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IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,150$244K<0.01%013F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,146$243K0.01%-713F-HRTimelineGroup
TRUEFG, LLC1,145$243K0.07%013F-HRTimeline
Tailwinds Wealth, LLC1,144$243K0.26%13F-HRTimeline
Strategic Financial Partners, Ltd.1,143$242K0.1%-2513F-HRTimeline
MAIRS & POWER INC1,143$242K<0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…1,143$242K0.06%013F-HRTimeline
Longview Financial Advisors, Inc.1,139$242K0.16%+613F-HRTimeline
Lantern Wealth Advisors, LLC1,136$241K0.13%new13F-HRTimeline
Westover Capital Advisors, LLC1,134$240K0.04%013F-HRTimeline
ANB BANK1,133$240K0.1%-4413F-HRTimeline
REAP Financial Group, LLC1,130$240K0.05%+58813F-HRTimeline
Tennessee Valley Asset Management Partn…1,117$237K0.03%-3413F-HRTimeline
Legacy Financial Strategies, LLC1,116$237K0.04%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,113$236K0.09%013F-HRTimeline
TCI Wealth Advisors, Inc.1,112$236K0.01%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,107$235K0.01%-4713F-HRTimeline
Imprint Wealth LLC1,106$235K1.1%+1,06113F-HRTimeline
2UniFi Bank1,102$234K0.11%+8513F-HRTimeline
Princeton Global Asset Management LLC1,100$233K0.04%+1,00013F-HRTimeline
Stewardship Advisors, LLC1,095$232K0.05%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.1,095$232K0.18%-413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,095$232K0.01%+113F-HRTimeline
MANCHESTER FINANCIAL INC1,091$231K0.04%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,091$231K0.08%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,088$231K0.01%-713F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC1,087$231K0.16%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,086$230K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Asset One Wealth Management LLC1,050$230K0.03%13F-HRTimeline
Trinity Wealth Management, LLC1,082$229K0.08%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,082$229K0.05%13F-HRTimeline
Stanich Group LLC1,072$227K0.17%new13F-HRTimeline
Sage Financial Management Group, Inc.1,071$227K0.07%-1313F-HRTimeline
Human Investing LLC1,071$227K0.03%+2913F-HRTimeline
LifeSteps Financial, Inc.1,071$227K0.15%+8913F-HRTimeline
Midwest Heritage Bank, FSB1,070$227K0.08%+3013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.1,069$227K0.02%+2213F-HRTimeline
Accretive Wealth Partners, LLC1,068$226K0.07%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,065$226K0.02%-3,09213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,063$225K<0.01%+2213F-HR/ATimeline
Founders Financial Alliance, LLC1,058$224K0.04%-18513F-HRTimeline
BancFirst Trust & Investment Management1,050$224K0.09%013F-HRTimeline
First County Bank /CT/1,055$224K0.12%013F-HRTimeline
Winthrop Advisory Group LLC1,055$224K0.02%+213F-HR/ATimeline
Segment Wealth Management, LLC1,054$224K0.01%013F-HRTimeline
IFC Advisors LLC1,054$224K0.03%-15413F-HRTimeline
Retirement Planning Group, LLC1,049$223K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN1,048$222K0.01%+4813F-HRTimeline
Almanack Investment Partners, LLC.1,045$222K0.04%013F-HRTimeline
Shira Ridge Wealth Management1,039$220K0.09%new13F-HRTimeline
Total Clarity Wealth Management, Inc.1,026$218K0.05%013F-HRTimeline
Waterloo Capital, L.P.1,025$217K0.02%+3713F-HRTimeline
Silver Oak Advisory Group, Inc.1,026$217K0.1%013F-HRTimeline
Aviance Capital Partners, LLC1,020$216K0.02%013F-HRTimeline
Premier Path Wealth Partners, LLC1,018$216K0.03%new13F-HRTimeline
Michael Brady & Co., LLC1,018$216K0.22%13F-HRTimeline
NOVEM GROUP1,017$216K0.02%-313F-HRTimeline
Crumly & Associates Inc.1,009$214K0.04%013F-HRTimeline
Wiser Advisor Group LLC1,009$214K0.24%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,007$213K0.08%+513F-HRTimeline
Shoker Investment Counsel, Inc.1,001$212K0.06%013F-HRTimeline
Running Point Capital Advisors, LLC996$211K0.06%013F-HRTimeline
Cornerstone Wealth Management, LLC993$210K0.01%new13F-HRTimeline
