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Disclosery

IVE ISHARES TR

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SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Simmons Bankin group Simmons Bank1,184$250K0.02%-16013F-HRTimelineGroup
REAP Financial Group, LLC1,183$250K0.05%+5313F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,181$249K0.15%13F-HRTimeline
CAPE ANN SAVINGS BANK1,176$248K0.12%013F-HRTimeline
Bullock Wealth Management Group1,171$248K0.12%+78113F-HRTimeline
David J Yvars Group1,172$247K0.14%-13613F-HRTimeline
Berger Financial Group, Inc1,170$247K0.01%-33113F-HRTimeline
Wellington Grp LLC1,170$247K0.08%new13F-HRTimeline
Main Street Financial Solutions, LLC1,165$246K0.02%new13F-HRTimeline
Plan A Wealth LLC1,165$246K0.12%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC1,162$245K0.05%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,162$245K0.18%+6713F-HRTimeline
Synergy Investment Management, LLC1,161$245K0.08%new13F-HRTimeline
OARSMAN CAPITAL, INC.1,159$245K0.03%-73913F-HRTimeline
Bestgate Wealth Advisors, LLC1,158$245K0.44%013F-HRTimeline
TrueWealth Financial Partners1,156$244K0.1%new13F-HRTimeline
Realta Investment Advisors1,155$244K0.08%-5513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,155$244K<0.01%-39813F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC1,150$243K<0.01%013F-HRTimelineGroup
Center For Asset Management LLC1,147$242K0.12%-3013F-HRTimeline
2UniFi Bank1,147$242K0.12%+4513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,146$242K0.01%013F-HRTimelineGroup
TRUEFG, LLC1,145$242K0.06%013F-HRTimeline
Longview Financial Advisors, Inc.1,143$241K0.15%+413F-HRTimeline
MAIRS & POWER INC1,143$241K<0.01%013F-HRTimeline
Mainstream Capital Management LLC1,143$241K0.16%-2113F-HRTimeline
Next Level Private LLC1,138$240K0.05%new13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…1,091$240K0.08%013F-HRTimeline
Westover Capital Advisors, LLC1,134$239K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,130$239K0.01%-72813F-HRTimelineGroup
Strategic Financial Services, Inc.1,130$239K0.01%new13F-HRTimeline
Corundum Trust Company, INC1,130$239K0.54%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,120$236K0.01%+1313F-HRTimeline
Legacy Financial Strategies, LLC1,116$236K0.04%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,113$235K0.09%013F-HRTimeline
Trinity Wealth Management, LLC1,110$234K0.09%+2813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,110$234K<0.01%+2413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
YOUSIF CAPITAL MANAGEMENT, LLC1,101$232K<0.01%-3,39213F-HRTimeline
Princeton Global Asset Management LLC1,100$232K0.04%013F-HRTimeline
MANCHESTER FINANCIAL INC1,091$230K0.04%013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,088$230K<0.01%013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC1,087$230K0.15%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC1,086$229K0.04%+413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,080$228K0.02%-7813F-HRTimelineGroup
LANE BROTHERS & CO INC1,080$228K0.17%-12813F-HRTimeline
Sage Financial Management Group, Inc.1,071$226K0.07%013F-HRTimeline
Accretive Wealth Partners, LLC1,068$226K0.06%013F-HRTimeline
RDA Financial Network1,057$223K0.06%new13F-HRTimeline
Winthrop Advisory Group LLC1,056$223K0.02%+113F-HRTimeline
Segment Wealth Management, LLC1,054$223K0.01%013F-HRTimeline
IFC Advisors LLC1,054$223K0.03%013F-HRTimeline
CERTUITY, LLC1,053$222K0.01%-65613F-HRTimeline
PATTEN & PATTEN INC/TN1,048$221K0.01%013F-HRTimeline
Almanack Investment Partners, LLC.1,045$221K0.04%013F-HRTimeline
Van Diest Capital, LLC1,044$221K0.17%-32613F-HRTimeline
Cornerstone Wealth Group, LLC997$219K0.01%new13F-HRTimeline
Triumph Capital Management1,037$219K0.04%-94613F-HRTimeline
NOVEM GROUP1,036$219K0.03%+1913F-HRTimeline
TCI Wealth Advisors, Inc.1,032$218K0.01%-8013F-HRTimeline
ANB BANK1,029$217K0.09%-10413F-HRTimeline
Ascension Capital Advisors, Inc.1,027$217K0.07%new13F-HRTimeline
Rossby Financial, LCC1,024$217K0.05%+21713F-HRTimeline
