iSHARES TRUST - IVLU

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.514B

QoQ value delta ($000)

+$378.4M (+17.72%)

Implied price effect (QoQ)

+7.56%

Total shares

65,996,346

QoQ shares delta

+5,696,455 (+9.45%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 2 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	654,484	17,200,645	0.41%
FMR LLC	272,071	7,150,366	0.01%
JPMORGAN CHASE & CO	177,449	4,663,583	0.01%
MERCER GLOBAL ADVISORS INC /ADV	139,384	3,663,188	0.21%
Savvy Advisors, Inc.	55,097	1,448,020	1.78%
BANK OF AMERICA CORP /DE/	47,116	1,238,270	0.0%
MORGAN STANLEY	41,592	1,093,103	0.0%
LPL Financial LLC	40,218	1,056,980	0.01%
Focus Partners Wealth	40,012	1,051,577	0.05%
AMERIPRISE FINANCIAL INC	39,081	1,027,389	0.01%
Kathmere Capital Management, LLC	30,827	810,176	2.08%
HUB Investment Partners, LLC	28,284	743,356	0.73%
Armbruster Capital Management, Inc.	26,411	694,130	4.44%
Janney Montgomery Scott LLC	24,803	651,858	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	24,799	639,161	0.03%
JANE STREET GROUP, LLC	22,250	584,760	0.0%
KWB Wealth	22,243	584,574	2.11%
VICTORY FINANCIAL GROUP, LLC	22,091	580,594	2.78%
OSAIC HOLDINGS, INC.	20,386	535,650	0.03%
ENVESTNET ASSET MANAGEMENT INC	19,173	503,895	0.01%
AdvisorShares Investments LLC	17,482	459,468	2.92%
Trust Point Inc.	16,699	438,891	1.32%
Erste Asset Management GmbH	15,954	419,300	0.13%
Heck Capital Advisors, LLC	15,682	412,164	1.17%
Integrated Wealth Concepts LLC	15,114	397,226	0.18%