Skip to content
Disclosery

IVLU ISHARES TR

Follow

COM (fund)

372 managers (377 13F filers) reported a position in IVLU shares at 2026-03-31, 73,316,389 shares in all. 54 filers opened a position and 18 filers sold out during the quarter.

Managers
372
13F filers
377
New
54
Added
131
Reduced
101
Sold out
18
Shares held by filers
73,316,389

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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…18,186,706$722M0.44%+986,06113F-HRTimelineGroup
FMR LLCin group FMR LLC6,982,682$277M0.01%-167,68413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,476,656$172M0.01%-186,92713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV3,485,787$138M0.2%-177,40113F-HRTimeline
Savvy Advisors, Inc.2,239,680$88.9M2.38%+791,66013F-HRTimeline
LPL Financial LLC1,935,249$76.8M0.02%+878,26913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,602,510$63.6M<0.01%+364,24013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,454,241$57.7M<0.01%+361,13813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,274,137$50.5M-59,538Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC920,247$36.5M0.04%+335,48713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC895,631$35.5M0.01%-131,75813F-HR/ATimelineGroup
Kathmere Capital Management, LLC812,755$32.3M2%+2,57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding799,563$31.7M+281,004Timeline
HUB Investment Partners, LLC783,813$31.1M0.76%+40,45713F-HRTimeline
Janney Montgomery Scott LLC781,863$31M0.08%+130,00513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.679,055$26.9M0.04%+143,40513F-HRTimelineGroup
Armbruster Capital Management, Inc.675,143$26.8M4.39%-18,98713F-HRTimeline
Cambridge Investment Research Advisors,…674,514$26.8M0.07%+598,43413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC626,014$24.8M3.05%+45,42013F-HRTimeline
Alliance Wealth Advisors, LLC /UT591,926$23.5M5.08%+213,93413F-HRTimeline
INVENIO WEALTH PARTNERS LLC579,347$23M9.13%+237,23413F-HRTimeline
KWB Wealth576,757$21.9M2.17%-7,81713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…515,584$20.7M0.05%-123,57713F-HRTimeline
UBS Group AGgroup of 2 filers holding482,455$19.1M+184,084Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC434,542$17.2M0.13%+69,24913F-HRTimelineGroup
Integrated Wealth Concepts LLC414,592$16.5M0.13%+17,36613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA409,362$16.2M<0.01%+294,42213F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH419,300$16.1M0.15%013F-HRTimelineGroup
AdvisorShares Investments LLC404,916$16.1M2.93%-54,55213F-HRTimeline
CAPITAL ADVISORS INC/OK401,769$15.9M0.26%+11,49813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\396,017$15.7M0.02%+316,48413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC386,363$15.3M0.04%+123,28313F-HRTimeline
Ackerman Capital Advisors, LLC379,411$15.1M3.09%+1,09213F-HRTimeline
Heck Capital Advisors, LLC368,331$14.6M1.08%-43,83313F-HRTimeline
Foster Group, Inc.366,792$14.6M0.43%-18,13613F-HRTimeline
High Probability Advisors, LLC362,399$14.4M1.84%-5,97213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC360,390$14.3M<0.01%+2,51513F-HRTimelineGroup
Meridian Financial Partners LLC354,552$14.3M5.42%+23,97313F-HRTimeline
OneDigital Investment Advisors LLC346,811$13.8M0.13%+8013F-HRTimeline
Plancorp, LLC318,437$13.2M0.38%+62813F-HRTimeline
Freedom Investment Management, Inc.325,506$12.9M3.83%-14,32513F-HRTimeline
Private Advisor Group, LLC313,209$12.4M0.06%+105,51413F-HRTimeline
