Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,544 managers (1,561 13F filers) reported a position in IVE shares at 2024-12-31, 142,565,712 shares in all. 74 filers opened a position and 64 filers sold out during the quarter.

Managers
1,544
13F filers
1,561
New
74
Added
581
Reduced
488
Sold out
64
Shares held by filers
142,565,712

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16,853,606$3.22B0.25%-170,03913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding14,963,742$2.86B+543,424Timeline
MORGAN STANLEYin group MORGAN STANLEY13,009,014$2.48B0.17%+483,08713F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,148,548$1.56B0.14%+200,70713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,486,094$1.24B0.3%-462,23213F-HRTimelineGroup
LPL Financial LLC5,277,943$1.01B0.41%+847,86313F-HRTimeline
UBS Group AGin group UBS Group AG3,600,608$687M0.15%+81,21713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,576,656$492M0.51%+88,09613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,484,586$474M0.09%+118,14213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,455,376$468M0.12%+171,95313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,142,670$409M0.27%+167,02813F-HRTimelineGroup
Cetera Investment Advisers1,631,317$311M0.65%+166,02313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,630,728$311M0.11%13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC1,449,306$277M1.15%-2,60813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,414,358$270M1.69%+448,77313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,269,854$242M<0.01%+27,41713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,221,993$233M0.05%-53,54213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,106,614$211M0.35%+38213F-HRTimelineGroup
MAI Capital Management1,022,513$195M1.45%+267,92713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC999,059$191M0.28%+73,70613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp957,583$183M0.62%-19,33713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC947,689$181M1.86%+51,77313F-HRTimelineGroup
FMR LLCin group FMR LLC836,540$160M0.01%+2,05213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC748,927$143M0.49%+45,62313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\717,400$137M0.18%-760,60413F-HRTimelineGroup
Composition Wealth, LLC697,434$133M2.7%+41,22013F-HRTimeline
Janney Montgomery Scott LLC668,923$128M0.35%+15,40713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC635,819$121M2.35%-25,52713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding603,154$115M-64,773Timeline
NorthCoast Asset Management LLC591,809$113M0.55%-21,64713F-HR/ATimeline
Rehmann Capital Advisory Group562,501$107M6.8%+6,19713F-HRTimeline
HighTower Advisors, LLC546,802$104M0.14%+18,29713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.579,785$102M0.23%+49,62313F-HR/ATimelineGroup
Sanctuary Advisors, LLC487,271$96.2M0.61%+12,79713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding497,003$94.9M+2,714Timeline
Foundations Investment Advisors, LLC493,316$94.2M1.82%+52,02413F-HRTimeline
NewEdge Advisors, LLC483,082$92.2M0.55%+142,54013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.468,838$89.5M0.56%+11,01813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP461,953$88.2M0.14%+20,84813F-HRTimelineGroup
OneDigital Investment Advisors LLC442,029$84.4M0.98%-3,84913F-HRTimeline
LVZ, Inc.436,966$83.4M10.7%+6,69513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding432,011$82.5M+149,948Timeline
Betterment LLC416,031$79.4M0.19%-11,40713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp412,823$78.8M0.01%+23,05313F-HRTimelineGroup
