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Disclosery

IVLU ISHARES TR

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COM (fund)

264 managers (266 13F filers) reported a position in IVLU shares at 2024-12-31, 60,785,289 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
264
13F filers
266
New
24
Added
118
Reduced
67
Sold out
10
Shares held by filers
60,785,289

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Glass Jacobson Investment Advisors llc5,041$137K0.04%+4,98613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthShield Partners, LLC4,477$121K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,450$121K0.01%new13F-HRTimeline
LEE DANNER & BASS INC4,300$117K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,099$111K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC4,058$110K0.08%+8313F-HRTimeline
New Republic Capital, LLC3,667$99.4K0.06%013F-HRTimeline
Smithfield Trust Co3,546$96K<0.01%+2,29413F-HRTimeline
Venturi Wealth Management, LLC3,466$94K<0.01%+4613F-HRTimeline
Smartleaf Asset Management LLC3,318$90K0.01%+1,91513F-HRTimeline
Bruce G. Allen Investments, LLC2,875$77.9K0.06%new13F-HRTimeline
Transcendent Capital Group LLC2,571$69.7K0.04%+31113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,481$67.3K<0.01%+2,48013F-HRTimelineGroup
AdvisorNet Financial, Inc2,438$66.1K0.01%+3213F-HRTimeline
PrairieView Partners, LLC2,471$66K0.01%013F-HRTimeline
Versant Capital Management, Inc2,176$59K0.01%+8913F-HRTimeline
MAI Capital Management2,024$54.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,000$54.2K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,629$44.2K<0.01%+1,26113F-HRTimelineGroup
AE Wealth Management LLC1,542$41.8K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,436$38.9K<0.01%-48413F-HRTimelineGroup
Sunbelt Securities, Inc.1,315$35.7K<0.01%-51813F-HRTimeline
MATHER GROUP, LLC.1,202$32.6K<0.01%-2,15913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,091$30.1K<0.01%013F-HRTimeline
Addison Advisors LLC925$25.1K0.01%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…924$25.1K0.01%013F-HRTimeline
Noble Wealth Management PBC883$23.9K0.02%13F-HRTimeline
SIGNATUREFD, LLC824$22.3K<0.01%+1713F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC815$22.1K<0.01%-5013F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$21.1K<0.01%013F-HRTimeline
Crews Bank & Trust750$20.3K<0.01%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.649$17.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC623$16.9K<0.01%+1213F-HRTimeline
LGT Financial Advisors LLC608$16.5K0.04%+59613F-HRTimeline
CNB Bank590$16K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…572$15.5K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC556$15.1K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/549$14.9K<0.01%013F-HRTimelineGroup
Morling Financial Advisors, LLC397$10.8K<0.01%013F-HRTimeline
West Branch Capital LLC350$9.49K<0.01%013F-HRTimeline
Millstone Evans Group, LLC287$7.78K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC285$7.71K<0.01%+1213F-HRTimeline
Painted Porch Advisors LLC264$7.16K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.262$7.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners259$7.02K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC246$6.67K<0.01%-1,32513F-HRTimeline
Beacon Capital Management, LLC239$6.48K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.206$5.59K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.182$5K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC167$4.53K<0.01%013F-HRTimeline
Pineridge Advisors LLC158$4.28K<0.01%013F-HRTimeline
Glassman Wealth Services129$3.5K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC112$3.04K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC125$3K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…107$2.89K<0.01%+10713F-HRTimelineGroup
Steward Partners Investment Advisory, L…98$2.66K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.66$1.79K<0.01%-213F-HRTimeline
Transce3nd, LLC62$1.68K<0.01%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51$1.38K<0.01%-513F-HRTimelineGroup
Kozak & Associates, Inc.44$1.19K<0.01%+113F-HRTimeline
HOWE & RUSLING INC38$1.03K<0.01%new13F-HRTimeline
Dunhill Financial, LLC25$678<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC18$488<0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC16$434<0.01%013F-HRTimeline