Ashton Thomas Private Wealth, LLC310,270$12.3M0.29%+2,09713F-HRTimeline
Pioneer Family Office, LLC300,785$11.9M7.67%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC294,606$11.7M0.88%+30,48513F-HRTimeline
FLOW TRADERS U.S. LLC293,953$11.7M0.37%new13F-HRTimeline
One Wealth Advisors, LLC291,435$11.6M1.44%-6,89613F-HRTimeline
Farrow Financial, Inc.281,287$11.2M6.34%-55013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC271,315$10.8M0.02%+212,45313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.270,387$10.7M1.23%-3,27213F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.256,501$10.7M4.78%-6,39813F-HRTimeline
Per Stirling Capital Management, LLC.267,615$10.6M1.17%-28,74213F-HRTimeline
Cetera Investment Advisers253,774$10.1M0.01%+15,00413F-HRTimeline
Systelligence, LLC233,966$9.28M1.8%-25,23613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…231,380$9.18M0.02%+25,06113F-HRTimelineGroup
Sanctuary Advisors, LLC228,152$9.05M0.05%-1,35513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC224,947$8.93M<0.01%+67,32313F-HRTimelineGroup
IFP Advisors, Inc224,771$8.92M0.18%+60,35413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding215,711$8.56M+15,718Timeline
NewEdge Advisors, LLC214,929$8.53M0.03%+70,26513F-HR/ATimeline
Cobblestone Asset Management LLC209,808$8.33M3.74%-9,06013F-HRTimeline
Aptus Capital Advisors, LLC207,864$8.25M0.07%-4,94513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP203,790$8.09M0.01%+1,99413F-HRTimelineGroup
&PARTNERS197,535$7.84M0.04%+97,71313F-HRTimeline
RHS Financial, LLC193,822$7.69M3.64%+5,71613F-HRTimeline
HighTower Advisors, LLC192,626$7.64M0.01%+53,17213F-HRTimeline
TRUST POINT INC.190,315$7.55M0.66%-248,57613F-HRTimeline
Parallel Advisors, LLC184,208$7.31M0.13%+13,64013F-HR/ATimeline
JNBA Financial Advisors182,698$7.25M0.6%-39,24813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…179,992$7.14M0.01%+164,70113F-HRTimelineGroup
TLT Family Holdco ULC172,700$6.85M0.95%013F-HRTimeline
CoreFirst Bank & Trust164,205$6.52M3.45%-12,47113F-HRTimeline
Good Harbor Advisors, Inc.163,109$6.47M7.07%+40913F-HRTimeline
RIVERSEDGE ADVISORS, LLC150,014$5.95M0.96%new13F-HRTimeline
Keebeck Wealth Management145,191$5.76M0.65%-213F-HRTimeline
ShoreHaven Wealth Partners, LLC129,807$5.15M1.85%-4,93313F-HRTimeline
U.S. Capital Wealth Advisors, LLC128,863$5.11M0.13%+21,18413F-HRTimeline
Prosperity Planning, Inc.126,156$5.01M1.27%-6,43813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…118,569$4.7M0.01%new13F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.118,249$4.69M0.04%013F-HRTimelineGroup
SCS Capital Management LLC114,634$4.55M0.05%-1,34213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC110,892$4.4M0.08%+1,88413F-HRTimeline
McBroom & Associates, LLC108,506$4.31M2.4%+30,82013F-HRTimeline
SAXON INTERESTS, INC.107,107$4.25M1.47%-2,87313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP102,189$4.05M0.22%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP97,447$3.87M0.01%-4,18713F-HRTimelineGroup
World Investment Advisors96,681$3.84M0.06%+35,31913F-HRTimeline
PMG Wealth Management, Inc.95,713$3.8M2.74%+3,81313F-HRTimeline
IHT Wealth Management, LLC93,491$3.71M0.09%-6,32113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,287$3.66M0.04%-136,97313F-HRTimelineGroup
CSS LLC/IL90,270$3.58M0.2%013F-HRTimeline
Harbour Wealth Management Group, Inc.90,077$3.57M2.69%-1,22913F-HRTimeline
Bell Investment Advisors, Inc89,534$3.55M0.56%-2,16113F-HRTimeline
