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Disclosery

IVLU ISHARES TR

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COM (fund)

264 managers (266 13F filers) reported a position in IVLU shares at 2024-12-31, 60,785,289 shares in all. 24 filers opened a position and 10 filers sold out during the quarter.

Managers
264
13F filers
266
New
24
Added
118
Reduced
67
Sold out
10
Shares held by filers
60,785,289

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,927,132$405M0.34%+172,27013F-HRTimelineGroup
FMR LLCin group FMR LLC8,967,613$243M0.01%+370,36513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,368,853$146M+433,017Timeline
MERCER GLOBAL ADVISORS INC /ADV4,543,207$123M0.3%-708,69013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,443,196$120M0.01%+666,43213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,052,741$28.5M+109,440Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…906,037$24.6M0.05%+661,19413F-HR/ATimeline
Freedom Investment Management, Inc.836,211$22.7M1.88%-3,08313F-HRTimeline
Kathmere Capital Management, LLC803,824$21.8M1.96%+38,90813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/728,677$19.8M<0.01%-243,81013F-HRTimelineGroup
Armbruster Capital Management, Inc.676,969$18.4M3.73%+13,42113F-HRTimeline
UBS Group AGin group UBS Group AG571,844$15.5M<0.01%+470,12513F-HRTimelineGroup
TRUST POINT INC.563,695$15.3M1.06%+453,59913F-HRTimeline
Janney Montgomery Scott LLC559,672$15.2M0.04%-160,81213F-HRTimeline
KWB Wealth503,850$14.9M1.84%+325,39013F-HRTimeline
Savvy Advisors, Inc.513,185$13.9M1.67%+127,10613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY503,974$13.7M<0.01%-56,47913F-HR/ATimelineGroup
Peninsula Wealth, LLC500,695$13.6M2.31%+205,65913F-HRTimeline
LPL Financial LLC473,239$12.8M0.01%+248,70713F-HRTimeline
OneDigital Investment Advisors LLC438,110$11.9M0.14%-19,90813F-HRTimeline
Integrated Wealth Concepts LLC437,815$11.9M0.14%+1,37013F-HRTimeline
High Probability Advisors, LLC433,961$11.8M2.11%-6,63913F-HRTimeline
HUB Investment Partners, LLC418,645$11.3M0.48%-38,47713F-HRTimeline
Ackerman Capital Advisors, LLC411,898$11.2M2.93%-3,04613F-HRTimeline
Foster Group, Inc.410,637$11.1M0.42%+44,88213F-HRTimeline
Plancorp, LLC345,964$9.38M0.39%-18,07613F-HRTimeline
JNBA Financial Advisors336,102$9.11M0.93%-36,40813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.313,993$8.51M1.08%-10,11713F-HRTimeline
One Wealth Advisors, LLC309,657$8.39M1.25%+28,19113F-HRTimeline
Ashton Thomas Private Wealth, LLC292,498$7.93M0.31%new13F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.295,112$7.89M3.89%+6,40413F-HRTimeline
Farrow Financial, Inc.276,317$7.49M4.86%+3,06713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC260,523$7.06M0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC234,039$6.34M<0.01%-7,41013F-HRTimelineGroup
IFP Advisors, Inc223,790$6.07M0.2%-34,37613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC213,979$5.8M0.06%+101,27313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.207,897$5.64M<0.01%-54,48013F-HRTimelineGroup
Aptus Capital Advisors, LLC200,419$5.43M0.06%-4,05513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,613$5.36M<0.01%13F-HR/ATimelineGroup
Merriman Wealth Management, LLC195,406$5.3M0.22%-9,71313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…192,127$5.21M0.01%+6,53513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC188,633$5.11M0.03%+3,17313F-HRTimelineGroup
