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Disclosery

IVLU ISHARES TR

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COM (fund)

338 managers (343 13F filers) reported a position in IVLU shares at 2025-12-31, 66,340,219 shares in all. 42 filers opened a position and 22 filers sold out during the quarter.

Managers
338
13F filers
343
New
42
Added
113
Reduced
106
Sold out
22
Shares held by filers
66,340,219

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MLG Wealth Management DBA Pine Grove Fi…14,122$537K0.06%13F-HRTimeline
Y-Intercept (Hong Kong) Ltd13,818$526K0.01%new13F-HRTimeline
Dentgroup LLC13,463$512K0.35%-60213F-HRTimeline
Merit Financial Group, LLC13,248$504K<0.01%+4,98313F-HRTimeline
Warren Street Wealth Advisors, LLC13,169$501K0.14%-7,88613F-HRTimeline
Empowered Funds, LLC12,775$486K0.01%new13F-HR/ATimeline
Ariadne Wealth Management, LP10,910$464K0.19%013F-HRTimeline
Capstone Wealth Management, LLC12,129$462K0.34%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$460K0.11%013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,898$453K0.05%-90513F-HRTimeline
Kaufman Rossin Wealth, LLC11,335$431K0.22%-1,32913F-HRTimeline
Wedmont Private Capital11,036$426K0.01%+5,24713F-HRTimeline
Elevation Wealth Management LLC10,816$412K0.39%13F-HRTimeline
Leo Wealth, LLC10,779$410K0.03%new13F-HRTimeline
Baron Wealth Management LLC10,691$407K0.13%+1,92613F-HRTimeline
Valeo Financial Advisors, LLC10,594$403K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC10,450$398K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,407$396K0.01%+58313F-HRTimelineGroup
CGN Advisors LLC9,805$373K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton9,160$349K0.07%013F-HRTimeline
Western Wealth Management, LLC9,070$345K0.02%+81013F-HRTimeline
MB Generational Wealth, LLC8,985$342K0.18%-12413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,897$339K0.01%new13F-HRTimelineGroup
Choate Investment Advisors8,552$325K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$323K0.02%013F-HRTimeline
THEORY FINANCIAL LLC8,051$323K0.11%-8213F-HRTimeline
Accelerate Investment Advisors LLC8,465$322K0.22%-3013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,400$320K<0.01%+5,21913F-HRTimelineGroup
Platform Wealth Management, LLC8,139$310K0.08%13F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC8,132$309K0.24%-28913F-HRTimeline
MGO ONE SEVEN LLC7,997$304K0.01%-66013F-HRTimeline
COOKSON PEIRCE & CO INC7,943$302K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.7,909$301K0.16%-2,42313F-HRTimeline
RCS Financial Planning, LLC7,857$299K0.13%-73313F-HRTimeline
Magnolia Private Wealth, LLC7,827$298K0.21%013F-HRTimeline
Well Done, LLC7,731$294K0.04%-2,61013F-HRTimeline
Fiduciary Alliance LLC7,629$290K0.02%+38113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,518$286K0.01%-8013F-HRTimelineGroup
5T Wealth, LLC7,447$283K0.11%-1,98913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,398$281K0.02%-16,39013F-HRTimeline
TKG Advisors, LLC7,381$281K0.11%new13F-HRTimeline
Valmark Advisers, Inc.7,118$271K<0.01%013F-HRTimeline
Fortis Capital Management LLC7,100$270K0.04%new13F-HRTimeline
Ridgeline Wealth, LLC7,091$270K0.19%-3,06213F-HRTimeline
SUTTON PLACE INVESTORS LLC7,055$268K0.15%-3813F-HRTimeline
Davis Wealth Advisors, LLC7,034$268K0.22%-26113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,989$266K<0.01%-22,41513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management6,982$266K0.01%-1213F-HRTimelineGroup
COMERICA BANK6,965$265K<0.01%-9,76613F-HRTimeline
Lansing Street Advisors6,940$264K0.07%-20813F-HRTimeline
Cyndeo Wealth Partners, LLC6,809$259K0.01%-1,19013F-HRTimeline
CIBC WORLD MARKET INC.6,750$257K<0.01%+75013F-HRTimeline
HBE Wealth Management, LLC6,680$254K0.24%13F-HRTimeline
AlphaCore Capital LLC6,565$250K0.01%+1,45013F-HRTimeline
Fisher Asset Management, LLC6,543$249K<0.01%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,498$247K0.04%new13F-HRTimelineGroup
Parisi Gray Wealth Management6,393$243K0.06%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,339$241K<0.01%+56213F-HRTimelineGroup
Apella Capital, LLC6,144$234K<0.01%new13F-HRTimeline
Triad Wealth Partners, LLC6,142$234K0.02%-76613F-HRTimeline
Avantax Planning Partners, Inc.6,031$229K0.01%013F-HRTimeline
Elgethun Capital Management5,970$227K0.04%013F-HRTimeline
MACKENZIE FINANCIAL CORP5,887$225K<0.01%new13F-HRTimeline
Summit Financial, LLC5,874$223K<0.01%new13F-HRTimeline