Cypress Wealth Services, LLC89,090$3.54M0.5%-2,95113F-HRTimeline
KICKSTAND VENTURES, LLC.87,293$3.46M0.73%+17413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.86,597$3.44M<0.01%+9,76813F-HRTimelineGroup
Tacita Capital Inc84,864$3.37M1.99%+24813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC83,112$3.3M<0.01%-72613F-HRTimelineGroup
Quantum Portfolio Management LLC82,694$3.28M1.43%+34,82513F-HR/ATimeline
VANCE WEALTH, LLC81,464$3.23M0.93%-3,87613F-HRTimeline
Clayton Partners LLC81,001$3.21M2.34%+31313F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…78,114$3.1M0.11%+53,15313F-HRTimelineGroup
Balance Wealth Partners LLC76,541$3.04M0.94%+1,50313F-HRTimeline
TSA Wealth Managment LLC75,876$3.01M0.97%-4,28113F-HRTimeline
Vise Technologies, Inc.74,368$2.83M0.06%013F-HRTimeline
Contango Wealth Management LLC69,854$2.77M3.24%-12,36513F-HRTimeline
ONE Advisory Partners, LLC69,619$2.76M0.85%-1,13513F-HRTimeline
Cassilly Financial Group LLC69,569$2.76M2.4%+35613F-HRTimeline
Valued Wealth Advisors LLC68,314$2.71M1.1%-22313F-HRTimeline
WEALTH ALLIANCE, LLC66,124$2.62M0.26%-3,43613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,001$2.55M0.02%-78813F-HRTimelineGroup
Strategic Blueprint, LLC63,302$2.51M0.15%+34513F-HRTimeline
WealthPlan Investment Management, LLC63,181$2.51M0.14%-37613F-HRTimeline
JBF Capital, Inc.60,000$2.38M0.35%013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI59,927$2.38M1.19%+31,62513F-HRTimeline
Red Wave Investments LLC59,380$2.36M0.7%013F-HRTimeline
Redhawk Wealth Advisors, Inc.58,551$2.32M0.26%+1,87513F-HRTimeline
Creative Planningin group Creative Planning57,348$2.28M<0.01%+3,96413F-HRTimelineGroup
Kingsview Wealth Management, LLC57,140$2.27M0.03%-89,13113F-HRTimeline
Mariner, LLCin group Mariner, LLC54,206$2.15M<0.01%+12,98813F-HRTimelineGroup
Allworth Financial LP52,600$2.09M0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC52,425$2.08M0.25%-1,62813F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich51,667$2.05M0.01%+13,35013F-HRTimeline
COGENT STRATEGIC WEALTH LLC48,162$1.91M1.96%013F-HRTimeline
Breakwater Capital Group47,368$1.88M0.25%+2,06913F-HRTimeline
Sequoia Financial Advisors, LLC45,981$1.82M0.01%-61613F-HRTimeline
Regal Investment Advisors LLC44,027$1.75M0.1%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,723$1.73M<0.01%+15,17313F-HRTimelineGroup
Index Technologies Group LLC43,425$1.72M1.88%+17,47813F-HRTimeline
Horst & Graben Wealth Management LLC41,215$1.68M0.23%-59413F-HRTimeline
BEACON FINANCIAL GROUP42,354$1.68M0.17%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…42,307$1.68M0.13%+35,80913F-HRTimelineGroup
Simplicity Wealth,LLC41,716$1.66M0.09%+1,09713F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.42,973$1.65M1.45%+2,72513F-HRTimeline
TOWLE & CO40,661$1.61M0.63%new13F-HRTimeline
Empowered Funds, LLC40,489$1.61M0.01%+27,71413F-HR/ATimeline
GRANVILLE CAPITAL, INC.39,788$1.58M0.83%013F-HRTimeline
Beacon Pointe Advisors, LLC39,577$1.57M0.01%-3,90013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS39,405$1.56M<0.01%+2,29213F-HRTimeline
W ADVISORS, LLC39,263$1.56M0.8%-1213F-HRTimeline
Keel Point, LLC37,636$1.49M0.1%013F-HRTimeline
TD Waterhouse Canada Inc.36,769$1.48M<0.01%new13F-HRTimeline
Kovack Advisors, Inc.36,480$1.45M0.08%new13F-HRTimeline
JDH Wealth Management, LLC35,440$1.41M0.95%-8,20213F-HRTimeline
Waverly Advisors, LLC34,171$1.36M0.01%+14,15413F-HRTimeline
Stokes Family Office, LLC33,182$1.32M0.14%-50013F-HRTimeline
