Skip to content
Disclosery

IVE ISHARES TR

Follow

SHS (fund)

1,702 managers (1,722 13F filers) reported a position in IVE shares at 2026-03-31, 185,855,651 shares in all. 91 filers opened a position and 62 filers sold out during the quarter.

Managers
1,702
13F filers
1,722
New
91
Added
597
Reduced
648
Sold out
62
Shares held by filers
185,855,651

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding29,878,047$6.31B-1,055,604Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,182,077$3.57B0.24%-1,566,16913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,923,957$3.15B0.19%-354,89913F-HRTimelineGroup
LPL Financial LLC10,505,241$2.22B0.59%-508,01813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,457,775$2B0.15%+182,35813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,213,297$1.31B0.26%-50,84213F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding3,677,659$777M+130,523Timeline
Cetera Investment Advisers3,295,130$696M0.74%-114,84913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,261,014$689M0.63%+10,44413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,009,200$638M0.15%-70,63913F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,593,920$548M0.01%-344,29413F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,566,919$542M1.42%-12,32913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,271,013$480M0.28%-72,52313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,199,311$464M3.63%-268,23913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC1,944,079$410M1.61%+81,08813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC1,721,079$363M1.01%-382,45313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,620,965$342M0.11%-224,66513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,416,069$299M0.04%-298,40813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,396,602$295M0.06%+48,86913F-HRTimelineGroup
Janney Montgomery Scott LLC1,349,230$285M0.71%-121,76913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,247,724$263M-524Timeline
Calamos Advisors LLCgroup of 2 filers holding1,215,471$257M+607,024Timeline
Cassaday & Co Wealth Management LLC1,197,963$253M5.39%+44,18713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,138,151$240M0.04%-40,14113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,126,708$238M0.28%-64,36813F-HRTimelineGroup
Foundations Investment Advisors, LLC1,111,650$235M2.91%+110,00713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,039,283$219M0.31%-45,52413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,008,010$213M+296,089Timeline
MAI Capital Management1,007,806$213M1.21%-9,99613F-HRTimeline
SOFI WEALTH, LLC979,965$207M9.97%+4,34013F-HRTimeline
OneDigital Investment Advisors LLC965,589$204M1.99%-24,30813F-HRTimeline
Sanctuary Advisors, LLC902,104$190M1.03%-63,33713F-HRTimeline
NewEdge Advisors, LLC858,916$181M0.66%-56,30513F-HR/ATimeline
FMR LLCin group FMR LLC818,444$173M0.01%-1,64413F-HRTimelineGroup
JB Capital LLC808,494$171M6.89%-111,63713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp798,208$169M0.55%-20,96513F-HR/ATimelineGroup
Rehmann Capital Advisory Group716,711$151M7.88%+32,22213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.686,613$145M0.21%-54,97013F-HRTimelineGroup
HighTower Advisors, LLC663,680$140M0.15%+4,11513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…660,573$140M0.86%-70,94513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding602,609$127M+312,763Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP585,731$122M0.06%+102,11713F-HRTimelineGroup
LVZ, Inc.572,662$121M13.8%-19,41813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP559,319$118M0.16%-30,88613F-HRTimelineGroup
