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Disclosery

IVE ISHARES TR

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SHS (fund)

1,523 managers (1,541 13F filers) reported a position in IVE shares at 2025-03-31, 157,008,255 shares in all. 87 filers opened a position and 92 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
87
Added
646
Reduced
492
Sold out
92
Shares held by filers
157,008,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,332,674$3.88B+5,368,932Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,776,163$3.39B0.26%+922,55713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,819,800$2.63B0.19%+810,78613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,579,964$1.64B0.15%+431,41613F-HRTimelineGroup
LPL Financial LLC6,977,283$1.33B0.52%+1,699,34013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,269,711$1.19B0.29%-216,38313F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,558,744$678M0.15%-41,86413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,713,290$517M0.55%+136,63413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,590,004$494M0.09%+105,41813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,546,232$485M0.13%+90,85613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,257,076$430M0.23%+114,40613F-HRTimelineGroup
Cetera Investment Advisers1,960,044$374M0.72%+328,72713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,807,569$344M0.01%+537,71513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,806,062$344M1.37%+356,75613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,677,023$320M1.88%+262,66513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,598,578$305M0.11%-32,15013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,450,465$276M3.4%+502,77613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,252,572$239M0.05%+30,57913F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC1,164,224$222M0.74%+415,29713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,119,046$213M0.3%+119,98713F-HRTimeline
Mariner, LLCin group Mariner, LLC1,096,426$209M0.35%-10,18813F-HRTimelineGroup
MAI Capital Management985,720$188M1.42%-36,79313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp930,804$177M0.65%-26,77913F-HRTimelineGroup
Janney Montgomery Scott LLC921,530$176M0.5%+252,60713F-HRTimeline
SOFI WEALTH, LLC897,268$171M12.86%+882,81113F-HRTimeline
FMR LLCin group FMR LLC830,308$158M0.01%-6,23213F-HRTimelineGroup
NewEdge Advisors, LLC733,872$140M0.83%+250,79013F-HRTimeline
Composition Wealth, LLC723,475$138M2.76%+26,04113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\708,297$135M0.18%-9,10313F-HRTimelineGroup
OneDigital Investment Advisors LLC660,120$126M1.49%+218,09113F-HRTimeline
Rehmann Capital Advisory Group634,066$121M7.61%+71,56513F-HRTimeline
Sanctuary Advisors, LLC625,992$119M0.84%+138,72113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp607,547$116M0.02%+194,72413F-HRTimelineGroup
NorthCoast Asset Management LLC592,878$113M0.57%+1,06913F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding564,236$108M-38,918Timeline
Calamos Advisors LLCgroup of 2 filers holding562,598$107M+65,595Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC557,167$106M1.98%-78,65213F-HRTimeline
Foundations Investment Advisors, LLC550,534$105M1.94%+57,21813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.546,084$104M0.23%-33,70113F-HRTimelineGroup
HighTower Advisors, LLC545,081$104M0.14%-1,72113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.542,286$103M0.63%+73,44813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP498,057$94.9M0.15%+36,10413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…494,055$94.2M0.81%+136,65713F-HRTimelineGroup
