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Disclosery

IVLU ISHARES TR

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COM (fund)

298 managers (302 13F filers) reported a position in IVLU shares at 2025-09-30, 60,659,022 shares in all. 43 filers opened a position and 19 filers sold out during the quarter.

Managers
298
13F filers
302
New
43
Added
82
Reduced
115
Sold out
19
Shares held by filers
60,659,022

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MGO ONE SEVEN LLC8,657$307K0.01%-1,40413F-HRTimeline
RCS Financial Planning, LLC8,590$305K0.13%-1,11813F-HRTimeline
Choate Investment Advisors8,552$303K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$302K0.02%013F-HRTimeline
Accelerate Investment Advisors LLC8,495$301K0.21%-7213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC8,421$299K0.24%new13F-HRTimeline
Merit Financial Group, LLC8,265$293K<0.01%-67113F-HR/ATimeline
Western Wealth Management, LLC8,260$293K0.02%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,255$293K0.01%013F-HRTimeline
THEORY FINANCIAL LLC8,133$291K0.1%-24413F-HRTimeline
Cyndeo Wealth Partners, LLC7,999$284K0.02%013F-HRTimeline
COOKSON PEIRCE & CO INC7,943$282K0.01%+15013F-HRTimeline
Magnolia Private Wealth, LLC7,827$278K0.2%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,598$270K0.01%-6,02113F-HRTimelineGroup
Davis Wealth Advisors, LLC7,295$259K0.23%-32813F-HRTimeline
Fiduciary Alliance LLC7,248$257K0.02%+12013F-HRTimeline
Lansing Street Advisors7,148$254K0.07%-9913F-HRTimeline
Valmark Advisers, Inc.7,118$253K<0.01%013F-HRTimeline
SUTTON PLACE INVESTORS LLC7,093$252K0.14%-33013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,994$248K0.01%-6613F-HRTimelineGroup
Triad Wealth Partners, LLC6,908$245K0.03%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC6,834$242K0.04%new13F-HRTimeline
Claro Advisors Inc.6,138$218K0.03%-2,06813F-HRTimeline
Avantax Planning Partners, Inc.6,031$214K0.01%new13F-HRTimeline
Elgethun Capital Management5,970$213K0.04%-15913F-HRTimeline
CIBC WORLD MARKET INC.6,000$213K<0.01%new13F-HRTimeline
Clark Wealth Partners5,507$210K0.13%new13F-HRTimeline
FFT WEALTH MANAGEMENT LLC5,829$207K0.04%new13F-HRTimeline
Wedmont Private Capital5,789$207K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,777$205K<0.01%+3,68513F-HRTimelineGroup
AlphaCore Capital LLC5,115$181K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc5,097$181K0.07%-5513F-HRTimeline
SOA Wealth Advisors, LLC.4,883$173K0.03%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,151$147K0.11%013F-HRTimeline
Smithfield Trust Co3,777$133K0.01%+23113F-HRTimeline
New Republic Capital, LLC3,667$130K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,232$115K<0.01%+9213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,181$113K<0.01%-79713F-HRTimelineGroup
Smartleaf Asset Management LLC3,179$112K0.01%-20,09013F-HRTimeline
MATHER GROUP, LLC.2,919$104K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,571$91.2K0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,425$86K<0.01%new13F-HRTimeline
AE Wealth Management LLC2,098$74.4K<0.01%+37013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,000$71K<0.01%new13F-HRTimeline
Versant Capital Management, Inc1,946$69K0.01%013F-HRTimeline
WHITTIER TRUST CO1,852$66.6K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,845$65.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,680$59.6K<0.01%+7913F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,645$58.4K<0.01%+1,04613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,582$56.1K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,453$51.6K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,391$49.4K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,331$47.2K<0.01%-8813F-HRTimelineGroup
TD Capital Management LLC1,057$37.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…945$33.5K<0.01%+5113F-HRTimeline
Addison Advisors LLC925$32.8K0.01%013F-HRTimeline
Noble Wealth Management PBC832$29.5K0.02%13F-HRTimeline
SIGNATUREFD, LLC800$28.4K<0.01%+6613F-HRTimeline
ROTHSCHILD INVESTMENT LLC780$27.7K<0.01%013F-HRTimeline
LGT Financial Advisors LLC779$27.6K0.06%-1913F-HRTimeline
Crews Bank & Trust750$26.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC675$23.9K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.649$23K0.02%013F-HRTimeline
McIlrath & Eck, LLC637$22.6K<0.01%013F-HRTimeline
CNB Bank590$20.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC556$19.7K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC550$19.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/549$19.5K<0.01%013F-HRTimelineGroup
Keener Financial Planning LLC491$17K0.01%013F-HRTimeline
Root Financial Partners, LLC449$15.9K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…426$15.1K<0.01%+17213F-HRTimeline
Morling Financial Advisors, LLC397$14.1K<0.01%013F-HRTimeline
UMB Bank, n.a.364$12.9K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
West Branch Capital LLC350$12.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC287$10.2K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management283$10K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP274$9.7K<0.01%+21513F-HRTimelineGroup
Painted Porch Advisors LLC264$9.37K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.262$9.3K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.259$9.19K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…246$8.73K0.02%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/223$7.91K<0.01%013F-HRTimeline
CITY HOLDING CO179$6.35K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC175$6.27K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd128$4.54K<0.01%new13F-HRTimeline
CVA Family Office, LLC127$4.51K<0.01%new13F-HRTimeline
MAI Capital Management109$3.87K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.103$3.65K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.98$3K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC65$2.31K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.84$2K<0.01%013F-HRTimeline
Kozak & Associates, Inc.45$1.63K<0.01%013F-HRTimeline
Abound Wealth Management35$1.24K<0.01%013F-HRTimeline
JPL Wealth Management, LLC30$1.07K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.26$912<0.01%013F-HRTimeline
Dunhill Financial, LLC25$887<0.01%013F-HRTimeline
Kilter Group LLC1$39<0.01%013F-HRTimeline
Goodman Advisory Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.