Skip to content
Disclosery

IVLU ISHARES TR

Follow

COM (fund)

298 managers (302 13F filers) reported a position in IVLU shares at 2025-09-30, 60,659,022 shares in all. 43 filers opened a position and 19 filers sold out during the quarter.

Managers
298
13F filers
302
New
43
Added
82
Reduced
115
Sold out
19
Shares held by filers
60,659,022

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…16,052,538$570M0.38%+733,15213F-HRTimelineGroup
FMR LLCin group FMR LLC7,302,196$259M0.01%-225,98913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,736,666$168M0.01%+58,09013F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,740,157$133M0.22%-396,52413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,267,137$45M-33,744Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,092,701$38.8M<0.01%+176,97313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY942,680$33.4M<0.01%+164,25713F-HR/ATimelineGroup
Savvy Advisors, Inc.830,624$29.5M1.35%+158,49113F-HRTimeline
Kathmere Capital Management, LLC799,355$28.4M2.02%-9,42013F-HRTimeline
LPL Financial LLC764,338$27.1M0.01%+172,50413F-HRTimeline
KWB Wealth799,507$26.3M2.91%+337,30713F-HRTimeline
HUB Investment Partners, LLC730,552$25.9M0.95%+38,27913F-HRTimeline
Armbruster Capital Management, Inc.701,351$24.9M4.23%+52613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…652,875$23.3M0.04%-10,98013F-HRTimeline
Janney Montgomery Scott LLC620,477$22M0.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding604,519$21.4M-3,698,570Timeline
VICTORY FINANCIAL GROUP, LLC574,388$20.4M2.81%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.444,429$15.6M0.02%+95,41713F-HRTimelineGroup
TRUST POINT INC.433,297$15.4M1.24%+95,25913F-HRTimeline
Integrated Wealth Concepts LLC408,844$14.5M0.13%-5,16613F-HRTimeline
TLT Family Holdco ULC408,500$14.5M1.32%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC394,509$14M<0.01%+149,10413F-HRTimelineGroup
Ackerman Capital Advisors, LLC389,065$13.8M2.89%-24,36813F-HRTimeline
Foster Group, Inc.381,300$13.5M0.42%-21,34213F-HRTimeline
High Probability Advisors, LLC371,320$13.2M1.81%+6,59713F-HRTimeline
Freedom Investment Management, Inc.363,001$12.9M3.4%-1,17513F-HRTimeline
OneDigital Investment Advisors LLC352,384$12.5M0.13%-5,16013F-HRTimeline
INVENIO WEALTH PARTNERS LLC345,495$12.3M4.46%+328,69413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.340,596$12.1M2.82%new13F-HRTimeline
Plancorp, LLC321,341$11.4M0.36%-3,16613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,263$11.4M<0.01%+91,74813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC314,001$11.1M0.09%+9,56013F-HRTimelineGroup
One Wealth Advisors, LLC303,362$10.8M1.35%-7,06713F-HRTimeline
Per Stirling Capital Management, LLC.300,156$10.6M1.27%-2,32113F-HRTimeline
Ashton Thomas Private Wealth, LLC289,162$10.3M0.27%-82813F-HRTimeline
Farrow Financial, Inc.282,996$10M5.83%+35613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.275,945$9.58M4.39%-1,21313F-HRTimeline
Heck Capital Advisors, LLC264,834$9.4M0.73%-88,06113F-HRTimeline
Systelligence, LLC261,125$9.26M1.76%+53,58313F-HRTimeline
Cobblestone Asset Management LLC259,237$9.2M4.21%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC252,683$8.97M0.79%new13F-HRTimeline
Sanctuary Advisors, LLC251,850$8.94M0.05%-12,06713F-HR/ATimeline
Meridian Financial Partners LLC240,586$8.58M3.56%+179,37913F-HRTimeline