CoreFirst Bank & Trust184,033$4.99M2.97%+3,28013F-HRTimeline
Keebeck Wealth Management172,009$4.66M0.67%+9813F-HRTimeline
Prosperity Planning, Inc.160,060$4.34M1.39%-16,27113F-HRTimeline
Sanctuary Advisors, LLC152,517$4.34M0.03%+15,17213F-HRTimeline
Parallel Advisors, LLC152,626$4.14M0.09%+25,42713F-HRTimeline
Cetera Investment Advisers139,096$3.77M0.01%-39,55713F-HRTimeline
WEALTH ALLIANCE, LLC138,618$3.76M0.45%+76,56613F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich127,151$3.44M0.01%+65,92913F-HRTimeline
ShoreHaven Wealth Partners, LLC124,669$3.38M1.6%-77813F-HRTimeline
NewEdge Advisors, LLC116,430$3.16M0.02%+16,22413F-HRTimeline
RHS Financial, LLC112,705$3.06M1.58%+11,29413F-HRTimeline
Cypress Wealth Services, LLC112,168$3.04M0.61%+21,06913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP103,710$2.81M<0.01%-67613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,678$2.81M<0.01%+35,08613F-HRTimelineGroup
KICKSTAND VENTURES, LLC.103,348$2.8M0.72%+17,95513F-HRTimeline
SCS Capital Management LLC102,521$2.78M0.06%-12,73813F-HRTimeline
U.S. Capital Wealth Advisors, LLC99,953$2.71M0.08%+13,52613F-HRTimeline
Weil Company, Inc.98,101$2.66M0.92%-26,77113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…94,134$2.55M0.07%+21,81313F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV90,418$2.53M0.99%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…88,304$2.39M0.01%+32113F-HRTimelineGroup
Clayton Partners LLC86,724$2.35M1.63%-39213F-HRTimeline
Tacita Capital Inc86,425$2.34M1.67%-14,37313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…86,144$2.34M0.07%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC83,494$2.26M<0.01%+67,55113F-HRTimelineGroup
VANCE WEALTH, LLC82,901$2.25M0.87%-3,19013F-HRTimeline
&PARTNERS81,363$2.2M0.03%+28,04913F-HRTimeline
Quantum Portfolio Management LLC81,104$2.2M1.18%+1,32313F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC77,680$2.11M0.1%-38,05513F-HRTimelineGroup
HighTower Advisors, LLC75,690$2.05M<0.01%+2,62113F-HRTimeline
Mayflower Financial Advisors, LLC74,970$2.03M0.3%+26,03413F-HRTimeline
ONE Advisory Partners, LLC72,879$1.98M0.88%-1,54013F-HRTimeline
TSA Wealth Managment LLC62,508$1.69M0.69%+18,45513F-HRTimeline
Red Wave Investments LLC61,459$1.67M0.58%-1,73213F-HRTimeline
Strategic Blueprint, LLC61,203$1.66M0.1%-4,35213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,744$1.57M<0.01%-2,70113F-HRTimelineGroup
CSS LLC/IL55,300$1.5M0.09%-2,00013F-HRTimeline
Squire Investment Management Company, L…54,112$1.47M0.65%+313F-HRTimeline
Robertson Stephens Wealth Management, L…53,220$1.44M0.05%+19,13213F-HRTimeline
Allworth Financial LP52,037$1.44M0.01%+1,16813F-HRTimeline
Bell Investment Advisors, Inc52,974$1.44M0.27%-1,13613F-HRTimeline
Sequoia Financial Advisors, LLC52,193$1.41M0.01%-3,27813F-HR/ATimeline
Valued Wealth Advisors LLC51,425$1.39M0.87%+18,18913F-HRTimeline
Keel Point, LLC47,772$1.3M0.1%-3,00313F-HRTimeline
BEACON FINANCIAL GROUP47,649$1.29M0.14%+7,27513F-HRTimeline
JDH Wealth Management, LLC47,346$1.28M1.13%13F-HRTimeline
Hemington Wealth Management46,044$1.25M0.31%+2213F-HRTimeline
Merit Financial Group, LLC43,035$1.17M0.02%new13F-HRTimeline
Stokes Family Office, LLC42,683$1.16M0.12%+74713F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …42,467$1.15M0.67%+2,56413F-HRTimeline
Affinity Capital Advisors, LLC42,135$1.15M0.22%+8,64813F-HRTimeline
Jackson Creek Investment Advisors LLC40,553$1.1M0.33%+1,21713F-HRTimeline
