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 326 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,319,386
shares
|
$549 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,136,681
shares
|
$148 Million
0.28% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,942,417
shares
|
$141 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$118 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
|
$48.9 Million
2.07% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
915,728
shares
|
$32.8 Million
0.0% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
882,009
shares
|
$31.6 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
830,624
shares
|
$29.8 Million
1.41% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
799,507
shares
|
$28.6 Million
3.22% of portfolio
|
Q3 2025
Added 72.98%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
799,355
shares
|
$28.6 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
778,423
shares
|
$27.9 Million
0.0% of portfolio
|
Q2 2025
Added 37.22%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
701,351
shares
|
$25.1 Million
4.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
692,273
shares
|
$24.8 Million
0.81% of portfolio
|
Q2 2025
Added 64.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
668,393
shares
|
$23.9 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
652,875
shares
|
$23.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
620,477
shares
|
$22.2 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
606,588
shares
|
$21.7 Million
0.14% of portfolio
|
Q2 2025
Added 9998.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
594,307
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 86.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
591,834
shares
|
$21.2 Million
0.01% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500,695
shares
|
$17.9 Million
2.33% of portfolio
|
Q4 2024
Added 69.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
445,479
shares
|
$16 Million
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
433,297
shares
|
$15.5 Million
1.24% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
414,010
shares
|
$14.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Tlt Family Holdco Ulc
Toronto, |
Aug 15, 2025 Q2 2025 |
408,500
shares
|
$14.6 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
389,065
shares
|
$13.9 Million
2.93% of portfolio
|
Q3 2025
Reduced 5.89%
|