USA FINANCIAL FORMULAS404,398$77.2M12.13%new13F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE385,974$73.7M21.8%-8,58213F-HRTimeline
COMERICA BANK369,889$70.6M0.28%+1,61613F-HR/ATimeline
Cambridge Investment Research Advisors,…362,416$69.2M0.23%+41,12013F-HRTimeline
Modern Wealth Management, LLC360,523$68.8M2.57%+352,44613F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…357,398$68.2M0.58%-2,31613F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding344,354$65.7M-19,920Timeline
Praetorian Wealth Management, Inc.338,495$64.6M15.7%+5,51413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.337,828$64.5M0.12%-3,57113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC325,880$62.2M0.87%-2,83913F-HRTimeline
JB Capital LLC322,652$61.6M3.45%+18,37313F-HRTimeline
Valmark Advisers, Inc.312,314$59.6M0.92%-9,86613F-HRTimeline
Financial Engines Advisors L.L.C.309,790$59.1M0.12%+27,90813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding305,531$58.3M-14,811Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…302,187$57.7M0.15%+25,41113F-HRTimelineGroup
COURIER CAPITAL LLC292,201$55.8M3.85%+19013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC284,280$54.3M0.03%+19,25413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/284,004$54.2M0.03%+46013F-HRTimelineGroup
LPWM LLC279,915$53.4M17.16%+2,63613F-HRTimeline
Peninsula Wealth, LLC279,913$53.4M9.11%+44513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…275,019$52.5M0.04%-16,62913F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.273,206$52.1M3.19%-11,41613F-HRTimeline
AMARILLO NATIONAL BANK272,053$51.9M9.53%-43913F-HRTimeline
Frank, Rimerman Advisors LLC269,955$51.5M3.74%013F-HRTimeline
Probity Advisors, Inc.269,058$51.4M9.89%+6,29713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP264,511$50.5M0.05%+64,42013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…245,156$46.8M0.18%-3,75413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…230,448$45.4M0.09%-4,03913F-HRTimelineGroup
EVOKE WEALTH, LLC235,338$44.9M1.25%+8,21613F-HRTimeline
Strategic Point Investment Advisors, LLC235,303$44.9M7.32%+2,89613F-HRTimeline
CX Institutional232,351$44.4M1.76%+66,59913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP230,329$44M0.32%+24,04413F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …218,420$41.7M0.04%new13F-HRTimelineGroup
Baker Avenue Asset Management, LP208,579$39.8M1.22%+59413F-HRTimeline
Berkshire Money Management, Inc.206,526$39.4M4.29%+1,92913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.205,964$39.3M0.37%+3,18913F-HRTimelineGroup
Salomon & Ludwin, LLC205,016$39.1M4.15%-11,67713F-HRTimeline
RWA WEALTH PARTNERS, LLC204,632$39.1M0.48%-7,25513F-HRTimeline
Private Advisor Group, LLC201,170$38.4M0.22%+4,00713F-HRTimeline
SMITH, MOORE & CO.198,729$37.9M3.47%-6,21613F-HRTimeline
Davis Selected Advisers197,175$37.6M0.22%+184,47713F-HRTimeline
Atria Wealth Solutions, Inc.195,339$37.3M0.41%+1,01813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC193,255$36.9M2.9%-57,13113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS192,440$36.7M0.03%+60,59113F-HRTimelineGroup
Quantitative Strategies, Inc.190,181$36.3M19.41%-1,23413F-HRTimeline
PINKERTON WEALTH, LLC186,462$35.6M5.16%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP185,440$35.4M0.01%+7,58513F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO180,202$34.4M4.35%-12,18213F-HRTimeline
AE Wealth Management LLC178,438$34.1M0.29%+43,44713F-HRTimeline
North Star Investment Management Corp.178,004$34M2.37%-3,22513F-HRTimeline
Advocacy Wealth Management, LLC175,124$33.4M2.54%+15,44113F-HRTimeline
