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Disclosery

IVLU ISHARES TR

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COM (fund)

373 managers (377 13F filers) reported a position in IVLU shares at 2026-06-30, 74,819,837 shares in all. 37 filers opened a position and 33 filers sold out during the quarter.

Managers
373
13F filers
377
New
37
Added
132
Reduced
120
Sold out
33
Shares held by filers
74,819,837

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,638,395$779M0.42%+451,68913F-HRTimelineGroup
FMR LLCin group FMR LLC6,983,481$292M0.01%+79913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,821,998$201M0.01%+345,34213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,445,556$144M0.18%-40,23113F-HR/ATimeline
LPL Financial LLC2,910,318$122M0.03%+975,06913F-HRTimeline
Savvy Advisors, Inc.2,612,696$109M2.34%+373,01613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,679,622$70.2M<0.01%+225,38113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,525,364$63.8M<0.01%-77,14613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,162,827$48.6M-111,310Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC930,327$38.9M0.01%+34,69613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.859,239$35.9M0.04%+180,18413F-HRTimelineGroup
HUB Investment Partners, LLC840,516$35.2M0.65%+56,70313F-HRTimeline
Kathmere Capital Management, LLC834,075$34.9M1.85%+21,32013F-HRTimeline
Janney Montgomery Scott LLC801,125$33.5M0.06%+19,26213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding795,058$33.2M-4,505Timeline
CAPITAL ADVISORS INC/OK768,392$32.1M0.47%+366,62313F-HRTimeline
Alliance Wealth Advisors, LLC /UT712,335$29.8M5.62%+120,40913F-HRTimeline
Armbruster Capital Management, Inc.671,710$28.1M4.19%-3,43313F-HRTimeline
INVENIO WEALTH PARTNERS LLC582,803$24.4M8.73%+3,45613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC569,773$23.8M2.5%-56,24113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…542,683$23.1M0.04%+27,09913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC543,954$22.7M0.01%-376,29313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC531,449$22.2M0.01%+171,05913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA471,456$19.7M<0.01%+62,09413F-HRTimelineGroup
Cetera Investment Advisers468,820$19.6M0.02%+215,04613F-HRTimeline
MML INVESTORS SERVICES, LLC455,066$19M0.04%+68,70313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC451,343$18.9M0.12%+16,80113F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH437,100$18.2M0.14%+17,80013F-HRTimelineGroup
Integrated Wealth Concepts LLC422,133$17.7M0.09%+7,54113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\398,998$16.7M0.02%+2,98113F-HRTimelineGroup
AdvisorShares Investments LLC395,843$16.6M2%-9,07313F-HRTimeline
UBS Group AGgroup of 2 filers holding380,907$15.9M-101,548Timeline
High Probability Advisors, LLC380,882$15.9M1.7%+18,48313F-HRTimeline
Ackerman Capital Advisors, LLC379,084$15.9M3.2%-32713F-HRTimeline
Meridian Financial Partners LLC368,005$15.6M5.31%+13,45313F-HRTimeline
Foster Group, Inc.366,991$15.3M0.41%+19913F-HRTimeline
OneDigital Investment Advisors LLC344,145$14.4M0.12%-2,66613F-HRTimeline
Private Advisor Group, LLC340,451$14.2M0.07%+27,24213F-HRTimeline
KWB Wealth336,260$14.1M1.2%-240,49713F-HRTimeline
Plancorp, LLC316,704$13.3M0.33%-1,73313F-HRTimeline
Ashton Thomas Private Wealth, LLC317,809$13.3M0.28%+7,53913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding317,791$13.3M+102,080Timeline
