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Disclosery

IVE ISHARES TR

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SHS (fund)

1,673 managers (1,694 13F filers) reported a position in IVE shares at 2025-12-31, 190,549,905 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
1,673
13F filers
1,694
New
80
Added
706
Reduced
417
Sold out
56
Shares held by filers
190,549,905

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding30,933,651$6.56B+7,088,786Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,748,246$3.98B0.27%+821,87213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY15,278,856$3.24B0.19%+1,068,94513F-HR/ATimelineGroup
LPL Financial LLC11,013,259$2.34B0.64%+2,466,84713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,275,417$1.97B0.14%+878,46013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,264,139$1.33B0.26%+120,15313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding3,547,136$752M-57,642Timeline
Cetera Investment Advisers3,409,979$723M0.79%+627,10913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,250,570$689M0.62%+230,88013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,079,839$653M0.15%+43,34513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,938,214$623M0.01%+948,86313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,579,248$547M1.48%+702,98713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,467,550$523M4.43%+710,51813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,343,536$497M0.27%-24,22513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,103,532$446M1.09%+689,96713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,845,630$391M0.12%+153,14513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,862,991$387M1.52%+74,65513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,714,477$364M0.05%+151,45913F-HR/ATimelineGroup
Janney Montgomery Scott LLC1,470,999$312M0.72%+405,69813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,347,733$286M0.05%+92,08713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,248,248$265M+706,105Timeline
Mariner, LLCin group Mariner, LLC1,191,076$253M0.3%+75,03813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,178,292$250M0.04%+391,39713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,153,776$245M5.16%+1,119,70913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,084,807$230M0.31%+59,96913F-HRTimeline
MAI Capital Management1,017,802$216M1.25%-3,15813F-HRTimeline
Foundations Investment Advisors, LLC1,001,643$212M2.79%+277,04613F-HRTimeline
OneDigital Investment Advisors LLC989,897$210M2.06%+271,83413F-HRTimeline
SOFI WEALTH, LLC975,625$207M10.32%+10,70813F-HRTimeline
Sanctuary Advisors, LLC965,441$205M1.12%+202,19813F-HRTimeline
JB Capital LLC920,131$195M7.97%+273,92113F-HRTimeline
NewEdge Advisors, LLC915,221$194M0.7%+211,54513F-HRTimeline
FMR LLCin group FMR LLC820,088$174M0.01%-6,81513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp819,173$174M0.56%-29,82613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.741,583$157M0.23%+22,55313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…731,518$155M0.94%+194,62513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding711,921$151M+47,830Timeline
Rehmann Capital Advisory Group684,489$146M7.59%+28,17013F-HRTimeline
HighTower Advisors, LLC659,565$140M0.15%+4,99713F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding608,447$129M+9,335Timeline
LVZ, Inc.592,080$126M14.04%-3,24613F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP590,205$125M0.17%+46,15113F-HRTimelineGroup
Advocacy Wealth Management, LLC525,282$111M4.66%+155,79013F-HRTimeline
