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Disclosery

IVLU ISHARES TR

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COM (fund)

259 managers (262 13F filers) reported a position in IVLU shares at 2025-03-31, 57,480,048 shares in all. 32 filers opened a position and 33 filers sold out during the quarter.

Managers
259
13F filers
262
New
32
Added
76
Reduced
103
Sold out
33
Shares held by filers
57,480,048

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,430,525$468M0.38%+503,39313F-HRTimelineGroup
FMR LLCin group FMR LLC8,165,817$248M0.02%-801,79613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,374,696$133M0.3%-168,51113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,322,945$131M-1,045,908Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,942,417$119M0.01%-500,77913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,394,523$42.3M+341,782Timeline
Freedom Investment Management, Inc.825,713$25M2.1%-10,49813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/814,276$24.7M<0.01%+85,59913F-HRTimelineGroup
Kathmere Capital Management, LLC806,041$24.4M2.08%+2,21713F-HRTimeline
Armbruster Capital Management, Inc.688,233$20.9M4.16%+11,26413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…687,431$20.8M0.04%-218,60613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY567,268$17.2M<0.01%+63,29413F-HRTimelineGroup
LPL Financial LLC539,954$16.4M0.01%+66,71513F-HRTimeline
KWB Wealth592,723$16.1M1.94%+88,87313F-HRTimeline
Savvy Advisors, Inc.520,448$15.8M1.59%+7,26313F-HRTimeline
OneDigital Investment Advisors LLC448,994$13.6M0.16%+10,88413F-HRTimeline
Integrated Wealth Concepts LLC426,291$12.9M0.15%-11,52413F-HRTimeline
HUB Investment Partners, LLC420,748$12.8M0.51%+2,10313F-HRTimeline
Ackerman Capital Advisors, LLC410,978$12.5M3.29%-92013F-HRTimeline
High Probability Advisors, LLC406,171$12.3M2.05%-27,79013F-HRTimeline
Foster Group, Inc.404,684$12.3M0.46%-5,95313F-HRTimeline
Plancorp, LLC339,318$10.3M0.41%-6,64613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…304,720$9.24M0.22%+210,58613F-HRTimelineGroup
One Wealth Advisors, LLC300,634$9.11M1.36%-9,02313F-HRTimeline
Per Stirling Capital Management, LLC.298,141$9.04M1.3%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.297,612$9.02M1.13%-16,38113F-HRTimeline
Ashton Thomas Private Wealth, LLC293,268$8.89M0.34%+77013F-HRTimeline
Farrow Financial, Inc.283,137$8.58M5.77%+6,82013F-HRTimeline
JNBA Financial Advisors271,981$8.24M0.85%-64,12113F-HRTimeline
TRUST POINT INC.266,203$8.07M0.74%-297,49213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.260,167$7.89M<0.01%+52,27013F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.279,040$7.8M4.07%-16,07213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC242,315$7.34M<0.01%+8,27613F-HR/ATimelineGroup
Sanctuary Advisors, LLC241,708$7.33M0.05%+89,19113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC216,216$6.55M<0.01%+18,60313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding209,167$6.34M+20,534Timeline
Aptus Capital Advisors, LLC191,241$5.8M0.07%-9,17813F-HRTimeline
IFP Advisors, Inc190,495$5.77M0.18%-33,29513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC184,410$5.59M<0.01%+158,02113F-HRTimelineGroup
CoreFirst Bank & Trust182,200$5.52M3.55%-1,83313F-HRTimeline
RHS Financial, LLC173,941$5.27M2.96%+61,23613F-HRTimeline
Keebeck Wealth Management162,631$4.93M0.73%-9,37813F-HRTimeline
