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Disclosery

IVLU ISHARES TR

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COM (fund)

280 managers (283 13F filers) reported a position in IVLU shares at 2025-06-30, 60,660,292 shares in all. 40 filers opened a position and 22 filers sold out during the quarter.

Managers
280
13F filers
283
New
40
Added
121
Reduced
69
Sold out
22
Shares held by filers
60,660,292

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,319,386$504M0.37%-111,13913F-HRTimelineGroup
FMR LLCin group FMR LLC7,528,185$248M0.01%-637,63213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,678,576$154M0.01%+736,15913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,303,089$142M-19,856Timeline
MERCER GLOBAL ADVISORS INC /ADV4,136,681$136M0.31%-238,01513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,300,881$42.8M-93,642Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/915,728$30.1M<0.01%+101,45213F-HRTimelineGroup
Kathmere Capital Management, LLC808,775$26.6M2.05%+2,73413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY778,423$25.6M<0.01%+211,15513F-HRTimelineGroup
Armbruster Capital Management, Inc.700,825$23.1M4.17%+12,59213F-HRTimeline
HUB Investment Partners, LLC692,273$22.8M0.8%+271,52513F-HRTimeline
Savvy Advisors, Inc.672,133$22.1M1.47%+151,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…663,855$22M0.04%-23,57613F-HRTimeline
EP Wealth Advisors, LLC606,588$20M0.13%+600,58113F-HRTimeline
LPL Financial LLC591,834$19.5M0.01%+51,88013F-HRTimeline
KWB Wealth462,200$14M1.7%-130,52313F-HRTimeline
Integrated Wealth Concepts LLC414,010$13.6M0.14%-12,28113F-HRTimeline
Ackerman Capital Advisors, LLC413,433$13.6M3.16%+2,45513F-HRTimeline
TLT Family Holdco ULC408,500$13.4M1.06%13F-HRTimeline
Foster Group, Inc.402,642$13.2M0.45%-2,04213F-HRTimeline
High Probability Advisors, LLC364,723$12M1.79%-41,44813F-HRTimeline
Freedom Investment Management, Inc.364,176$12M0.96%-461,53713F-HRTimeline
OneDigital Investment Advisors LLC357,544$11.8M0.13%-91,45013F-HRTimeline
Heck Capital Advisors, LLC352,895$11.6M1%+341,36913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.349,012$11.5M0.02%+229,33213F-HR/ATimelineGroup
TRUST POINT INC.338,038$11.1M1.05%+71,83513F-HRTimeline
Plancorp, LLC324,507$10.7M0.37%-14,81113F-HRTimeline
One Wealth Advisors, LLC310,429$10.2M1.42%+9,79513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC304,441$10M0.09%new13F-HRTimelineGroup
Per Stirling Capital Management, LLC.302,477$9.95M1.3%+4,33613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.290,051$9.54M1.17%-7,56113F-HRTimeline
Ashton Thomas Private Wealth, LLC289,990$9.54M0.34%-3,27813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…283,153$9.31M0.18%-21,56713F-HRTimelineGroup
Farrow Financial, Inc.282,640$9.3M5.64%-49713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.277,158$9.14M4.32%-1,88213F-HRTimeline
Sanctuary Advisors, LLC263,917$8.68M0.05%+22,20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP263,649$8.67M0.01%+157,43913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC245,405$8.07M<0.01%+60,99513F-HRTimelineGroup
JNBA Financial Advisors244,293$8.03M0.77%-27,68813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC229,515$7.55M<0.01%+13,29913F-HRTimelineGroup
Systelligence, LLC207,542$6.83M1.26%new13F-HRTimeline
MML INVESTORS SERVICES, LLC205,122$6.75M0.02%+186,04013F-HRTimeline
