Skip to content
Disclosery

IVE ISHARES TR

Follow

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
HHM Wealth Advisors, LLC225$47.5K0.01%013F-HRTimeline
Trask Adam Roland225$47.5K0.04%13F-HRTimeline
Cherry Tree Wealth Management, LLC212$44.8K0.01%013F-HRTimeline
Rossmore Private Capital211$44.6K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…209$44.1K0.02%013F-HRTimeline
Ankerstar Wealth, LLC205$43.3K0.05%-113F-HRTimeline
ABOUND FINANCIAL, LLC202$42.7K0.02%013F-HRTimeline
JNBA Financial Advisors200$42.3K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$42.2K0.01%013F-HRTimeline
Morse Asset Management, Inc200$42.2K0.01%-1413F-HRTimeline
Fourth Dimension Wealth, LLC200$42.2K0.02%013F-HRTimeline
ATWOOD & PALMER INC195$41.2K<0.01%013F-HRTimeline
Peck Wealth Management, LLC194$41K0.04%013F-HRTimeline
Graney & King, LLC193$40.8K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co191$40.3K0.01%+9913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…183$38.8K0.01%+113F-HRTimeline
McIlrath & Eck, LLC175$37K<0.01%013F-HRTimeline
Knuff & Co LLC175$37K0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC172$36.3K0.03%13F-HRTimeline
TrustBankin group TrustBank171$36.1K0.01%013F-HRTimelineGroup
Forum Finance Group S.A.210$36K0.02%13F-HRTimeline
Keating Financial Advisory Services, In…170$35.9K0.01%+1613F-HRTimeline
Birchwood Financial Partners, Inc.168$35.5K0.03%013F-HRTimeline
RETIREMITTEN FINANCIAL LLC161$34K0.02%13F-HRTimeline
Sankala Group LLC159$33.3K0.03%013F-HRTimeline
TopTier Wealth Management, LLC157$33.2K0.02%new13F-HRTimeline
Harbor Asset Planning, Inc.155$32.7K0.03%+113F-HRTimeline
Colony Family Offices, LLC154$32.5K0.01%-11913F-HRTimeline
Kentucky Trust Co150$31.7K0.02%013F-HRTimeline
BIRCHBROOK, INC.145$30.6K0.02%013F-HRTimeline
Strive Financial Group ,LLC142$30K0.02%013F-HRTimeline
Advocate Investing Services LLC141$29.8K0.03%+4013F-HRTimeline
True Link Financial Advisors, LLC132$27.9K<0.01%new13F-HR/ATimeline
Hurley Capital, LLC130$27.6K0.01%-10713F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC130$27.4K0.01%-1013F-HRTimeline
Avion Wealth130$27K0.01%013F-HRTimeline
RMG Wealth Management LLC120$26.9K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department124$26.2K0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV123$26K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC120$25.4K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …120$25.3K<0.01%013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC119$25.1K0.04%-2,26313F-HRTimeline
Walsh & Associates, LLC118$24.9K0.02%-813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC115$24.3K0.02%+1113F-HRTimeline
Evergreen Advisors, LLC115$24.3K0.01%new13F-HRTimeline
Davis Capital Management112$23.6K0.02%013F-HRTimeline
Red Tortoise LLC112$23.6K0.01%+113F-HRTimeline
Abound Wealth Management112$23.5K0.01%-6213F-HRTimeline
Frazier Financial Advisors, LLC111$23.4K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC109$23.1K<0.01%-26913F-HRTimeline
Networth Advisors, LLC106$22.3K0.02%+2913F-HRTimeline
Community Financial Services Group, LLC100$21.1K<0.01%new13F-HRTimeline
Truvestments Capital LLC100$21.1K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$21.1K<0.01%013F-HRTimeline
BAYBAN100$21.1K0.02%013F-HRTimeline
SFAM, LLC96$20.3K0.02%013F-HRTimeline
Financial Freedom, LLC96$20.3K0.01%new13F-HRTimeline
DB Fitzpatrick & Co, Inc95$20.1K0.02%013F-HRTimeline
Hartford Financial Management Inc.93$19.6K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.91$19.2K0.01%-313F-HRTimeline
NorthAvenue LLC89$18.8K0.01%013F-HRTimeline
Financial Management Professionals, Inc.85$17.9K<0.01%013F-HRTimeline
MRP Capital Investments, LLC76$16K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC75$15.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.75$15.8K<0.01%+2513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC74$15.7K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP71$15K<0.01%013F-HRTimeline
Coastline Trust Co70$14.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Timmons Wealth Management, LLC65$13.7K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC64$13.5K0.01%013F-HRTimeline
Trust Co63$13.3K<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$12.4K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.57$12K<0.01%013F-HRTimelineGroup
SOUTHERN MICHIGAN BANK & TRUST55$11.6K<0.01%13F-HRTimeline
Orion Capital Management LLC50$10.6K<0.01%+913F-HRTimeline
Collier Financial48$10.2K0.01%013F-HRTimeline
Robinswood Financial LLC47$9.93K<0.01%013F-HR/ATimeline
Bruce G. Allen Investments, LLC46$9.71K0.01%new13F-HRTimeline
United Financial Planning Group LLC42$8.87K0.01%013F-HRTimeline
Investors Research Corp41$8.66K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC28$5.91K<0.01%013F-HRTimeline
Signature Resources Capital Management,…24$5.07K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV24$5K<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC23$4.86K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.22$4.65K<0.01%-9513F-HRTimeline
Cheviot Value Management, LLC22$4.64K<0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…20$4.22K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO20$4.22K<0.01%013F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC20$4K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC18$3.8K<0.01%-113F-HRTimeline
Nova Wealth Management, Inc.15$3.17K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC13$2.78K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC13$2.75K<0.01%new13F-HRTimeline
Main Street Group, LTD12$2.53K<0.01%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC12$2.51K<0.01%-18813F-HRTimeline
NFSG Corp6$1.27K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC6$1.08K<0.01%013F-HRTimeline
BFSG, LLC3$634<0.01%013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC2$422<0.01%new13F-HRTimeline
Atomic Invest LLC2$343<0.01%+113F-HRTimeline