JNBA Financial Advisors235,769$8.37M0.76%-8,52413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP228,661$8.11M0.01%-34,98813F-HRTimelineGroup
OLD MISSION CAPITAL LLC226,422$8.03M0.29%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…224,261$7.96M0.14%-58,89213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC203,399$7.22M0.02%-1,72313F-HRTimeline
Cetera Investment Advisers202,355$7.18M0.01%+64,01113F-HRTimeline
Aptus Capital Advisors, LLC199,838$7.09M0.06%+5,84413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,555$6.83M0.01%+26,85613F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH182,900$6.47M0.06%new13F-HRTimelineGroup
CoreFirst Bank & Trust182,096$6.46M3.49%-2,33913F-HRTimeline
RHS Financial, LLC181,482$6.44M3.34%+4,23313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding160,862$5.71M+16Timeline
Parallel Advisors, LLC160,775$5.7M0.1%-18213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA160,610$5.7M<0.01%+111,35813F-HRTimelineGroup
IFP Advisors, Inc160,427$5.69M0.15%-10,96113F-HR/ATimeline
Private Advisor Group, LLC160,116$5.68M0.03%+61,70613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC158,868$5.64M0.01%+85,55113F-HRTimelineGroup
Keebeck Wealth Management147,785$5.24M0.62%-15,11813F-HRTimeline
NewEdge Advisors, LLC145,077$5.15M0.02%-8,07113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC142,443$5.05M<0.01%+413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding141,656$5.03M+24,110Timeline
Prosperity Planning, Inc.136,523$4.84M1.31%-9,93213F-HRTimeline
ShoreHaven Wealth Partners, LLC134,198$4.76M1.76%-43913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.133,847$4.75M<0.01%-34,04013F-HRTimelineGroup
Kingsview Wealth Management, LLC130,362$4.63M0.07%new13F-HRTimeline
IHT Wealth Management, LLC129,166$4.58M0.12%-25,79513F-HRTimeline
HighTower Advisors, LLC126,618$4.49M0.01%+12,94413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC122,575$4.35M0.09%-2,62013F-HRTimeline
SAXON INTERESTS, INC.120,903$4.22M1.65%+27,65713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.118,249$4.2M0.05%new13F-HR/ATimelineGroup
SCS Capital Management LLC115,312$4.09M0.04%-1,52713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,279$3.63M<0.01%+2,16713F-HRTimelineGroup
&PARTNERS98,837$3.51M0.02%+33413F-HRTimeline
Cypress Wealth Services, LLC95,493$3.39M0.55%-7,82413F-HRTimeline
KICKSTAND VENTURES, LLC.88,938$3.16M0.69%-7,36713F-HRTimeline
VANCE WEALTH, LLC88,405$3.14M0.96%-27713F-HRTimeline
PMG Wealth Management, Inc.86,523$3.09M2.36%+92213F-HRTimeline
U.S. Capital Wealth Advisors, LLC86,800$3.08M0.08%-8,42513F-HRTimeline
Tacita Capital Inc85,411$3.03M1.83%+60113F-HRTimeline
CSS LLC/IL83,300$2.96M0.18%+13,00013F-HRTimeline
TSA Wealth Managment LLC82,097$2.91M0.99%-2,36713F-HRTimeline
Clayton Partners LLC81,599$2.9M2.2%+12513F-HRTimeline
WEALTH ALLIANCE, LLC79,555$2.82M0.29%-18,85413F-HRTimeline
Quantum Portfolio Management LLC78,214$2.78M0.82%+28,76213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…78,114$2.77M0.08%-8,03013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC76,067$2.7M<0.01%-24213F-HRTimelineGroup
COMMONS CAPITAL, LLC75,315$2.67M1.79%+52913F-HRTimeline
Balance Wealth Partners LLC71,247$2.53M0.62%-1,14613F-HRTimeline
ONE Advisory Partners, LLC71,647$2.51M0.77%-54513F-HRTimeline
Bell Investment Advisors, Inc69,227$2.46M0.4%+5,59313F-HRTimeline
Valued Wealth Advisors LLC68,148$2.42M1.12%-1,03413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,095$2.42M0.02%+6,00913F-HRTimelineGroup