Foundation Wealth Management, LLC173,218$33.1M25.67%-4,60113F-HRTimeline
Koss-Olinger Consulting, LLC173,045$33M2.89%-2,10513F-HRTimeline
West Wealth Group, LLC171,204$32.7M9.75%+11,15213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding166,862$31.9M+8,422Timeline
Spire Wealth Managementin group Spire Wealth Management162,706$31.1M0.96%+4,51013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC159,105$30.4M6.03%+52,68613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding158,409$30.2M+17,570Timeline
FINANCIAL LIFE ADVISORS157,540$30.1M11.3%+1,58313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC156,214$29.8M12.04%+5,91513F-HRTimeline
GREENLEAF TRUST152,807$29.2M0.27%+54913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC152,662$29.1M3.95%+3,34913F-HRTimeline
CONDOR CAPITAL MANAGEMENT148,613$28.4M2.5%+5613F-HRTimeline
Austin Private Wealth, LLC147,780$28.2M2.65%+10,45313F-HRTimeline
Per Stirling Capital Management, LLC.147,205$28.1M3.99%-44,89913F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.145,459$28M0.29%-12,45713F-HRTimeline
Transform Wealth, LLC145,947$27.9M1.55%+3,10813F-HRTimeline
MMA ASSET MANAGEMENT LLC144,380$27.6M12.04%-83,62313F-HRTimeline
Powell Investment Advisors, LLC142,981$27.3M12.64%+24613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding136,187$26M+3,567Timeline
Creative Planningin group Creative Planning135,700$25.9M0.03%+20,74813F-HRTimelineGroup
TD Waterhouse Canada Inc.134,883$25.7M0.21%+1,68813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS132,830$25.4M0.07%+90713F-HRTimeline
JFS WEALTH ADVISORS, LLC132,779$25.3M1.73%-54313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK130,329$24.9M0.81%-13,56013F-HRTimelineGroup
BOKF, NAin group BOKF, NA130,432$24.5M0.41%+10,71113F-HRTimelineGroup
Atria Investments, Inc124,948$23.9M0.3%+17,19213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV124,736$23.8M7.77%+1,05713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC119,398$22.8M0.02%+1,34213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC118,355$22.6M0.69%+3,81313F-HRTimelineGroup
Lutz Financial Services LLC118,224$22.6M1.82%-20013F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC118,032$22.5M2.62%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC117,834$22.5M0.1%-97813F-HRTimelineGroup
Gladstone Institutional Advisory LLC117,074$22.3M1.04%+16,29613F-HRTimeline
DDFG, Inc115,552$22.1M6.37%-98813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.115,408$22M2.35%-4,19013F-HRTimeline
Arax Advisory Partners113,651$21.7M1.37%-1,64213F-HRTimeline
KWMG, LLC111,172$21.2M2.19%-70513F-HRTimeline
Clearstead Advisors, LLC111,047$21.2M0.32%-1,74013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP110,354$21.1M0.31%+2,01013F-HRTimeline
EWA, LLC109,879$21M7.88%+5,53313F-HRTimeline
Allworth Financial LP105,850$20.7M0.11%-1,62313F-HRTimeline
Waverly Advisors, LLC108,328$20.7M0.32%+16,01713F-HRTimeline
JSF Financial, LLC108,226$20.7M5.52%+2,44313F-HRTimeline
Sigma Planning Corp108,186$20.7M0.65%-4,63613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC106,138$20.3M0.57%+6,09313F-HRTimeline
CHOREO, LLC103,774$19.8M0.28%-1,88413F-HRTimeline
BOK Financial Private Wealth, Inc.103,220$19.7M1.43%-3,40113F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC102,346$19.5M1.24%+10,94013F-HRTimelineGroup
Integrated Wealth Concepts LLC102,067$19.5M0.23%-5,68113F-HRTimeline
GHP Investment Advisors, Inc.99,978$19.1M0.89%-1,02813F-HRTimeline
IEQ CAPITAL, LLC99,907$19.1M0.18%+45,52513F-HRTimeline
Mesirow Financial Investment Management…98,256$18.8M0.37%-2,62213F-HRTimeline
Graypoint LLC98,170$18.7M1.13%+11,76013F-HRTimeline
