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Disclosery

IVE ISHARES TR

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SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Millstone Evans Group, LLC715$148K0.09%013F-HRTimeline
Measured Wealth Private Client Group, L…708$146K0.04%new13F-HRTimeline
Family Manage LLC685$141K0.02%013F-HRTimeline
City State Bank676$140K0.04%013F-HRTimeline
Covenant Partners, LLC672$139K0.04%-9713F-HRTimeline
Wealth Preservation Advisors, LLC672$139K0.08%013F-HRTimeline
Black Cypress Capital Management, LLC653$135K0.1%-2213F-HRTimeline
Mascoma Wealth Management LLC638$132K0.03%013F-HRTimeline
Clark Wealth Partners612$130K0.08%+30013F-HRTimeline
First PREMIER Bank614$127K0.03%013F-HRTimeline
Founders Capital Management607$125K0.07%013F-HRTimeline
Topsail Wealth Management, LLC604$125K0.02%013F-HRTimeline
Clarity Asset Management, Inc.593$123K0.07%-313F-HRTimeline
Greykasell Wealth Strategies, Inc.576$119K0.05%013F-HRTimeline
Security National Bank569$118K0.02%013F-HRTimeline
Grey Fox Wealth Advisors, LLC563$116K0.02%new13F-HRTimeline
Front Row Advisors LLC560$116K0.04%013F-HRTimeline
Financial Life Planners550$114K0.08%new13F-HRTimeline
Tradewinds Capital Management, LLC547$113K0.03%013F-HRTimeline
REAP Financial Group, LLC542$112K0.02%+4813F-HRTimeline
Abound Wealth Management539$111K0.03%+42613F-HRTimeline
Quest 10 Wealth Builders, Inc.537$111K0.1%+7513F-HRTimeline
AMERIFLEX GROUP, INC.528$109K0.04%+32313F-HRTimeline
MassMutual Private Wealth & Trust, FSB518$107K<0.01%+31213F-HRTimeline
Darwin Wealth Management, LLC516$107K0.03%-813F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC512$106K0.01%013F-HRTimeline
Caldwell Trust Co498$103K0.01%-13013F-HRTimeline
WealthCollab, LLC458$94.6K0.04%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS450$92.9K0.04%013F-HRTimeline
Pillar Financial Advisors, LLC450$92.9K0.06%013F-HRTimeline
IMA Advisory Services, Inc.438$90.6K0.01%013F-HRTimeline
Archer Investment Corp436$90.1K0.02%013F-HRTimeline
Signature Resources Capital Management,…431$89K0.05%-30713F-HRTimeline
Register Financial Advisors LLC399$82.4K0.03%013F-HRTimeline
Advantage Trust Co395$81.6K0.04%013F-HRTimeline
Essential Partners LLC395$81.6K0.03%013F-HRTimeline
Bullock Wealth Management Group388$80.4K0.04%+113F-HRTimeline
Rice Partnership, LLC382$78.9K0.01%+9013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…379$78.3K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC378$78.1K0.03%new13F-HRTimeline
Insight Inv LLC376$77.6K0.05%013F-HRTimeline
PITTENGER & ANDERSON INC375$77.4K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC373$77K<0.01%new13F-HRTimeline
Root Financial Partners, LLC366$75.6K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST364$75.2K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…359$74.1K0.01%013F-HRTimeline
TruNorth Capital Management, LLC355$73.3K0.01%013F-HRTimeline
CoreFirst Bank & Trust355$73.3K0.04%-4913F-HRTimeline
Murphy & Mullick Capital Management Corp352$72.7K0.05%013F-HRTimeline
IAG Wealth Partners, LLC352$72.7K0.01%-6513F-HRTimeline
Turim 21 Investimentos Ltda.1,206$72.1K0.02%-1,02113F-HRTimeline
BALLAST ADVISORS LLC347$71.7K0.02%013F-HRTimeline
Bernard Wealth Management Corp.345$71.2K0.03%013F-HRTimeline
Texas Capital Bancshares Inc/TX325$67.1K0.03%-2,04513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC323$66.7K0.01%+613F-HRTimeline
FINANCIAL CONSULATE, INC316$65.3K0.01%new13F-HRTimeline
Graney & King, LLC316$65.3K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…308$63.6K0.03%013F-HRTimeline
Cornerstone National Bank & Trust Co305$63K0.03%013F-HRTimeline
Paladin Advisory Group, LLC302$62.4K0.05%013F-HRTimeline
Western Pacific Wealth Management, LP301$62.2K0.06%013F-HRTimeline
HHM Wealth Advisors, LLC288$59.5K0.01%+6313F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC280$57.8K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton280$57.8K0.01%-413F-HRTimeline
TD Capital Management LLC277$57.1K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.276$57K0.01%new13F-HRTimeline
Colony Family Offices, LLC273$56.4K0.01%-15413F-HRTimeline
Cordgrass Capital Advisors, LLC271$56K0.01%013F-HRTimeline
Roxbury Financial LLC262$54.1K0.05%013F-HRTimeline
Palouse Capital Management, Inc.259$53.5K0.03%013F-HRTimeline
Rise Advisors, LLC256$53K0.02%+113F-HRTimeline
OAKWORTH CAPITAL, INC.246$50.8K<0.01%013F-HRTimeline
Crews Bank & Trust226$46.7K0.01%013F-HRTimeline
Cloud Capital Management, LLC221$45K0.02%new13F-HRTimeline
Morse Asset Management, Inc214$44.2K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC212$43.8K0.01%013F-HRTimeline
Rossmore Private Capital211$43.6K<0.01%new13F-HRTimeline
JNBA Financial Advisors200$41.4K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$41.3K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$41.3K0.02%013F-HRTimeline
