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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
Composition Wealth, LLC13,615$569K0.01%+1,91913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding13,519$565K-1,034Timeline
Baron Wealth Management LLC13,469$563K0.15%+20713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,354$558K<0.01%+7213F-HRTimelineGroup
NWAM LLC13,235$553K0.03%-1,90313F-HRTimeline
Kovack Advisors, Inc.13,021$544K0.03%-23,45913F-HRTimeline
Wealthspire Advisors, LLC13,006$544K<0.01%new13F-HRTimeline
Warren Street Wealth Advisors, LLC12,742$533K0.12%-2313F-HRTimeline
Bleakley Financial Group, LLC12,326$515K0.01%-7,52313F-HRTimeline
Capstone Wealth Management, LLC12,129$507K0.24%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$505K0.1%013F-HRTimeline
MGO ONE SEVEN LLC12,007$502K0.01%-2,57913F-HRTimeline
PHILADELPHIA TRUST CO12,000$502K0.03%013F-HRTimeline
Hoxton Planning & Management, LLC11,379$476K0.12%-3,54113F-HRTimeline
JFS WEALTH ADVISORS, LLC10,450$437K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC10,425$436K0.01%+23913F-HRTimeline
Elevation Wealth Management LLC10,249$429K0.32%-41413F-HRTimeline
Rathbones Group PLC10,068$421K<0.01%new13F-HRTimeline
Avion Wealth10,063$420K0.08%new13F-HRTimeline
Orcam Financial Group9,843$412K0.2%new13F-HRTimeline
Ariadne Wealth Management, LP9,810$410K0.18%013F-HRTimeline
Kaufman Rossin Wealth, LLC9,676$409K0.19%013F-HRTimeline
Lansing Street Advisors9,632$403K0.09%-54413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,354$391K0.01%-3,26013F-HRTimelineGroup
John A. Wolfe & Associates, Inc.9,324$390K0.54%-35113F-HRTimeline
Western Wealth Management, LLC9,312$389K0.01%+4713F-HRTimeline
Patriot Financial Group Insurance Agenc…9,245$387K0.04%-13,97913F-HRTimeline
HRT FINANCIAL LP9,232$386K<0.01%+1,25613F-HRTimeline
Rosenberg Matthew Hamilton9,160$383K0.07%013F-HRTimeline
Cyndeo Wealth Partners, LLC9,064$379K0.02%+2,28913F-HRTimeline
CGN Advisors LLC9,036$378K0.03%013F-HRTimeline
MB Generational Wealth, LLC8,985$376K0.18%013F-HRTimeline
HB Wealth Management, LLC8,769$367K<0.01%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,673$363K0.03%013F-HRTimeline
Choate Investment Advisors8,552$358K0.01%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC8,523$356K0.06%013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$355K0.02%013F-HRTimeline
Accelerate Investment Advisors LLC8,455$354K0.2%-6313F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC8,132$340K0.25%013F-HRTimeline
Magnolia Private Wealth, LLC8,072$338K0.19%+24513F-HRTimeline
AMERIFLEX GROUP, INC.7,909$331K0.14%013F-HRTimeline
COOKSON PEIRCE & CO INC7,793$326K0.01%013F-HRTimeline
THEORY FINANCIAL LLC7,762$325K0.1%-12913F-HRTimeline
MACKENZIE FINANCIAL CORP7,715$323K<0.01%+82613F-HRTimeline
Fiduciary Alliance LLC7,686$321K0.02%+7513F-HRTimeline
TKG Advisors, LLC7,552$316K0.11%+11613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,507$314K<0.01%-813F-HRTimelineGroup
CFS Investment Advisory Services, LLC7,354$311K0.02%-4,13513F-HRTimeline
CIBC WORLD MARKET INC.7,300$305K<0.01%+55013F-HRTimeline
TBH Global Asset Management, LLC7,290$305K0.06%-1,32213F-HRTimeline
Redhawk Wealth Advisors, Inc.7,203$301K0.03%-51,34813F-HRTimeline
Well Done, LLC7,150$299K0.04%-58113F-HRTimeline
Trilogy Capital Inc.7,094$297K0.01%new13F-HRTimeline
Triad Wealth Partners, LLC6,761$295K0.02%-52213F-HRTimeline
SUTTON PLACE INVESTORS LLC7,055$295K0.14%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,040$294K0.02%-34213F-HRTimeline
Parisi Gray Wealth Management6,981$292K0.06%+46113F-HRTimeline
Talisman Wealth Advisors LLC4,188$291K0.22%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,947$291K0.01%-2813F-HRTimelineGroup
Platform Wealth Management, LLC6,807$285K0.1%13F-HRTimeline
Apella Capital, LLC6,616$280K<0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,635$277K<0.01%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO6,623$277K<0.01%+25213F-HRTimeline
5T Wealth, LLC6,563$274K0.1%-81113F-HRTimeline
NewEdge Wealth, LLC6,493$272K<0.01%new13F-HRTimeline
Ridgeline Wealth, LLC6,465$270K0.16%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,337$265K0.01%+8513F-HRTimelineGroup
Orion Porfolio Solutions, LLC6,094$255K<0.01%+71713F-HRTimeline
Avantax Planning Partners, Inc.6,031$252K0.01%013F-HRTimeline
Perigon Wealth Management, LLC6,025$252K<0.01%+1513F-HRTimeline
Wedmont Private Capital5,802$247K0.01%-5,31913F-HRTimeline
Elgethun Capital Management5,820$243K0.03%-15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,798$242K0.01%-1,80113F-HRTimelineGroup
HBE Wealth Management, LLC5,762$241K0.17%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,686$238K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC5,602$234K0.05%+1,21913F-HRTimeline
EQUITABLE TRUST CO5,589$234K0.01%013F-HRTimeline
Symphony Financial, Ltd. Co.5,535$231K0.03%+9113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,507$230K<0.01%-12213F-HRTimelineGroup
Valmark Advisers, Inc.5,450$228K<0.01%013F-HRTimeline
BAM Wealth Management, LLC5,375$225K0.14%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,364$224K0.04%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,243$219K0.02%+17913F-HRTimeline
Glass Jacobson Investment Advisors llc5,191$217K0.07%013F-HRTimeline
Fortis Capital Management LLC5,190$217K0.02%+7113F-HRTimeline
Davis Wealth Advisors, LLC5,119$214K0.17%-1,60913F-HRTimeline
