ISHARES TR (IVLU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
363
Reporting holders
$3.2B
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $779.5M | 18,638,395 | 0.42% | 24q | +2.5%+$18.9M |
| FMR LLC | $292.0M | 6,983,481 | 0.01% | 24q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $288.2M | 6,891,112 | 0.18% | 30q | +97.7%+$142.4M |
| JPMORGAN CHASE & CO | $201.2M | 4,821,998 | 0.01% | 22q | +7.7%+$14.4M |
| LPL Financial LLC | $121.7M | 2,910,318 | 0.03% | 30q | +50.4%+$40.8M |
| Savvy Advisors, Inc. | $109.3M | 2,612,696 | 2.32% | 11q | +16.7%+$15.6M |
| MORGAN STANLEY | $70.2M | 1,679,622 | 0.00% | 29q | +15.5%+$9.4M |
| BANK OF AMERICA CORP /DE/ | $63.8M | 1,525,364 | 0.00% | 31q | -4.8%-$3.2M |
| AMERIPRISE FINANCIAL INC | $38.9M | 930,327 | 0.01% | 16q | -48.1%-$36.0M |
| Focus Partners Wealth | $38.6M | 922,290 | 0.04% | 8q | -9.7%-$4.2M |
| OSAIC HOLDINGS, INC. | $35.9M | 859,239 | 0.04% | 26q | +26.5%+$7.5M |
| HUB Investment Partners, LLC | $35.2M | 840,516 | 0.63% | 22q | +7.2%+$2.4M |
| Kathmere Capital Management, LLC | $34.9M | 834,075 | 1.85% | 27q | +2.6%+$891.6K |
| ENVESTNET ASSET MANAGEMENT INC | $32.5M | 777,057 | 0.01% | 31q | -0.7%-$213.4K |
| CAPITAL ADVISORS INC/OK | $32.1M | 768,392 | 0.47% | 31q | +91.3%+$15.3M |
| Alliance Wealth Advisors, LLC /UT | $29.8M | 712,335 | 5.62% | 4q | +20.3%+$5.0M |
| Armbruster Capital Management, Inc. | $28.1M | 671,710 | 4.19% | 26q | -0.5%-$143.6K |
| INVENIO WEALTH PARTNERS LLC | $24.4M | 582,803 | 8.73% | 5q | +0.6%+$144.5K |
| VICTORY FINANCIAL GROUP, LLC | $23.8M | 569,773 | 2.50% | 4q | -9.0%-$2.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.1M | 542,683 | 0.04% | 13q | +5.3%+$1.2M |
| JANE STREET GROUP, LLC | $22.7M | 543,954 | 0.00% | 7q | -40.9%-$15.7M |
| RAYMOND JAMES FINANCIAL INC | $22.2M | 531,449 | 0.01% | 7q | +47.5%+$7.2M |
| ATLAS CAPITAL ADVISORS INC. | $22.0M | 539,184 | 1.23% | 27q | +99.4%+$11.0M |
| ROYAL BANK OF CANADA | $19.7M | 471,456 | 0.00% | 31q | +15.2%+$2.6M |
| Cetera Investment Advisers | $19.6M | 468,820 | 0.02% | 10q | +84.7%+$9.0M |
| MML INVESTORS SERVICES, LLC | $19.0M | 455,066 | 0.04% | 19q | +17.8%+$2.9M |
| Erste Asset Management GmbH | $18.2M | 437,100 | 0.14% | 4q | +4.2%+$742.6K |
| Integrated Wealth Concepts LLC | $17.7M | 422,133 | 0.09% | 19q | +1.8%+$315.4K |
| US BANCORP \DE\ | $16.7M | 398,998 | 0.02% | 12q | +0.8%+$124.7K |
