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Disclosery

IVLU ISHARES TR

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COM (fund)

280 managers (283 13F filers) reported a position in IVLU shares at 2025-06-30, 60,660,292 shares in all. 40 filers opened a position and 22 filers sold out during the quarter.

Managers
280
13F filers
283
New
40
Added
121
Reduced
69
Sold out
22
Shares held by filers
60,660,292

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Baron Wealth Management LLC8,052$265K0.09%new13F-HRTimeline
Cyndeo Wealth Partners, LLC7,999$263K0.02%+25413F-HRTimeline
Magnolia Private Wealth, LLC7,827$257K0.2%013F-HRTimeline
COOKSON PEIRCE & CO INC7,793$256K0.01%new13F-HRTimeline
Prospera Financial Services Inc7,679$253K<0.01%new13F-HRTimeline
Davis Wealth Advisors, LLC7,623$251K0.27%+44913F-HRTimeline
SUTTON PLACE INVESTORS LLC7,423$244K0.15%+35513F-HRTimeline
Lansing Street Advisors7,247$238K0.07%-6513F-HRTimeline
Quadrant Private Wealth Management, LLC7,174$236K0.05%new13F-HRTimeline
Fiduciary Alliance LLC7,128$234K0.02%+2513F-HRTimeline
Valmark Advisers, Inc.7,118$234K<0.01%-1,70913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,060$232K0.01%+5113F-HRTimelineGroup
GTS SECURITIES LLC6,513$214K0.01%new13F-HRTimeline
BLALOCK WILLIAMS, LLC6,297$207K0.21%new13F-HRTimeline
Elgethun Capital Management6,129$202K0.04%-14713F-HRTimeline
Glass Jacobson Investment Advisors llc5,152$169K0.07%+11113F-HRTimeline
AlphaCore Capital LLC5,115$168K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.4,883$161K0.03%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,151$137K0.1%+9313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,978$131K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC3,667$121K0.04%013F-HRTimeline
Smithfield Trust Co3,546$115K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,140$103K<0.01%+1,14013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC2,461$85.5K0.03%new13F-HRTimeline
AdvisorNet Financial, Inc2,571$84.6K0.01%+4513F-HRTimeline
PrairieView Partners, LLC2,471$81K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,092$68.8K<0.01%+2,09113F-HRTimelineGroup
Versant Capital Management, Inc1,946$64K0.01%-22913F-HRTimeline
Strategic Wealth Partners, Ltd.1,845$60.7K<0.01%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,788$58.8K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,728$56.8K<0.01%-46913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,601$52.7K<0.01%+16513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,453$47.8K<0.01%-16813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,419$46.7K<0.01%-2,35213F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,391$45.8K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,315$35.7K<0.01%new13F-HRTimeline
TD Capital Management LLC1,057$34.8K<0.01%new13F-HRTimeline
Addison Advisors LLC925$30.4K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp924$30.4K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…894$29.4K<0.01%013F-HRTimeline
LGT Financial Advisors LLC798$26.2K0.07%+4313F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$25.7K<0.01%013F-HRTimeline
Crews Bank & Trust750$24.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC734$24.1K<0.01%-9013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.649$21.3K0.02%013F-HRTimeline
McIlrath & Eck, LLC637$21K<0.01%+1413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…599$19.7K<0.01%+14313F-HRTimelineGroup
CNB Bank590$19.4K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC556$18.3K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC550$18.1K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/549$18.1K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC491$16K0.01%new13F-HRTimeline
Morling Financial Advisors, LLC397$13.1K<0.01%013F-HRTimeline
West Branch Capital LLC350$11.5K<0.01%013F-HRTimeline
Millstone Evans Group, LLC287$9.44K0.01%013F-HRTimeline
Painted Porch Advisors LLC264$8.68K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.262$8.62K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.259$8.52K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…254$8.35K<0.01%-1,04213F-HRTimeline
Beacon Capital Management, LLC239$7.86K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.237$7.8K<0.01%+513F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/223$7.33K<0.01%new13F-HRTimeline
CITY HOLDING CO179$5.88K<0.01%013F-HRTimeline
Ryan Investment Management, Inc.128$4.21K<0.01%13F-HRTimeline
Wood Tarver Financial Group, LLC125$4K<0.01%013F-HRTimeline
MAI Capital Management109$3.59K<0.01%+2813F-HRTimeline
HARBOUR INVESTMENTS, INC.103$3.39K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC99$3K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.78$2.67K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.70$2.3K<0.01%-9513F-HRTimeline
Transce3nd, LLC62$2.04K<0.01%013F-HRTimeline
Financial Connections Group, Inc.84$2K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP59$1.94K<0.01%new13F-HRTimelineGroup
Kozak & Associates, Inc.45$1.5K<0.01%+113F-HRTimeline
Abound Wealth Management35$1.15K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.26$845<0.01%new13F-HRTimeline
Dunhill Financial, LLC25$822<0.01%013F-HRTimeline
Kings Path Partners LLC23$756<0.01%new13F-HRTimeline
Kilter Group LLC1$45<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.