Claro Advisors Inc.5,702$217K0.03%-43613F-HRTimeline
Clark Wealth Partners5,507$210K0.13%013F-HRTimeline
Symphony Financial, Ltd. Co.5,444$208K0.03%new13F-HRTimeline
DIVERSIFIED TRUST CO5,446$207K<0.01%new13F-HRTimeline
BAM Wealth Management, LLC5,388$205K0.15%new13F-HRTimeline
Orion Porfolio Solutions, LLC5,377$205K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,358$204K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc5,191$198K0.07%+9413F-HRTimeline
SOA Wealth Advisors, LLC.4,883$186K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,450$169K0.02%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,151$158K0.11%013F-HRTimeline
McIlrath & Eck, LLC4,139$157K0.01%+3,50213F-HRTimeline
New Republic Capital, LLC4,129$157K0.04%+46213F-HRTimeline
Greenline Wealth Management LLC3,745$142K0.15%13F-HRTimeline
Smithfield Trust Co3,674$141K0.01%-10313F-HRTimeline
Steward Partners Investment Advisory, L…3,097$118K<0.01%+2,15213F-HRTimeline
AdvisorNet Financial, Inc2,610$99.3K0.01%+3913F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,353$89.5K<0.01%-7213F-HRTimeline
AE Wealth Management LLC2,046$77.9K<0.01%-5213F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,000$76.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc1,946$74K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,845$70.2K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,738$66.1K<0.01%+5813F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,678$63.8K<0.01%+3313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,583$60.2K<0.01%+13013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,582$60.2K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd1,398$53.2K<0.01%+1,27013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,391$52.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,358$51.7K<0.01%+2713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,195$45.5K<0.01%+41513F-HRTimeline
Addison Advisors LLC925$35.2K0.01%013F-HRTimeline
SIGNATUREFD, LLC800$30.4K<0.01%013F-HRTimeline
Noble Wealth Management PBC782$29.8K0.01%-5013F-HRTimeline
Crews Bank & Trust750$28.5K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC687$26.2K<0.01%+1213F-HRTimeline
Walsh & Associates, LLC650$24.7K0.02%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.649$24.7K0.02%013F-HRTimeline
Arax Advisory Partners610$23.2K<0.01%new13F-HRTimeline
CNB Bank590$22.4K0.01%013F-HRTimeline
Abound Wealth Management578$22K0.01%+54313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC556$21.2K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC550$20.9K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/549$20.9K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.503$19.1K0.02%new13F-HRTimeline
Root Financial Partners, LLC449$17.1K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC397$15.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC389$14.8K<0.01%new13F-HRTimeline
West Branch Capital LLC350$13.3K<0.01%013F-HRTimeline
MAI Capital Management344$13.1K<0.01%+23513F-HRTimeline
BOKF, NAin group BOKF, NA305$11.6K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC287$10.9K0.01%013F-HRTimeline
Financial Management Professionals, Inc.262$9.97K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.259$9.86K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…254$9.66K<0.01%-17213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…246$9.36K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/223$8.48K<0.01%013F-HRTimeline
TSFG, LLC181$7K<0.01%new13F-HRTimeline
CITY HOLDING CO179$6.81K<0.01%013F-HRTimeline
Blue Trust, Inc.170$6.47K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC128$4.87K<0.01%new13F-HRTimeline
PFS Partners, LLC109$4.15K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC109$4.15K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.98$4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.103$3.92K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…78$2.97K<0.01%new13F-HRTimelineGroup
BAYBAN66$2.51K<0.01%13F-HRTimeline
CoreCap Advisors, LLC65$2.47K<0.01%013F-HRTimeline
Kozak & Associates, Inc.46$1.78K<0.01%+113F-HRTimeline
SHP Wealth Management43$1.64K<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.26$978<0.01%013F-HRTimeline
Dunhill Financial, LLC25$951<0.01%013F-HRTimeline
Networth Advisors, LLC19$723<0.01%13F-HRTimeline
Kilter Group LLC1$42<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.