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Disclosery

IVLU ISHARES TR

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COM (fund)

338 managers (343 13F filers) reported a position in IVLU shares at 2025-12-31, 66,340,219 shares in all. 42 filers opened a position and 22 filers sold out during the quarter.

Managers
338
13F filers
343
New
42
Added
113
Reduced
106
Sold out
22
Shares held by filers
66,340,219

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…17,200,645$654M0.41%+1,148,10713F-HR/ATimelineGroup
FMR LLCin group FMR LLC7,150,366$272M0.01%-151,83013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,663,583$177M0.01%-73,08313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,663,188$139M0.21%-76,96913F-HRTimeline
Savvy Advisors, Inc.1,448,020$55.1M1.78%+617,39613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,333,675$50.7M+66,538Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,238,270$47.1M<0.01%+145,56913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,093,103$41.6M<0.01%+150,42313F-HR/ATimelineGroup
LPL Financial LLC1,056,980$40.2M0.01%+292,64213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,027,389$39.1M0.01%+632,88013F-HRTimelineGroup
Kathmere Capital Management, LLC810,176$30.8M2.08%+10,82113F-HRTimeline
HUB Investment Partners, LLC743,356$28.3M0.77%+12,80413F-HRTimeline
Armbruster Capital Management, Inc.694,130$26.4M4.44%-7,22113F-HRTimeline
Janney Montgomery Scott LLC651,858$24.8M0.06%+31,38113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…639,161$24.8M0.03%-13,71413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC584,760$22.3M0.03%+425,89213F-HRTimelineGroup
KWB Wealth584,574$22.2M2.11%-214,93313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC580,594$22.1M2.78%+6,20613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.535,650$20.4M0.03%+91,22113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding518,559$19.7M-85,960Timeline
AdvisorShares Investments LLC459,468$17.5M2.92%new13F-HRTimeline
TRUST POINT INC.438,891$16.7M1.32%+5,59413F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH419,300$16M0.13%+236,40013F-HRTimelineGroup
Heck Capital Advisors, LLC412,164$15.7M1.17%+147,33013F-HRTimeline
Integrated Wealth Concepts LLC397,226$15.1M0.18%-11,61813F-HRTimeline
CAPITAL ADVISORS INC/OK390,271$14.8M0.24%+372,87613F-HRTimeline
Foster Group, Inc.384,928$14.6M0.44%+3,62813F-HRTimeline
Ackerman Capital Advisors, LLC378,319$14.4M2.89%-10,74613F-HRTimeline
Alliance Wealth Advisors, LLC /UT377,992$14.4M3.12%+351,81113F-HRTimeline
High Probability Advisors, LLC368,371$14M1.87%-2,94913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC365,293$13.9M0.12%+51,29213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC357,875$13.6M<0.01%+36,61213F-HRTimelineGroup
OneDigital Investment Advisors LLC346,731$13.2M0.13%-5,65313F-HRTimeline
Meridian Financial Partners LLC330,579$13M5.15%+89,99313F-HRTimeline
INVENIO WEALTH PARTNERS LLC342,113$13M4.84%-3,38213F-HRTimeline
Freedom Investment Management, Inc.339,831$12.9M3.76%-23,17013F-HRTimeline
Plancorp, LLC317,809$12.1M0.37%-3,53213F-HRTimeline
Ashton Thomas Private Wealth, LLC308,173$11.7M0.29%+19,01113F-HRTimeline
UBS Group AGgroup of 2 filers holding298,371$11.4M+156,715Timeline
One Wealth Advisors, LLC298,331$11.4M1.39%-5,03113F-HRTimeline
Per Stirling Capital Management, LLC.296,357$11.3M1.27%-3,79913F-HRTimeline
Farrow Financial, Inc.281,837$10.7M6.16%-1,15913F-HRTimeline
