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Disclosery

IVLU ISHARES TR

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COM (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in IVLU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
TITLEIST ASSET MANAGEMENT, LLC312,323$13.4M0.87%+4,40413F-HRTimeline
RIVERSEDGE ADVISORS, LLC163,420$7.01M0.87%+8,14713F-HRTimeline
Prosperity Planning, Inc.118,289$5.07M1.13%-3,90213F-HRTimeline
Cassilly Financial Group LLC69,039$2.96M1.99%-71913F-HRTimeline
Breakwater Capital Group50,966$2.19M0.26%+94713F-HRTimeline
Asempa Wealth Advisors21,969$929K0.72%-7013F-HRTimeline
Farther Finance Advisors, LLC20,382$874K0.01%-4,89613F-HRTimeline
Avidian Wealth Enterprises, LLC16,483$707K0.02%-2,86513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,078$518K0.11%013F-HRTimeline
Valeo Financial Advisors, LLC10,425$447K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton8,332$357K0.06%-82813F-HRTimeline
Apella Capital, LLC6,650$281K<0.01%+3413F-HRTimeline
Wedmont Private Capital5,802$245K0.01%013F-HRTimeline
Planning Strategies Inc.3,207$138K0.08%013F-HRTimeline
Versant Capital Management, Inc2,021$86.7K0.01%013F-HRTimeline
Noble Wealth Management PBC457$19.6K0.01%-12513F-HRTimeline
GK Wealth Management LLC264$11.3K0.01%new13F-HRTimeline
CoreCap Advisors, LLC5$214<0.01%-6013F-HRTimeline