Freedom Investment Management, Inc.310,737$13M3.62%-14,76913F-HRTimeline
Heck Capital Advisors, LLC309,474$12.9M0.77%-58,85713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC307,919$12.9M0.87%+13,31313F-HRTimeline
Pioneer Family Office, LLC297,820$12.5M6.42%-2,96513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC297,764$12.5M0.02%+26,44913F-HRTimeline
One Wealth Advisors, LLC285,593$11.9M1.32%-5,84213F-HRTimeline
Farrow Financial, Inc.281,766$11.8M6.29%+47913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.268,797$11.2M1.23%-1,59013F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…257,118$10.8M0.02%+25,73813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC255,212$10.7M<0.01%+30,26513F-HRTimelineGroup
IFP Advisors, Inc251,132$10.5M0.19%+26,36113F-HRTimeline
HighTower Advisors, LLC250,834$10.5M0.01%+58,20813F-HRTimeline
Per Stirling Capital Management, LLC.245,583$10.3M0.98%-22,03213F-HRTimeline
Systelligence, LLC237,766$9.94M1.66%+3,80013F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.230,521$9.74M4.12%-25,98013F-HRTimeline
Sanctuary Advisors, LLC226,441$9.47M0.04%-1,71113F-HRTimeline
Aptus Capital Advisors, LLC223,625$9.35M0.07%+15,76113F-HRTimeline
&PARTNERS201,990$8.46M0.03%+4,45513F-HRTimeline
TRUST POINT INC.200,579$8.39M0.71%+10,26413F-HRTimeline
RHS Financial, LLC192,303$8.04M3.24%-1,51913F-HRTimeline
Parallel Advisors, LLC189,356$7.92M0.12%+5,14813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…188,072$7.87M0.01%+8,08013F-HRTimelineGroup
Cambridge Investment Research Advisors,…184,125$7.7M0.02%-490,38913F-HR/ATimeline
JNBA Financial Advisors181,385$7.59M0.57%-1,31313F-HRTimeline
TLT Family Holdco ULC172,700$7.22M1.03%013F-HRTimeline
CoreFirst Bank & Trust163,605$6.84M3.4%-60013F-HRTimeline
Good Harbor Advisors, Inc.163,229$6.83M6.68%+12013F-HRTimeline
NewEdge Advisors, LLC158,425$6.63M0.02%-56,50413F-HRTimeline
RIVERSEDGE ADVISORS, LLC155,273$6.49M0.86%+5,25913F-HRTimeline
Keebeck Wealth Management145,191$6.07M0.59%013F-HRTimeline
McBroom & Associates, LLC137,115$5.73M2.88%+28,60913F-HRTimeline
Arax Advisory Partners131,650$5.51M0.04%+131,04013F-HRTimeline
ShoreHaven Wealth Partners, LLC129,310$5.41M1.7%-49713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP126,947$5.31M<0.01%-76,84313F-HRTimelineGroup
Prosperity Planning, Inc.122,191$5.11M1.17%-3,96513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC119,991$5.02M0.08%+9,09913F-HRTimeline
SCS Capital Management LLC114,117$4.77M0.05%-51713F-HRTimeline
Vise Technologies, Inc.107,822$4.51M0.05%+33,45413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP98,857$4.13M<0.01%+1,41013F-HRTimelineGroup
PMG Wealth Management, Inc.96,055$4.02M2.48%+34213F-HRTimeline
IHT Wealth Management, LLC95,650$4M0.09%+2,15913F-HRTimeline
World Investment Advisors96,681$3.84M0.06%013F-HRTimeline
CSS LLC/IL90,270$3.78M0.17%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…89,037$3.72M0.03%-3,25013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC86,103$3.6M<0.01%+2,99113F-HRTimelineGroup
Cypress Wealth Services, LLC85,628$3.58M0.44%-3,46213F-HRTimeline
KICKSTAND VENTURES, LLC.85,365$3.57M0.65%-1,92813F-HRTimeline
Tacita Capital Inc81,474$3.41M1.85%-3,39013F-HRTimeline
Clayton Partners LLC81,010$3.39M2.23%+913F-HRTimeline
Quantum Portfolio Management LLC80,106$3.35M1.2%-2,58813F-HRTimeline
Global Retirement Partners, LLC79,553$3.33M0.05%13F-HRTimeline
