03%013F-HRTimeline
Cornerstone National Bank & Trust Co305$59.6K0.03%013F-HRTimeline
Paladin Advisory Group, LLC302$59K0.05%013F-HRTimeline
Western Pacific Wealth Management, LP301$58.9K0.06%013F-HRTimeline
Rice Partnership, LLC292$57.1K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton284$55.5K0.01%-2913F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC280$54.7K0.02%new13F-HRTimeline
TD Capital Management LLC277$54.1K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$53K0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC264$51.6K0.01%013F-HRTimeline
Roxbury Financial LLC262$51.2K0.05%new13F-HRTimeline
PrairieView Partners, LLC262$51K<0.01%013F-HRTimeline
Palouse Capital Management, Inc.259$50.6K0.03%013F-HRTimeline
Rise Advisors, LLC255$49.9K0.02%+113F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC250$48.9K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.246$48.1K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC244$47.9K0.01%-24013F-HRTimeline
Compagnie Lombard Odier SCmA239$46.7K<0.01%new13F-HRTimeline
Crews Bank & Trust226$44.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC225$44K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC216$42.2K0.01%new13F-HRTimeline
Morse Asset Management, Inc214$41.8K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC212$41.4K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB206$40.3K<0.01%-12713F-HRTimeline
AMERIFLEX GROUP, INC.205$39.7K0.02%013F-HRTimeline
JNBA Financial Advisors200$39.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$39.1K0.01%013F-HRTimeline
Knuff & Co LLC200$39.1K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$39.1K0.02%013F-HRTimeline
ATWOOD & PALMER INC193$37.7K<0.01%new13F-HRTimeline
Addison Advisors LLC186$36.3K0.01%013F-HRTimeline
McIlrath & Eck, LLC185$36.2K<0.01%-4013F-HRTimeline
Ryan Investment Management, Inc.182$35.6K0.02%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…181$35.4K0.01%+113F-HRTimeline
Avion Wealth184$35K0.01%+213F-HR/ATimeline
Centricity Wealth Management, LLC176$34.4K0.03%013F-HRTimeline
Nemes Rush Group LLC175$34.2K<0.01%+113F-HRTimeline
Trust Co170$33.2K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners155$30.3K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.153$29.9K0.03%13F-HRTimeline
Kentucky Trust Co150$29.3K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC149$29.1K0.01%-12113F-HRTimeline
Atlantic Private Wealth, LLC144$28.2K0.02%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…133$26K<0.01%new13F-HRTimelineGroup
PINNEY & SCOFIELD, INC.133$26K0.02%-413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC130$25.4K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department124$24.2K0.01%-3113F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$24K0.01%013F-HRTimeline
RMG Wealth Management LLC120$23.7K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …120$23.4K<0.01%13F-HRTimelineGroup
Abound Wealth Management113$22K0.01%-18813F-HRTimeline
Frazier Financial Advisors, LLC111$21.7K0.02%013F-HRTimeline
Red Tortoise LLC110$21.6K0.01%013F-HRTimeline
Ridgewood Investments LLC109$21.3K0.01%013F-HRTimeline
Truvestments Capital LLC100$19.5K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$19.5K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc95$18.6K0.02%013F-HRTimeline
Hartford Financial Management Inc.93$18.2K<0.01%-113F-HRTimeline
Indiana Trust & Investment Management Co92$18K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC86$16.9K0.01%013F-HRTimeline
Financial Management Professionals, Inc.85$16.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.82$16K0.01%-1213F-HRTimeline
DecisionPoint Financial, LLC81$16K<0.01%013F-HRTimeline
FSA Wealth Management LLC80$15.6K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$14.7K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.74$14.5K0.01%013F-HRTimeline
Hemington Wealth Management73$14K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$13.9K<0.01%013F-HRTimeline
Coastline Trust Co70$13.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Providence Capital Advisors, LLC65$12.7K<0.01%new13F-HRTimeline
Putney Financial Group LLC64$12.5K0.01%013F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$11.9K0.01%013F-HRTimeline
Field & Main Bank61$11.9K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC58$11.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.57$11.1K<0.01%-7813F-HRTimelineGroup
West Oak Capital, LLC5,331$10.4K0.41%-4513F-HRTimeline
GREAT LAKES ADVISORS, LLC52$10.2K<0.01%-40213F-HRTimeline
Westside Investment Management, Inc.50$9.77K<0.01%013F-HRTimeline
Robinswood Financial LLC46$9.15K<0.01%-1513F-HRTimeline
Orion Capital Management LLC41$7.92K<0.01%+113F-HRTimeline
New Millennium Group LLC37$7.19K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC40$7K0.01%-1513F-HRTimeline
Mid-American Wealth Advisory Group, Inc.35$6.84K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV24$5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC22$4.37K<0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…20$3.91K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.19$3.71K<0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC17$3.32K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…15$2.95K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC14$2.74K<0.01%013F-HRTimeline
Painted Porch Advisors LLC14$2.74K<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC13$2.54K<0.01%013F-HRTimeline
Main Street Group, LTD12$2.35K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC9$1.76K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$1.17K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC6$986<0.01%+113F-HRTimeline
BFSG, LLC5$978<0.01%013F-HRTimeline
AllSquare Wealth Management LLC5$977<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.