Aptus Capital Advisors, LLC193,994$6.38M0.06%+2,75313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC185,789$6.11M0.01%+178,50913F-HRTimelineGroup
CoreFirst Bank & Trust184,435$6.07M3.43%+2,23513F-HRTimeline
RHS Financial, LLC177,249$5.83M3.31%+3,30813F-HRTimeline
IFP Advisors, Inc171,388$5.64M0.16%-19,10713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.167,887$5.52M<0.01%-92,28013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…165,699$5.45M0.01%+39,36513F-HR/ATimelineGroup
Keebeck Wealth Management162,903$5.36M0.7%+27213F-HRTimeline
Parallel Advisors, LLC160,957$5.29M0.11%+17,69813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding160,846$5.29M-48,321Timeline
IHT Wealth Management, LLC154,961$5.1M0.14%new13F-HRTimeline
NewEdge Advisors, LLC153,148$5.04M0.03%+46,55513F-HRTimeline
Prosperity Planning, Inc.146,455$4.82M1.39%-5,08513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC142,439$4.68M<0.01%-99,87613F-HRTimelineGroup
Cetera Investment Advisers138,344$4.55M0.01%+1,15213F-HRTimeline
ShoreHaven Wealth Partners, LLC134,637$4.43M1.81%+40913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC125,195$4.12M0.09%+24,21913F-HRTimeline
UBS Group AGin group UBS Group AG117,546$3.87M<0.01%+8,72713F-HRTimelineGroup
SCS Capital Management LLC116,839$3.84M0.04%+80813F-HRTimeline
HighTower Advisors, LLC113,674$3.74M<0.01%+27,02813F-HRTimeline
Cypress Wealth Services, LLC103,317$3.4M0.61%+5,24113F-HRTimeline
Keel Point, LLC101,900$3.35M0.22%+513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP100,112$3.29M<0.01%-1,10813F-HRTimelineGroup
&PARTNERS98,503$3.24M0.02%+17,96013F-HRTimeline
Private Advisor Group, LLC98,410$3.24M0.02%+79,35513F-HRTimeline
WEALTH ALLIANCE, LLC98,409$3.24M0.36%+36,78413F-HRTimeline
KICKSTAND VENTURES, LLC.96,305$3.17M0.74%+5,16313F-HRTimeline
U.S. Capital Wealth Advisors, LLC95,225$3.13M0.09%+9,67213F-HRTimeline
VANCE WEALTH, LLC88,682$2.92M0.98%+7,42513F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…86,144$2.83M0.08%013F-HRTimelineGroup
SAXON INTERESTS, INC.93,246$2.83M1.32%013F-HRTimeline
PMG Wealth Management, Inc.85,601$2.82M2.32%new13F-HRTimeline
Tacita Capital Inc84,810$2.79M1.79%+1,02513F-HRTimeline
TSA Wealth Managment LLC84,464$2.78M1.01%+15,79413F-HRTimeline
FLOW TRADERS U.S. LLC82,883$2.73M0.1%new13F-HRTimeline
Clayton Partners LLC81,474$2.68M2.25%-8,75113F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC77,680$2.55M0.14%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC76,309$2.51M<0.01%-67113F-HRTimelineGroup
ONE Advisory Partners, LLC72,192$2.47M0.82%+113F-HRTimeline
COMMONS CAPITAL, LLC74,786$2.46M1.88%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,317$2.41M<0.01%+12,71113F-HRTimelineGroup
Balance Wealth Partners LLC72,393$2.38M1.39%+78313F-HRTimeline
CSS LLC/IL70,300$2.31M0.15%013F-HRTimeline
Valued Wealth Advisors LLC69,182$2.28M1.19%+10,12113F-HRTimeline
World Investment Advisors67,459$2.22M0.05%+34,85513F-HRTimeline
WealthPlan Investment Management, LLC64,335$2.12M0.15%new13F-HRTimeline
Bell Investment Advisors, Inc63,634$2.09M0.36%+12,75413F-HRTimeline
Strategic Blueprint, LLC63,565$2.09M0.1%+1,33813F-HRTimeline
Mayflower Financial Advisors, LLC62,342$2.05M0.29%+15,60013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,086$2.04M0.02%+37,38113F-HRTimelineGroup
Meridian Financial Partners LLC61,207$2.01M0.95%new13F-HRTimeline
Red Wave Investments LLC60,155$1.98M0.65%-22913F-HRTimeline