Prosperity Planning, Inc.151,540$4.59M1.44%-8,52013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA150,433$4.56M<0.01%+46,75513F-HR/ATimelineGroup
Parallel Advisors, LLC143,259$4.34M0.1%-9,36713F-HRTimeline
Cetera Investment Advisers137,192$4.16M0.01%-1,90413F-HRTimeline
ShoreHaven Wealth Partners, LLC134,228$4.07M1.95%+9,55913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…126,334$3.83M0.01%+38,03013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,680$3.63M0.01%+82,33013F-HRTimelineGroup
SCS Capital Management LLC116,031$3.52M0.04%+13,51013F-HR/ATimeline
UBS Group AGin group UBS Group AG108,819$3.3M<0.01%-463,02513F-HRTimelineGroup
NewEdge Advisors, LLC106,593$3.23M0.02%-9,83713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,210$3.22M<0.01%+48,46613F-HRTimelineGroup
Keel Point, LLC101,895$3.09M0.24%+54,12313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,220$3.07M<0.01%-2,49013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC100,976$3.06M0.08%+69,50013F-HRTimeline
Cypress Wealth Services, LLC98,076$2.97M0.6%-14,09213F-HRTimeline
SAXON INTERESTS, INC.93,246$2.83M1.32%new13F-HRTimeline
KICKSTAND VENTURES, LLC.91,142$2.76M0.71%-12,20613F-HRTimeline
Clayton Partners LLC90,225$2.73M2.38%+3,50113F-HRTimeline
HighTower Advisors, LLC86,646$2.63M<0.01%+10,95613F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…86,144$2.61M0.09%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC85,553$2.59M0.08%-14,40013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC83,794$2.54M0.46%new13F-HRTimeline
Tacita Capital Inc83,785$2.54M1.83%-2,64013F-HRTimeline
VANCE WEALTH, LLC81,257$2.46M0.93%-1,64413F-HRTimeline
&PARTNERS80,543$2.46M0.03%-82013F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC77,680$2.35M0.13%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC76,980$2.33M<0.01%-6,51413F-HRTimelineGroup
ONE Advisory Partners, LLC72,191$2.19M0.93%-68813F-HRTimeline
Balance Wealth Partners LLC71,610$2.17M1.41%13F-HRTimeline
CSS LLC/IL70,300$2.13M0.15%+15,00013F-HRTimeline
TSA Wealth Managment LLC68,670$2.08M0.83%+6,16213F-HRTimeline
Strategic Blueprint, LLC62,227$1.89M0.1%+1,02413F-HRTimeline
WEALTH ALLIANCE, LLC61,625$1.87M0.23%-76,99313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,606$1.84M<0.01%-199,91713F-HR/ATimelineGroup
Red Wave Investments LLC60,384$1.83M0.66%-1,07513F-HRTimeline
Valued Wealth Advisors LLC59,061$1.79M1.07%+7,63613F-HRTimeline
Squire Investment Management Company, L…54,112$1.64M0.68%013F-HRTimeline
Allworth Financial LP51,919$1.6M0.01%-11813F-HRTimeline
Sequoia Financial Advisors, LLC51,779$1.57M0.01%-41413F-HRTimeline
Bell Investment Advisors, Inc50,880$1.54M0.28%-2,09413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich49,428$1.5M<0.01%-77,72313F-HR/ATimeline
Robertson Stephens Wealth Management, L…49,398$1.5M0.06%-3,82213F-HRTimeline
Horst & Graben Wealth Management LLC49,134$1.49M0.27%+21,27913F-HRTimeline
JDH Wealth Management, LLC47,346$1.44M1.23%013F-HRTimeline
Mayflower Financial Advisors, LLC46,742$1.42M0.22%-28,22813F-HRTimeline
Hemington Wealth Management45,988$1.39M0.22%-5613F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …43,071$1.31M0.81%+60413F-HRTimeline
Stokes Family Office, LLC42,182$1.28M0.14%-50113F-HRTimeline
BEACON FINANCIAL GROUP41,062$1.24M0.14%-6,58713F-HRTimeline
Jackson Creek Investment Advisors LLC40,952$1.24M0.39%+39913F-HRTimeline
W ADVISORS, LLC39,657$1.2M0.75%+57413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,059$1.12M<0.01%+34413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …35,433$1.07M0.22%-8013F-HRTimeline