Cambridge Investment Research Advisors,…540,233$114M0.29%+25,83613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC517,501$109M0.15%+323,87313F-HRTimelineGroup
Advocacy Wealth Management, LLC510,593$108M4.77%-14,68913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …439,034$92.7M0.08%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…426,428$90M0.16%+16,94413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC418,113$88.3M1.29%-34,56513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC398,536$84.2M2.91%-28,14313F-HRTimelineGroup
HOME FEDERAL BANK OF TENNESSEE385,302$81.4M20.35%-7,86113F-HRTimeline
AE Wealth Management LLC371,946$78.5M0.42%-11,12313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC370,632$78.3M0.59%+6,81913F-HRTimeline
Betterment LLC357,479$75.5M0.14%-12,24613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…334,922$70.4M0.13%+2,03313F-HRTimelineGroup
LPWM LLC331,900$70.1M17.68%+2,49313F-HRTimeline
Atria Investments, Inc309,598$65.4M0.73%-14,48413F-HRTimeline
Private Advisor Group, LLC302,973$64M0.3%-28,07113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC298,049$62.9M1.46%-10,94413F-HRTimelineGroup
Probity Advisors, Inc.297,151$62.7M9.94%+4,51113F-HRTimeline
COURIER CAPITAL LLC295,197$62.3M3.48%+8913F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/292,133$61.7M0.03%-4,64613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.288,317$61.1M0.39%-6,71213F-HRTimelineGroup
Icon Wealth Advisors, LLC275,383$60.8M3.95%-10,23313F-HRTimeline
Modern Wealth Management, LLC286,370$60.6M1.04%+29,89213F-HRTimeline
Valmark Advisers, Inc.283,312$59.8M0.71%-2,34013F-HRTimeline
HARBOUR INVESTMENTS, INC.282,613$59.7M0.92%+241,89713F-HRTimeline
Composition Wealth, LLC277,079$58.5M0.8%-53,00213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…275,581$58.2M0.04%-14,63413F-HRTimelineGroup
AMARILLO NATIONAL BANK265,494$56.1M9.9%+7,04713F-HRTimeline
Triad Wealth Partners, LLC260,257$55M4.36%+60,96313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.255,631$54M0.08%-38,84713F-HRTimelineGroup
EVOKE WEALTH, LLC247,726$52.3M0.97%+2,41413F-HRTimeline
West Wealth Group, LLC245,287$51.8M10.24%+30,85613F-HRTimeline
Strategic Point Investment Advisors, LLC245,027$51.7M7.52%+3,28613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP239,759$50.6M0.33%+5,67013F-HRTimelineGroup
World Investment Advisors238,627$50.4M0.81%-1,51413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC230,583$48.7M0.02%-35,40413F-HRTimelineGroup
Financial Engines Advisors L.L.C.227,910$48.1M0.1%-3,49013F-HRTimeline
Waverly Advisors, LLC217,708$46M0.34%+10,49313F-HRTimeline
Baker Avenue Asset Management, LP217,688$46M1.05%+4,05913F-HRTimeline
MGO ONE SEVEN LLC217,259$45.9M0.92%+89013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC209,290$44.2M6.22%+8,93113F-HRTimeline
CX Institutional208,906$44.1M1.35%-103,17013F-HRTimeline
Perigon Wealth Management, LLC200,292$42.3M0.77%-8,96013F-HRTimeline
&PARTNERS200,145$42.3M0.21%+16,44413F-HRTimeline
SMITH, MOORE & CO.198,903$42M3.05%-1,18713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\196,475$41.5M0.05%-270,28713F-HRTimelineGroup
Mesirow Financial Investment Management…194,332$41M0.66%+102,14413F-HRTimeline
North Star Investment Management Corp.193,952$41M2.48%+7,19813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…193,455$40.8M0.15%-8,91413F-HRTimelineGroup
Sharkey, Howes & Javer187,653$39.6M5.34%-17,34113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP187,139$39.5M0.01%-3,06813F-HRTimelineGroup
Salomon & Ludwin, LLC186,041$39.4M3.52%-3,93113F-HRTimeline
