IVLU — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IVLU)? 18 institutions reported holding $35.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($13.4M), Riversedge Advisors, LLC ($7.0M), Prosperity Planning, Inc. ($5.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $13.4M | 312,323 | Added |
| 2 | RIVERSEDGE ADVISORS, LLC | $7.0M | 163,420 | Added |
| 3 | Prosperity Planning, Inc. | $5.1M | 118,289 | Trimmed |
| 4 | Cassilly Financial Group LLC | $3.0M | 69,039 | Trimmed |
| 5 | Breakwater Capital Group | $2.2M | 50,966 | Added |
| 6 | Asempa Wealth Advisors | $929,069 | 21,969 | Trimmed |
| 7 | Farther Finance Advisors, LLC | $874,177 | 20,382 | Trimmed |
| 8 | Avidian Wealth Enterprises, LLC | $706,956 | 16,483 | Trimmed |
| 9 | COLLECTIVE FAMILY OFFICE LLC | $518,025 | 12,078 | Hold |
| 10 | Valeo Financial Advisors, LLC | $447,128 | 10,425 | Hold |
| 11 | Rosenberg Matthew Hamilton | $357,359 | 8,332 | Trimmed |
| 12 | Apella Capital, LLC | $281,362 | 6,650 | Added |
| 13 | Wedmont Private Capital | $244,786 | 5,802 | Hold |
| 14 | Planning Strategies Inc. | $137,548 | 3,207 | Hold |
| 15 | Versant Capital Management, Inc | $86,681 | 2,021 | Hold |
| 16 | Noble Wealth Management PBC | $19,601 | 457 | Trimmed |
| 17 | GK Wealth Management LLC | $11,323 | 264 | New |
| 18 | CoreCap Advisors, LLC | $214 | 5 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30