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Disclosery

IVE ISHARES TR

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SHS (fund)

1,747 managers (1,770 13F filers) reported a position in IVE shares at 2026-06-30, 172,436,746 shares in all. 121 filers opened a position and 71 filers sold out during the quarter.

Managers
1,747
13F filers
1,770
New
121
Added
499
Reduced
749
Sold out
71
Shares held by filers
172,436,746

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
First Pacific Financial378$85.8K0.01%+7313F-HRTimeline
Insight Inv LLC376$85.4K0.04%013F-HRTimeline
Cordant, Inc.373$84.7K0.03%new13F-HRTimeline
Rice Partnership, LLC364$82.7K0.01%-7613F-HRTimeline
PROFFITT & GOODSON INC362$82.2K0.01%-21813F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…359$81.5K0.01%013F-HRTimeline
CoreFirst Bank & Trust355$80.6K0.04%013F-HRTimeline
IAG Wealth Partners, LLC352$79.9K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp352$79.9K0.05%013F-HRTimeline
Advocate Investing Services LLC348$79K0.06%+20713F-HRTimeline
Regatta Research & Money Management345$78.3K0.07%13F-HRTimeline
Bernard Wealth Management Corp.345$78.3K0.03%013F-HRTimeline
Essential Partners LLC345$78.3K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB338$76.7K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…337$76.5K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC325$73.8K0.06%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC323$73.4K0.02%-8913F-HRTimeline
FINANCIAL CONSULATE, INC316$71.8K0.01%013F-HRTimeline
Decker Retirement Planning Inc.315$71.5K0.02%new13F-HRTimeline
Turim 21 Investimentos Ltda.929$71.5K0.01%013F-HRTimeline
Strive Financial Group ,LLC310$70.4K0.03%+16813F-HR/ATimeline
Cornerstone National Bank & Trust Co305$69.5K0.02%013F-HRTimeline
Paladin Advisory Group, LLC302$68.6K0.05%013F-HRTimeline
Western Pacific Wealth Management, LP301$68.4K0.06%013F-HRTimeline
Hamilton Point Investment Advisors, LLC294$66.8K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC290$65.9K0.02%+9013F-HRTimeline
JPL Wealth Management, LLC284$64.5K0.01%new13F-HRTimeline
Montgomery Financial Services LLC281$63.8K0.06%13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC280$63.6K0.03%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.276$62.7K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC271$61.5K0.02%013F-HRTimeline
Burk Holdings LLC269$61.1K0.02%013F-HRTimeline
Nemes Rush Group LLC267$60.6K0.01%+113F-HRTimeline
Roxbury Financial LLC262$59.6K0.05%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…261$59.3K0.04%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST254$57.7K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.254$57.6K0.01%new13F-HRTimeline
Crews Bank & Trust234$53.1K0.01%-53613F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …231$53K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…233$52.9K0.14%-7,11713F-HR/ATimelineGroup
HHM Wealth Advisors, LLC225$51.1K0.01%013F-HRTimeline
Burnham & Co LLC225$51.1K0.04%13F-HRTimeline
Rosenberg Matthew Hamilton217$49.3K0.01%-6213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners217$49.3K0.01%new13F-HRTimelineGroup
Cherry Tree Wealth Management, LLC212$48.1K0.01%013F-HRTimeline
Rossmore Private Capital211$47.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…209$47.5K0.02%013F-HRTimeline
ABOUND FINANCIAL, LLC202$45.9K0.02%013F-HRTimeline
JNBA Financial Advisors200$45.5K<0.01%013F-HRTimeline
First Bancorp, Inc /ME/200$45.4K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC200$45.4K0.01%013F-HRTimeline
Morse Asset Management, Inc200$45.4K0.01%013F-HRTimeline
ATWOOD & PALMER INC196$44.5K<0.01%+113F-HRTimeline
Peck Wealth Management, LLC194$44K0.04%013F-HRTimeline
Graney & King, LLC193$43.8K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…192$43.6K0.01%+2213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…177$40.3K0.01%-613F-HRTimeline
Knuff & Co LLC175$39.7K0.01%013F-HRTimeline
one8zero8, LLC175$39.7K0.01%new13F-HRTimeline
Forum Finance Group S.A.210$39K0.01%013F-HRTimeline
TrustBankin group TrustBank171$38.8K0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co169$38.4K0.01%-2213F-HRTimeline
TD Capital Management LLC169$38.3K<0.01%-6713F-HRTimeline
Spectrum Wealth Advisory Group, LLC168$38.1K0.01%new13F-HRTimeline
Sankala Group LLC159$37.7K0.03%013F-HRTimeline
Walsh & Associates, LLC164$37.2K0.03%+4613F-HRTimeline
Harbor Asset Planning, Inc.156$35.3K0.03%+113F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP155$35.2K<0.01%new13F-HRTimelineGroup
VIMA LLC155$35.2K0.03%13F-HRTimeline