VANCE WEALTH, LLC79,232$3.31M0.75%-2,23213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…78,114$3.27M0.11%013F-HRTimelineGroup
Harbour Wealth Management Group, Inc.77,861$3.26M2.2%-12,21613F-HRTimeline
Balance Wealth Partners LLC76,553$3.2M0.85%+1213F-HRTimeline
Cobblestone Asset Management LLC76,445$3.2M1.33%-133,36313F-HRTimeline
TSA Wealth Managment LLC73,838$3.09M0.87%-2,03813F-HRTimeline
Cassilly Financial Group LLC69,758$2.92M2.12%+18913F-HR/ATimeline
ONE Advisory Partners, LLC69,301$2.9M0.79%-31813F-HRTimeline
Bell Investment Advisors, Inc68,994$2.89M0.42%-20,54013F-HRTimeline
Valued Wealth Advisors LLC68,115$2.85M1.04%-19913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,874$2.84M0.02%+87313F-HRTimelineGroup
TOWLE & CO63,849$2.67M0.9%+23,18813F-HRTimeline
Strategic Blueprint, LLC63,481$2.65M0.13%+17913F-HRTimeline
WealthPlan Investment Management, LLC63,280$2.65M0.13%+9913F-HRTimeline
JBF Capital, Inc.60,000$2.51M0.33%013F-HRTimeline
Red Wave Investments LLC59,380$2.48M0.63%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.59,289$2.48M<0.01%-27,30813F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI58,125$2.43M0.98%-1,80213F-HRTimeline
SAXON INTERESTS, INC.57,287$2.4M0.66%-49,82013F-HRTimeline
Empowered Funds, LLC57,202$2.39M0.01%+16,71313F-HRTimeline
Creative Planningin group Creative Planning57,162$2.39M<0.01%-18613F-HRTimelineGroup
WEALTH ALLIANCE, LLC52,994$2.22M0.19%-13,13013F-HRTimeline
Allworth Financial LP52,741$2.21M0.01%+14113F-HRTimeline
Beacon Pointe Advisors, LLC50,164$2.1M0.01%+10,58713F-HRTimeline
Breakwater Capital Group50,019$2.09M0.25%+2,65113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich49,587$2.07M0.01%-2,08013F-HRTimeline
COGENT STRATEGIC WEALTH LLC48,162$2.01M1.92%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC47,351$1.98M<0.01%+3,62813F-HRTimelineGroup
Sequoia Financial Advisors, LLC45,563$1.91M0.01%-41813F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.45,358$1.9M1.46%+2,38513F-HRTimeline
Regal Investment Advisors LLC44,305$1.85M0.1%+27813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,752$1.83M<0.01%+4,34713F-HRTimeline
Simplicity Wealth,LLC42,612$1.78M0.06%+89613F-HRTimeline
BEACON FINANCIAL GROUP42,354$1.77M0.16%013F-HRTimeline
Index Technologies Group LLC42,251$1.77M1.41%-1,17413F-HRTimeline
Mayflower Financial Advisors, LLC41,890$1.75M0.15%-10,53513F-HRTimeline
Mariner, LLCin group Mariner, LLC41,123$1.72M<0.01%-13,08313F-HRTimelineGroup
Guardian Asset Advisors, LLC40,354$1.69M0.78%new13F-HRTimeline
Horst & Graben Wealth Management LLC39,749$1.66M0.22%-1,46613F-HRTimeline
EP Wealth Advisors, LLC39,146$1.64M0.01%+15,46913F-HRTimeline
GRANVILLE CAPITAL, INC.39,145$1.64M0.73%-64313F-HRTimeline
W ADVISORS, LLC39,108$1.64M0.74%-15513F-HRTimeline
USAdvisors Wealth Management, LLC38,790$1.62M0.47%+30,90713F-HRTimeline
Greenline Wealth Management LLC35,957$1.5M1.24%+6,18013F-HRTimeline
Wise Wealth Partners34,107$1.43M2.42%+13,15013F-HRTimeline
Prospera Financial Services Inc33,601$1.41M0.02%+7,53213F-HRTimeline
Waverly Advisors, LLC33,543$1.4M0.01%-62813F-HRTimeline
Squire Investment Management Company, L…33,061$1.38M0.33%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …32,609$1.36M0.18%013F-HRTimeline
J.W. COLE ADVISORS, INC.32,305$1.35M0.02%+78113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,799$1.33M<0.01%-1,10213F-HRTimelineGroup
Advisory Services Network, LLC31,439$1.31M0.01%+69413F-HRTimeline
Stokes Family Office, LLC31,005$1.3M0.15%-2,17713F-HRTimeline