W ADVISORS, LLC39,083$1.06M0.66%-3,09813F-HRTimeline
Heck Capital Advisors, LLC38,331$1.04M0.12%-98,27313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,350$1.01M<0.01%+97613F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS36,715$995K<0.01%-75013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …35,513$963K0.21%+8013F-HRTimeline
Hoxton Planning & Management, LLC35,148$953K0.36%+19,46913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC34,374$932K0.07%+11,93613F-HRTimeline
Csenge Advisory Group34,138$925K0.05%+6,39513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC32,707$887K0.44%+6,95713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,100$870K<0.01%-4,38713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,476$853K0.02%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP31,341$850K<0.01%-1,20913F-HRTimelineGroup
Advisory Services Network, LLC30,818$835K0.02%+39313F-HRTimeline
High Falls Advisors, Inc29,485$799K0.19%+4,02913F-HRTimeline
Shared Vision Wealth Group LLC29,334$795K0.42%+5,34013F-HRTimeline
MML INVESTORS SERVICES, LLC27,950$758K<0.01%+14,07813F-HRTimeline
Horst & Graben Wealth Management LLC27,855$755K0.13%+5,68613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,636$749K<0.01%+1,13513F-HRTimeline
WEALTHGARDEN F.S. LLC27,568$747K0.7%+34713F-HRTimeline
Index Fund Advisors, Inc.27,075$734K0.04%+39513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC26,389$715K<0.01%-18,65613F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.26,061$707K0.03%+1,11713F-HRTimelineGroup
AMERIFLEX GROUP, INC.25,081$706K0.32%13F-HRTimeline
Farther Finance Advisors, LLC25,872$701K0.03%+1,50913F-HRTimeline
Waverly Advisors, LLC25,695$697K0.01%-21613F-HRTimeline
Johnson Bixby & Associates, LLC25,590$694K0.11%-82813F-HRTimeline
Breakwater Capital Group25,145$682K0.14%+12,80913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,993$678K0.01%-98713F-HRTimelineGroup
Stonebrook Private Inc.24,862$674K0.18%-50813F-HRTimeline
CAPITAL ADVISORS INC/OK24,835$673K0.01%-62,65813F-HRTimeline
My Legacy Advisors, LLC24,604$670K0.26%-55913F-HRTimeline
Vision Capital Management, Inc.24,364$661K0.1%-10013F-HRTimeline
Mariner, LLCin group Mariner, LLC23,999$651K<0.01%+10,26013F-HRTimelineGroup
Cresset Asset Management, LLC23,017$624K<0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC21,458$582K0.01%+7,80913F-HRTimeline
NWAM LLC21,385$580K0.04%+6,41913F-HRTimeline
Wise Wealth Partners21,347$579K1.43%13F-HRTimeline
Warren Street Wealth Advisors, LLC21,246$576K0.24%+5,75513F-HRTimeline
Nicholas Hoffman & Company, LLC.20,913$567K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Kelly Financial Services LLC20,406$553K0.2%+59713F-HR/ATimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC19,839$538K0.07%+8,17513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,492$528K<0.01%+1,02013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC19,348$525K0.02%013F-HRTimeline
Lionshead Wealth Management, LLC19,163$520K0.38%13F-HRTimeline
Creative Planningin group Creative Planning18,452$500K<0.01%+18713F-HRTimelineGroup
Private Advisor Group, LLC18,400$499K<0.01%+1,51013F-HRTimeline
Ridgeline Wealth, LLC18,030$489K0.4%13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,069$463K<0.01%+7,26513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…16,892$458K0.02%-25313F-HRTimeline
FFT WEALTH MANAGEMENT LLC16,822$456K0.03%+4,29913F-HRTimeline
Global Retirement Partners, LLC16,761$454K0.01%+61313F-HRTimeline
