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Disclosery

IVLU ISHARES TR

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COM (fund)

259 managers (262 13F filers) reported a position in IVLU shares at 2025-03-31, 57,480,048 shares in all. 32 filers opened a position and 33 filers sold out during the quarter.

Managers
259
13F filers
262
New
32
Added
76
Reduced
103
Sold out
33
Shares held by filers
57,480,048

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Elgethun Capital Management6,276$190K0.04%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS6,243$189K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC6,007$182K<0.01%-2913F-HRTimeline
AlphaCore Capital LLC5,115$155K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc5,041$137K0.04%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,058$123K0.09%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,978$121K<0.01%-1,17913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,771$114K<0.01%+1,29013F-HRTimelineGroup
New Republic Capital, LLC3,667$111K0.05%013F-HRTimeline
Smithfield Trust Co3,546$107K0.01%013F-HRTimeline
MATHER GROUP, LLC.2,950$89.4K<0.01%+1,74813F-HRTimeline
AdvisorNet Financial, Inc2,526$76.5K0.01%+8813F-HRTimeline
PrairieView Partners, LLC2,471$74K0.01%013F-HRTimeline
AE Wealth Management LLC2,197$66.6K<0.01%+65513F-HRTimeline
Versant Capital Management, Inc2,175$65.9K0.01%-113F-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,…1,621$49.1K<0.01%-813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,436$43.5K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,296$39.3K<0.01%+72413F-HRTimeline
Addison Advisors LLC925$28K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp924$28K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…894$27.1K<0.01%+79613F-HRTimeline
Noble Wealth Management PBC832$25.2K0.02%-5113F-HRTimeline
SIGNATUREFD, LLC824$25K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$23.6K<0.01%013F-HRTimeline
LGT Financial Advisors LLC755$22.9K0.07%+14713F-HRTimeline
Crews Bank & Trust750$22.7K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.649$19.7K0.02%013F-HRTimeline
McIlrath & Eck, LLC623$18.9K<0.01%013F-HRTimeline
CNB Bank590$17.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC556$16.9K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/549$16.6K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…456$13.8K<0.01%+34913F-HRTimelineGroup
Morling Financial Advisors, LLC397$12K<0.01%013F-HRTimeline
West Branch Capital LLC350$10.6K<0.01%013F-HRTimeline
Millstone Evans Group, LLC287$8.7K0.01%013F-HRTimeline
Painted Porch Advisors LLC264$8K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.262$7.94K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.259$7.85K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC239$7.24K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.232$7.03K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC184$5.58K<0.01%-6213F-HRTimeline
CITY HOLDING CO179$5.42K<0.01%new13F-HRTimeline
Blue Trust, Inc.170$5.15K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.165$5K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC125$3.79K<0.01%013F-HRTimeline
Compass Wealth Management LLC84$2.55K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.78$2.46K<0.01%new13F-HRTimeline
MAI Capital Management81$2.46K<0.01%-1,94313F-HRTimeline
Ruedi Wealth Management, Inc.66$2K<0.01%013F-HRTimeline
Transce3nd, LLC62$1.88K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC50$1.52K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.44$1.28K<0.01%013F-HRTimeline
Abound Wealth Management35$1.06K<0.01%new13F-HRTimeline
Dunhill Financial, LLC25$758<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC18$546<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC16$485<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1$24<0.01%-20513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,09113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.