| AdvisorShares Investments LLC | $16.6M | 395,843 | 2.00% | 3q | -2.2%-$379.4K |
| UBS Group AG | $15.9M | 380,907 | 0.00% | 24q | -21.0%-$4.2M |
| High Probability Advisors, LLC | $15.9M | 380,882 | 1.70% | 23q | +5.1%+$773.0K |
| Ackerman Capital Advisors, LLC | $15.9M | 379,084 | 3.19% | 15q | HELD |
| Meridian Financial Partners LLC | $15.6M | 368,005 | 5.31% | 5q | +3.8%+$569.6K |
| Foster Group, Inc. | $15.3M | 366,991 | 0.41% | 21q | HELD |
| OneDigital Investment Advisors LLC | $14.4M | 344,145 | 0.12% | 14q | -0.8%-$111.5K |
| Private Advisor Group, LLC | $14.2M | 340,451 | 0.07% | 11q | +8.7%+$1.1M |
| KWB Wealth | $14.1M | 336,260 | 1.20% | 8q | -41.7%-$10.1M |
| Plancorp, LLC | $13.3M | 316,704 | 0.33% | 17q | -0.5%-$73.0K |
| Ashton Thomas Private Wealth, LLC | $13.3M | 317,809 | 0.28% | 7q | +2.4%+$315.3K |
| Freedom Investment Management, Inc. | $13.0M | 310,737 | 3.62% | 11q | -4.5%-$617.6K |
| Heck Capital Advisors, LLC | $12.9M | 309,474 | 0.77% | 18q | -16.0%-$2.5M |
| TITLEIST ASSET MANAGEMENT, LLC | $12.9M | 307,919 | 0.87% | 4q | +4.5%+$556.7K |
| Pioneer Family Office, LLC | $12.5M | 297,820 | 6.42% | 2q | -1.0%-$124.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 297,764 | 0.02% | 24q | +9.7%+$1.1M |
| One Wealth Advisors, LLC | $11.9M | 285,593 | 1.32% | 21q | -2.0%-$244.3K |
| Farrow Financial, Inc. | $11.8M | 281,766 | 6.29% | 11q | HELD |
| Kestra Advisory Services, LLC | $10.9M | 260,398 | 0.04% | 16q | +39.1%+$3.1M |
| Rockefeller Capital Management L.P. | $10.8M | 257,118 | 0.02% | 21q | +11.1%+$1.1M |
| GOLDMAN SACHS GROUP INC | $10.7M | 255,212 | 0.00% | 23q | +13.5%+$1.3M |
| IFP Advisors, Inc | $10.5M | 251,132 | 0.19% | 14q | +11.7%+$1.1M |
| HighTower Advisors, LLC | $10.5M | 250,834 | 0.01% | 25q | +30.2%+$2.4M |
| Per Stirling Capital Management, LLC. | $10.3M | 245,583 | 0.98% | 6q | -8.2%-$921.4K |
| Focus Partners Advisor Solutions, LLC | $10.1M | 240,537 | 0.09% | 19q | -4.7%-$491.0K |
| Systelligence, LLC | $9.9M | 237,766 | 1.66% | 5q | +1.6%+$158.9K |
| IRONWOOD WEALTH MANAGEMENT, INC. | $9.7M | 230,521 | 4.12% | 21q | -10.1%-$1.1M |
| Sanctuary Advisors, LLC | $9.5M | 226,441 | 0.04% | 9q | -0.7%-$71.6K |
| Aptus Capital Advisors, LLC | $9.4M | 223,625 | 0.06% | 11q | +7.6%+$659.1K |
| &PARTNERS | $8.5M | 201,990 | 0.03% | 8q | +2.3%+$186.7K |
| TRUST POINT INC. | $8.4M | 200,579 | 0.71% | 11q | +5.4%+$429.2K |
| RHS Financial, LLC | $8.0M | 192,303 | 3.24% | 21q | -0.8%-$63.5K |
