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Disclosery

IVE ISHARES TR

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SHS (fund)

1,561 managers (1,580 13F filers) reported a position in IVE shares at 2025-09-30, 164,199,698 shares in all. 97 filers opened a position and 53 filers sold out during the quarter.

Managers
1,561
13F filers
1,580
New
97
Added
603
Reduced
502
Sold out
53
Shares held by filers
164,199,698

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding23,844,865$4.92B+1,145,713Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,926,374$3.7B0.24%+30,67713F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,209,911$2.93B0.18%+74,26413F-HR/ATimelineGroup
LPL Financial LLC8,546,412$1.76B0.52%+634,50713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,396,957$1.73B0.13%+72,04013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,143,986$1.27B0.26%-156,60713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,604,778$744M0.15%+37,37213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,036,494$627M0.14%+5,48013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,019,690$624M0.57%+91,53513F-HRTimelineGroup
Cetera Investment Advisers2,782,870$575M0.67%+669,97513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,367,761$489M0.3%+5,28213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,989,351$411M0.01%-1,21613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,876,261$387M1.17%+9,16113F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,788,336$369M1.51%+150,28413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,757,032$363M2.83%+101,22813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,692,485$350M0.11%+45,26813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,563,018$323M0.05%-789,67613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,413,565$292M0.78%+17,51313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,255,646$259M0.05%+38,06613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,116,038$230M0.3%+2,51413F-HRTimelineGroup
Janney Montgomery Scott LLC1,065,301$220M0.52%+58,89513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,024,838$212M0.27%-87,79013F-HRTimeline
MAI Capital Management1,020,960$211M1.32%+1,43313F-HRTimeline
SOFI WEALTH, LLC964,917$199M10.73%+12,98513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp848,999$175M0.59%-15,19613F-HRTimelineGroup
FMR LLCin group FMR LLC826,903$171M0.01%+48713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp786,895$163M0.03%+67,19813F-HRTimelineGroup
Sanctuary Advisors, LLC763,243$158M0.9%+28,04213F-HR/ATimeline
Foundations Investment Advisors, LLC724,597$150M2.17%+70,62713F-HRTimeline
OneDigital Investment Advisors LLC718,063$148M1.52%+29,88813F-HRTimeline
NorthCoast Asset Management LLC717,964$148M0.58%+3,58313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.719,030$148M0.21%+55,10413F-HRTimelineGroup
NewEdge Advisors, LLC703,676$145M0.66%-7,65713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding664,091$137M+11,053Timeline
Rehmann Capital Advisory Group656,319$136M7.43%+30,31613F-HRTimeline
HighTower Advisors, LLC654,568$135M0.15%+41,59313F-HRTimeline
JB Capital LLC646,210$133M5.76%+54,01013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding599,112$124M+21,096Timeline
LVZ, Inc.595,326$123M13.97%+145,72013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP544,054$112M0.15%-95,52313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding542,143$112M+8,434Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…536,893$111M0.8%+17,02513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC479,321$99M1.56%-24,78213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP425,785$87.5M0.06%+46,91713F-HRTimelineGroup