Ironwood Financial, llc97,722$18.7M3.91%-6,27813F-HRTimeline
Patriot Financial Group Insurance Agenc…96,019$18.3M2.46%+4,20113F-HRTimeline
FIRST MERCHANTS CORP95,408$18.2M0.7%+1,58613F-HRTimeline
SilverOak Wealth Management LLC94,714$18.1M3.89%+86913F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.93,300$17.8M0.1%-39,00013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.93,096$17.8M0.24%-3,09913F-HRTimelineGroup
Watts Gwilliam & Co., LLC92,706$17.7M3.74%+10,03913F-HRTimeline
Saiph Capital, LLC90,800$17.3M7.87%+1,65313F-HRTimeline
Narwhal Capital Management89,784$17.1M1.51%-61713F-HRTimeline
WEALTH ALLIANCE, LLC89,492$17.1M2.04%+1,77213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…89,419$17.1M0.46%+46,64313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV88,708$16.9M0.04%-1,43813F-HRTimeline
Prism Advisors, Inc.88,429$16.9M5.06%+14,30913F-HRTimeline
Matthew Goff Investment Advisor, LLC88,277$16.9M3.13%+2913F-HRTimeline
Farther Finance Advisors, LLC88,162$16.8M0.61%+7,78113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC87,544$16.7M0.13%-2,65513F-HRTimelineGroup
Icon Wealth Advisors, LLC85,677$16.4M1.35%+56013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…85,548$16.3M0.03%+1,19613F-HR/ATimeline
WealthPlan Investment Management, LLC84,997$16.2M1.6%+3,45313F-HRTimeline
Beacon Pointe Advisors, LLC83,547$15.9M0.18%-12713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …83,207$15.9M1.29%+11,11613F-HR/ATimeline
FineMark National Bank & Trust83,012$15.8M0.55%+1,61813F-HRTimeline
Clear Creek Financial Management, LLC82,826$15.8M1.71%+75,94813F-HRTimeline
ETF Portfolio Partners, Inc.82,443$15.7M4.73%-26,11613F-HRTimeline
Global Retirement Partners, LLC81,437$15.5M0.45%-2,68313F-HRTimeline
SteelPeak Wealth, LLC79,816$15.2M0.63%+2,80913F-HRTimeline
Financial Advocates Investment Manageme…77,194$15.1M0.86%+12,05613F-HRTimeline
Modera Wealth Management, LLC78,658$15M0.18%-2,03513F-HRTimeline
Independent Solutions Wealth Management…77,901$14.9M3.25%-23,96713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC77,391$14.8M0.03%+5,00913F-HRTimelineGroup
DURANTE & WATERS, LLC77,052$14.7M12.14%-24,78013F-HRTimeline
Pettinga Financial Advisors LLC77,048$14.7M3.33%+1,69313F-HRTimeline
Sharkey, Howes & Javer76,730$14.6M2.06%+1,81013F-HRTimeline
Alesco Advisors, LLC, An ESL Co76,287$14.6M0.46%-2,23013F-HRTimeline
RTD Financial Advisors, Inc.75,758$14.5M1.86%-1,33613F-HRTimeline
Perigon Wealth Management, LLC74,782$14.4M0.35%+8,83213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC74,951$14.3M3.01%-72813F-HRTimeline
Stokes Family Office, LLC74,490$14.2M1.52%+41713F-HRTimeline
Merit Financial Group, LLC74,384$14.2M0.26%+40,97013F-HRTimeline
High Falls Advisors, Inc73,394$14M3.25%-19113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT73,181$14M1.04%+31513F-HRTimeline
M1 Capital Management LLC71,423$13.6M7.36%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd70,731$13.5M0.27%new13F-HRTimelineGroup
Horst & Graben Wealth Management LLC70,608$13.5M2.4%+1,19113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC70,149$13.4M1.11%+11913F-HRTimeline
TRUST POINT INC.70,143$13.4M0.93%-1,45713F-HRTimeline
UMB Bank, n.a.69,757$13.3M0.21%-1,04113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IRONWOOD WEALTH MANAGEMENT, INC.70,558$13.3M6.55%-15313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management69,237$13.2M0.19%-3,70413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.69,029$13.2M1.43%13F-HRTimeline
Federation des caisses Desjardins du Qu…68,663$13.1M0.07%-1,20113F-HRTimeline
Cosner Financial Group, LLC68,102$13M8.24%+3,66413F-HRTimeline