WealthPlan Investment Management, LLC64,102$2.27M0.15%-23313F-HRTimeline
Strategic Blueprint, LLC63,072$2.24M0.1%-49313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich60,892$2.16M0.01%+11,46413F-HRTimeline
JBF Capital, Inc.60,000$2.13M0.3%013F-HR/ATimeline
Red Wave Investments LLC59,733$2.12M0.65%-42213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,644$2.12M<0.01%+9,11013F-HRTimeline
Vise Technologies, Inc.59,272$2.1M0.08%+5,26413F-HRTimeline
Mayflower Financial Advisors, LLC56,447$2M0.25%-5,89513F-HRTimeline
Allworth Financial LP51,855$1.84M0.01%-20913F-HRTimeline
Sequoia Financial Advisors, LLC51,128$1.81M0.01%-84713F-HRTimeline
World Investment Advisors50,959$1.81M0.04%-16,50013F-HRTimeline
JDH Wealth Management, LLC46,846$1.66M1.18%-1,98813F-HRTimeline
Perigon Wealth Management, LLC46,535$1.65M0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC46,019$1.63M<0.01%-6,08013F-HRTimelineGroup
Hemington Wealth Management45,681$1.62M0.21%-36413F-HRTimeline
Stokes Family Office, LLC45,454$1.61M0.15%+4,82613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\43,871$1.56M<0.01%+25,12713F-HRTimelineGroup
Keel Point, LLC43,445$1.54M0.09%-58,45513F-HRTimeline
BEACON FINANCIAL GROUP42,354$1.5M0.15%+15713F-HRTimeline
Horst & Graben Wealth Management LLC41,939$1.49M0.23%-61813F-HRTimeline
W ADVISORS, LLC39,346$1.4M0.74%-13413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS36,974$1.31M<0.01%+12413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,789$1.31M<0.01%-149,00013F-HRTimelineGroup
Breakwater Capital Group36,655$1.3M0.19%+77813F-HRTimeline
Creative Planningin group Creative Planning36,617$1.3M<0.01%+3,14713F-HRTimelineGroup
Brand Asset Management Group, Inc.36,412$1.29M0.36%new13F-HRTimeline
Squire Investment Management Company, L…36,356$1.29M0.42%-17013F-HRTimeline
Cambridge Investment Research Advisors,…35,304$1.25M<0.01%+6,98113F-HRTimeline
Quantinno Capital Management LP34,466$1.22M<0.01%+13,22113F-HRTimeline
Global Retirement Partners, LLC33,516$1.19M0.03%-2,10113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …32,511$1.15M0.2%-2,92213F-HRTimeline
Affinity Capital Advisors, LLC29,863$1.06M0.16%-1,04313F-HRTimeline
Advisory Services Network, LLC29,593$1.05M0.02%-55013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC29,404$1.04M<0.01%-4,16113F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC28,865$1.02M0.04%-1,55913F-HRTimelineGroup
High Falls Advisors, Inc28,791$1.02M0.21%-25413F-HRTimeline
Johnson Bixby & Associates, LLC27,682$982K0.13%+74213F-HRTimeline
MA Private Wealth27,626$980K0.16%-3,26413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC26,623$945K0.37%-66813F-HRTimeline
Alliance Wealth Advisors, LLC /UT26,181$929K0.22%new13F-HRTimeline
Shared Vision Wealth Group LLC26,010$926K0.39%-52613F-HRTimeline
Csenge Advisory Group25,688$911K0.04%-7513F-HRTimeline
Stonebrook Private Inc.25,083$890K0.19%+11713F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,425$867K0.02%013F-HRTimeline
NWAM LLC23,838$851K0.05%-1,13413F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC23,788$844K0.06%-86813F-HRTimeline
Braun-Bostich & Associates Inc.23,759$843K0.53%-9313F-HRTimeline
Index Fund Advisors, Inc.23,675$840K0.04%+2213F-HRTimeline
Farther Finance Advisors, LLC23,305$827K0.01%-7113F-HRTimeline
Vision Capital Management, Inc.23,305$827K0.1%-1,05913F-HRTimeline