JB Capital LLC482,375$91.9M5.07%+159,72313F-HRTimeline
LVZ, Inc.440,965$84M11.03%+3,99913F-HRTimeline
Cambridge Investment Research Advisors,…429,231$81.8M0.28%+66,81513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding428,371$81.6M-3,640Timeline
Betterment LLC401,919$76.6M0.18%-14,11213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE391,037$74.5M22.05%+5,06313F-HRTimeline
COMERICA BANK370,893$70.7M0.3%+1,00413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC351,642$67M0.92%+25,76213F-HRTimeline
Praetorian Wealth Management, Inc.348,366$66.4M16.19%+9,87113F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding323,083$61.6M-21,271Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP319,118$60.3M0.05%+54,60713F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…314,972$60M0.15%+12,78513F-HRTimelineGroup
Valmark Advisers, Inc.309,696$59M0.89%-2,61813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding304,944$58.1M-587Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.298,694$56.9M0.11%-39,13413F-HRTimelineGroup
COURIER CAPITAL LLC297,613$56.7M3.71%+5,41213F-HRTimeline
LPWM LLC294,469$56.1M18.08%+14,55413F-HRTimeline
Financial Engines Advisors L.L.C.291,920$55.6M0.12%-17,87013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC290,047$55.3M2.37%+247,74413F-HRTimelineGroup
Advocacy Wealth Management, LLC284,328$54.2M3.69%+109,20413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC281,980$53.7M0.02%-2,30013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/281,859$53.7M0.03%-2,14513F-HRTimelineGroup
CX Institutional281,643$53.7M2.03%+49,29213F-HRTimeline
Probity Advisors, Inc.274,448$52.3M10.04%+5,39013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…271,408$51.7M0.04%-3,61113F-HRTimelineGroup
AMARILLO NATIONAL BANK269,746$51.4M10%-2,30713F-HRTimeline
Atria Wealth Solutions, Inc.246,581$47M0.57%+51,24213F-HRTimeline
Frank, Rimerman Advisors LLC243,910$46.5M3.68%-26,04513F-HRTimeline
EVOKE WEALTH, LLC242,324$46.2M1.21%+6,98613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.238,394$45.4M0.43%+32,43013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…226,859$44.7M0.1%-3,58913F-HR/ATimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP233,381$44.5M0.33%+3,05213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…233,102$44.4M0.18%-12,05413F-HRTimelineGroup
Strategic Point Investment Advisors, LLC232,194$44.3M7.37%-3,10913F-HRTimeline
Austin Private Wealth, LLC230,981$44M3.95%+83,20113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP219,538$41.8M0.07%+114,30613F-HRTimelineGroup
Private Advisor Group, LLC218,634$41.7M0.25%+17,46413F-HRTimeline
World Investment Advisors212,043$40.4M1.05%+203,65513F-HRTimeline
Baker Avenue Asset Management, LP207,910$39.6M1.24%-66913F-HRTimeline
AE Wealth Management LLC204,726$39M0.33%+26,28813F-HRTimeline
West Wealth Group, LLC204,116$38.8M11.48%+32,91213F-HRTimeline
SMITH, MOORE & CO.201,394$38.4M3.55%+2,66513F-HRTimeline
Salomon & Ludwin, LLC198,572$37.8M4.03%-6,44413F-HRTimeline
Horizon Wealth Management, LLC189,783$36.2M6.1%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC183,276$34.9M2.7%-9,97913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP181,565$34.6M0.01%-3,87513F-HRTimelineGroup
North Star Investment Management Corp.181,562$34.6M2.52%+3,55813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC179,780$34.3M1.02%+61,42513F-HRTimelineGroup
Foundation Wealth Management, LLC174,724$33.3M26.08%+1,50613F-HRTimeline
1834 INVESTMENT ADVISORS CO172,333$32.8M4.24%-7,86913F-HRTimeline
