Institutional Ownership Ishares Tr Edge Msci Intl Valu (IVLU)
This table provides information about the institutional ownership of Ishares Tr Edge Msci Intl Valu (IVLU). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
15,430,525
shares
|
$508 Million
0.39% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,374,696
shares
|
$144 Million
0.31% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,313,899
shares
|
$142 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,942,417
shares
|
$130 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$109 Million
1.82% of portfolio
|
Q3 2022
Added 176.14%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
1,366,356
shares
|
$45 Million
2.07% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
882,009
shares
|
$29 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
825,713
shares
|
$27.2 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
814,276
shares
|
$26.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
806,041
shares
|
$26.5 Million
2.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
688,233
shares
|
$22.6 Million
4.17% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
687,431
shares
|
$22.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.13%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
668,393
shares
|
$22 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
592,723
shares
|
$19.5 Million
2.31% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
567,268
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
539,954
shares
|
$17.8 Million
0.01% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
520,448
shares
|
$17.1 Million
1.62% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500,695
shares
|
$16.5 Million
2.33% of portfolio
|
Q4 2024
Added 69.71%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
448,994
shares
|
$14.8 Million
0.17% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
445,479
shares
|
$14.7 Million
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
426,291
shares
|
$14 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
420,748
shares
|
$13.8 Million
0.54% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
410,978
shares
|
$13.5 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
406,171
shares
|
$13.4 Million
2.05% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
404,684
shares
|
$13.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.45%
|