Waterloo Capital, L.P.1,025$216K0.02%013F-HRTimeline
Zullo Investment Group, Inc.1,024$216K0.08%new13F-HRTimeline
Silver Oak Advisory Group, Inc.1,026$216K0.09%013F-HRTimeline
Aviance Capital Partners, LLC1,020$215K0.03%013F-HRTimeline
Michael Brady & Co., LLC1,018$215K0.22%013F-HRTimeline
LifeSteps Financial, Inc.1,013$214K0.14%-5813F-HRTimeline
Asset One Wealth Management LLC973$214K0.02%-7713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,010$213K0.08%+313F-HRTimeline
Crumly & Associates Inc.1,009$213K0.04%013F-HRTimeline
Shira Ridge Wealth Management1,004$212K0.08%-3513F-HRTimeline
Shoker Investment Counsel, Inc.1,001$211K0.06%013F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,000$211K0.01%new13F-HRTimeline
Select Asset Management & Trust997$211K0.07%-20213F-HRTimeline
Imprint Wealth LLC996$210K0.96%-11013F-HRTimeline
Old Port Advisors995$210K0.05%new13F-HRTimeline
Bedminster, LLC995$210K0.2%-25313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.995$210K0.1%+2013F-HRTimeline
Cornerstone Wealth Management, LLC994$210K0.01%+113F-HRTimeline
Dakota Wealth Management993$210K<0.01%+1313F-HR/ATimeline
Meridian Wealth Management, LLC993$210K0.01%new13F-HRTimeline
Benin Management CORP990$209K0.05%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC990$209K0.07%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT985$208K<0.01%+313F-HRTimeline
DAVIS R M INC982$207K<0.01%013F-HRTimeline
Cove Private Wealth, LLC982$207K0.05%new13F-HRTimeline
INGALLS & SNYDER LLC979$207K0.01%013F-HRTimeline
Team Financial Group, LLC966$204K0.09%+9413F-HRTimeline
Columbus Macro, LLC964$204K0.02%013F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC963$203K0.11%013F-HRTimeline
Bridgewealth Advisory Group, LLC961$203K0.04%+313F-HRTimeline
Pacific Asset Management, LLC960$203K0.11%+313F-HRTimeline
Inscription Capital, LLC960$203K0.02%+313F-HRTimeline
Kraft, Davis & Associates, LLC906$202K0.04%new13F-HRTimeline
Human Investing LLC957$202K0.03%-11413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC955$202K0.01%new13F-HRTimeline
Presidio Capital Management, LLC953$201K0.06%new13F-HRTimeline
Mathes Company, Inc.950$201K0.07%013F-HRTimeline
ALERUS FINANCIAL NA951$201K0.01%013F-HRTimeline
Walser Wealth Management Company, A Ltd…950$201K0.09%new13F-HRTimeline
Inlight Wealth Management, LLC179,293$200K0.07%013F-HRTimeline
PDS Planning, Inc948$200K0.01%new13F-HRTimeline
Elevation Advisory Partners LLC923$200K0.19%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT931$196K0.01%-16413F-HRTimeline
Strategic Wealth Partners, Ltd.923$195K0.01%-14213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.913$193K0.05%013F-HRTimeline
Wiser Advisor Group LLC883$186K0.23%-12613F-HRTimeline
Trifecta Capital Advisors, LLC874$185K0.03%+86513F-HRTimeline
Bogart Wealth, LLC873$184K0.01%+40313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…869$184K<0.01%+49013F-HRTimeline
Provident Wealth Management, LLC852$180K0.05%013F-HRTimeline
Measured Wealth Private Client Group, L…850$179K0.05%+14213F-HRTimeline
BALLAST ADVISORS LLC834$176K0.05%+38813F-HR/ATimeline
Mechanics Financial Corp830$175K0.07%-2013F-HRTimeline
Financial Perspectives, Inc825$174K0.05%+113F-HRTimeline
Dunhill Financial, LLC797$168K0.04%+1113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC786$166K0.03%+313F-HRTimeline
Crews Bank & Trust770$163K0.02%+54413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…757$160K0.02%013F-HRTimelineGroup
Biltmore Family Office, LLC756$160K0.02%013F-HRTimeline
SHP Wealth Management733$155K0.01%-713F-HRTimeline
Legacy Bridge, LLC729$154K0.06%013F-HRTimeline
Quest 10 Wealth Builders, Inc.725$153K0.13%-7713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding722$152K0Timeline
Millstone Evans Group, LLC715$151K0.09%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…700$148K<0.01%013F-HR/ATimelineGroup
Caldwell Trust Co700$148K0.01%-4313F-HRTimeline
Your Advocates Ltd., LLP687$145K0.04%new13F-HRTimeline
PITTENGER & ANDERSON INC684$144K0.01%013F-HRTimeline
City State Bank676$143K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC672$142K0.12%013F-HRTimeline
