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 289 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 $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
14,927,132
shares
|
$436 Million
0.34% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,219,190
shares
|
$153 Million
0.05% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
4,543,207
shares
|
$133 Million
0.3% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,443,196
shares
|
$130 Million
0.01% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$96.5 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
|
$39.9 Million
2.07% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
882,009
shares
|
$25.8 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
836,211
shares
|
$24.4 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
803,824
shares
|
$23.5 Million
2.05% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
728,677
shares
|
$21.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.07%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
676,969
shares
|
$19.8 Million
3.74% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
668,393
shares
|
$19.5 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
571,844
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 462.18%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
563,695
shares
|
$16.5 Million
1.06% of portfolio
|
Q4 2024
Added 412.0%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
559,672
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.32%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
513,185
shares
|
$15 Million
1.71% of portfolio
|
Q4 2024
Added 32.92%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
503,974
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
503,850
shares
|
$14.7 Million
1.73% of portfolio
|
Q4 2024
Added 182.33%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500,695
shares
|
$14.6 Million
2.33% of portfolio
|
Q4 2024
Added 69.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
473,239
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Added 110.77%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
445,479
shares
|
$13 Million
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
438,110
shares
|
$12.8 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
437,815
shares
|
$12.8 Million
0.15% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jan 17, 2025 Q4 2024 |
433,961
shares
|
$12.7 Million
2.11% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
418,645
shares
|
$12.2 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.42%
|