Cambridge Investment Research Advisors,…514,397$109M0.29%+90,77013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP483,614$103M0.06%+57,82913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\466,762$99M0.12%+75,69713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC452,678$96M1.45%-26,64313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC426,679$90.5M3.09%+116,75613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…409,484$86.8M0.16%+63,69513F-HR/ATimelineGroup
HOME FEDERAL BANK OF TENNESSEE393,163$83.4M21.67%+87213F-HRTimeline
AE Wealth Management LLC383,069$81.2M0.47%+106,48213F-HRTimeline
Betterment LLC369,725$78.4M0.15%-8,57313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC363,813$77.2M0.58%-5,99313F-HRTimeline
COMERICA BANK341,229$72.4M0.29%-19,63713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…332,889$70.9M0.13%+72,12013F-HRTimelineGroup
Private Advisor Group, LLC331,044$70.2M0.33%+58,09013F-HRTimeline
Composition Wealth, LLC330,081$70M1%-26,82613F-HRTimeline
Austin Private Wealth, LLC329,691$69.9M5.24%+91,73613F-HRTimeline
LPWM LLC329,407$69.9M17.62%+12,13513F-HRTimeline
Atria Investments, Inc324,082$68.7M0.78%+105,82713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP312,700$66.3M0.1%-14,50013F-HRTimelineGroup
CX Institutional312,076$66.2M1.97%-89213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC308,993$65.5M1.59%+97,58313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/296,779$62.9M0.02%+26,31113F-HRTimelineGroup
COURIER CAPITAL LLC295,108$62.6M3.51%+813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.295,029$62.6M0.43%+41,33713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.294,478$62.4M0.1%+12,45413F-HRTimelineGroup
Probity Advisors, Inc.292,640$62.1M9.94%-1,22913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…290,215$61.5M0.04%-2,15813F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding289,846$61.5M-4,261Timeline
Valmark Advisers, Inc.285,652$60.6M0.75%-10,19113F-HRTimeline
Icon Wealth Advisors, LLC285,616$60.6M4.04%+82,01713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC265,987$56.4M0.02%+1,47513F-HRTimelineGroup
AMARILLO NATIONAL BANK258,447$54.8M9.63%-7,12113F-HRTimeline
Modern Wealth Management, LLC256,478$54.4M0.99%+33,65513F-HRTimeline
EVOKE WEALTH, LLC245,312$52M1%-6413F-HRTimeline
Strategic Point Investment Advisors, LLC241,741$51.3M7.09%+3,78413F-HRTimeline
World Investment Advisors240,141$50.9M0.84%+223,78613F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP234,089$49.6M0.32%+5,66513F-HRTimelineGroup
Financial Engines Advisors L.L.C.231,400$49.1M0.09%-6,82713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …223,947$47.5M2.84%+110,05813F-HRTimeline
MGO ONE SEVEN LLC216,369$45.9M0.94%+105,53313F-HRTimeline
West Wealth Group, LLC214,431$45.5M9.43%+10,54413F-HRTimeline
Baker Avenue Asset Management, LP213,629$45.3M1.04%+2,68213F-HRTimeline
Perigon Wealth Management, LLC209,252$44.4M0.79%+60,91413F-HRTimeline
Waverly Advisors, LLC207,215$43.9M0.36%+67,98313F-HRTimeline
SteelPeak Wealth, LLC205,014$43.5M1.43%+59,43213F-HRTimeline
Sharkey, Howes & Javer204,994$43.5M5.53%+62,11113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…202,369$42.9M0.15%-17,71613F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC200,359$42.5M6.14%-4,49613F-HR/ATimeline
SMITH, MOORE & CO.200,090$42.4M3.21%+2,30313F-HRTimeline
Triad Wealth Partners, LLC199,294$42.3M4.02%+84,76113F-HRTimeline
Stone House Investment Management, LLC199,030$42.2M6.55%+60,79913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC193,628$41.1M0.06%+90,19613F-HRTimelineGroup