Koss-Olinger Consulting, LLC170,188$32.4M2.73%-2,85713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP163,800$31.2M0.07%+128,90013F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC162,167$30.9M12.58%+5,95313F-HRTimeline
FINANCIAL LIFE ADVISORS161,610$30.8M11.48%+4,07013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management161,329$30.7M0.98%-1,37713F-HRTimelineGroup
Creative Planningin group Creative Planning158,698$30.2M0.03%+22,99813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding157,770$30.1M-639Timeline
GREENLEAF TRUST157,037$29.9M0.27%+4,23013F-HRTimeline
Icon Wealth Advisors, LLC154,708$29.5M2.43%+69,03113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding154,285$29.4M-12,577Timeline
McKinley Carter Wealth Services, Inc.153,831$29.3M1.8%-119,37513F-HRTimeline
Per Stirling Capital Management, LLC.153,830$29.3M4.22%+6,62513F-HRTimeline
MMA ASSET MANAGEMENT LLC152,316$29M12.23%+7,93613F-HRTimeline
Atria Investments, Inc152,055$29M0.37%+27,10713F-HRTimeline
Powell Investment Advisors, LLC151,419$28.9M14.17%+8,43813F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC150,813$28.7M3.56%+32,78113F-HRTimeline
CONDOR CAPITAL MANAGEMENT148,088$28.2M2.63%-52513F-HRTimeline
Integrated Wealth Concepts LLC136,999$26.1M0.3%+34,93213F-HRTimeline
EWA, LLC135,858$25.9M9.62%+25,97913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS132,887$25.3M0.02%-59,55313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS132,767$25.3M0.06%-6313F-HRTimeline
Berkshire Money Management, Inc.131,755$25.1M2.82%-74,77113F-HRTimeline
JFS WEALTH ADVISORS, LLC130,444$24.9M1.68%-2,33513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC129,351$24.7M4.89%-29,75413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV127,571$24.3M8.35%+2,83513F-HRTimeline
Farther Finance Advisors, LLC127,174$24.2M0.62%+39,01213F-HRTimeline
TD Waterhouse Canada Inc.127,407$24.2M0.2%-7,47613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding124,947$23.8M-11,240Timeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK124,300$23.7M3.45%-6,02913F-HR/ATimelineGroup
Sharkey, Howes & Javer124,077$23.6M3.38%+47,34713F-HRTimeline
BOKF, NAin group BOKF, NA123,937$23.6M0.42%-6,49513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC123,188$23.5M0.3%-81,44413F-HRTimeline
SteelPeak Wealth, LLC122,752$23.4M1%+42,93613F-HRTimeline
Waverly Advisors, LLC122,654$23.4M0.29%+14,32613F-HRTimeline
Gladstone Institutional Advisory LLC122,540$23.4M1.09%+5,46613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC119,086$22.7M1.7%+16,74013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC118,902$22.7M0.1%+1,06813F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.118,187$22.5M0.89%+49,15813F-HRTimeline
Transform Wealth, LLC116,629$22.2M1.35%-29,31813F-HRTimeline
DDFG, Inc116,556$22.2M6.16%+1,00413F-HRTimeline
Lutz Financial Services LLC116,290$22.2M1.81%-1,93413F-HRTimeline
Sigma Planning Corp116,249$22.2M0.71%+8,06313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP115,361$22M0.33%+5,00713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC115,321$22M0.02%-4,07713F-HRTimelineGroup
Stone House Investment Management, LLC111,827$21.3M4.32%+49,84013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.111,806$21.3M2.29%-3,60213F-HRTimeline
Clearstead Advisors, LLC111,611$21.3M0.33%+56413F-HRTimeline
KWMG, LLC111,240$21.2M2.16%+6813F-HRTimeline
Arax Advisory Partners110,493$21.1M1.35%-3,15813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC108,248$20.6M2.8%-44,41413F-HRTimeline
Orion Porfolio Solutions, LLC107,850$20.6M0.2%+44,12613F-HRTimeline
Orion Portfolio Solutions, LLC107,850$20.6M0.2%+44,12613F-HR/ATimeline
Patriot Financial Group Insurance Agenc…107,020$20.4M2.74%+11,00113F-HRTimeline