AlphaCore Capital LLC5,115$214K<0.01%-1,45013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,101$213K<0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC4,977$208K0.04%new13F-HRTimeline
GUIDANCE CAPITAL, INC4,853$205K0.04%new13F-HRTimeline
SOA Wealth Advisors, LLC.4,883$204K0.03%013F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,787$200K0.13%new13F-HRTimeline
Bruce G. Allen Investments, LLC4,332$181K0.12%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,211$176K<0.01%+9013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,151$174K0.1%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,948$165K<0.01%+1,85613F-HRTimelineGroup
Atomic Invest LLC3,765$157K0.01%+1,44513F-HRTimeline
Smithfield Trust Co3,620$151K0.01%-5413F-HRTimeline
Institute for Wealth Management, LLC.3,584$150K0.01%new13F-HRTimeline
Clark Wealth Partners3,452$144K0.08%-35813F-HRTimeline
Planning Strategies Inc.3,207$134K0.08%13F-HRTimeline
New Republic Capital, LLC3,205$134K0.03%013F-HRTimeline
MATHER GROUP, LLC.3,107$130K<0.01%-7213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,801$117K<0.01%+1,21813F-HRTimelineGroup
AE Wealth Management LLC2,755$115K<0.01%+36013F-HRTimeline
AdvisorNet Financial, Inc2,708$113K0.01%+9913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,658$111K<0.01%-91513F-HRTimelineGroup
Geneos Wealth Management Inc.2,437$102K<0.01%+1,47413F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,353$98.4K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,343$98K<0.01%new13F-HRTimeline
Versant Capital Management, Inc2,021$84.5K0.01%+7513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,950$81.6K<0.01%+21213F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,845$77.2K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,629$68.1K<0.01%-1,22213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,552$64.9K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,548$64.7K<0.01%-18113F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,391$58.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,209$50.5K<0.01%+1413F-HRTimeline
Delos Wealth Advisors, LLC1,186$49.6K0.03%013F-HRTimeline
Owl Creek Wealth Partners LLC957$40K0.01%+1613F-HRTimeline
SIGNATUREFD, LLC800$33.4K<0.01%013F-HRTimeline
Crews Bank & Trust750$31.4K<0.01%013F-HRTimeline
Dunhill Financial, LLC725$30.3K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC707$29.6K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.702$29.4K<0.01%new13F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC699$29.2K<0.01%+1213F-HRTimeline
Comprehensive Financial Planning, Inc./…693$29K0.02%+1113F-HRTimeline
Walsh & Associates, LLC650$27.2K0.02%013F-HRTimeline
CNB Bank590$24.7K0.01%013F-HRTimeline
Abound Wealth Management587$24.5K<0.01%+913F-HRTimeline
Noble Wealth Management PBC582$24.3K0.01%-20013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC576$24.1K<0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC556$23.3K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC550$23K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.542$22.7K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.511$21.4K0.02%+813F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC431$18K<0.01%+313F-HRTimelineGroup
Morling Financial Advisors, LLC397$16.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC384$16.1K<0.01%new13F-HRTimeline
Community Financial Services Group, LLC369$15.4K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.364$15.2K<0.01%new13F-HRTimeline
West Branch Capital LLC350$14.6K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC304$12.7K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC287$12K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management283$11.8K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.262$11K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS260$10.9K<0.01%new13F-HRTimeline
First Command Advisory Services, Inc.259$10.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…246$10.3K<0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST244$10.2K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.229$9.57K<0.01%new13F-HRTimelineGroup
PlanVest Financial, Inc221$9.24K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…192$8.03K<0.01%013F-HRTimeline
CITY HOLDING CO179$7.48K<0.01%013F-HRTimeline
Aspect Partners, LLC123$5.14K<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.111$4.89K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP111$4.62K<0.01%+9313F-HRTimelineGroup
PFS Partners, LLC109$4.56K<0.01%013F-HRTimeline
Blue Trust, Inc.92$3.85K<0.01%new13F-HRTimeline
IFG Advisory, LLC73$3.05K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC71$2.97K<0.01%013F-HRTimeline
BAYBAN66$2.76K<0.01%013F-HRTimeline
CoreCap Advisors, LLC65$2.72K<0.01%013F-HRTimeline
SHP Wealth Management61$2.55K<0.01%+1813F-HRTimeline
WEST PACES ADVISORS INC.58$2.43K<0.01%new13F-HRTimeline
RMG Wealth Management LLC22$2.37K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.46$1.94K<0.01%013F-HRTimeline
JPL Wealth Management, LLC30$1.26K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.34$1K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Networth Advisors, LLC19$808<0.01%013F-HRTimeline
Addison Advisors LLC18$753<0.01%-92513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$418<0.01%013F-HRTimelineGroup
Kilter Group LLC1$46<0.01%013F-HRTimeline