Creative Planningin group Creative Planning33,493$1.02M<0.01%+15,04113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC33,243$1.01M<0.01%+1,14313F-HRTimeline
Mariner, LLCin group Mariner, LLC32,999$1M<0.01%+9,00013F-HRTimelineGroup
World Investment Advisors32,604$988K0.03%+24,50013F-HRTimeline
Farther Finance Advisors, LLC31,572$956K0.02%+5,70013F-HRTimeline
Breakwater Capital Group31,092$942K0.17%+5,94713F-HRTimeline
MA Private Wealth30,890$936K0.18%+18,22413F-HRTimeline
Quantum Portfolio Management LLC30,218$916K0.46%-50,88613F-HRTimeline
Advisory Services Network, LLC30,214$916K0.02%-60413F-HRTimeline
Affinity Capital Advisors, LLC31,241$899K0.18%-10,89413F-HRTimeline
Commonwealth Financial Services, LLC29,642$898K0.18%new13F-HRTimeline
AMERIFLEX GROUP, INC.28,414$861K0.35%+3,33313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,747$841K0.01%+11113F-HRTimeline
High Falls Advisors, Inc27,721$840K0.2%-1,76413F-HRTimeline
Johnson Bixby & Associates, LLC26,895$815K0.12%+1,30513F-HRTimeline
Shared Vision Wealth Group LLC26,752$811K0.44%-2,58213F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC26,052$790K0.38%-6,65513F-HRTimeline
Csenge Advisory Group25,801$768K0.04%-8,33713F-HRTimeline
Stonebrook Private Inc.24,867$754K0.2%+513F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,822$752K0.02%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.24,705$749K0.01%-28813F-HRTimelineGroup
My Legacy Advisors, LLC24,521$743K0.29%-8313F-HRTimeline
Waverly Advisors, LLC24,406$740K0.01%-1,28913F-HRTimeline
CAPITAL ADVISORS INC/OK23,975$727K0.01%-86013F-HRTimeline
Braun-Bostich & Associates Inc.23,720$719K0.53%+11,55913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,247$705K<0.01%-8,09413F-HRTimelineGroup
Vision Capital Management, Inc.23,173$702K0.1%-1,19113F-HRTimeline
Index Fund Advisors, Inc.23,150$702K0.04%-3,92513F-HRTimeline
Cresset Asset Management, LLC23,017$698K<0.01%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,306$676K0.05%-12,06813F-HRTimeline
Kelly Financial Services LLC22,244$674K0.23%+1,83813F-HRTimeline
WEALTHGARDEN F.S. LLC21,906$664K0.64%-5,66213F-HRTimeline
TOWNSQUARE CAPITAL LLC21,585$654K0.01%+12713F-HRTimeline
Warren Street Wealth Advisors, LLC21,246$644K0.25%013F-HRTimeline
Wise Wealth Partners21,224$643K1.54%-12313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC20,569$638K<0.01%+3,50013F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.20,913$634K0.02%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
BRIGHTON JONES LLC20,317$616K0.02%+3,56313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,632$614K0.08%+79313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC20,157$611K0.03%new13F-HRTimelineGroup
VestGen Advisors, LLC20,008$606K0.03%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,492$591K<0.01%013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC19,348$586K0.03%013F-HRTimeline
Simplicity Wealth,LLC19,175$581K0.05%new13F-HRTimeline
MML INVESTORS SERVICES, LLC19,082$578K<0.01%-8,86813F-HRTimeline
Private Advisor Group, LLC19,055$578K<0.01%+65513F-HRTimeline
Ridgeline Wealth, LLC18,000$546K0.46%-3013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,891$542K0.13%new13F-HRTimeline
Aprio Wealth Management, LLC17,225$522K0.07%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…16,928$513K0.02%+3613F-HRTimeline