Peck Wealth Management, LLC194$40.1K0.04%13F-HRTimeline
ATWOOD & PALMER INC194$40K<0.01%+113F-HRTimeline
Addison Advisors LLC186$38.4K0.01%013F-HRTimeline
McIlrath & Eck, LLC185$38.2K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…182$37.6K0.01%+113F-HRTimeline
Tripletail Wealth Management, LLC175$36.5K0.04%new13F-HRTimeline
Nemes Rush Group LLC176$36.3K<0.01%+113F-HRTimeline
Knuff & Co LLC175$36.1K0.01%-2513F-HRTimeline
Center for Financial Planning, Inc.157$32.4K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners155$32K<0.01%013F-HRTimelineGroup
Avion Wealth155$32K0.01%-2913F-HRTimeline
Harbor Asset Planning, Inc.154$31.7K0.03%+113F-HRTimeline
Kentucky Trust Co150$31K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC149$30.8K0.01%013F-HRTimeline
Palisade Asset Management, LLC141$29.1K<0.01%new13F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…133$27.5K<0.01%013F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC130$26.8K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.129$26.6K0.02%-413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department124$25.6K0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$25.4K0.01%013F-HRTimeline
RMG Wealth Management LLC120$25K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …120$24.8K<0.01%13F-HRTimelineGroup
Cedar Mountain Advisors, LLC118$24.5K<0.01%new13F-HRTimeline
Davis Capital Management112$23.1K0.02%13F-HRTimeline
Frazier Financial Advisors, LLC111$22.9K0.01%013F-HRTimeline
Red Tortoise LLC111$22.9K0.01%+113F-HRTimeline
Heartwood Wealth Advisors LLC101$20.9K<0.01%new13F-HRTimeline
Truvestments Capital LLC100$20.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC100$20.7K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC100$20.7K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc95$19.6K0.02%013F-HRTimeline
Hartford Financial Management Inc.93$19.2K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co92$19K0.01%013F-HRTimeline
Financial Management Professionals, Inc.85$17.6K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC81$16.8K<0.01%013F-HRTimeline
Investors Research Corp81$16.7K<0.01%new13F-HRTimeline
FSA Wealth Management LLC80$16.5K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$15.5K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC73$15.3K0.01%-1313F-HRTimeline
Hemington Wealth Management73$15K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$14.7K<0.01%013F-HRTimeline
Coastline Trust Co70$14.5K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WOLFF WIESE MAGANA LLC64$13.2K0.01%new13F-HRTimeline
Trust Co63$13K<0.01%-10713F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$12.6K0.01%013F-HRTimeline
Field & Main Bank61$12.6K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC58$12.1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.58$12K<0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.57$11.8K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.50$10.3K<0.01%013F-HRTimeline
Collier Financial48$9.9K0.01%13F-HRTimeline
Robinswood Financial LLC47$9.71K<0.01%+113F-HRTimeline
West Oak Capital, LLC4,686$9.68K0.38%-64513F-HRTimeline
Imprint Wealth LLC45$9.29K0.03%13F-HRTimeline
Orion Capital Management LLC41$8.41K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC37$7.64K<0.01%new13F-HRTimeline
New Millennium Group LLC30$6.2K<0.01%-713F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC28$5.78K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC27$5.58K<0.01%-2,56213F-HRTimeline
Richardson Capital Management LLC26$5.37K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV24$5K<0.01%013F-HR/ATimeline
Cheviot Value Management, LLC22$4.63K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO20$4.13K<0.01%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…20$4.13K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC20$4.13K<0.01%-2013F-HRTimeline
Lowe Wealth Advisors, LLC16$3.3K<0.01%new13F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…15$3.13K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.15$3.1K<0.01%-6713F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC14$2.89K<0.01%013F-HRTimeline
Painted Porch Advisors LLC14$2.89K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC13$2.7K<0.01%-20313F-HRTimeline
Main Street Group, LTD12$2.48K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC11$2.27K<0.01%13F-HRTimeline
GREAT LAKES ADVISORS, LLC10$2.03K<0.01%-4213F-HRTimeline
Trifecta Capital Advisors, LLC9$1.86K<0.01%013F-HRTimeline
Guerra Advisors Inc8$1.65K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$1.24K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC6$1.05K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC5$1.03K<0.01%013F-HRTimeline
BFSG, LLC3$620<0.01%-213F-HRTimeline
Belvedere Trading LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.