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Disclosery

IVLU ISHARES TR

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COM (fund)

372 managers (377 13F filers) reported a position in IVLU shares at 2026-03-31, 73,316,389 shares in all. 54 filers opened a position and 18 filers sold out during the quarter.

Managers
372
13F filers
377
New
54
Added
131
Reduced
101
Sold out
18
Shares held by filers
73,316,389

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MONETA GROUP INVESTMENT ADVISORS LLC15,383$610K<0.01%+11113F-HRTimeline
Meridian Wealth Management, LLC15,157$601K0.02%new13F-HRTimeline
NWAM LLC15,138$601K0.03%+20913F-HRTimeline
LJI Wealth Management, LLC15,036$597K0.1%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,924$592K<0.01%+13,34213F-HRTimelineGroup
Hoxton Planning & Management, LLC14,920$592K0.18%-1,46913F-HRTimeline
MGO ONE SEVEN LLC14,586$579K0.01%+6,58913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding14,553$577K-3,146Timeline
CURTIS WEALTH MANAGEMENT LLC14,502$575K0.54%+14413F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,228$565K0.04%013F-HRTimeline
Centerline Wealth Advisors, LLC14,062$558K0.2%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,581$539K<0.01%new13F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.13,282$527K<0.01%13F-HRTimelineGroup
Baron Wealth Management LLC13,262$526K0.16%+2,57113F-HRTimeline
Warren Street Wealth Advisors, LLC12,765$507K0.13%-40413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,614$501K0.02%+2,20713F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC11,489$484K0.03%-2,98513F-HRTimeline
Capstone Wealth Management, LLC12,129$481K0.34%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$479K0.11%013F-HRTimeline
PHILADELPHIA TRUST CO12,000$476K0.03%new13F-HRTimeline
Composition Wealth, LLC11,696$464K0.01%new13F-HRTimeline
Wedmont Private Capital11,121$464K0.01%+8513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,953$435K0.01%+2,05613F-HRTimelineGroup
Leo Wealth, LLC10,779$428K0.03%013F-HRTimeline
Elevation Wealth Management LLC10,663$423K0.39%-15313F-HRTimeline
JFS WEALTH ADVISORS, LLC10,450$415K0.02%013F-HRTimeline
Valeo Financial Advisors, LLC10,186$404K0.01%-40813F-HRTimeline
Lansing Street Advisors10,176$404K0.1%+3,23613F-HRTimeline
Ariadne Wealth Management, LP9,810$389K0.17%-1,10013F-HRTimeline
Kaufman Rossin Wealth, LLC9,676$384K0.22%-1,65913F-HRTimeline
John A. Wolfe & Associates, Inc.9,675$384K0.59%new13F-HRTimeline
Merit Financial Group, LLC9,380$372K<0.01%-3,86813F-HRTimeline
Western Wealth Management, LLC9,265$368K0.01%+19513F-HR/ATimeline
Rosenberg Matthew Hamilton9,160$363K0.07%013F-HRTimeline
CGN Advisors LLC9,036$359K0.03%-76913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC8,995$357K0.05%new13F-HRTimeline
MB Generational Wealth, LLC8,985$357K0.2%013F-HRTimeline
HB Wealth Management, LLC8,769$348K<0.01%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV8,673$344K0.03%new13F-HRTimeline
Choate Investment Advisors8,552$339K0.01%013F-HRTimeline
KEB ASSET MANAGEMENT, LLC8,523$338K0.06%new13F-HRTimeline
Accelerate Investment Advisors LLC8,518$338K0.23%+5313F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$337K0.02%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp8,455$337K<0.01%new13F-HRTimelineGroup
TBH Global Asset Management, LLC8,612$334K0.07%-15,52313F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC8,132$323K0.25%013F-HRTimeline
Fiduciary Alliance LLC7,611$318K0.02%-1813F-HRTimeline
HRT FINANCIAL LP7,976$316K<0.01%-11,38013F-HRTimeline
AMERIFLEX GROUP, INC.7,909$314K0.16%013F-HRTimeline
THEORY FINANCIAL LLC7,891$313K0.11%-16013F-HRTimeline