Benin Management CORP990$210K0.05%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC990$210K0.08%013F-HRTimeline
Riverwater Partners LLC988$210K0.08%013F-HRTimeline
DAVIS R M INC982$208K<0.01%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT982$208K<0.01%+413F-HRTimeline
INGALLS & SNYDER LLC979$208K0.01%-17013F-HRTimeline
Dakota Wealth Management980$208K<0.01%+213F-HR/ATimeline
Perennial Advisors, LLC979$208K0.03%013F-HRTimeline
Freedom Investment Management, Inc.977$207K0.06%-3713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.975$207K0.1%new13F-HRTimeline
Oak Wealth Advisors LLC972$206K0.12%013F-HRTimeline
Columbus Macro, LLC964$204K0.02%new13F-HRTimeline
Beacon Capital Management, LLC964$204K0.03%new13F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC963$204K0.09%new13F-HRTimeline
Accredited Investors Inc.962$204K0.01%new13F-HRTimeline
Bridgewealth Advisory Group, LLC958$203K0.04%new13F-HRTimeline
Pacific Asset Management, LLC957$203K0.12%new13F-HRTimeline
Inscription Capital, LLC957$203K0.02%new13F-HRTimeline
ALERUS FINANCIAL NA951$202K0.01%013F-HRTimeline
Mathes Company, Inc.950$201K0.07%new13F-HRTimeline
Horizon Investments, LLC946$201K<0.01%new13F-HRTimeline
Inlight Wealth Management, LLC179,293$200K0.07%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.913$194K0.05%013F-HRTimeline
OPTIMA CAPITAL LLC888$188K0.08%new13F-HRTimeline
Missouri Trust & Investment Co881$187K0.05%013F-HRTimeline
Team Financial Group, LLC872$185K0.08%+14213F-HRTimeline
Provident Wealth Management, LLC852$181K0.05%013F-HRTimeline
Mechanics Financial Corp850$180K0.07%-14713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP843$179K0.01%+3913F-HRTimelineGroup
Financial Perspectives, Inc824$175K0.05%+313F-HRTimeline
Rossby Financial, LCC807$171K0.05%+5013F-HRTimeline
Quest 10 Wealth Builders, Inc.802$170K0.15%+26513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…797$169K<0.01%-3,49013F-HRTimelineGroup
Dunhill Financial, LLC786$167K0.04%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC783$166K0.03%+413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…757$161K0.01%+62413F-HRTimelineGroup
Biltmore Family Office, LLC756$160K0.02%013F-HRTimeline
Caldwell Trust Co743$158K0.01%+24513F-HRTimeline
SHP Wealth Management740$157K0.01%13F-HRTimeline
Legacy Bridge, LLC729$155K0.06%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding722$153K-10Timeline
Millstone Evans Group, LLC715$152K0.09%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…712$151K0.07%-1613F-HRTimelineGroup
Measured Wealth Private Client Group, L…708$150K0.04%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…700$148K<0.01%new13F-HRTimelineGroup
Family Manage LLC685$145K0.02%013F-HRTimeline
PITTENGER & ANDERSON INC684$145K0.01%+30913F-HRTimeline
City State Bank676$143K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC672$143K0.07%013F-HRTimeline
Mascoma Wealth Management LLC638$135K0.03%013F-HRTimeline
Covenant Partners, LLC620$131K0.04%-5213F-HRTimeline
First PREMIER Bank614$130K0.03%013F-HRTimeline
Clark Wealth Partners612$130K0.08%013F-HRTimeline
Founders Capital Management607$129K0.07%013F-HRTimeline
Topsail Wealth Management, LLC604$128K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…598$127K0.04%new13F-HRTimeline
Clarity Asset Management, Inc.592$125K0.07%-113F-HRTimeline
Greykasell Wealth Strategies, Inc.576$122K0.05%013F-HRTimeline
DecisionPoint Financial, LLC573$122K0.03%+49213F-HRTimeline
Front Row Advisors LLC560$119K0.04%013F-HRTimeline
Tradewinds Capital Management, LLC547$116K0.02%013F-HRTimeline
Black Cypress Capital Management, LLC539$114K0.08%-11413F-HRTimeline
MassMutual Private Wealth & Trust, FSB518$110K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC515$109K0.03%-113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC512$109K0.01%013F-HRTimeline
Bogart Wealth, LLC470$99.7K<0.01%-49313F-HRTimeline
WealthCollab, LLC458$97.1K0.04%013F-HRTimeline
Pillar Financial Advisors, LLC450$95.4K0.06%013F-HRTimeline