Squire Investment Management Company, L…33,061$1.31M0.36%-3,07513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP32,901$1.31M<0.01%+2,76513F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …32,609$1.29M0.2%013F-HRTimeline
J.W. COLE ADVISORS, INC.31,524$1.25M0.04%+3,70713F-HRTimeline
Advisory Services Network, LLC30,745$1.22M0.02%+1,37213F-HRTimeline
Brand Asset Management Group, Inc.30,420$1.21M0.31%-2,55113F-HRTimeline
Quantinno Capital Management LP30,071$1.19M<0.01%-29213F-HRTimeline
Greenline Wealth Management LLC29,777$1.18M1.36%+26,03213F-HRTimeline
Affinity Capital Advisors, LLC29,602$1.17M0.16%-15713F-HRTimeline
G&S Capital LLC29,030$1.15M0.4%-12313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,692$1.14M0.04%+36513F-HRTimelineGroup
MA Private Wealth27,580$1.09M0.19%-4613F-HRTimeline
Farther Finance Advisors, LLC26,459$1.07M0.01%+2,50413F-HRTimeline
Altrius Capital Management Inc26,823$1.06M0.21%+2,45013F-HRTimeline
Csenge Advisory Group26,754$1.06M0.05%+1,02513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,056$1.05M<0.01%+2,31013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC26,370$1.05M0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC26,338$1.05M0.38%+11613F-HRTimeline
Prospera Financial Services Inc26,069$1.03M0.02%+4,40413F-HRTimeline
Johnson Bixby & Associates, LLC25,863$1.03M0.13%-2,77413F-HRTimeline
Shared Vision Wealth Group LLC25,729$1.02M0.42%+8613F-HRTimeline
Stonebrook Private Inc.25,157$998K0.21%+2513F-HRTimeline
Empirical Financial Services, LLC d.b.a…24,425$969K0.02%013F-HRTimeline
Wealthfront Advisers LLC23,884$948K<0.01%+6,27713F-HRTimeline
EP Wealth Advisors, LLC23,677$940K<0.01%+67013F-HRTimeline
Braun-Bostich & Associates Inc.23,658$939K0.59%013F-HRTimeline
Cresset Asset Management, LLC23,571$935K<0.01%+55413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC23,531$934K<0.01%+5,11713F-HRTimelineGroup
Index Fund Advisors, Inc.23,523$933K0.04%013F-HRTimeline
BRIGHTON JONES LLC23,501$933K0.02%new13F-HR/ATimeline
Vision Capital Management, Inc.23,305$925K0.12%013F-HRTimeline
Patriot Financial Group Insurance Agenc…23,224$922K0.05%+11,32613F-HRTimeline
Asempa Wealth Advisors22,592$911K0.79%-3,76313F-HRTimeline
UNIQUE WEALTH, LLC22,918$909K0.13%+1,53013F-HRTimeline
VestGen Advisors, LLC21,176$896K0.03%+7113F-HRTimeline
WEALTHGARDEN F.S. LLC21,718$862K0.59%-913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC20,721$862K0.08%+8913F-HRTimeline
SFMG, LLC21,083$837K0.06%013F-HRTimeline
Wise Wealth Partners20,957$832K1.13%013F-HRTimeline
Nicholas Hoffman & Company, LLC.20,913$830K0.02%013F-HRTimeline
Bleakley Financial Group, LLC19,849$788K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC19,348$768K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC18,315$727K<0.01%+1,28513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…17,902$710K0.08%+3,78013F-HRTimeline
TWO SIGMA SECURITIES, LLC17,874$709K0.08%-7,56113F-HRTimeline
Aprio Wealth Management, LLC17,259$685K0.04%013F-HRTimeline
Vistica Wealth Advisors, LLC17,025$676K0.67%013F-HRTimeline
Smartleaf Asset Management LLC17,290$666K0.02%-3113F-HRTimeline
Peirce Capital Management, LLC16,603$659K0.26%-1,52113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC16,496$655K0.14%-19913F-HRTimeline
Kelly Financial Services LLC15,905$631K0.15%-5,33313F-HRTimeline
Lauterbach Financial Advisors, LLC15,867$630K0.31%013F-HRTimeline
CWM, LLCin group CWM, LLC15,757$625K<0.01%+9113F-HRTimelineGroup
Summit Financial, LLC15,747$625K0.01%+9,87313F-HRTimeline