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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 2025-06-30, 162,312,330 shares in all. 81 filers opened a position and 86 filers sold out during the quarter.

Managers
1,523
13F filers
1,541
New
81
Added
612
Reduced
484
Sold out
86
Shares held by filers
162,312,330

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,699,152$4.44B+2,366,478Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,895,697$3.5B0.24%+119,53413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,135,647$2.76B0.18%+315,84713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,324,917$1.63B0.13%-255,04713F-HRTimelineGroup
LPL Financial LLC7,911,905$1.55B0.52%+934,62213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,300,593$1.23B0.27%+30,88213F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,567,406$697M0.15%+8,66213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,031,014$592M0.15%+484,78213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,928,155$572M0.56%+214,86513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,362,479$462M0.3%+105,40313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,352,694$460M0.07%-237,31013F-HRTimelineGroup
Cetera Investment Advisers2,112,895$413M0.7%+152,85113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,990,567$389M0.01%+182,99813F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,867,100$365M1.29%+61,03813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,655,804$324M2.98%+205,33913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,647,217$322M0.11%+48,63913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,638,052$320M1.68%-38,97113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,396,052$273M0.79%+231,82813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,217,580$238M0.05%-34,99213F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC1,113,524$218M0.31%+17,09813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,112,628$217M0.29%-6,41813F-HRTimeline
MAI Capital Management1,019,527$199M1.38%+33,80713F-HRTimeline
Janney Montgomery Scott LLC1,006,406$197M0.51%+84,87613F-HRTimeline
SOFI WEALTH, LLC951,932$186M11.36%+54,66413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp864,195$169M0.58%-66,60913F-HRTimelineGroup
FMR LLCin group FMR LLC826,416$161M0.01%-3,89213F-HRTimelineGroup
Composition Wealth, LLC771,617$151M2.53%+48,14213F-HRTimeline
Sanctuary Advisors, LLC735,201$144M0.89%+109,20913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp719,697$141M0.03%+112,15013F-HRTimelineGroup
NorthCoast Asset Management LLC714,381$140M0.6%+121,50313F-HRTimeline
NewEdge Advisors, LLC711,333$139M0.72%-22,53913F-HRTimeline
OneDigital Investment Advisors LLC688,175$134M1.49%+28,05513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.663,926$130M0.23%+117,84213F-HR/ATimelineGroup
Foundations Investment Advisors, LLC653,970$128M2.02%+103,43613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding653,038$128M+88,802Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP639,577$125M0.18%+141,52013F-HRTimelineGroup
Rehmann Capital Advisory Group626,003$122M7.41%-8,06313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\616,663$121M0.15%-91,63413F-HRTimelineGroup
HighTower Advisors, LLC612,975$120M0.15%+67,89413F-HRTimeline
JB Capital LLC592,200$116M5.61%+109,82513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding578,016$113M+15,418Timeline
AVANTAX ADVISORY SERVICES, INC.560,577$110M0.6%+18,29113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding533,709$104M+105,338Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…519,868$102M0.82%+25,81313F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC504,103$98.5M1.65%-53,06413F-HRTimeline