BRIGHTON JONES LLC16,754$454K0.01%new13F-HR/ATimeline
Patriot Financial Group Insurance Agenc…16,343$443K0.06%+7,79513F-HRTimeline
CFS Investment Advisory Services, LLC15,956$433K0.04%+9,17113F-HRTimeline
Peirce Capital Management, LLC15,701$426K0.22%013F-HRTimeline
COMERICA BANK15,498$420K<0.01%-41013F-HR/ATimeline
Lauterbach Financial Advisors, LLC15,477$420K0.25%+87413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,346$416K0.01%-1,01013F-HRTimeline
B. Riley Wealth Advisors, Inc.15,151$411K0.01%-91313F-HRTimeline
LJI Wealth Management, LLC15,137$410K0.08%013F-HRTimeline
Maxwell Wealth Strategies Inc.15,118$410K0.17%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,798$401K<0.01%+2613F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,520$394K<0.01%-1,72613F-HRTimelineGroup
UNIQUE WEALTH, LLC14,411$391K0.08%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,183$385K0.12%013F-HRTimeline
Quantinno Capital Management LP14,000$380K<0.01%+7,00013F-HRTimeline
Dentgroup LLC13,664$370K0.28%+2,86113F-HRTimeline
Cambridge Investment Research Advisors,…13,637$370K<0.01%-22313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,248$359K<0.01%+50513F-HRTimeline
Kaufman Rossin Wealth, LLC12,832$348K0.36%13F-HRTimeline
MA Private Wealth12,666$343K0.06%+27313F-HRTimeline
Capstone Wealth Management, LLC12,618$342K0.33%13F-HRTimeline
Braun-Bostich & Associates Inc.12,161$330K0.24%+3,89213F-HRTimeline
CGN Advisors LLC12,082$328K0.03%-2,01613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$327K0.09%013F-HRTimeline
Well Done, LLC11,088$327K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,749$319K0.01%+2,78613F-HRTimelineGroup
CHILTON INVESTMENT CO INC.11,726$318K0.01%013F-HRTimeline
Ariadne Wealth Management, LP11,010$316K0.14%013F-HRTimeline
Valeo Financial Advisors, LLC11,522$312K0.01%013F-HRTimeline
MGO ONE SEVEN LLC11,286$306K0.01%+4,01013F-HRTimeline
5T Wealth, LLC11,076$300K0.16%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,945$297K0.02%+1,29713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,668$289K<0.01%-13,38113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC9,790$265K0.02%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,699$263K<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.9,437$256K<0.01%+1,20013F-HRTimeline
LGL PARTNERS, LLC9,399$255K0.04%+19213F-HRTimeline
Rosenberg Matthew Hamilton9,224$250K0.06%013F-HRTimeline
Leo Wealth, LLC9,105$247K0.02%-6,86513F-HRTimeline
HRT FINANCIAL LP8,706$236K<0.01%new13F-HRTimeline
RCS Financial Planning, LLC8,630$234K0.12%-51913F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$230K0.01%013F-HRTimeline
THEORY FINANCIAL LLC8,388$227K0.1%+32413F-HRTimeline
MB Generational Wealth, LLC8,376$227K0.17%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,286$225K<0.01%-5,80613F-HRTimeline
WATERSHED PRIVATE WEALTH LLC8,267$224K0.09%new13F-HRTimeline
World Investment Advisors8,104$220K0.01%+99913F-HRTimeline
Magnolia Private Wealth, LLC7,827$212K0.19%13F-HRTimeline
Pallas Capital Advisors LLC7,782$211K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,141$194K0.01%+13213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,338$172K<0.01%+1,50113F-HRTimelineGroup
Elgethun Capital Management6,276$170K0.04%-6,08013F-HRTimeline
EP Wealth Advisors, LLC6,036$164K<0.01%+1,26113F-HRTimeline
First Horizon Advisors, Inc.5,700$155K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,157$140K<0.01%013F-HRTimelineGroup