Magnolia Private Wealth, LLC7,827$311K0.21%013F-HRTimeline
COOKSON PEIRCE & CO INC7,793$309K0.01%-15013F-HRTimeline
Well Done, LLC7,731$307K0.05%013F-HRTimeline
GTS SECURITIES LLC7,684$305K0.01%-21,83713F-HRTimeline
USAdvisors Wealth Management, LLC7,883$303K0.1%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,599$302K0.01%+8113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,515$298K<0.01%new13F-HRTimelineGroup
TKG Advisors, LLC7,436$295K0.12%+5513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,382$293K0.02%-1613F-HRTimeline
5T Wealth, LLC7,374$293K0.12%-7313F-HRTimeline
Triad Wealth Partners, LLC7,283$289K0.02%+1,14113F-HRTimeline
SUTTON PLACE INVESTORS LLC7,055$280K0.15%013F-HRTimeline
Apella Capital, LLC6,616$279K<0.01%+47213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,975$277K0.01%-713F-HRTimelineGroup
MACKENZIE FINANCIAL CORP6,889$273K<0.01%+1,00213F-HRTimeline
Cyndeo Wealth Partners, LLC6,775$269K0.01%-3413F-HRTimeline
CIBC WORLD MARKET INC.6,750$268K<0.01%013F-HRTimeline
Davis Wealth Advisors, LLC6,728$267K0.22%-30613F-HRTimeline
AlphaCore Capital LLC6,565$260K0.01%013F-HRTimeline
Parisi Gray Wealth Management6,520$259K0.06%+12713F-HRTimeline
Ridgeline Wealth, LLC6,465$257K0.18%-62613F-HRTimeline
Whelan Financial6,433$255K0.08%new13F-HRTimeline
DIVERSIFIED TRUST CO6,371$253K<0.01%+92513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,252$248K0.01%new13F-HRTimelineGroup
Avantax Planning Partners, Inc.6,031$239K0.01%013F-HRTimeline
Perigon Wealth Management, LLC6,010$238K<0.01%-132,68213F-HRTimeline
Elgethun Capital Management5,970$237K0.04%013F-HRTimeline
Atria Investments, Inc5,791$230K<0.01%new13F-HRTimeline
HBE Wealth Management, LLC5,762$229K0.2%-91813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,629$223K<0.01%-1,36013F-HRTimelineGroup
Arkadios Wealth Advisors5,603$222K<0.01%new13F-HRTimeline
EQUITABLE TRUST CO5,589$222K0.01%new13F-HRTimeline
Valmark Advisers, Inc.5,450$216K<0.01%-1,66813F-HRTimeline
Orion Porfolio Solutions, LLC5,377$213K<0.01%013F-HRTimeline
BAM Wealth Management, LLC5,375$213K0.16%-1313F-HRTimeline
Symphony Financial, Ltd. Co.5,444$212K0.03%013F-HRTimeline
TRUE Private Wealth Advisors5,315$211K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc5,191$206K0.07%013F-HRTimeline
Fortis Capital Management LLC5,119$203K0.03%-1,98113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,064$201K0.02%new13F-HRTimeline
SOA Wealth Advisors, LLC.4,883$194K0.04%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,383$174K0.04%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,151$165K0.1%013F-HRTimeline
McIlrath & Eck, LLC4,139$164K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,121$164K<0.01%+1,02413F-HRTimeline
Clark Wealth Partners3,810$151K0.1%-1,69713F-HRTimeline
Smithfield Trust Co3,674$147K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,573$142K<0.01%+1,89513F-HRTimelineGroup
Sunbelt Securities, Inc.3,241$129K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd3,224$128K<0.01%+1,82613F-HRTimeline
New Republic Capital, LLC3,205$127K0.04%-92413F-HRTimeline
MATHER GROUP, LLC.3,179$126K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,851$113K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2,609$104K0.01%-113F-HRTimeline
AE Wealth Management LLC2,395$95K<0.01%+34913F-HRTimeline
MANNING & NAPIER ADVISORS LLC2,353$93.4K<0.01%013F-HRTimeline
Magnolia Wealth Management, LLC2,344$93K0.05%new13F-HRTimeline
Atomic Invest LLC2,320$89.3K0.04%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,092$83K<0.01%new13F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC2,000$79.4K<0.01%013F-HR/ATimeline