LVZ, Inc.449,606$87.9M10.53%+8,64113F-HRTimeline
Cambridge Investment Research Advisors,…419,881$82.1M0.25%-9,35013F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE391,484$76.5M21.69%+44713F-HRTimeline
Betterment LLC388,831$76M0.16%-13,08813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP378,868$73.6M0.06%+59,75013F-HRTimelineGroup
EP Wealth Advisors, LLC373,966$73.1M0.48%+332,21813F-HRTimeline
COMERICA BANK371,035$72.5M0.28%+14213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC358,694$70.1M0.83%+7,05213F-HRTimeline
Advocacy Wealth Management, LLC345,509$67.5M4.14%+61,18113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…329,320$64.4M0.14%+14,34813F-HR/ATimelineGroup
CX Institutional328,571$64.2M2.24%+46,92813F-HR/ATimeline
LPWM LLC307,687$60.1M17.54%+13,21813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding307,041$60M+2,097Timeline
Ascent Group, LLCin group Ascent Group, LLC305,852$59.8M2.33%+15,80513F-HRTimelineGroup
Valmark Advisers, Inc.299,730$58.6M0.82%-9,96613F-HRTimeline
COURIER CAPITAL LLC297,095$58.1M3.52%-51813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.288,124$56.3M0.1%-10,57013F-HRTimelineGroup
Private Advisor Group, LLC284,590$55.6M0.3%+65,95613F-HRTimeline
Probity Advisors, Inc.283,962$55.5M9.75%+9,51413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC274,046$53.6M0.02%-7,93413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/272,484$53.2M0.03%-9,37513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…268,949$52.6M0.04%-2,45913F-HRTimelineGroup
AMARILLO NATIONAL BANK268,401$52.5M9.75%-1,34513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.254,330$49.7M0.41%+15,93613F-HRTimelineGroup
AE Wealth Management LLC251,862$49.2M0.36%+47,13613F-HRTimeline
EVOKE WEALTH, LLC246,849$48.2M1.13%+4,52513F-HRTimeline
Frank, Rimerman Advisors LLC243,910$47.7M3.2%013F-HRTimeline
Austin Private Wealth, LLC243,662$47.6M3.77%+12,68113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP238,941$46.7M0.32%+5,56013F-HRTimelineGroup
Financial Engines Advisors L.L.C.237,561$46.4M0.09%-54,35913F-HRTimeline
Strategic Point Investment Advisors, LLC234,146$45.8M7.06%+1,95213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…232,226$45.4M0.17%-87613F-HRTimelineGroup
Modern Wealth Management, LLC220,477$43.1M1.07%+193,63913F-HR/ATimeline
Baker Avenue Asset Management, LP209,974$41M1.17%+2,06413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC202,555$39.6M1.04%+22,77513F-HRTimelineGroup
West Wealth Group, LLC197,547$38.8M9.66%-6,56913F-HRTimeline
Salomon & Ludwin, LLC196,493$38.8M3.83%-2,07913F-HRTimeline
SMITH, MOORE & CO.198,115$38.7M3.25%-3,27913F-HRTimeline
Atria Investments, Inc193,306$37.8M0.45%+41,25113F-HRTimeline
Icon Wealth Advisors, LLC192,531$37.6M2.68%+37,82313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP184,563$36.1M<0.01%+2,99813F-HRTimelineGroup
North Star Investment Management Corp.181,803$35.5M2.48%+24113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC180,996$35.4M2.57%-2,28013F-HRTimeline
Foundation Wealth Management, LLC177,796$34.7M24.2%+3,07213F-HRTimeline
FINANCIAL LIFE ADVISORS168,750$33M11.28%+7,14013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC167,380$32.7M11.99%+5,21313F-HRTimeline
Integrated Wealth Concepts LLC165,169$32.3M0.32%+28,17013F-HRTimeline
1834 INVESTMENT ADVISORS CO163,617$32M4.05%-8,71613F-HRTimeline
GREENLEAF TRUST160,499$31.4M0.28%+3,46213F-HRTimeline
Powell Investment Advisors, LLC160,365$31.3M11.76%+8,94613F-HRTimeline
Koss-Olinger Consulting, LLC157,948$30.9M2.53%-12,24013F-HRTimeline