Cambridge Investment Research Advisors,…423,627$87.5M0.24%+3,74613F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE392,291$81M21.67%+80713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\391,065$80.8M0.1%-225,59813F-HRTimelineGroup
Betterment LLC378,298$78.1M0.15%-10,53313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC369,806$76.4M0.61%+11,11213F-HRTimeline
Advocacy Wealth Management, LLC369,492$76.3M3.31%+23,98313F-HRTimeline
COMERICA BANK360,866$74.5M0.28%-10,16913F-HRTimeline
Composition Wealth, LLC356,907$73.7M1.1%-414,71013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…345,789$71.4M0.14%+16,46913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP327,200$67.6M0.1%+286,30013F-HRTimelineGroup
LPWM LLC317,272$65.5M17.48%+9,58513F-HRTimeline
CX Institutional312,968$64.6M1.96%-15,60313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC309,923$64M2.26%+4,07113F-HRTimelineGroup
Valmark Advisers, Inc.295,843$61.1M0.79%-3,88713F-HRTimeline
COURIER CAPITAL LLC295,100$60.9M3.49%-1,99513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding294,107$60.7M-12,934Timeline
Probity Advisors, Inc.293,869$60.7M9.84%+9,90713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…292,373$60.4M0.04%+23,42413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.282,024$58.2M0.09%-6,10013F-HRTimelineGroup
AE Wealth Management LLC276,587$57.1M0.36%+24,72513F-HRTimeline
Private Advisor Group, LLC272,954$56.4M0.28%-11,63613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/270,468$55.9M0.02%-2,01613F-HRTimelineGroup
AMARILLO NATIONAL BANK265,568$54.8M9.64%-2,83313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC264,512$54.6M0.02%-9,53413F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…260,769$53.9M0.11%+149,24913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.253,692$52.4M0.39%-63813F-HRTimelineGroup
EVOKE WEALTH, LLC245,376$50.7M1.06%-1,47313F-HRTimeline
Financial Engines Advisors L.L.C.238,227$49.2M0.09%+66613F-HRTimeline
Strategic Point Investment Advisors, LLC237,957$49.1M7.06%+3,81113F-HRTimeline
Austin Private Wealth, LLC237,955$49.1M3.78%-5,70713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP228,424$47.2M0.31%-10,51713F-HR/ATimelineGroup
Modern Wealth Management, LLC222,823$46M0.91%+2,34613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…220,085$45.4M0.16%-12,14113F-HRTimelineGroup
Atria Investments, Inc218,255$45.1M0.52%+24,94913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC211,410$43.7M1.07%+8,85513F-HRTimelineGroup
Baker Avenue Asset Management, LP210,947$43.6M1.04%+97313F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC204,855$42.3M6.5%+68,04613F-HRTimeline
West Wealth Group, LLC203,887$42.1M9.49%+6,34013F-HRTimeline
Icon Wealth Advisors, LLC203,599$42M2.85%+11,06813F-HRTimeline
SMITH, MOORE & CO.197,787$40.8M3.13%-32813F-HRTimeline
Salomon & Ludwin, LLC193,529$40.2M3.62%-2,96413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP188,101$38.8M<0.01%+3,53813F-HRTimelineGroup
Foundation Wealth Management, LLC184,882$38.2M24.4%+7,08613F-HRTimeline
North Star Investment Management Corp.183,681$37.9M2.44%+1,87813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC179,185$37M2.44%-1,81113F-HRTimeline
FINANCIAL LIFE ADVISORS173,050$35.7M11.48%+4,30013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC170,493$35.2M11.99%+3,11313F-HRTimeline
TD Waterhouse Canada Inc.157,114$32.6M0.21%+12,26513F-HRTimeline
GREENLEAF TRUST157,781$32.6M0.3%-2,71813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding156,957$32.4M+11,863Timeline