Stelac Advisory Services LLC657$139K0.03%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…653$138K0.07%-5913F-HRTimelineGroup
Mascoma Wealth Management LLC638$135K0.03%013F-HRTimeline
Family Manage LLC616$130K0.02%-6913F-HRTimeline
First PREMIER Bank614$130K0.03%013F-HRTimeline
Founders Capital Management607$128K0.06%013F-HRTimeline
Topsail Wealth Management, LLC604$128K0.02%013F-HRTimeline
IMA Advisory Services, Inc.595$126K0.01%+15713F-HRTimeline
Clarity Asset Management, Inc.585$123K0.06%-713F-HRTimeline
PROFFITT & GOODSON INC580$122K0.02%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.576$122K0.05%013F-HRTimeline
DecisionPoint Financial, LLC573$121K0.03%013F-HRTimeline
Security National Bank569$120K0.02%-99013F-HRTimeline
Clark Wealth Partners565$119K0.08%-4713F-HRTimeline
Front Row Advisors LLC560$118K0.04%013F-HRTimeline
Financial Life Planners555$117K0.09%new13F-HRTimeline
Align Financial, LLC550$116K0.07%-116,08913F-HRTimeline
Napier Financial, LLC550$116K0.03%new13F-HRTimeline
Tradewinds Capital Management, LLC547$116K0.02%013F-HRTimeline
Black Cypress Capital Management, LLC539$114K0.08%013F-HRTimeline
TFC Financial Management, Inc.533$113K0.01%new13F-HRTimeline
Darwin Wealth Management, LLC516$109K0.03%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC512$108K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC507$107K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP495$105K0.01%-34813F-HRTimelineGroup
Strategic Investment Advisors / MI483$102K0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC450$95K0.06%013F-HRTimeline
Rice Partnership, LLC440$92.9K0.01%+6513F-HRTimeline
Destiny Wealth Partners, LLC439$92.7K0.01%new13F-HRTimeline
WealthCollab, LLC436$92.1K0.04%-2213F-HRTimeline
AMERIFLEX GROUP, INC.423$89.3K0.05%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC412$86.9K0.03%+16313F-HRTimeline
Root Financial Partners, LLC408$86.1K<0.01%+4213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…399$84.2K0.03%-19913F-HRTimeline
Advantage Trust Co385$81.3K0.04%-1013F-HRTimeline
Register Financial Advisors LLC384$81.1K0.03%-113F-HRTimeline
Insight Inv LLC376$79.4K0.04%013F-HRTimeline
Global Assets Advisory, LLC363$76.6K0.02%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…359$75.8K0.01%013F-HRTimeline
Archer Investment Corp356$75.1K0.02%+113F-HRTimeline
CoreFirst Bank & Trust355$75K0.04%013F-HRTimeline
IAG Wealth Partners, LLC352$74.3K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp352$74.3K0.05%013F-HRTimeline
Hamrick Investment Counsel, llc347$73.3K0.04%+18713F-HRTimeline
Bernard Wealth Management Corp.345$72.8K0.03%013F-HRTimeline
Essential Partners LLC345$72.8K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB338$71.4K<0.01%-18013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…337$71.2K<0.01%new13F-HRTimeline
Turim 21 Investimentos Ltda.929$70.9K0.02%-27713F-HRTimeline
FINANCIAL CONSULATE, INC316$66.7K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co305$64.5K0.02%013F-HRTimeline
First Pacific Financial305$64.4K0.01%new13F-HRTimeline
Paladin Advisory Group, LLC302$63.8K0.05%013F-HRTimeline
Western Pacific Wealth Management, LP301$63.6K0.06%013F-HRTimeline
Hamilton Point Investment Advisors, LLC294$62.1K0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC280$59.1K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton279$58.9K0.01%-113F-HRTimeline
Steigerwald, Gordon & Koch Inc.276$58.3K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$57.2K0.01%013F-HRTimeline
Burk Holdings LLC269$56.8K0.02%new13F-HRTimeline
Nemes Rush Group LLC266$56.2K0.01%013F-HRTimeline
Roxbury Financial LLC262$55.4K0.05%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…261$55.1K0.04%013F-HRTimeline
Palouse Capital Management, Inc.259$54.7K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST254$53.6K0.01%-11013F-HRTimeline
Aventura Private Wealth, LLC249$52.6K0.02%new13F-HRTimeline
Addison Advisors LLC247$52.2K0.01%+6113F-HRTimeline
TD Capital Management LLC236$49.8K<0.01%-4113F-HRTimeline