Quantinno Capital Management LP30,988$1.3M<0.01%+91713F-HRTimeline
Cresset Asset Management, LLC30,359$1.27M<0.01%+6,78813F-HRTimeline
Affinity Capital Advisors, LLC29,542$1.27M0.16%-6013F-HRTimeline
Whelan Financial29,604$1.24M0.34%+23,17113F-HRTimeline
G&S Capital LLC29,364$1.23M0.36%+33413F-HRTimeline
TD Waterhouse Canada Inc.29,165$1.22M<0.01%-7,60413F-HRTimeline
JDH Wealth Management, LLC28,578$1.2M0.73%-6,86213F-HRTimeline
Brand Asset Management Group, Inc.28,320$1.18M0.26%-2,10013F-HRTimeline
MA Private Wealth27,580$1.15M0.17%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP26,968$1.13M<0.01%-8813F-HR/ATimelineGroup
Altrius Capital Management Inc26,676$1.12M0.21%-14713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,370$1.1M0.01%013F-HRTimelineGroup
Summit Financial, LLC25,802$1.08M0.01%+10,05513F-HRTimeline
Csenge Advisory Group25,791$1.08M0.04%-96313F-HRTimeline
Johnson Bixby & Associates, LLC25,491$1.07M0.12%-37213F-HRTimeline
Shared Vision Wealth Group LLC25,433$1.06M0.37%-29613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC25,402$1.06M0.03%-3,29013F-HRTimelineGroup
Farther Finance Advisors, LLC25,278$1.06M0.01%-1,18113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC24,959$1.04M0.34%-1,37913F-HRTimeline
Stonebrook Private Inc.24,946$1.04M0.19%-21113F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,425$1.02M0.01%013F-HRTimeline
Wealthfront Advisers LLC23,924$1M<0.01%+4013F-HRTimeline
Index Fund Advisors, Inc.23,919$1M0.04%+39613F-HRTimeline
Braun-Bostich & Associates Inc.23,311$975K0.54%-34713F-HRTimeline
Vision Capital Management, Inc.23,305$975K0.11%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…22,487$940K0.02%new13F-HRTimelineGroup
Asempa Wealth Advisors22,039$922K0.7%-55313F-HRTimeline
WEALTHGARDEN F.S. LLC21,718$908K0.51%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC21,656$906K<0.01%+3,34113F-HRTimeline
VestGen Advisors, LLC21,400$895K0.03%+22413F-HRTimeline
SFMG, LLC21,083$882K0.05%013F-HRTimeline
BRIGHTON JONES LLC20,939$876K0.02%-2,56213F-HRTimeline
Nicholas Hoffman & Company, LLC.20,913$875K0.02%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,455$855K0.07%-26613F-HRTimeline
Savant Capital, LLC20,033$838K<0.01%-3,49813F-HRTimeline
Centerline Wealth Advisors, LLC19,742$826K0.26%+5,68013F-HRTimeline
Avidian Wealth Enterprises, LLC19,348$809K0.02%013F-HRTimeline
Lauterbach Financial Advisors, LLC19,121$800K0.34%+3,25413F-HRTimeline
FLOW TRADERS U.S. LLC17,896$748K0.03%-276,05713F-HRTimeline
CALTON & ASSOCIATES, INC.17,419$728K0.11%new13F-HRTimeline
UNIQUE WEALTH, LLC17,329$725K0.08%-5,58913F-HRTimeline
Smartleaf Asset Management LLC17,290$721K0.02%013F-HRTimeline
Vistica Wealth Advisors, LLC17,025$712K0.62%013F-HRTimeline
Aprio Wealth Management, LLC16,996$711K0.04%-26313F-HRTimeline
Strategic Financial Concepts, LLC16,536$692K0.21%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC16,496$690K0.12%013F-HRTimeline
Kelly Financial Services LLC15,614$653K0.14%-29113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,513$649K<0.01%+13013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…15,190$635K<0.01%+26613F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC15,112$632K0.04%+88413F-HRTimeline
LJI Wealth Management, LLC15,036$629K0.09%013F-HRTimeline
Merit Financial Group, LLC14,539$608K<0.01%+5,15913F-HR/ATimeline
Peirce Capital Management, LLC13,946$583K0.21%-2,65713F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC13,896$581K0.49%-60613F-HRTimeline