B. Riley Wealth Advisors, Inc.16,760$508K0.02%+1,60913F-HRTimeline
Hoxton Planning & Management, LLC16,532$501K0.19%-18,61613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,600$473K<0.01%new13F-HRTimelineGroup
Peirce Capital Management, LLC15,596$473K0.23%-10513F-HRTimeline
COMERICA BANK15,498$470K<0.01%013F-HRTimeline
Lauterbach Financial Advisors, LLC15,477$469K0.29%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,346$465K0.01%013F-HRTimeline
Smartleaf Asset Management LLC14,927$456K0.04%+11,60913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,899$452K<0.01%+1,65113F-HRTimeline
NWAM LLC14,885$451K0.04%-6,50013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,725$446K<0.01%+8,38713F-HRTimelineGroup
MB Generational Wealth, LLC14,338$435K0.32%+5,96213F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,286$433K0.1%+10313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,182$430K<0.01%-61613F-HR/ATimelineGroup
CFS Investment Advisory Services, LLC14,028$425K0.04%-1,92813F-HRTimeline
CWM, LLCin group CWM, LLC13,954$423K<0.01%-56613F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,809$419K<0.01%+17213F-HRTimeline
Dentgroup LLC13,092$397K0.3%-57213F-HRTimeline
LJI Wealth Management, LLC13,014$394K0.08%-2,12313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,002$394K0.01%+1,25313F-HRTimelineGroup
Kaufman Rossin Wealth, LLC12,813$388K0.28%-1913F-HRTimeline
Capstone Wealth Management, LLC12,618$382K0.38%013F-HRTimeline
UNIQUE WEALTH, LLC12,462$378K0.07%-1,94913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$366K0.1%013F-HRTimeline
Patriot Financial Group Insurance Agenc…11,629$352K0.05%-4,71413F-HRTimeline
Heck Capital Advisors, LLC11,526$349K0.04%-26,80513F-HRTimeline
Valeo Financial Advisors, LLC11,522$349K0.01%013F-HRTimeline
Ariadne Wealth Management, LP11,010$348K0.18%013F-HRTimeline
Qube Research & Technologies Ltd11,437$347K<0.01%new13F-HRTimeline
Merit Financial Group, LLC11,008$334K0.01%-32,02713F-HRTimeline
FFT WEALTH MANAGEMENT LLC10,739$325K0.07%-6,08313F-HRTimeline
Lionshead Wealth Management, LLC10,440$316K0.33%-8,72313F-HRTimeline
CGN Advisors LLC10,307$312K0.03%-1,77513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,644$292K0.02%-1,30113F-HRTimelineGroup
Well Done, LLC10,341$280K0.05%-74713F-HRTimeline
TRUE Private Wealth Advisors9,239$280K0.03%new13F-HRTimeline
Rosenberg Matthew Hamilton9,224$280K0.07%013F-HRTimeline
Valmark Advisers, Inc.8,827$268K<0.01%-61013F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$258K0.01%013F-HRTimeline
5T Wealth, LLC8,419$255K0.15%-2,65713F-HRTimeline
THEORY FINANCIAL LLC8,174$248K0.1%-21413F-HRTimeline
RCS Financial Planning, LLC8,127$246K0.13%-50313F-HRTimeline
Magnolia Private Wealth, LLC7,827$237K0.2%013F-HRTimeline
Cyndeo Wealth Partners, LLC7,745$235K0.02%-2,04513F-HRTimeline
Weil Company, Inc.7,663$232K0.07%-90,43813F-HRTimeline
TWO SIGMA SECURITIES, LLC7,432$225K0.03%new13F-HRTimeline
Wealthfront Advisers LLC7,401$224K<0.01%new13F-HRTimeline
Lansing Street Advisors7,312$222K0.07%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,280$221K<0.01%-3,38813F-HRTimelineGroup
Davis Wealth Advisors, LLC7,174$217K0.25%new13F-HRTimeline
Fiduciary Alliance LLC7,103$215K0.02%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC7,068$214K0.14%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,009$212K0.01%-13213F-HRTimelineGroup
MGO ONE SEVEN LLC6,975$211K0.01%-4,31113F-HRTimeline
Clarity Financial LLC6,657$202K0.02%new13F-HRTimeline