Creative Planningin group Creative Planning153,247$29.9M0.03%-5,45113F-HRTimelineGroup
Berkshire Money Management, Inc.152,352$29.8M3.13%+20,59713F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC150,813$29.5M3.24%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT148,489$29M2.52%+40113F-HRTimeline
McKinley Carter Wealth Services, Inc.147,767$28.9M1.6%-6,06413F-HRTimeline
TD Waterhouse Canada Inc.144,849$28.5M0.2%+17,44213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding145,094$28.4M-9,191Timeline
MMA ASSET MANAGEMENT LLC144,401$28.2M10.82%-7,91513F-HRTimeline
SteelPeak Wealth, LLC141,750$27.7M1.08%+18,99813F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding138,615$27.1M-19,155Timeline
Praetorian Wealth Management, Inc.136,860$26.7M6.15%-211,50613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC136,809$26.7M4.65%+7,45813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS135,640$26.5M0.06%+2,87313F-HRTimeline
Sharkey, Howes & Javer134,571$26.3M3.53%+10,49413F-HRTimeline
Orion Porfolio Solutions, LLC133,806$26.1M0.22%+25,95613F-HR/ATimeline
Atria Wealth Solutions, Inc.131,284$25.7M0.58%-115,29713F-HRTimeline
Gladstone Institutional Advisory LLC131,376$25.7M1.06%+8,83613F-HRTimeline
JFS WEALTH ADVISORS, LLC129,631$25.3M1.61%-81313F-HRTimeline
Stone House Investment Management, LLC128,796$25.2M4.63%+16,96913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV128,661$25.1M7.71%+1,09013F-HRTimeline
Waverly Advisors, LLC128,592$25.1M0.28%+5,93813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP127,528$24.9M0.35%+12,16713F-HRTimeline
EWA, LLC125,006$24.4M7.69%-10,85213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management128,043$24.2M0.87%-33,28613F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK120,890$23.6M3.21%-3,41013F-HRTimelineGroup
DDFG, Inc120,319$23.5M5.91%+3,76313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC120,103$23.5M0.09%+1,20113F-HRTimelineGroup
&PARTNERS119,952$23.5M0.18%+44,44213F-HRTimeline
Perigon Wealth Management, LLC118,545$23.2M0.54%+15,92013F-HRTimeline
RWA WEALTH PARTNERS, LLC117,466$23M0.29%-5,72213F-HRTimeline
Stokes Family Office, LLC116,029$22.7M2.38%+15,55213F-HRTimeline
Sigma Planning Corp115,679$22.6M0.68%-57013F-HRTimeline
KWMG, LLC114,596$22.4M2.1%+3,35613F-HRTimeline
Pettinga Financial Advisors LLC113,618$22.2M4.87%+13,97413F-HRTimeline
Watts Gwilliam & Co., LLC108,479$22.2M3.64%+6,27913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC113,093$22.1M0.02%-2,22813F-HRTimelineGroup
High Falls Advisors, Inc112,996$22.1M4.89%+8,16313F-HRTimeline
Clearstead Advisors, LLC112,864$22.1M0.31%+1,25313F-HRTimeline
Patriot Financial Group Insurance Agenc…112,496$22M2.52%+5,47613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC112,198$21.9M0.69%-6,88813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…111,520$21.8M0.05%-115,33913F-HR/ATimelineGroup
Lutz Financial Services LLC110,658$21.6M1.68%-5,63213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding110,034$21.5M-14,913Timeline
WealthPlan Investment Management, LLC108,201$21.1M1.54%+24,55813F-HRTimeline
Per Stirling Capital Management, LLC.107,989$21.1M2.75%-45,84113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.107,285$21M2.16%-4,52113F-HRTimeline
FIRST MERCHANTS CORP105,938$20.7M0.8%-66713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC105,038$20.5M2.55%-3,21013F-HRTimeline
CHOREO, LLC104,676$20.5M0.29%+1,16113F-HRTimeline
WEALTH ALLIANCE, LLC102,139$20M2.23%+19,05713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …102,108$20M1.3%+9,07013F-HR/ATimeline