Salomon & Ludwin, LLC189,972$40.8M3.61%-3,55713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP190,207$40.3M0.01%+2,10613F-HRTimelineGroup
North Star Investment Management Corp.186,754$39.6M2.49%+3,07313F-HRTimeline
&PARTNERS183,701$39.1M0.2%+46,38113F-HRTimeline
Orion Porfolio Solutions, LLC184,526$39.1M0.29%+53,87813F-HRTimeline
Foundation Wealth Management, LLC181,515$38.6M25.38%-3,36713F-HRTimeline
Farther Finance Advisors, LLC177,141$37.6M0.4%+64,56413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC176,795$37.5M2.42%-2,39013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC172,375$36.6M12.44%+1,88213F-HRTimeline
High Falls Advisors, Inc166,772$35.4M7.16%+49,41913F-HRTimeline
FINANCIAL LIFE ADVISORS166,191$35.2M10.87%-6,85913F-HRTimeline
EWA, LLC165,604$35.1M8.57%+35,25213F-HRTimeline
TD Waterhouse Canada Inc.165,522$35.1M0.22%+8,40813F-HRTimeline
WEALTH ALLIANCE, LLC165,310$35.1M3.43%+34,78613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding163,805$34.7M+17,592Timeline
NorthRock Partners, LLC163,462$34.7M0.59%+63,56613F-HRTimeline
GREENLEAF TRUST161,144$34.2M0.31%+3,36313F-HRTimeline
Creative Planningin group Creative Planning160,485$34M0.02%+5,89613F-HRTimelineGroup
Pettinga Financial Advisors LLC159,922$33.9M6.43%+39,65613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding158,740$33.7M+1,783Timeline
Powell Investment Advisors, LLC155,580$33M11.36%-42013F-HRTimeline
Stokes Family Office, LLC154,614$32.8M3%+40,93813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP152,850$32.4M0.41%+21,86313F-HRTimeline
Berkshire Money Management, Inc.152,364$32.3M3.08%+26313F-HRTimeline
INTEGRITY ALLIANCE, LLC.152,207$32.3M1.18%+42,86613F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC150,813$32M3.45%013F-HRTimeline
Horst & Graben Wealth Management LLC150,083$31.9M4.81%+44,08913F-HRTimeline
CONDOR CAPITAL MANAGEMENT149,231$31.6M2.56%-2,25113F-HRTimeline
Global Retirement Partners, LLC149,158$31.6M0.56%+53,37513F-HRTimeline
Steward Partners Investment Advisory, L…146,445$31.1M0.17%+31,45313F-HRTimeline
Beacon Pointe Advisors, LLC146,169$31M0.22%+65,14613F-HRTimeline
Security Financial Services, INC.143,741$30.5M4.79%+37,27213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management143,272$30.4M0.35%+36,17813F-HRTimelineGroup
Physician Wealth Advisors, Inc.142,335$30.2M4.2%+43,57413F-HRTimeline
PAX Financial Group, LLC140,243$29.7M5.13%+53,75213F-HRTimeline
Koss-Olinger Consulting, LLC139,511$29.6M2.29%-17,60013F-HRTimeline
1834 INVESTMENT ADVISORS CO138,396$29.3M3.68%-10,20013F-HRTimeline
BOKF, NAin group BOKF, NA135,668$28.8M0.44%+38,37413F-HRTimelineGroup
One Wealth Advisors, LLC133,456$28.3M3.46%+37,45913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…130,385$27.7M3.34%13F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV130,378$27.6M7.27%+2,11313F-HRTimeline
Praetorian Wealth Management, Inc.129,472$27.5M5.45%-1,68613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS129,449$27.5M0.05%-4,37313F-HRTimeline
Kelly Financial Services LLC128,896$27.3M6.85%+37,02113F-HRTimeline
Vestmark Advisory Solutions, Inc.128,492$27.2M0.37%+94,09913F-HRTimeline
Davis Selected Advisers127,053$26.9M0.12%+120,43913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV152,504$26.6M0.04%+71,62313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management124,779$26.5M0.89%+3,85213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.122,922$26.1M1.46%-20,26113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP122,918$26.1M0.04%+75,57413F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC122,662$26M1.47%-4,74713F-HRTimeline
MMA ASSET MANAGEMENT LLC121,170$25.7M9.16%-29913F-HRTimeline