Creative Planningin group Creative Planning183,931$38.8M0.03%+23,44613F-HRTimelineGroup
Foundation Wealth Management, LLC182,167$38.5M25.98%+65213F-HRTimeline
Stone House Investment Management, LLC177,216$37.4M6.71%-21,81413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP174,314$36.8M0.47%+21,46413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…181,105$36.8M0.08%+82,47013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC171,699$36.3M12.62%-67613F-HRTimeline
FINANCIAL LIFE ADVISORS166,962$35.3M10.98%+77113F-HRTimeline
SteelPeak Wealth, LLC165,861$35M1.1%-39,15313F-HRTimeline
Beacon Pointe Advisors, LLC164,883$34.8M0.18%+18,71413F-HRTimeline
Horst & Graben Wealth Management LLC155,140$34.1M4.68%+5,05713F-HRTimeline
INTEGRITY ALLIANCE, LLC.161,174$34M1.3%+8,96713F-HRTimeline
McKinley Carter Wealth Services, Inc.160,281$33.8M1.95%+37,35913F-HRTimeline
Farther Finance Advisors, LLC158,047$33.4M0.32%-19,09413F-HRTimeline
Powell Investment Advisors, LLC157,994$33.4M11.5%+2,41413F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding156,603$33.1M-2,137Timeline
C2P Capital Advisory Group, LLC d.b.a. …156,320$33M1.88%-67,62713F-HRTimeline
GREENLEAF TRUST156,003$32.9M0.32%-5,14113F-HRTimeline
NorthRock Partners, LLC155,844$32.9M0.53%-7,61813F-HRTimeline
Orion Porfolio Solutions, LLC155,810$32.9M0.28%-28,71613F-HRTimeline
EWA, LLC155,610$32.9M7.45%-9,99413F-HRTimeline
IFP Advisors, Inc152,743$32.3M0.67%+63,82413F-HRTimeline
Berkshire Money Management, Inc.150,908$31.9M3.26%-1,45613F-HRTimeline
CONDOR CAPITAL MANAGEMENT149,589$31.6M2.64%+35813F-HRTimeline
WEALTH ALLIANCE, LLC149,006$31.5M3.11%-16,30413F-HRTimeline
Pettinga Financial Advisors LLC148,510$31.4M5.9%-11,41213F-HRTimeline
PAX Financial Group, LLC144,883$30.6M5.22%+4,64013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding144,184$30.4M-19,621Timeline
Brookstone Capital Managementin group Brookstone Capital Management139,963$29.6M0.34%-3,30913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC138,943$29.3M2.13%-37,85213F-HRTimeline
TD Waterhouse Canada Inc.135,868$28.6M0.08%-29,65413F-HRTimeline
Physician Wealth Advisors, Inc.135,184$28.5M3.97%-7,15113F-HRTimeline
1834 INVESTMENT ADVISORS CO135,177$28.5M3.56%-3,21913F-HRTimeline
Vestmark Advisory Solutions, Inc.134,765$28.5M0.32%+6,27313F-HRTimeline
Security Financial Services, INC.133,708$28.2M4.47%-10,03313F-HRTimeline
Praetorian Wealth Management, Inc.128,382$27.8M5.28%-1,09013F-HRTimeline
JFS WEALTH ADVISORS, LLC130,730$27.6M1.54%+8,06813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS130,653$27.6M0.05%+1,20413F-HRTimeline
One Wealth Advisors, LLC130,581$27.6M3.43%-2,87513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV129,776$27.4M7.16%-60213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC128,765$27.2M3.4%+20,43413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP125,808$26.5M0.04%+2,89013F-HRTimelineGroup
Rothschild Wealth LLC125,410$26.5M2.39%+8,65413F-HRTimeline
KWMG, LLC123,773$26.1M2.18%+4,07413F-HRTimeline
Keystone Financial Services122,866$25.9M7.61%+21,93213F-HRTimeline
DDFG, Inc122,712$25.9M5.58%+2,08513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…121,546$25.7M2.98%-8,83913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management121,373$25.6M0.87%-3,40613F-HRTimelineGroup
Stokes Family Office, LLC121,242$25.6M2.64%-33,37213F-HRTimeline
Thoma Capital Management LLC120,937$25.5M15.1%+10,80313F-HRTimeline
Trek Financial, LLC119,949$25.3M1.35%-8113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…119,031$25.1M0.27%+5,39413F-HRTimelineGroup