BALLAST ADVISORS LLC446$94.6K0.03%+9913F-HRTimeline
IMA Advisory Services, Inc.438$93K0.01%013F-HRTimeline
Motiv8 Investments LLC427$91K0.05%new13F-HRTimeline
AMERIFLEX GROUP, INC.423$89.7K0.05%-10513F-HRTimeline
Turim 21 Investimentos Ltda.1,206$86.6K0.03%013F-HRTimeline
Advantage Trust Co395$83.8K0.04%013F-HRTimeline
Bullock Wealth Management Group390$82.8K0.04%+213F-HRTimeline
Register Financial Advisors LLC385$81.6K0.03%-1413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…379$80.4K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC378$80.2K0.03%013F-HRTimeline
Cedar Mountain Advisors, LLC378$80.2K0.02%+26013F-HRTimeline
Insight Inv LLC376$79.7K0.04%013F-HRTimeline
Rice Partnership, LLC375$79.5K0.01%-713F-HRTimeline
Root Financial Partners, LLC366$77.6K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST364$77.2K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…359$76.1K0.01%013F-HRTimeline
Archer Investment Corp355$75.4K0.02%-8113F-HRTimeline
CoreFirst Bank & Trust355$75.3K0.04%013F-HRTimeline
IAG Wealth Partners, LLC352$74.6K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp352$74.6K0.05%013F-HRTimeline
Bernard Wealth Management Corp.345$73.2K0.03%013F-HRTimeline
Essential Partners LLC345$73.2K0.02%-5013F-HRTimeline
FINANCIAL CONSULATE, INC316$67K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co305$64.7K0.03%013F-HRTimeline
Paladin Advisory Group, LLC302$64K0.05%013F-HRTimeline
Western Pacific Wealth Management, LP301$63.9K0.06%013F-HRTimeline
Hamilton Point Investment Advisors, LLC294$62.3K0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC280$59.4K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton280$59.4K0.01%013F-HRTimeline
TD Capital Management LLC277$58.7K0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.276$58.5K0.01%013F-HRTimeline
Colony Family Offices, LLC273$57.9K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$57.5K0.01%013F-HRTimeline
Nemes Rush Group LLC266$56.3K0.01%+9013F-HRTimeline
Roxbury Financial LLC262$55.6K0.05%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…261$55.4K0.04%13F-HRTimeline
Palouse Capital Management, Inc.259$54.9K0.04%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC249$52.8K0.02%+10013F-HRTimeline
Hurley Capital, LLC237$50.3K0.03%new13F-HRTimeline
ENTRUST FINANCIAL LLC234$49.6K0.04%13F-HRTimeline
Crews Bank & Trust226$47.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC225$47.7K0.01%-6313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners217$46K0.01%+6213F-HRTimelineGroup
Morse Asset Management, Inc214$45.4K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC212$45K0.01%013F-HRTimeline
Rossmore Private Capital211$44.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…209$44.3K0.02%-9913F-HRTimeline
Ankerstar Wealth, LLC206$43.7K0.04%13F-HRTimeline
IFC & Insurance Marketing, Inc.202$43K0.04%13F-HRTimeline
ABOUND FINANCIAL, LLC202$42.8K0.02%new13F-HR/ATimeline
JNBA Financial Advisors200$42.5K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$42.4K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC200$42.4K0.02%013F-HRTimeline
GREAT LAKES ADVISORS, LLC200$42.3K<0.01%+19013F-HRTimeline
ATWOOD & PALMER INC195$41.3K<0.01%+113F-HRTimeline
Peck Wealth Management, LLC194$41.1K0.04%013F-HRTimeline
Graney & King, LLC193$40.9K0.02%-12313F-HRTimeline
Addison Advisors LLC186$39.4K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…182$38.8K0.01%013F-HRTimeline
McIlrath & Eck, LLC175$37.1K<0.01%-1013F-HRTimeline
Knuff & Co LLC175$37.1K0.01%013F-HRTimeline
Abound Wealth Management174$36.8K0.01%-36513F-HRTimeline
TrustBankin group TrustBank171$36.3K0.02%13F-HRTimelineGroup
Birchwood Financial Partners, Inc.168$35.7K0.04%13F-HRTimeline
Sankala Group LLC159$35.3K0.03%13F-HRTimeline
Hamrick Investment Counsel, llc160$33.9K0.03%13F-HRTimeline
Harbor Asset Planning, Inc.154$32.8K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…154$32.7K<0.01%13F-HRTimeline
Kentucky Trust Co150$31.8K0.02%013F-HRTimeline