DDFG, Inc120,627$25.6M5.6%-96313F-HRTimeline
Trek Financial, LLC120,030$25.5M1.48%+39,06813F-HRTimeline
KWMG, LLC119,699$25.4M2.19%+2,58213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC117,227$24.9M0.53%+10,84613F-HRTimelineGroup
Rothschild Wealth LLC116,756$24.8M2.38%+49,10113F-HR/ATimeline
Detalus Advisors, LLC114,475$24.3M5.92%+30,44213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC114,291$24.2M0.09%-5,21013F-HRTimelineGroup
SWMG, LLC109,044$24.2M6.72%+32,64013F-HRTimeline
Clearstead Advisors, LLC113,889$24.2M0.3%+56313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,637$24.1M0.28%+49,30313F-HRTimelineGroup
Waterway Wealth Management, LLC154,591$23.7M5.36%+5,02613F-HRTimeline
Thoma Capital Management LLC110,134$23.4M13.46%+17,41713F-HRTimeline
Blue Trust, Inc.109,641$23.3M0.26%+20,96413F-HRTimeline
Legacy Financial Group LLC104,426$23.1M2.85%+33,01913F-HRTimeline
Summit Financial, LLC108,754$23.1M0.34%-2,02413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC108,331$23M2.96%+3,18113F-HRTimeline
Lutz Financial Services LLC106,970$22.7M1.54%-2,90513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding104,475$22.7M+83,401Timeline
Per Stirling Capital Management, LLC.106,401$22.6M2.53%-63813F-HRTimeline
Sigma Planning Corp106,012$22.5M0.62%+1,67613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC105,507$22.4M0.02%-10,66713F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC104,567$22.2M2.43%-29413F-HRTimeline
ONE Advisory Partners, LLC104,564$22.2M6.69%+29,11413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.104,391$22.1M2.13%-99413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK103,421$21.9M2.92%-12,14913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC103,353$21.9M0.61%+23,23713F-HR/ATimelineGroup
Merit Financial Group, LLC103,211$21.9M0.18%+16,60913F-HRTimeline
Regal Investment Advisors LLC101,961$21.6M1.29%+39,76013F-HRTimeline
CHOREO, LLC101,080$21.6M0.28%-2,12913F-HRTimeline
Keystone Financial Services100,934$21.4M6.46%+7,10413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…98,635$21.3M0.03%+9,02113F-HRTimeline
Ironwood Financial, llc97,922$21.3M3.61%-3,04013F-HRTimeline
SilverOak Wealth Management LLC99,698$21.1M3.31%+2,63913F-HRTimeline
WealthPlan Investment Management, LLC99,316$21.1M1.34%+4,11913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding98,431$20.9M-12,833Timeline
Signature Wealth Management Partners, L…97,022$20.6M10.17%+2,03513F-HRTimeline
GHP Investment Advisors, Inc.96,773$20.5M0.84%-10213F-HRTimeline
Ashton Thomas Private Wealth, LLC96,190$20.4M0.5%+11,49013F-HRTimeline
Sovran Advisors, LLC93,636$20.4M1.73%+15,36113F-HRTimeline
RWA WEALTH PARTNERS, LLC95,641$20.3M0.22%-13,57813F-HRTimeline
Allworth Financial LP95,602$20.3M0.08%-31713F-HRTimeline
Narwhal Capital Management92,784$19.7M1.43%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding92,637$19.6M+20,600Timeline
Mesirow Financial Investment Management…92,188$19.6M0.4%-4,83013F-HRTimeline
BOK Financial Private Wealth, Inc.92,183$19.5M1.2%-2,00513F-HRTimeline
Invst, LLC91,822$19.5M2.12%+20,58713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,468$19.4M0.21%-11313F-HRTimelineGroup
Advisory Services Network, LLC90,633$19.2M0.27%+11,00713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC89,749$19M0.41%-6,31213F-HRTimeline
Cypress Wealth Services, LLC89,705$19M2.63%+30,22613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS89,444$19M0.01%-8,69213F-HRTimelineGroup
IFP Advisors, Inc88,919$18.9M0.42%+26,21513F-HRTimeline
FIRST MERCHANTS CORP86,806$18.4M0.68%+95413F-HRTimeline
Cosner Financial Group, LLC86,675$18.4M9.38%+2,49113F-HRTimeline