Kelly Financial Services LLC119,082$25.1M6.06%-9,81413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC116,061$24.5M0.1%+1,77013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC115,945$24.5M0.02%+10,43813F-HRTimelineGroup
Summit Financial, LLC114,642$24.2M0.31%+5,88813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC114,342$24.1M0.55%-2,88513F-HRTimelineGroup
Clearstead Advisors, LLC113,434$24M0.22%-45513F-HRTimeline
Ashton Thomas Private Wealth, LLC112,776$23.8M0.56%+16,58613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV112,059$23.7M0.04%-40,44513F-HRTimeline
Scissortail Wealth Management, LLC111,026$23.4M4.71%+44,72413F-HRTimeline
Sigma Planning Corp107,919$22.8M0.63%+1,90713F-HRTimeline
CoreCap Advisors, LLC106,473$22.5M0.77%+30,70813F-HRTimeline
PLANNING DIRECTIONS INC105,962$22.4M11.32%new13F-HRTimeline
Per Stirling Capital Management, LLC.105,494$22.3M2.46%-90713F-HRTimeline
Lutz Financial Services LLC105,481$22.3M1.5%-1,48913F-HRTimeline
Detalus Advisors, LLC104,257$22M5.03%-10,21813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding99,596$22M-4,879Timeline
CAHILL FINANCIAL ADVISORS INC103,851$21.9M2.37%-71613F-HRTimeline
Advisory Services Network, LLC103,742$21.9M0.29%+13,10913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC103,218$21.8M0.57%-13513F-HRTimelineGroup
WealthPlan Investment Management, LLC102,859$21.7M1.21%+3,54313F-HRTimeline
Merit Financial Group, LLC101,369$21.4M0.16%-1,84213F-HRTimeline
Steward Partners Investment Advisory, L…101,291$21.4M0.11%-45,15413F-HRTimeline
SilverOak Wealth Management LLC99,931$21.1M3.34%+23313F-HRTimeline
Sovran Advisors, LLC94,104$21M1.65%+46813F-HRTimeline
SWMG, LLC99,492$21M6%-9,55213F-HRTimeline
Gateway Wealth Partners, LLC98,088$20.7M0.81%+60,39513F-HRTimeline
Blue Trust, Inc.97,730$20.6M0.24%-11,91113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.97,684$20.6M2.02%-6,70713F-HRTimeline
CHOREO, LLC97,554$20.6M0.25%-3,52613F-HRTimeline
Ironwood Financial, llc96,875$20.5M3.57%-1,04713F-HRTimeline
Signature Wealth Management Partners, L…96,818$20.4M10.25%-20413F-HRTimeline
Legacy Financial Group LLC96,778$20.4M2.57%-7,64813F-HRTimeline
GHP Investment Advisors, Inc.96,014$20.3M0.83%-75913F-HRTimeline
ADG Wealth Management Group, LLC95,344$20.1M13.91%+31,95413F-HRTimeline
Regal Investment Advisors LLC94,899$20M1.16%-7,06213F-HRTimeline
Allworth Financial LP94,814$20M0.08%-78813F-HRTimeline
RWA WEALTH PARTNERS, LLC93,773$19.8M0.22%-1,86813F-HRTimeline
ONE Advisory Partners, LLC93,533$19.7M6.09%-11,03113F-HRTimeline
BOKF, NAin group BOKF, NA93,168$19.7M0.3%-42,50013F-HRTimelineGroup
Narwhal Capital Management92,784$19.6M1.45%013F-HRTimeline
Koss-Olinger Consulting, LLC92,755$19.6M1.64%-46,75613F-HRTimeline
M1 Capital Management LLC92,474$19.5M9%+11,32913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding92,166$19.5M-6,265Timeline
Apollon Wealth Management, LLCgroup of 2 filers holding91,676$19.4M-961Timeline
Scarborough Advisors, LLC91,539$19.3M2.12%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC91,374$19.3M0.09%+7,94113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.91,290$19.3M0.22%-17813F-HRTimelineGroup
BOK Financial Private Wealth, Inc.89,693$18.9M1.14%-2,49013F-HRTimeline
Waterway Wealth Management, LLC131,716$18.8M4.16%-22,87513F-HRTimeline
Gallagher Capital Advisors, LLC158,615$18.4M12.41%+153,84213F-HRTimeline
Cosner Financial Group, LLC86,757$18.3M10.06%+8213F-HRTimeline
FIRST MERCHANTS CORP86,659$18.3M0.7%-14713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK84,945$17.9M2.51%-18,47613F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC83,202$17.6M2.93%-1,03913F-HRTimeline