Versant Capital Management, Inc1,946$77.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,845$73.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,738$69K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,729$68.6K<0.01%+37113F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,583$62.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,552$61.6K<0.01%+1,00313F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,391$55.2K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,195$47.4K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC1,186$47.1K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.963$38.2K<0.01%new13F-HRTimeline
Addison Advisors LLC943$37.4K0.01%+1813F-HRTimeline
Owl Creek Wealth Partners LLC941$37.3K0.01%13F-HRTimeline
Root Financial Partners, LLC893$35.4K<0.01%+44413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…877$34.8K0.02%+79913F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/851$33.8K<0.01%+62813F-HRTimeline
SIGNATUREFD, LLC800$31.7K<0.01%013F-HRTimeline
Noble Wealth Management PBC782$31K0.02%013F-HRTimeline
Crews Bank & Trust750$29.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC725$28.8K0.01%+70013F-HRTimeline
1 NORTH WEALTH SERVICES LLC707$28.1K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC687$27.3K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…682$27.1K0.02%new13F-HRTimeline
Walsh & Associates, LLC650$25.8K0.03%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.649$25.8K0.02%013F-HRTimeline
Arax Advisory Partners610$24.2K<0.01%013F-HRTimeline
CNB Bank590$23.4K0.01%013F-HRTimeline
Abound Wealth Management578$22.9K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC556$22.1K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC550$21.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.542$21.5K<0.01%+43913F-HRTimeline
KM Capital Management Ltd.490$20.9K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.503$20K0.02%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC428$17K<0.01%13F-HRTimelineGroup
Morling Financial Advisors, LLC397$15.8K<0.01%013F-HRTimeline
West Branch Capital LLC350$13.9K<0.01%013F-HRTimeline
MAI Capital Management344$13.7K<0.01%013F-HRTimeline
Millstone Evans Group, LLC287$11.4K0.01%013F-HRTimeline
Financial Management Professionals, Inc.262$10.4K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.259$10.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…246$9.76K<0.01%013F-HRTimeline
PlanVest Financial, Inc221$8.77K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…192$7.62K<0.01%-6213F-HRTimeline
CITY HOLDING CO179$7.1K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC146$5.79K<0.01%new13F-HRTimeline
Wealth Science Advisors LLC145$5.53K<0.01%new13F-HRTimeline
PFS Partners, LLC109$4.33K<0.01%013F-HRTimeline
Synergy Investment Management, LLC102$4.05K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC93$3.69K<0.01%-3513F-HRTimeline
Rialto Wealth Management, LLC71$2.82K<0.01%new13F-HRTimeline
BAYBAN66$2.62K<0.01%013F-HRTimeline
CoreCap Advisors, LLC65$2.58K<0.01%013F-HRTimeline
Kozak & Associates, Inc.46$1.91K<0.01%013F-HRTimeline
SHP Wealth Management43$1.71K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…35$1.39K<0.01%new13F-HRTimelineGroup
JPL Wealth Management, LLC30$1.2K<0.01%new13F-HR/ATimeline
BOK Financial Private Wealth, Inc.26$1.02K<0.01%013F-HRTimeline
Networth Advisors, LLC19$754<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18$692<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$397<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$198<0.01%new13F-HRTimelineGroup
Kilter Group LLC1$44<0.01%013F-HRTimeline
Financially Speaking Inc1$40<0.01%new13F-HRTimeline