IVE ISHARES TR

SHS (fund)

Filings received so far for Q3 2026: 95 13F filers report a position in IVE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
CX Institutional	215,726	$49.2M	1.33%	+14,951	13F-HR Timeline
Farther Finance Advisors, LLC	144,325	$32.9M	0.23%	-1,583	13F-HR Timeline
KWMG, LLC	138,289	$31.6M	2.28%	+6,027	13F-HR Timeline
CoreCap Advisors, LLC	107,532	$24.5M	0.71%	+2,825	13F-HR Timeline
Financial Enhancement Group LLC	78,827	$18.2M	2.09%	+24	13F-HR Timeline
RTD Financial Advisors, Inc.	73,850	$16.9M	1.84%	-684	13F-HR Timeline
SACKS & ASSOCIATES, LLC	65,210	$14.9M	10.39%	-2,973	13F-HR Timeline
McNaughton Wealth Management, LLC	60,879	$13.9M	4.86%	+1,087	13F-HR Timeline
Prosperity Planning, Inc.	51,963	$11.9M	2.63%	-882	13F-HR Timeline
Acropolis Investment Management, LLC	51,739	$11.8M	0.47%	-439	13F-HR Timeline
SigFig Wealth Management, LLC	43,794	$10M	0.25%	+998	13F-HR Timeline
Apeiron RIA LLC	40,280	$9.21M	2.09%	-1,766	13F-HR Timeline
Adirondack Capital Advisors, LLC	36,546	$8.34M	4.31%	+703	13F-HR Timeline
YHB Investment Advisors, Inc.	36,157	$8.25M	0.52%	+140	13F-HR Timeline
Avidian Wealth Enterprises, LLC	32,166	$7.34M	0.21%	-11,565	13F-HR Timeline
SAPIENT CAPITAL LLC	31,193	$7.12M	0.1%	-54	13F-HR Timeline
Apella Capital, LLC	30,013	$6.93M	0.09%	+18,898	13F-HR Timeline
Pathway Financial Advisors LLC	29,079	$6.64M	0.73%	0	13F-HR Timeline
Balefire, LLC	27,711	$6.33M	0.99%	+11,629	13F-HR Timeline
First Heartland Consultants, Inc.	26,432	$6.03M	0.4%	-187	13F-HR Timeline
Retirement Wealth Solutions LLC	25,256	$5.77M	3.05%	+987	13F-HR Timeline
Valeo Financial Advisors, LLC	14,945	$3.41M	0.07%	-2,848	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	12,699	$2.9M	0.27%	+3	13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	12,237	$2.79M	0.4%	-931	13F-HR Timeline
Councilor Wealth, LLC	11,375	$2.6M	1.07%	+3	13F-HR Timeline
Cassilly Financial Group LLC	9,876	$2.25M	1.51%	+175	13F-HR Timeline
Whitcomb & Hess, Inc.	7,381	$1.69M	0.36%	+193	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	7,094	$1.62M	0.49%	-450	13F-HR Timeline
MJT & Associates Financial Advisory Gro…	6,861	$1.57M	1.01%	-70	13F-HR Timeline
Wedmont Private Capital	6,359	$1.48M	0.04%	+1,007	13F-HR Timeline
Asempa Wealth Advisors	6,454	$1.48M	1.15%	-288	13F-HR Timeline
TrueWealth Advisors, LLC	5,998	$1.37M	0.31%	+55	13F-HR Timeline
Montecito Bank & Trust	5,974	$1.36M	0.21%	0	13F-HR Timeline
Venture Visionary Partners LLC	5,550	$1.27M	0.03%	-129	13F-HR Timeline
CHAPIN DAVIS, INC.	5,239	$1.2M	0.23%	-82	13F-HR Timeline
Decker Wealth Management LLC	5,168	$1.18M	0.24%	0	13F-HR Timeline
Cooper Financial Group	5,075	$1.16M	0.09%	-100	13F-HR Timeline
Castleview Partners, LLC	4,877	$1.11M	0.49%	+1,247	13F-HR Timeline
Gallagher Capital Advisors, LLC	4,829	$1.1M	0.59%	+19	13F-HR Timeline
Tactive Advisors, LLC	4,763	$1.09M	0.26%	+161	13F-HR Timeline
Sound Income Strategies, LLC	4,414	$1.02M	0.05%	-4,165	13F-HR Timeline
Versant Capital Management, Inc	4,477	$1.02M	0.09%	0	13F-HR Timeline
EASTERN BANK	4,317	$985K	0.01%	+683	13F-HR Timeline
Central Pacific Bank - Trust Division	4,114	$939K	0.1%	0	13F-HR Timeline
INSPIRION WEALTH ADVISORS, LLC	3,969	$906K	0.1%	0	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	3,754	$857K	0.44%	0	13F-HR Timeline