ATLAS CAPITAL ADVISORS INC.273,659$10.4M1.16%13F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.262,899$10.3M4.6%-13,04613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC264,121$10M0.81%+11,43813F-HRTimeline
MML INVESTORS SERVICES, LLC263,080$10M0.02%+59,68113F-HRTimeline
Systelligence, LLC259,202$9.86M1.88%-1,92313F-HRTimeline
Cetera Investment Advisers238,770$9.09M0.01%+36,41513F-HRTimeline
Sanctuary Advisors, LLC229,507$8.73M0.05%-22,34313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…229,260$8.72M0.1%+4,99913F-HRTimelineGroup
JNBA Financial Advisors221,946$8.45M0.74%-13,82313F-HRTimeline
Cobblestone Asset Management LLC218,868$8.33M3.74%-40,36913F-HRTimeline
Aptus Capital Advisors, LLC212,809$8.1M0.07%+12,97113F-HRTimeline
Private Advisor Group, LLC207,695$7.9M0.04%+47,57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…206,319$7.85M0.01%+13,76413F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP201,796$7.68M0.01%-26,86513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding199,993$7.61M+39,131Timeline
RHS Financial, LLC188,106$7.16M3.49%+6,62413F-HRTimeline
CoreFirst Bank & Trust176,676$6.72M3.64%-5,42013F-HRTimeline
TLT Family Holdco ULC172,700$6.57M0.72%-235,80013F-HRTimeline
Parallel Advisors, LLC170,568$6.49M0.12%+9,79313F-HRTimeline
IFP Advisors, Inc164,417$6.26M0.14%+3,99013F-HRTimeline
Good Harbor Advisors, Inc.162,700$6.19M7.21%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,624$6M<0.01%+15,18113F-HR/ATimelineGroup
Kingsview Wealth Management, LLC146,271$5.57M0.08%+15,90913F-HRTimeline
Keebeck Wealth Management145,193$5.52M0.64%-2,59213F-HRTimeline
NewEdge Advisors, LLC144,664$5.5M0.02%-41313F-HRTimeline
HighTower Advisors, LLC139,454$5.31M0.01%+12,83613F-HRTimeline
Perigon Wealth Management, LLC138,692$5.28M0.09%+92,15713F-HRTimeline
ShoreHaven Wealth Partners, LLC134,740$5.13M1.84%+54213F-HRTimeline
Prosperity Planning, Inc.132,594$5.05M1.32%-3,92913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.118,249$4.5M0.05%013F-HRTimelineGroup
SCS Capital Management LLC115,976$4.41M0.05%+66413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,940$4.37M<0.01%-45,67013F-HRTimelineGroup
SAXON INTERESTS, INC.109,980$4.18M1.48%-10,92313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC109,008$4.15M0.08%-13,56713F-HRTimeline
U.S. Capital Wealth Advisors, LLC107,679$4.1M0.11%+20,87913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,634$3.87M0.01%-64513F-HRTimelineGroup
IHT Wealth Management, LLC99,812$3.8M0.09%-29,35413F-HRTimeline
&PARTNERS99,822$3.77M0.02%+98513F-HRTimeline
COMMONS CAPITAL, LLC96,104$3.66M2.57%+20,78913F-HRTimeline
Cypress Wealth Services, LLC92,041$3.5M0.48%-3,45213F-HRTimeline
PMG Wealth Management, Inc.91,900$3.5M2.56%+5,37713F-HRTimeline
Bell Investment Advisors, Inc91,695$3.49M0.55%+22,46813F-HRTimeline
Harbour Wealth Management Group, Inc.91,306$3.47M2.72%13F-HRTimeline
CSS LLC/IL90,270$3.43M0.19%+6,97013F-HRTimeline
KICKSTAND VENTURES, LLC.87,119$3.31M0.7%-1,81913F-HRTimeline
VANCE WEALTH, LLC85,340$3.25M0.96%-3,06513F-HR/ATimeline
Tacita Capital Inc84,616$3.22M1.87%-79513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC83,838$3.19M<0.01%+7,77113F-HRTimelineGroup
Contango Wealth Management LLC82,219$3.13M3.5%13F-HRTimeline
Clayton Partners LLC80,688$3.07M2.22%-91113F-HRTimeline
TSA Wealth Managment LLC80,157$3.05M1.01%-1,94013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\79,533$3.03M<0.01%+35,66213F-HRTimelineGroup