| Parallel Advisors, LLC | $7.9M | 189,356 | 0.12% | 22q | +2.8%+$215.3K |
| JNBA Financial Advisors | $7.6M | 181,385 | 0.57% | 16q | -0.7%-$54.9K |
| TLT Family Holdco ULC | $7.2M | 172,700 | 1.03% | 5q | HELD |
| CoreFirst Bank & Trust | $6.8M | 163,605 | 3.40% | 15q | -7.4%-$546.6K |
| Good Harbor Advisors, Inc. | $6.8M | 163,229 | 6.68% | 3q | HELD |
| NewEdge Advisors, LLC | $6.6M | 158,425 | 0.02% | new | NEW |
| RIVERSEDGE ADVISORS, LLC | $6.5M | 155,273 | 0.86% | 2q | +3.5%+$219.9K |
| Keebeck Wealth Management | $6.1M | 145,191 | 0.59% | 19q | HELD |
| Cassilly Financial Group LLC | $5.8M | 139,516 | 2.12% | 3q | +100.5%+$2.9M |
| McBroom & Associates, LLC | $5.7M | 137,115 | 2.88% | 3q | +26.4%+$1.2M |
| Arax Advisory Partners | $5.5M | 131,650 | 0.04% | 3q | +21482.0%+$5.5M |
| ShoreHaven Wealth Partners, LLC | $5.4M | 129,310 | 1.70% | 16q | HELD |
| STIFEL FINANCIAL CORP | $5.3M | 126,947 | 0.00% | 16q | -37.7%-$3.2M |
| Prosperity Planning, Inc. | $5.1M | 122,191 | 1.17% | 23q | -3.1%-$165.8K |
| SAGESPRING WEALTH PARTNERS, LLC | $5.0M | 119,991 | 0.08% | 7q | +8.2%+$380.5K |
| SCS Capital Management LLC | $4.8M | 114,117 | 0.05% | 25q | HELD |
| Vise Technologies, Inc. | $4.5M | 107,822 | 0.05% | 5q | +45.0%+$1.4M |
| TRUIST FINANCIAL CORP | $4.1M | 98,857 | 0.00% | 13q | +1.4%+$59.0K |
| PMG Wealth Management, Inc. | $4.0M | 96,055 | 2.48% | 5q | HELD |
| IHT Wealth Management, LLC | $4.0M | 95,650 | 0.09% | 5q | +2.3%+$90.3K |
| World Investment Advisors | $3.8M | 96,681 | 0.06% | 8q | HELD |
| CSS LLC/IL | $3.8M | 90,270 | 0.15% | 17q | HELD |
| Concurrent Investment Advisors, LLC | $3.7M | 89,037 | 0.03% | 11q | -3.5%-$135.9K |
| Cerity Partners LLC | $3.6M | 86,103 | 0.00% | 11q | +3.6%+$125.1K |
| Cypress Wealth Services, LLC | $3.6M | 85,628 | 0.44% | 19q | -3.9%-$144.8K |
| KICKSTAND VENTURES, LLC. | $3.6M | 85,365 | 0.65% | 12q | -2.2%-$80.6K |
| Tacita Capital Inc | $3.4M | 81,474 | 1.85% | 23q | -4.0%-$141.8K |
| Clayton Partners LLC | $3.4M | 81,010 | 2.23% | 14q | HELD |
| Quantum Portfolio Management LLC | $3.4M | 80,106 | 1.20% | 11q | -3.1%-$108.2K |
| Global Retirement Partners, LLC | $3.3M | 79,553 | 0.05% | 16q | +143.0%+$2.0M |
| VANCE WEALTH, LLC | $3.3M | 79,232 | 0.75% | 17q | -2.7%-$93.3K |
| Stonehage Fleming Financial Services Holdings Ltd | $3.3M | 78,114 | 0.11% | 14q | HELD |
| Harbour Wealth Management Group, Inc. | $3.3M | 77,861 | 2.20% | 3q | -13.6%-$510.9K |