Colony Family Offices, LLC154$35K0.01%013F-HRTimeline
Kentucky Trust Co150$34.1K0.02%013F-HRTimeline
Hamrick Investment Counsel, llc140$31.8K0.02%-20713F-HRTimeline
Hurley Capital, LLC131$29.7K0.02%+113F-HRTimeline
Avion Wealth130$29K0.01%013F-HRTimeline
RMG Wealth Management LLC120$28.4K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$27.9K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …120$27.2K<0.01%13F-HRTimelineGroup
Davis Capital Management112$25.4K0.02%013F-HRTimeline
Abound Wealth Management112$25.3K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC111$25.2K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC110$25K0.02%-513F-HRTimeline
Cedar Mountain Advisors, LLC110$24.9K<0.01%+113F-HRTimeline
Birchwood Financial Partners, Inc.110$24.9K0.02%-5813F-HRTimeline
Westside Investment Management, Inc.105$23.8K<0.01%+3013F-HRTimeline
Hilton Head Capital Partners, LLC105$23.8K0.01%-1513F-HRTimeline
Community Financial Services Group, LLC100$22.8K<0.01%013F-HRTimeline
Truvestments Capital LLC100$22.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$22.7K<0.01%013F-HRTimeline
BAYBAN100$22.7K0.02%013F-HRTimeline
GREAT LAKES ADVISORS, LLC97$21.9K<0.01%+8513F-HRTimeline
SFAM, LLC96$21.8K0.02%013F-HRTimeline
DB Fitzpatrick & Co, Inc95$21.6K0.02%013F-HR/ATimeline
Hartford Financial Management Inc.93$21.1K<0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.87$19.8K0.01%-413F-HRTimeline
Financial Management Professionals, Inc.85$19.3K<0.01%013F-HRTimeline
MRP Capital Investments, LLC76$17.3K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$17K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC74$17K0.01%013F-HRTimeline
10Elms LLP74$16.9K0.01%new13F-HRTimeline
Orion Capital Management LLC73$16.6K0.01%+2313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$16.1K<0.01%013F-HRTimeline
Coastline Trust Co70$15.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Networth Advisors, LLC67$15.2K0.01%-3913F-HRTimeline
Timmons Wealth Management, LLC65$14.7K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC64$14.5K0.01%013F-HRTimeline
Trust Co63$14.3K<0.01%013F-HRTimeline
Field & Main Bank61$13.9K<0.01%013F-HR/ATimeline
Addison Advisors LLC61$13.9K0.01%-18613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$13.8K0.01%013F-HRTimeline
NorthAvenue LLC60$13.6K0.01%-2913F-HRTimeline
Fairman Group, LLC58$13.2K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.57$12.9K<0.01%013F-HRTimelineGroup
SOUTHERN MICHIGAN BANK & TRUST55$12.5K<0.01%013F-HRTimeline
Collier Financial49$11K0.01%+113F-HRTimeline
Signature Resources Capital Management,…47$10.7K<0.01%+2313F-HRTimeline
Bruce G. Allen Investments, LLC46$10.4K0.01%013F-HRTimeline
Imprint Wealth LLC44$9.99K0.04%-95213F-HRTimeline
United Financial Planning Group LLC42$9.54K<0.01%013F-HRTimeline
Investors Research Corp41$9.31K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC37$8.4K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC37$8.4K<0.01%new13F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC36$8.17K<0.01%new13F-HRTimeline
Robinswood Financial LLC32$7.37K<0.01%-1513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC28$6.36K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC26$5.9K<0.01%new13F-HRTimeline
Clean Yield Group24$5.45K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC23$5.22K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC20$5K<0.01%013F-HR/ATimeline
Center for Financial Planning, Inc.22$5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC22$5K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC22$4.91K<0.01%-3713F-HRTimeline
CHELSEA COUNSEL CO20$4.54K<0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…20$4.54K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.15$3.41K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC13$3K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC13$2.95K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.13$2.95K<0.01%new13F-HR/ATimeline
Main Street Group, LTD12$2.73K<0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC12$2.73K<0.01%new13F-HRTimeline
XP Advisory US, Inc.11$2.5K<0.01%13F-HRTimeline
Timbuktu Capital Management, LLC9$2.04K<0.01%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.7$1.59K<0.01%new13F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC6$1.17K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC4$909<0.01%new13F-HRTimeline
BFSG, LLC3$682<0.01%013F-HRTimeline
Inlight Wealth Management, LLC179,293$202K013F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Coppell Advisory Solutions LLC17$17.6Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.