Security Financial Services, INC.101,643$19.9M3.51%+18,54213F-HRTimeline
Horst & Graben Wealth Management LLC101,626$19.9M3.29%+7,05013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC100,448$19.6M0.04%+19,87013F-HRTimelineGroup
BOKF, NAin group BOKF, NA100,117$19.6M0.32%-23,82013F-HRTimelineGroup
Blue Trust, Inc.99,934$19.5M0.23%+6,98113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC99,789$19.5M3.06%+13,69813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management98,596$19.3M0.25%+12,90613F-HRTimelineGroup
SilverOak Wealth Management LLC98,587$19.3M3.62%+85713F-HRTimeline
GHP Investment Advisors, Inc.97,933$19.1M0.85%-60013F-HRTimeline
BOK Financial Private Wealth, Inc.97,875$19.1M1.28%-2,44513F-HRTimeline
Graypoint LLC97,030$19M1.07%+42613F-HRTimeline
Allworth Financial LP96,915$18.9M0.09%-3,84113F-HRTimeline
Mesirow Financial Investment Management…96,768$18.9M0.37%-1,65213F-HRTimeline
Steward Partners Investment Advisory, L…95,300$18.6M0.15%+26,36813F-HRTimeline
Ironwood Financial, llc97,349$18.6M3.98%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC94,595$18.5M0.45%-4,67713F-HRTimeline
Signature Wealth Management Partners, L…94,583$18.5M10.56%+10,35313F-HRTimeline
Narwhal Capital Management93,284$18.2M1.46%013F-HRTimeline
Farther Finance Advisors, LLC93,114$18.2M0.36%-34,06013F-HRTimeline
INTEGRITY ALLIANCE, LLC.92,841$18.1M0.99%-25,34613F-HRTimeline
Physician Wealth Advisors, Inc.91,745$17.9M2.82%+6,56913F-HRTimeline
Global Retirement Partners, LLC91,673$17.9M0.44%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,654$17.9M0.22%-7613F-HRTimelineGroup
Keystone Financial Services91,593$17.9M6.09%+16,36613F-HRTimeline
First Horizon Advisors, Inc.91,300$17.8M0.46%+8,00013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…88,468$17.6M0.03%-58213F-HRTimeline
Triad Wealth Partners, LLC88,782$17.3M3.5%+17,91513F-HRTimeline
Saiph Capital, LLC87,972$17.2M6.69%-2,37113F-HRTimeline
One Wealth Advisors, LLC86,524$16.9M2.35%+12,52113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC86,265$16.9M0.12%+1,32013F-HR/ATimelineGroup
VestGen Advisors, LLC85,588$16.8M0.67%+10,05513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS85,872$16.8M0.01%-47,01513F-HRTimelineGroup
Beacon Pointe Advisors, LLC85,373$16.7M0.17%+1,05713F-HRTimeline
Matthew Goff Investment Advisor, LLC84,992$16.6M3.07%-3,94813F-HRTimeline
Kelly Financial Services LLC84,671$16.5M4.87%+15,16113F-HRTimeline
MCMORGAN & CO LLC84,161$16.4M2.42%-1,20113F-HRTimeline
Thoma Capital Management LLC84,121$16.4M10.46%+13,04513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV83,907$16.4M0.04%-6,99213F-HRTimeline
Merit Financial Group, LLC83,350$16.3M0.18%+7,13813F-HRTimeline
Detalus Advisors, LLC81,124$15.9M4.59%+9,48913F-HRTimeline
M1 Capital Management LLC80,444$15.7M7.92%+72813F-HRTimeline
Cosner Financial Group, LLC80,051$15.6M8.71%+3,38813F-HRTimeline
RTD Financial Advisors, Inc.79,624$15.6M1.99%+8,48713F-HRTimeline
Trek Financial, LLC79,226$15.5M1.04%+9,24013F-HRTimeline
Independent Solutions Wealth Management…77,798$15.2M2.97%+76113F-HRTimeline
Advisory Services Network, LLC77,037$15.2M0.24%+11,49313F-HRTimeline
PAX Financial Group, LLC77,438$15.1M2.89%+10,17113F-HRTimeline
Modera Wealth Management, LLC77,040$15.1M0.19%-89613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC75,749$14.8M2.85%-15513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT75,674$14.8M1.02%+1,21713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC74,274$14.5M0.48%+4,69513F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co73,986$14.5M0.42%-63013F-HRTimeline
FineMark National Bank & Trust72,635$14.2M0.48%-33313F-HRTimeline