J.W. COLE ADVISORS, INC.23,185$823K0.02%+4,43413F-HRTimeline
Cresset Asset Management, LLC23,017$817K<0.01%013F-HR/ATimeline
BRIGHTON JONES LLC22,385$794K0.02%-1,93713F-HRTimeline
Altrius Capital Management Inc22,196$788K0.18%new13F-HRTimeline
Kelly Financial Services LLC21,986$780K0.2%-1,83913F-HRTimeline
WEALTHGARDEN F.S. LLC21,727$778K0.55%-10313F-HRTimeline
UNIQUE WEALTH, LLC21,483$762K0.11%-15513F-HRTimeline
Hoxton Planning & Management, LLC21,117$749K0.24%-3,08413F-HRTimeline
SFMG, LLC21,083$748K0.05%new13F-HRTimeline
Warren Street Wealth Advisors, LLC21,055$747K0.22%-11913F-HRTimeline
Nicholas Hoffman & Company, LLC.20,913$742K0.02%013F-HRTimeline
Wise Wealth Partners20,868$740K1.13%-36513F-HRTimeline
VestGen Advisors, LLC20,742$736K0.02%+30113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,632$736K0.07%013F-HRTimeline
Waverly Advisors, LLC19,992$709K0.01%-1,47513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,687$698K<0.01%013F-HRTimelineGroup
Simplicity Wealth,LLC19,501$692K0.04%+313F-HRTimeline
Avidian Wealth Enterprises, LLC19,348$686K0.03%013F-HRTimeline
Peirce Capital Management, LLC18,124$643K0.27%013F-HRTimeline
CAPITAL ADVISORS INC/OK17,395$617K0.01%-6,58013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC17,251$612K0.13%-9913F-HRTimeline
Prospera Financial Services Inc17,195$610K0.01%+9,51613F-HRTimeline
Aprio Wealth Management, LLC17,046$605K0.06%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,007$603K<0.01%+2,47113F-HR/ATimelineGroup
COMERICA BANK16,731$594K<0.01%+1,23313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,606$589K<0.01%-74913F-HRTimelineGroup
Wealthfront Advisers LLC15,859$563K<0.01%+31413F-HRTimeline
Lauterbach Financial Advisors, LLC15,823$561K0.28%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,785$560K<0.01%+1,03913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,198$539K<0.01%-14813F-HRTimeline
CFS Investment Advisory Services, LLC14,806$531K0.04%-34513F-HRTimeline
CWM, LLCin group CWM, LLC14,861$527K<0.01%+21213F-HRTimelineGroup
HRT FINANCIAL LP14,495$514K<0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,228$505K0.08%013F-HRTimeline
Dentgroup LLC14,065$499K0.32%013F-HRTimeline
Patriot Financial Group Insurance Agenc…12,803$454K0.06%-1,06513F-HRTimeline
Kaufman Rossin Wealth, LLC12,664$449K0.25%-14913F-HRTimeline
Capstone Wealth Management, LLC12,129$430K0.33%-68213F-HRTimeline
GTS SECURITIES LLC12,118$430K0.02%+5,60513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$429K0.1%013F-HRTimeline
Ariadne Wealth Management, LP10,910$404K0.18%013F-HRTimeline
Valeo Financial Advisors, LLC10,594$376K0.01%+27213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,526$373K<0.01%-12,97113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC10,450$371K0.02%new13F-HRTimeline
Well Done, LLC10,341$367K0.06%013F-HRTimeline
AMERIFLEX GROUP, INC.10,332$367K0.14%-16,05313F-HRTimeline
Ridgeline Wealth, LLC10,153$360K0.27%-713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,893$351K0.02%+8,10513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,824$349K0.01%-49713F-HRTimelineGroup
CGN Advisors LLC9,805$348K0.03%013F-HRTimeline
5T Wealth, LLC9,436$335K0.15%+48813F-HRTimeline
Rosenberg Matthew Hamilton9,160$325K0.07%013F-HRTimeline
MB Generational Wealth, LLC9,109$323K0.21%13F-HRTimeline
FULLCIRCLE WEALTH LLC9,006$321K0.11%-3,04413F-HRTimeline
Baron Wealth Management LLC8,765$311K0.1%+71313F-HRTimeline