McBroom & Associates, LLC77,686$2.96M1.44%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.76,829$2.92M<0.01%-57,01813F-HRTimelineGroup
Cambridge Investment Research Advisors,…76,080$2.9M0.01%+40,77613F-HRTimeline
Balance Wealth Partners LLC75,038$2.86M0.92%+3,79113F-HRTimeline
Vise Technologies, Inc.74,368$2.83M0.06%+15,09613F-HRTimeline
TBH Global Asset Management, LLC24,135$2.71M0.45%new13F-HRTimeline
ONE Advisory Partners, LLC70,754$2.69M0.81%-89313F-HRTimeline
WEALTH ALLIANCE, LLC69,560$2.65M0.26%-9,99513F-HRTimeline
Cassilly Financial Group LLC69,213$2.63M2.33%13F-HRTimeline
Valued Wealth Advisors LLC68,537$2.61M1.15%+38913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,789$2.58M0.02%-30613F-HRTimelineGroup
WealthPlan Investment Management, LLC63,557$2.42M0.15%-54513F-HRTimeline
Strategic Blueprint, LLC62,957$2.4M0.14%-11513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC62,082$2.36M0.25%new13F-HRTimelineGroup
World Investment Advisors61,362$2.33M0.04%+10,40313F-HR/ATimeline
JBF Capital, Inc.60,000$2.28M0.33%013F-HRTimeline
Red Wave Investments LLC59,380$2.26M0.67%-35313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,862$2.24M<0.01%-78213F-HRTimeline
Redhawk Wealth Advisors, Inc.56,676$2.16M0.24%new13F-HRTimeline
Mayflower Financial Advisors, LLC54,053$2.06M0.25%-2,39413F-HRTimeline
Creative Planningin group Creative Planning53,384$2.03M<0.01%+16,76713F-HRTimelineGroup
Allworth Financial LP52,600$2M0.01%+74513F-HRTimeline
COGENT STRATEGIC WEALTH LLC48,162$1.92M2.09%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.49,776$1.89M0.02%new13F-HRTimelineGroup
Quantum Portfolio Management LLC47,869$1.82M0.8%-30,34513F-HRTimeline
Sequoia Financial Advisors, LLC46,597$1.77M0.01%-4,53113F-HRTimeline
Breakwater Capital Group45,299$1.72M0.24%+8,64413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd44,179$1.68M0.02%new13F-HRTimelineGroup
JDH Wealth Management, LLC43,642$1.66M1.14%-3,20413F-HRTimeline
Beacon Pointe Advisors, LLC43,477$1.65M0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP42,354$1.61M0.16%013F-HRTimeline
Horst & Graben Wealth Management LLC41,809$1.59M0.24%-13013F-HRTimeline
Mariner, LLCin group Mariner, LLC41,218$1.57M<0.01%-4,80113F-HRTimelineGroup
Simplicity Wealth,LLC40,619$1.55M0.09%+21,11813F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.40,248$1.53M1.42%13F-HRTimeline
GRANVILLE CAPITAL, INC.39,788$1.51M0.8%13F-HRTimeline
W ADVISORS, LLC39,275$1.49M0.75%-7113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich38,317$1.46M<0.01%-22,57513F-HRTimeline
Keel Point, LLC37,636$1.43M0.09%-5,80913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS37,113$1.41M<0.01%+13913F-HRTimeline
Squire Investment Management Company, L…36,136$1.37M0.42%-22013F-HRTimeline
Stokes Family Office, LLC33,682$1.28M0.12%-11,77213F-HRTimeline
Brand Asset Management Group, Inc.32,971$1.25M0.35%-3,44113F-HRTimeline
Global Retirement Partners, LLC32,734$1.25M0.02%-78213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …32,609$1.24M0.2%+9813F-HRTimeline
Quantinno Capital Management LP30,363$1.16M<0.01%-4,10313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP30,136$1.15M<0.01%+10,44913F-HRTimelineGroup
Affinity Capital Advisors, LLC29,759$1.13M0.16%-10413F-HRTimeline
GTS SECURITIES LLC29,521$1.12M0.04%+17,40313F-HRTimeline
Advisory Services Network, LLC29,373$1.12M0.02%-22013F-HRTimeline
G&S Capital LLC29,153$1.11M0.39%new13F-HRTimeline
High Falls Advisors, Inc28,977$1.1M0.22%+18613F-HRTimeline