Powell Investment Advisors, LLC156,000$32.2M11.26%-4,36513F-HRTimeline
Creative Planningin group Creative Planning154,589$31.9M0.02%+1,34213F-HRTimelineGroup
Berkshire Money Management, Inc.152,101$31.4M3.23%-25113F-HRTimeline
CONDOR CAPITAL MANAGEMENT151,482$31.3M2.56%+2,99313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC150,813$31.1M3.27%013F-HRTimeline
Koss-Olinger Consulting, LLC157,111$30.7M2.54%-83713F-HRTimeline
1834 INVESTMENT ADVISORS CO148,596$30.7M3.77%-15,02113F-HRTimeline
Perigon Wealth Management, LLC148,338$30.6M0.63%+29,79313F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding146,213$30.2M+7,598Timeline
SteelPeak Wealth, LLC145,582$30.1M1.01%+3,83213F-HRTimeline
McKinley Carter Wealth Services, Inc.143,183$29.6M1.55%-4,58413F-HRTimeline
Sharkey, Howes & Javer142,883$29.5M3.79%+8,31213F-HRTimeline
Waverly Advisors, LLC139,232$28.8M0.29%+10,64013F-HRTimeline
Stone House Investment Management, LLC138,231$28.5M4.81%+9,43513F-HRTimeline
&PARTNERS137,320$28.4M0.18%+17,36813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS133,822$27.6M0.06%-1,81813F-HRTimeline
Praetorian Wealth Management, Inc.131,158$27.1M5.56%-5,70213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP130,987$27.1M0.35%+3,45913F-HRTimeline
Orion Porfolio Solutions, LLC130,648$27M0.21%-3,15813F-HRTimeline
WEALTH ALLIANCE, LLC130,524$27M2.77%+28,38513F-HRTimeline
EWA, LLC130,352$26.9M7.45%+5,34613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV128,265$26.5M7.68%-39613F-HRTimeline
JFS WEALTH ADVISORS, LLC127,409$26.3M1.54%-2,22213F-HRTimeline
DDFG, Inc121,590$25.1M5.8%+1,27113F-HRTimeline
MMA ASSET MANAGEMENT LLC121,469$25.1M8.37%-22,93213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management120,927$25M0.85%-7,11613F-HRTimelineGroup
Pettinga Financial Advisors LLC120,266$24.8M4.84%+6,64813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC119,501$24.7M0.09%-60213F-HRTimelineGroup
High Falls Advisors, Inc117,353$24.2M4.99%+4,35713F-HRTimeline
Frank, Rimerman Advisors LLC117,200$24.2M1.55%-126,71013F-HRTimeline
KWMG, LLC117,117$24.2M2.12%+2,52113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC116,174$24M0.02%+3,08113F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK115,570$23.9M3.06%-5,32013F-HRTimelineGroup
Steward Partners Investment Advisory, L…114,992$23.7M0.14%+19,69213F-HRTimeline
Triad Wealth Partners, LLC114,533$23.7M3.05%+25,75113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …113,889$23.5M1.36%+11,78113F-HRTimeline
Stokes Family Office, LLC113,676$23.5M2.23%-2,35313F-HRTimeline
Clearstead Advisors, LLC113,326$23.4M0.34%+46213F-HRTimeline
Farther Finance Advisors, LLC112,577$23.2M0.35%+19,46313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding111,264$23M+1,230Timeline
MGO ONE SEVEN LLC110,836$22.9M0.53%+85,09813F-HRTimeline
Summit Financial, LLC110,778$22.9M0.35%+104,14513F-HRTimeline
Lutz Financial Services LLC109,875$22.7M1.64%-78313F-HRTimeline
INTEGRITY ALLIANCE, LLC.109,341$22.6M1.07%+16,50013F-HRTimeline
RWA WEALTH PARTNERS, LLC109,219$22.6M0.26%-8,24713F-HRTimeline
Watts Gwilliam & Co., LLC108,220$22.3M3.61%-25913F-HRTimeline
Waterway Wealth Management, LLC149,565$22.2M5.29%+124,59813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management107,094$22.1M0.26%+8,49813F-HRTimelineGroup
Per Stirling Capital Management, LLC.107,039$22.1M2.64%-95013F-HRTimeline
Security Financial Services, INC.106,469$22M3.55%+4,82613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC106,381$22M0.7%-5,81713F-HRTimelineGroup