FIRST MERCHANTS CORP106,605$20.3M0.81%+11,19713F-HRTimeline
High Falls Advisors, Inc104,833$20M4.69%+31,43913F-HRTimeline
CHOREO, LLC103,515$19.7M0.31%-25913F-HRTimeline
Perigon Wealth Management, LLC102,625$19.6M0.5%+27,84313F-HRTimeline
Watts Gwilliam & Co., LLC102,200$19.5M4.23%+9,49413F-HRTimeline
Stokes Family Office, LLC100,477$19.1M2.15%+25,98713F-HRTimeline
BOK Financial Private Wealth, Inc.100,320$19.1M1.44%-2,90013F-HRTimeline
Pettinga Financial Advisors LLC99,644$19M4.47%+22,59613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC99,272$18.9M0.52%-6,86613F-HRTimeline
GWN SECURITIES INC.99,996$18.9M1.06%+93,87613F-HRTimeline
GHP Investment Advisors, Inc.98,533$18.8M0.9%-1,44513F-HRTimeline
Mesirow Financial Investment Management…98,420$18.8M0.36%+16413F-HRTimeline
SilverOak Wealth Management LLC97,730$18.6M4.03%+3,01613F-HRTimeline
Ironwood Financial, llc97,349$18.6M3.98%-37313F-HRTimeline
Graypoint LLC96,604$18.4M1.15%-1,56613F-HRTimeline
Allworth Financial LP100,756$18.3M0.1%-5,09413F-HRTimeline
Horst & Graben Wealth Management LLC94,576$18M3.23%+23,96813F-HRTimeline
Narwhal Capital Management93,284$17.8M1.58%+3,50013F-HRTimeline
Blue Trust, Inc.92,953$17.7M0.23%+25,23813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …93,038$17.7M1.4%+9,83113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,730$17.5M0.24%-1,36613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV90,899$17.3M0.04%+2,19113F-HRTimeline
Saiph Capital, LLC90,343$17.2M8.22%-45713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,050$17M0.03%+3,50213F-HRTimeline
Matthew Goff Investment Advisor, LLC88,940$17M3.13%+66313F-HRTimeline
Geneos Wealth Management Inc.87,647$16.7M0.25%+45,03313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC86,091$16.4M3.14%+26,73013F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management85,690$16.3M0.23%+16,45313F-HRTimelineGroup
MCMORGAN & CO LLC85,362$16.3M2.6%new13F-HRTimeline
Physician Wealth Advisors, Inc.85,176$16.2M2.79%+27,59013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC84,945$16.2M0.14%-2,59913F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC84,316$16.1M0.18%+76913F-HRTimeline
Signature Wealth Management Partners, L…84,230$16.1M10.51%+18,75013F-HRTimeline
WealthPlan Investment Management, LLC83,643$15.9M1.57%-1,35413F-HRTimeline
First Horizon Advisors, Inc.83,300$15.9M0.45%+16,93913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE83,300$15.9M0.02%new13F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.83,287$15.9M0.48%+37,50313F-HRTimeline
Security Financial Services, INC.83,101$15.8M3.14%+30,30013F-HRTimeline
WEALTH ALLIANCE, LLC83,082$15.8M1.92%-6,41013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC80,578$15.4M0.03%+3,18713F-HRTimelineGroup
Spectrum Wealth Counsel, LLC80,206$15.3M1.84%+14,36813F-HRTimeline
M1 Capital Management LLC79,716$15.2M9.5%+8,29313F-HRTimeline
CoreCap Advisors, LLC79,588$15.2M0.67%+37,65113F-HRTimeline
IEQ CAPITAL, LLC79,400$15.1M0.12%-20,50713F-HRTimeline
Modera Wealth Management, LLC77,936$14.9M0.2%-72213F-HRTimeline
Independent Solutions Wealth Management…77,037$14.7M3.29%-86413F-HRTimeline
Cosner Financial Group, LLC76,663$14.6M8.93%+8,56113F-HRTimeline
Merit Financial Group, LLC76,212$14.5M0.22%+1,82813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC75,904$14.5M3.04%+95313F-HRTimeline
VestGen Advisors, LLC75,533$14.4M0.65%13F-HRTimeline
Keystone Financial Services75,227$14.3M5.46%+21,76113F-HRTimeline
&PARTNERS75,510$14.3M0.15%+14,75713F-HRTimeline
Alesco Advisors, LLC, An ESL Co74,616$14.2M0.45%-1,67113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT74,457$14.2M1.05%+1,27613F-HRTimeline