KFA Private Wealth Group, LLC	3,439	$785K	0.18%	-145	13F-HR Timeline
Shulman DeMeo Asset Management LLC	3,259	$751K	0.15%	+4	13F-HR Timeline
MAGNOLIA CAPITAL MANAGEMENT LTD	3,215	$734K	0.52%	0	13F-HR Timeline
Atlas Brown,Inc.	3,106	$709K	0.19%	+181	13F-HR Timeline
CAMELOT TECHNOLOGY ADVISORS, INC.	3,101	$708K	0.48%	+11	13F-HR Timeline
Veracity Capital LLC	3,067	$700K	0.19%	-41	13F-HR Timeline
Veery Capital, LLC	2,209	$504K	0.13%	+81	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	1,970	$450K	0.04%	-172	13F-HR Timeline Group
Weaver Consulting Group	1,855	$424K	0.08%	0	13F-HR Timeline
GAMMA Investing LLC	1,848	$422K	0.01%	+311	13F-HR Timeline
Breakwater Capital Group	1,742	$398K	0.05%	+11	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	1,736	$396K	<0.01%	-369	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,638	$374K	0.07%	0	13F-HR Timeline
Friday Financial	1,600	$366K	0.07%	0	13F-HR Timeline
Kure Advisory, LLC	1,570	$358K	0.17%	-332	13F-HR Timeline
Bank of New Hampshire	1,545	$353K	0.08%	0	13F-HR Timeline
Peterson Wealth Advisors, LLC	1,476	$337K	0.04%	-245	13F-HR Timeline
DIVERSIFIED MANAGEMENT INC	1,451	$331K	0.06%	+5	13F-HR Timeline
Everhart Financial Group, Inc.	1,420	$324K	0.02%	+12	13F-HR Timeline
Cambridge Financial Group, LLC	1,408	$320K	0.1%	0	13F-HR Timeline
COLTON GROOME FINANCIAL ADVISORS, LLC	1,395	$318K	0.07%	0	13F-HR Timeline
David J Yvars Group	1,342	$306K	0.14%	+180	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	1,303	$297K	0.02%	0	13F-HR Timeline
Grove Bank & Trust	1,290	$294K	0.03%	0	13F-HR Timeline
Bangor Savings Bank	1,252	$286K	0.02%	0	13F-HR Timeline
Factor Wealth Management LTD	1,224	$279K	0.04%	+1	13F-HR Timeline
Investment Partners Asset Management, I…	1,200	$274K	0.15%	0	13F-HR Timeline
Longview Financial Advisors, Inc.	1,152	$263K	0.15%	+4	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	1,140	$260K	0.03%	-63	13F-HR Timeline Group
Dickmeyer Boyce Financial Management, I…	1,083	$247K	0.13%	+2	13F-HR Timeline
Crumly & Associates Inc.	1,009	$230K	0.04%	0	13F-HR Timeline
ANB BANK	1,001	$229K	0.08%	-10	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	980	$224K	0.06%	-34	13F-HR Timeline
Shira Ridge Wealth Management	887	$202K	0.07%	new	13F-HR Timeline
Bullock Wealth Management Group	531	$121K	0.05%	-11	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	495	$113K	0.01%	0	13F-HR Timeline Group
MassMutual Private Wealth & Trust, FSB	338	$77.2K	<0.01%	0	13F-HR Timeline
Roxbury Financial LLC	262	$59.9K	0.05%	0	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	254	$58K	0.01%	0	13F-HR Timeline
ATWOOD & PALMER INC	197	$44.9K	<0.01%	+1	13F-HR Timeline
Rosenberg Matthew Hamilton	184	$42K	0.01%	-33	13F-HR Timeline
Davis Capital Management	112	$25.6K	0.02%	0	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	110	$25.1K	0.02%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	71	$16.2K	<0.01%	0	13F-HR Timeline
Coastline Trust Co	70	$16K	<0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Trust Co	63	$14.4K	<0.01%	0	13F-HR Timeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.	57	$13K	<0.01%	0	13F-HR Timeline Group
Investors Research Corp	21	$4.79K	<0.01%	-20	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	13	$2.97K	<0.01%	0	13F-HR Timeline