Horst & Graben Wealth Management LLC105,994$21.9M3.34%+4,36813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.105,385$21.8M2.09%-1,90013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC105,150$21.7M3.06%+5,36113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC104,861$21.7M2.47%-17713F-HRTimeline
Sigma Planning Corp104,336$21.5M0.61%-11,34313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC103,432$21.4M0.03%+2,98413F-HRTimelineGroup
CHOREO, LLC103,209$21.3M0.28%-1,46713F-HRTimeline
Ironwood Financial, llc100,962$20.8M3.69%+3,61313F-HRTimeline
NorthRock Partners, LLC99,896$20.6M0.37%+98,25513F-HRTimeline
Physician Wealth Advisors, Inc.98,761$20.4M2.9%+7,01613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS98,136$20.3M0.02%+12,26413F-HRTimelineGroup
BOKF, NAin group BOKF, NA97,294$20.1M0.3%-2,82313F-HRTimelineGroup
SilverOak Wealth Management LLC97,059$20M3.38%-1,52813F-HRTimeline
Mesirow Financial Investment Management…97,018$20M0.36%+25013F-HRTimeline
GHP Investment Advisors, Inc.96,875$20M0.84%-1,05813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC96,061$19.8M0.45%+1,46613F-HRTimeline
One Wealth Advisors, LLC95,997$19.8M2.49%+9,47313F-HRTimeline
Allworth Financial LP95,919$19.8M0.09%-99613F-HRTimeline
Global Retirement Partners, LLC95,783$19.8M0.44%+4,11013F-HRTimeline
WealthPlan Investment Management, LLC95,197$19.7M1.3%-13,00413F-HRTimeline
Signature Wealth Management Partners, L…94,987$19.6M10.27%+40413F-HRTimeline
BOK Financial Private Wealth, Inc.94,188$19.5M1.22%-3,68713F-HRTimeline
Keystone Financial Services93,830$19.4M6%+2,23713F-HRTimeline
Narwhal Capital Management92,784$19.2M1.42%-50013F-HRTimeline
Thoma Capital Management LLC92,717$19.1M11%+8,59613F-HRTimeline
Kelly Financial Services LLC91,875$19M4.91%+7,20413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,581$18.9M0.22%-7313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,614$18.6M0.03%+1,14613F-HRTimeline
Blue Trust, Inc.88,677$18.3M0.21%-11,25713F-HRTimeline
Saiph Capital, LLC87,110$18M6.47%-86213F-HRTimeline
VestGen Advisors, LLC86,793$17.9M0.6%+1,20513F-HRTimeline
Merit Financial Group, LLC86,602$17.9M0.16%+3,25213F-HR/ATimeline
PAX Financial Group, LLC86,491$17.9M3.22%+9,05313F-HRTimeline
FIRST MERCHANTS CORP85,852$17.7M0.67%-20,08613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC85,416$17.6M0.11%-84913F-HR/ATimelineGroup
Matthew Goff Investment Advisor, LLC84,718$17.5M2.99%-27413F-HRTimeline
Ashton Thomas Private Wealth, LLC84,700$17.5M0.45%+47,94813F-HRTimeline
Cosner Financial Group, LLC84,184$17.4M9.35%+4,13313F-HRTimeline
Detalus Advisors, LLC84,033$17.4M4.49%+2,90913F-HRTimeline
IEQ CAPITAL, LLC82,312$17M0.05%+20,65013F-HRTimeline
Beacon Pointe Advisors, LLC81,023$16.7M0.14%-4,35013F-HRTimeline
Trek Financial, LLC80,962$16.7M1%+1,73613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV80,881$16.7M0.03%-3,02613F-HRTimeline
MCMORGAN & CO LLC80,351$16.6M2.55%-3,81013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC80,116$16.5M0.48%+5,84213F-HRTimelineGroup
M1 Capital Management LLC79,803$16.5M7.11%-64113F-HRTimeline
Advisory Services Network, LLC79,626$16.4M0.24%+2,58913F-HRTimeline
RTD Financial Advisors, Inc.79,333$16.4M1.97%-29113F-HRTimeline
Sovran Advisors, LLC78,275$16.3M1.44%+17,66813F-HRTimeline
Independent Solutions Wealth Management…77,988$16.1M2.86%+19013F-HRTimeline
SWMG, LLC76,404$16M4.82%+10,82613F-HRTimeline
J.W. COLE ADVISORS, INC.76,997$15.9M0.3%+4,65713F-HRTimeline
Modera Wealth Management, LLC76,738$15.8M0.18%-30213F-HRTimeline
Tidemark, LLC76,330$15.8M4.59%+4,40713F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC76,299$15.8M2.62%+55013F-HRTimeline