IVLU · Insider trading · 13F holders · Congress trades
Ishares Tr (IVLU)
Who is buying and selling IVLU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 82
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IVLU at a glance
- No open-market insider purchases or sales of IVLU were filed in the last 90 days.
- 82 13F filers hold IVLU among their 50 largest positions, worth $1.5B combined. The biggest bets by portfolio weight are Invenio Wealth Partners LLC (9.0%), Good Harbor Advisors, Inc. (6.7%) and Pioneer Family Office, LLC (6.4%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in IVLU.
IVLU insider trading
No open-market insider purchases or sales of IVLU were filed in the last 90 days.
Who owns IVLU? Hedge funds and superinvestors
82 13F filers hold IVLU among their 50 largest positions, worth $1.5B combined. The biggest bets by portfolio weight are Invenio Wealth Partners LLC (9.0%), Good Harbor Advisors, Inc. (6.7%) and Pioneer Family Office, LLC (6.4%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management CoWealth manager | 0.4% | $779.5M | 18,638,395 | +2.5% shares | Q2 2026 |
| Savvy Advisors, Inc.Wealth manager | 2.3% | $109.3M | 2,612,696 | +16.7% shares | Q2 2026 |
| Kathmere Capital Management, LLCWealth manager | 1.9% | $39.7M | 926,720 | +11.1% shares | Q3 2026 |
| HUB Investment Partners, LLCWealth manager | 0.6% | $35.2M | 840,516 | +7.2% shares | Q2 2026 |
| Alliance Wealth Advisors, LLC /UTWealth manager | 6.1% | $33.6M | 783,295 | +10.0% shares | Q3 2026 |
| Armbruster Capital Management, Inc.Wealth manager | 4.3% | $28.8M | 672,345 | +0.1% shares | Q3 2026 |
| Invenio Wealth Partners LLCWealth manager | 9.0% | $25.1M | 585,313 | +0.4% shares | Q3 2026 |
| Victory Financial Group, LLCWealth manager | 2.1% | $23.1M | 539,712 | -5.3% shares | Q3 2026 |
| High Probability Advisors, LLCWealth manager | 1.9% | $16.8M | 391,131 | +2.7% shares | Q3 2026 |
| AdvisorShares Investments LLCMutual fund manager | 2.0% | $16.6M | 395,843 | -2.2% shares | Q2 2026 |
| Meridian Financial Partners LLCWealth manager | 5.3% | $16.4M | 384,917 | +4.6% shares | Q3 2026 |
| Foster Group, Inc.Wealth manager | 0.4% | $15.9M | 370,192 | +0.9% shares | Q3 2026 |
| Ackerman Capital Advisors, LLCWealth manager | 3.2% | $15.9M | 379,084 | -0.1% shares | Q2 2026 |
| Heck Capital Advisors, LLCInstitutional asset manager | 0.8% | $14.0M | 326,698 | +5.6% shares | Q3 2026 |
| Titleist Asset Management, LLCWealth manager | 0.9% | $13.4M | 312,323 | +1.4% shares | Q3 2026 |
| Plancorp, LLCWealth manager | 0.3% | $13.3M | 316,704 | -0.5% shares | Q2 2026 |
| Freedom Investment Management, Inc.Wealth manager | 3.6% | $13.0M | 310,737 | -4.5% shares | Q2 2026 |
| Pioneer Family Office, LLCInstitutional asset manager | 6.4% | $12.5M | 297,820 | -1.0% shares | Q2 2026 |
| One Wealth Advisors, LLCWealth manager | 1.3% | $11.9M | 285,593 | -2.0% shares | Q2 2026 |
| Farrow Financial, Inc.Wealth manager | 6.3% | $11.8M | 281,766 | +0.2% shares | Q2 2026 |
| Atlas Capital Advisors Inc.Wealth manager | 1.2% | $11.2M | 268,797 | -0.6% shares | Q2 2026 |
| RHS Financial, LLCWealth manager | 3.6% | $10.8M | 251,289 | +30.7% shares | Q3 2026 |
| KWB WealthWealth manager | 0.9% | $10.5M | 244,745 | -27.2% shares | Q3 2026 |
| Per Stirling Capital Management, LLC.Wealth manager | 1.0% | $10.3M | 245,583 | -8.2% shares | Q2 2026 |
| Systelligence, LLCMutual fund manager | 1.7% | $9.9M | 237,766 | +1.6% shares | Q2 2026 |
| Ironwood Wealth Management, Inc.Wealth manager | 4.1% | $9.7M | 230,700 | +0.1% shares | Q3 2026 |
| Trust Point Inc.Investment manager | 0.6% | $8.1M | 189,907 | -5.3% shares | Q3 2026 |
| JNBA Financial AdvisorsWealth manager | 0.6% | $7.6M | 181,385 | -0.7% shares | Q2 2026 |
| TLT Family Holdco ULCInvestment manager | 1.0% | $7.2M | 172,700 | +0.0% shares | Q2 2026 |
| Good Harbor Advisors, Inc.Wealth manager | 6.7% | $7.2M | 168,337 | +3.1% shares | Q3 2026 |
The 30 largest of 82 positions, by value. Each manager counts with its latest 13F (Q3 2026: 40, Q2 2026: 41, Q1 2026: 1). Screen IVLU in the grand portfolio →
IVLU stock trades by members of Congress
No member of Congress has disclosed a trade in IVLU.
IVLU questions and answers
Are insiders buying IVLU stock?
No open-market insider purchases or sales of IVLU were filed in the last 90 days.
Which hedge funds own IVLU?
82 13F filers hold IVLU among their 50 largest positions, worth $1.5B combined. The biggest bets by portfolio weight are Invenio Wealth Partners LLC (9.0%), Good Harbor Advisors, Inc. (6.7%) and Pioneer Family Office, LLC (6.4%). In their latest 13Fs, 0 managers opened a new position and 12 added to one.
Has Congress traded IVLU?
No member of Congress has disclosed a trade in IVLU.
Who is the largest holder of IVLU?
Among 13F filers, Northwestern Mutual Wealth Management Co reports the largest IVLU position, $779.5M (18,638,395 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Invenio Wealth Partners LLC's: 9.0% of its portfolio.
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