| Balance Wealth Partners LLC | $3.2M | 76,553 | 0.85% | 6q | HELD |
| Cobblestone Asset Management LLC | $3.2M | 76,445 | 1.33% | 4q | -63.6%-$5.6M |
| TSA Wealth Managment LLC | $3.1M | 73,838 | 0.87% | 11q | -2.7%-$85.2K |
| ONE Advisory Partners, LLC | $2.9M | 69,301 | 0.79% | 16q | HELD |
| Bell Investment Advisors, Inc | $2.9M | 68,994 | 0.42% | 19q | -22.9%-$859.0K |
| Valued Wealth Advisors LLC | $2.8M | 68,115 | 1.04% | 11q | HELD |
Showing the largest 100 of 376 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 363 | $3.2B | 76,918,245 | 35 | 116 | 103 | 0.0% |
| Q1 2026 | 360 | $2.8B | 71,248,487 | 50 | 111 | 84 | 0.0% |
| Q4 2025 | 330 | $2.5B | 65,079,725 | 39 | 99 | 96 | 0.0% |
| Q3 2025 | 289 | $2.3B | 64,639,432 | 39 | 67 | 96 | 0.0% |
| Q2 2025 | 265 | $2.0B | 60,014,319 | 36 | 104 | 57 | 0.0% |
| Q1 2025 | 251 | $1.7B | 57,269,218 | 31 | 66 | 91 | 0.0% |
| Q4 2024 | 252 | $1.6B | 60,384,738 | 22 | 104 | 61 | 0.0% |
| Q3 2024 | 227 | $1.7B | 59,059,359 | 30 | 65 | 73 | 0.0% |
| Q2 2024 | 214 | $1.7B | 60,672,821 | 19 | 66 | 78 | 0.0% |
| Q1 2024 | 212 | $1.6B | 56,132,604 | 21 | 54 | 85 | 0.0% |
| Q4 2023 | 211 | $1.5B | 57,857,050 | 22 | 61 | 75 | 0.0% |
| Q3 2023 | 181 | $1.4B | 56,557,282 | 19 | 71 | 45 | 0.0% |
| Q2 2023 | 173 | $1.4B | 56,467,687 | 18 | 59 | 54 | 0.0% |
| Q1 2023 | 168 | $1.6B | 65,193,746 | 19 | 49 | 57 | 0.0% |
| Q4 2022 | 163 | $1.3B | 56,373,503 | 38 | 50 | 53 | 0.0% |
| Q3 2022 | 160 | $1.5B | 74,280,181 | 27 | 65 | 50 | 0.0% |
| Q2 2022 | 160 | $1.5B | 65,862,917 | 25 | 69 | 47 | 0.0% |
| Q1 2022 | 157 | $1.4B | 56,695,612 | 48 | 53 | 30 | 0.0% |
| Q4 2021 | 123 | $1.3B | 50,185,794 | 24 | 51 | 23 | 0.0% |
| Q3 2021 | 102 | $1.2B | 45,199,901 | 17 | 38 | 31 | 0.0% |
| Q2 2021 | 95 | $1.3B | 52,346,544 | 21 | 41 | 18 | 0.0% |
| Q1 2021 | 80 | $888.7M | 35,294,127 | 17 | 33 | 14 | 0.0% |
| Q4 2020 | 64 | $674.9M | 29,630,814 | 11 | 26 | 10 | 0.0% |
| Q3 2020 | 48 | $476.9M | 24,367,461 | 12 | 13 | 17 | 0.0% |
| Q2 2020 | 40 | $472.3M | 24,179,072 | 7 | 19 | 11 | 0.0% |
| Q1 2020 | 42 | $272.0M | 15,452,840 | 3 | 19 | 14 | 0.0% |
| Q4 2019 | 47 | $355.6M | 14,591,291 | 9 | 19 | 10 | 0.0% |
| Q3 2019 | 40 | $247.7M | 10,865,386 | 8 | 15 | 9 | 0.0% |
| Q2 2019 | 34 | $226.4M | 9,824,021 | 8 | 15 | 7 | 0.0% |
| Q1 2019 | 29 | $201.0M | 8,514,587 | 2 | 9 | 12 | 0.0% |
| Q4 2018 | 33 | $159.9M | 7,311,254 | 2 | 0 | 1 | 0.0% |