IVLU institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding376
Shares held75,000,197
Reported value$3.1bn
Quarter flows41 new, 131 added, 120 trimmed, 40 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO18,638,395$779.5m0.4%
FMR LLC6,983,481$292.0m0.0%
JPMORGAN CHASE & CO4,821,998$201.2m0.0%
MERCER GLOBAL ADVISORS INC /ADV3,445,556$144.1m0.2%
LPL Financial LLC2,910,318$121.7m0.0%
Savvy Advisors, Inc.2,612,696$109.3m2.3%
MORGAN STANLEY1,679,622$70.2m0.0%
BANK OF AMERICA CORP /DE/1,525,364$63.8m0.0%
AMERIPRISE FINANCIAL INC930,327$38.9m0.0%
Focus Partners Wealth922,290$38.6m0.0%
OSAIC HOLDINGS, INC.859,239$35.9m0.0%
HUB Investment Partners, LLC840,516$35.2m0.6%
Kathmere Capital Management, LLC834,075$34.9m1.8%
Janney Montgomery Scott LLC801,125$33.5m0.1%
ENVESTNET ASSET MANAGEMENT INC777,057$32.5m0.0%
CAPITAL ADVISORS INC/OK768,392$32.1m0.5%
Alliance Wealth Advisors, LLC /UT712,335$29.8m5.6%
Armbruster Capital Management, Inc.671,710$28.1m4.2%
INVENIO WEALTH PARTNERS LLC582,803$24.4m8.7%
VICTORY FINANCIAL GROUP, LLC569,773$23.8m2.5%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC542,683$23.1m0.0%
JANE STREET GROUP, LLC543,954$22.7m0.0%
RAYMOND JAMES FINANCIAL INC531,449$22.2m0.0%
ROYAL BANK OF CANADA471,456$19.7m0.0%
Cetera Investment Advisers468,820$19.6m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IVLU"). IVLU price history · All 13F data

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