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Disclosery

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
BIRCHBROOK, INC.145$30.8K0.02%new13F-HRTimeline
Ransom Advisory, Ltd144$30.5K0.01%new13F-HRTimeline
Strive Financial Group ,LLC142$30.1K0.02%13F-HR/ATimeline
GRAND WEALTH MANAGEMENT, LLC140$29.7K0.01%+1013F-HRTimeline
Avion Wealth130$27K0.01%-2513F-HRTimeline
Walsh & Associates, LLC126$26.7K0.03%13F-HRTimeline
Decker Retirement Planning Inc.125$26.4K0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department124$26.3K0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$26.1K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …120$25.4K<0.01%013F-HRTimelineGroup
Hilton Head Capital Partners, LLC120$25.4K0.01%13F-HRTimeline
Center for Financial Planning, Inc.117$24.8K<0.01%-4013F-HRTimeline
SIMPLEX TRADING, LLC117$24.8K<0.01%new13F-HRTimeline
Davis Capital Management112$23.8K0.02%013F-HRTimeline
Red Tortoise LLC111$23.6K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC111$23.5K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC104$22.1K0.02%13F-HRTimeline
Advocate Investing Services LLC101$21.4K0.02%13F-HRTimeline
Truvestments Capital LLC100$21.2K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$21.2K<0.01%013F-HRTimeline
BAYBAN100$21.2K0.02%13F-HRTimeline
SFAM, LLC96$20.4K0.02%13F-HRTimeline
DB Fitzpatrick & Co, Inc95$20.1K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.94$19.9K0.01%-3513F-HRTimeline
Hartford Financial Management Inc.93$19.7K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co92$19.5K0.01%013F-HRTimeline
NorthAvenue LLC89$18.8K0.02%13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …87$18.4K<0.01%-11,11613F-HRTimelineGroup
Bravera Wealth87$18.4K0.01%13F-HRTimeline
Financial Management Professionals, Inc.85$18K<0.01%013F-HRTimeline
Modus Advisors, LLC78$16.5K<0.01%new13F-HRTimeline
Networth Advisors, LLC77$16.4K0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$15.9K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC74$15.7K0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$15.1K<0.01%013F-HRTimeline
Coastline Trust Co70$14.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elyxium Wealth, LLC68$14.5K<0.01%new13F-HRTimeline
Timmons Wealth Management, LLC65$13.7K0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC64$13.6K0.01%013F-HRTimeline
Trust Co63$13.4K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC61$12.9K0.01%013F-HRTimeline
Field & Main Bank61$12.9K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC59$12.5K<0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC58$12.3K0.01%-87113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.57$12.1K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.50$10.6K<0.01%013F-HRTimeline
Estate Planners Group, LLC49$10.4K<0.01%13F-HRTimeline
Collier Financial48$10.2K0.01%013F-HRTimeline
Robinswood Financial LLC47$9.98K<0.01%013F-HRTimeline
United Financial Planning Group LLC42$8.91K0.01%new13F-HRTimeline
Investors Research Corp41$8.7K<0.01%-4013F-HRTimeline
Orion Capital Management LLC41$8.68K<0.01%013F-HRTimeline
New Millennium Group LLC30$6.36K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC28$5.94K<0.01%013F-HRTimeline
Signature Resources Capital Management,…24$5.09K<0.01%-40713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV24$5K<0.01%013F-HRTimeline
Cheviot Value Management, LLC22$4.76K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…20$4.29K<0.01%+513F-HRTimeline
CHELSEA COUNSEL CO20$4.24K<0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…20$4.24K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC19$4.09K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC20$4K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.15$3.18K<0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC14$2.97K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC13$2.78K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12$2.54K<0.01%-1513F-HRTimeline
Trifecta Capital Advisors, LLC9$1.91K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC6$1.27K<0.01%013F-HRTimeline
NFSG Corp6$1.27K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC6$1.08K<0.01%013F-HRTimeline
BFSG, LLC3$637<0.01%013F-HRTimeline
Atomic Invest LLC1$151<0.01%13F-HRTimeline
Align Financial, LLC116,639$117K13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.