Johnson Bixby & Associates, LLC28,637$1.09M0.14%+95513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,550$1.09M<0.01%+11,94413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC28,327$1.08M0.04%-53813F-HRTimelineGroup
WILLIAM JOHN SEMPOLINSKI28,302$1.08M0.53%13F-HRTimeline
MA Private Wealth27,626$1.05M0.18%013F-HRTimeline
Shared Vision Wealth Group LLC25,643$1.03M0.42%-36713F-HRTimeline
Asempa Wealth Advisors26,355$1M0.86%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC26,222$998K0.37%-40113F-HRTimeline
Index Technologies Group LLC25,947$987K1.03%13F-HRTimeline
Csenge Advisory Group25,729$979K0.04%+4113F-HRTimeline
TWO SIGMA SECURITIES, LLC25,435$968K0.13%+18,60113F-HRTimeline
Stonebrook Private Inc.25,132$956K0.2%+4913F-HRTimeline
J.W. COLE ADVISORS, INC.27,817$955K0.02%+4,63213F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…24,961$950K0.03%-53,15313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP24,746$942K<0.01%+14,22013F-HR/ATimelineGroup
Empirical Financial Services, LLC d.b.a…24,425$929K0.02%013F-HRTimeline
Altrius Capital Management Inc24,373$927K0.2%+2,17713F-HRTimeline
Farther Finance Advisors, LLC23,955$911K0.01%+65013F-HRTimeline
Braun-Bostich & Associates Inc.23,658$900K0.56%-10113F-HRTimeline
Index Fund Advisors, Inc.23,523$895K0.04%-15213F-HRTimeline
Vision Capital Management, Inc.23,305$887K0.11%013F-HRTimeline
Cresset Asset Management, LLC23,017$876K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC23,007$875K<0.01%13F-HRTimeline
WEALTHGARDEN F.S. LLC21,727$871K0.57%013F-HRTimeline
Prospera Financial Services Inc21,665$825K0.01%+4,47013F-HRTimeline
UNIQUE WEALTH, LLC21,388$814K0.11%-9513F-HRTimeline
Kelly Financial Services LLC21,238$808K0.2%-74813F-HRTimeline
VestGen Advisors, LLC21,105$803K0.03%+36313F-HRTimeline
SFMG, LLC21,083$802K0.05%013F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,632$801K0.08%013F-HRTimeline
Wise Wealth Partners20,957$797K1.14%+8913F-HRTimeline
Nicholas Hoffman & Company, LLC.20,913$796K0.02%013F-HRTimeline
Waverly Advisors, LLC20,017$762K0.01%+2513F-HRTimeline
Avidian Wealth Enterprises, LLC19,348$736K0.03%013F-HRTimeline
HRT FINANCIAL LP19,356$736K<0.01%+4,86113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,414$701K<0.01%+1,40713F-HRTimelineGroup
Peirce Capital Management, LLC18,124$690K0.27%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,699$673KnewTimeline
Wealthfront Advisers LLC17,607$670K<0.01%+1,74813F-HRTimeline
Smartleaf Asset Management LLC17,321$663K0.03%+14,14213F-HRTimeline
Aprio Wealth Management, LLC17,259$657K0.04%+21313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,030$648K<0.01%+1,24513F-HRTimeline
Vistica Wealth Advisors, LLC17,025$648K0.64%13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC16,695$635K0.12%-55613F-HRTimeline
Hoxton Planning & Management, LLC16,389$624K0.19%-4,72813F-HRTimeline
Lauterbach Financial Advisors, LLC15,867$604K0.3%+4413F-HRTimeline
CWM, LLCin group CWM, LLC15,666$596K<0.01%+80513F-HRTimelineGroup
NWAM LLC14,929$585K0.03%-8,90913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,291$582K<0.01%new13F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC15,272$581K<0.01%+7413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC14,358$575K0.5%13F-HRTimeline
LJI Wealth Management, LLC15,036$572K0.09%new13F-HRTimeline
CFS Investment Advisory Services, LLC14,474$551K0.04%-33213F-HRTimeline
EARNED WEALTH ADVISORS, LLC14,228$541K0.04%013F-HR/ATimeline