JBF Capital, Inc.60,000$1.97M0.31%new13F-HRTimeline
Robertson Stephens Wealth Management, L…54,100$1.78M0.06%+4,70213F-HRTimeline
Vise Technologies, Inc.54,008$1.78M0.07%13F-HRTimeline
Mariner, LLCin group Mariner, LLC52,099$1.71M<0.01%+19,10013F-HRTimelineGroup
Allworth Financial LP52,064$1.71M0.01%+14513F-HRTimeline
Sequoia Financial Advisors, LLC51,975$1.71M0.01%+19613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,534$1.66M<0.01%+17,29113F-HRTimeline
Quantum Portfolio Management LLC49,452$1.63M0.78%+19,23413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich49,428$1.63M<0.01%013F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA49,252$1.62M<0.01%-101,18113F-HR/ATimelineGroup
JDH Wealth Management, LLC48,834$1.61M1.23%+1,48813F-HRTimeline
Hemington Wealth Management46,045$1.51M0.22%+5713F-HRTimeline
Horst & Graben Wealth Management LLC42,557$1.4M0.23%-6,57713F-HRTimeline
BEACON FINANCIAL GROUP42,197$1.39M0.14%+1,13513F-HRTimeline
Stokes Family Office, LLC40,628$1.34M0.14%-1,55413F-HRTimeline
W ADVISORS, LLC39,480$1.3M0.74%-17713F-HRTimeline
Jackson Creek Investment Advisors LLC38,130$1.25M0.34%-2,82213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,850$1.21M<0.01%-20913F-HRTimeline
Squire Investment Management Company, L…36,526$1.2M0.44%-17,58613F-HRTimeline
Breakwater Capital Group35,877$1.18M0.19%+4,78513F-HRTimeline
Global Retirement Partners, LLC35,617$1.17M0.03%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …35,433$1.17M0.22%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,565$1.1M<0.01%+12,99613F-HRTimelineGroup
Creative Planningin group Creative Planning33,470$1.1M<0.01%-2313F-HRTimelineGroup
Affinity Capital Advisors, LLC30,906$1.02M0.17%-33513F-HRTimeline
MA Private Wealth30,890$1.02M0.18%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC30,424$1M0.04%+10,26713F-HRTimelineGroup
Advisory Services Network, LLC30,143$993K0.02%-7113F-HRTimeline
High Falls Advisors, Inc29,045$955K0.21%+1,32413F-HRTimeline
Cambridge Investment Research Advisors,…28,323$932K<0.01%+14,51413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.27,669$910K0.01%-7813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC27,291$898K0.39%+1,23913F-HRTimeline
Johnson Bixby & Associates, LLC26,940$886K0.12%+4513F-HRTimeline
Shared Vision Wealth Group LLC26,536$874K0.44%-21613F-HRTimeline
AMERIFLEX GROUP, INC.26,385$860K0.45%-2,02913F-HRTimeline
Csenge Advisory Group25,763$848K0.04%-3813F-HRTimeline
NWAM LLC24,972$822K0.05%+10,08713F-HR/ATimeline
Stonebrook Private Inc.24,966$821K0.19%+9913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC24,656$811K0.06%+2,35013F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,425$803K0.02%-39713F-HRTimeline
Vision Capital Management, Inc.24,364$801K0.11%+1,19113F-HRTimeline
My Legacy Advisors, LLC24,065$801K0.29%-45613F-HRTimeline
BRIGHTON JONES LLC24,322$800K0.02%+4,00513F-HRTimeline
Hoxton Planning & Management, LLC24,201$796K0.28%+7,66913F-HRTimeline
CAPITAL ADVISORS INC/OK23,975$789K0.01%013F-HRTimeline
Braun-Bostich & Associates Inc.23,852$784K0.54%+13213F-HRTimeline
Kelly Financial Services LLC23,825$784K0.23%+1,58113F-HRTimeline
Index Fund Advisors, Inc.23,653$778K0.04%+50313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP23,497$773K<0.01%+25013F-HR/ATimelineGroup
Farther Finance Advisors, LLC23,376$769K0.02%-8,19613F-HRTimeline
Smartleaf Asset Management LLC23,269$766K0.07%+8,34213F-HRTimeline
