# ISHARES TR (IVLU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IVLU/

- Reporting holders: 18
- Reported value: $35.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $13.4M | 312,323 | 0.9% | 5 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $7.0M | 163,420 | 0.9% | 3 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $5.1M | 118,289 | 1.1% | 24 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $3.0M | 69,039 | 2.0% | 4 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.2M | 50,966 | 0.3% | 9 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $929.1K | 21,969 | 0.7% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $874.2K | 20,382 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $707.0K | 16,483 | 0.0% | 19 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $518.0K | 12,078 | 0.1% | 24 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $447.1K | 10,425 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $357.4K | 8,332 | 0.1% | 10 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $281.4K | 6,650 | 0.0% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $244.8K | 5,802 | 0.0% | 5 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $137.5K | 3,207 | 0.1% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $86.7K | 2,021 | 0.0% | 32 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $19.6K | 457 | 0.0% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $11.3K | 264 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $214 | 5 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 18 | $35.2M |
| Q2 2026 | 379 | $3.3B |
| Q1 2026 | 372 | $2.9B |
| Q4 2025 | 339 | $2.5B |
| Q3 2025 | 301 | $2.3B |
| Q2 2025 | 282 | $2.0B |
| Q1 2025 | 262 | $1.7B |
| Q4 2024 | 267 | $1.7B |
| Q3 2024 | 241 | $1.8B |
| Q2 2024 | 231 | $1.7B |
| Q1 2024 | 228 | $1.8B |
| Q4 2023 | 229 | $1.8B |