Cresset Asset Management, LLC23,017$757K<0.01%013F-HR/ATimeline
WEALTHGARDEN F.S. LLC21,830$719K0.6%-7613F-HRTimeline
UNIQUE WEALTH, LLC21,638$712K0.11%+9,17613F-HRTimeline
Waverly Advisors, LLC21,467$706K0.01%-2,93913F-HRTimeline
Quantinno Capital Management LP21,245$699K<0.01%new13F-HRTimeline
Wise Wealth Partners21,233$698K1.17%+913F-HRTimeline
Warren Street Wealth Advisors, LLC21,174$696K0.23%-7213F-HRTimeline
Nicholas Hoffman & Company, LLC.20,913$688K0.02%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,632$680K0.08%013F-HRTimeline
VestGen Advisors, LLC20,441$672K0.03%+43313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,687$648K<0.01%+19513F-HRTimelineGroup
Simplicity Wealth,LLC19,498$641K0.03%+32313F-HRTimeline
Verity Asset Management, Inc.19,388$638K0.3%new13F-HRTimeline
Avidian Wealth Enterprises, LLC19,348$636K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.18,751$617K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\18,744$616K<0.01%+4,01913F-HRTimelineGroup
Peirce Capital Management, LLC18,124$596K0.26%+2,52813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,355$571K<0.01%+1,75513F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC17,350$571K0.13%-54113F-HRTimeline
Aprio Wealth Management, LLC17,046$561K0.06%-17913F-HRTimeline
INVENIO WEALTH PARTNERS LLC16,801$553K0.22%new13F-HRTimeline
Lauterbach Financial Advisors, LLC15,823$520K0.29%+34613F-HRTimeline
Wealthfront Advisers LLC15,545$511K<0.01%+8,14413F-HRTimeline
COMERICA BANK15,498$510K<0.01%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,346$505K0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC15,151$498K0.04%+1,12313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,746$485K<0.01%-15313F-HRTimeline
CWM, LLCin group CWM, LLC14,649$482K<0.01%+69513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC14,536$478K<0.01%+35413F-HR/ATimelineGroup
EARNED WEALTH ADVISORS, LLC14,228$468K0.09%-5813F-HRTimeline
Dentgroup LLC14,065$463K0.32%+97313F-HRTimeline
Patriot Financial Group Insurance Agenc…13,868$456K0.05%+2,23913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,619$448K0.01%+61713F-HRTimelineGroup
LJI Wealth Management, LLC13,014$428K0.07%013F-HRTimeline
Kaufman Rossin Wealth, LLC12,813$421K0.27%013F-HRTimeline
Capstone Wealth Management, LLC12,811$421K0.37%+19313F-HRTimeline
FULLCIRCLE WEALTH LLC12,050$401K0.15%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$397K0.1%013F-HRTimeline
Ariadne Wealth Management, LP10,910$381K0.18%-10013F-HRTimeline
Well Done, LLC10,341$340K0.06%013F-HRTimeline
Valeo Financial Advisors, LLC10,322$339K0.01%-1,20013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,321$339K0.02%+67713F-HRTimelineGroup
Ridgeline Wealth, LLC10,160$334K0.27%-7,84013F-HRTimeline
MGO ONE SEVEN LLC10,061$331K0.01%+3,08613F-HRTimeline
CGN Advisors LLC9,805$322K0.03%-50213F-HRTimeline
RCS Financial Planning, LLC9,708$319K0.16%+1,58113F-HRTimeline
Rosenberg Matthew Hamilton9,160$301K0.07%-6413F-HRTimeline
5T Wealth, LLC8,948$294K0.15%+52913F-HRTimeline
Merit Financial Group, LLC8,936$294K<0.01%-2,07213F-HRTimeline
Accelerate Investment Advisors LLC8,567$282K0.21%new13F-HRTimeline
Choate Investment Advisors8,552$281K0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC8,500$280K0.01%013F-HRTimeline
THEORY FINANCIAL LLC8,377$276K0.1%+20313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC8,255$272K0.01%new13F-HRTimeline
Claro Advisors Inc.8,206$270K0.04%new13F-HRTimeline