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 238 institutions that hold shares in the stock, with a total of 56.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
14,544,912
shares
|
$424 Million
0.42% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
7,056,379
shares
|
$206 Million
0.57% of portfolio
|
Q1 2024
Reduced 7.15%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
6,764,290
shares
|
$197 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,686,152
shares
|
$108 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$96.3 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
|
$25.7 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
836,729
shares
|
$24.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.24%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
800,392
shares
|
$23.3 Million
1.9% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
710,429
shares
|
$20.7 Million
0.06% of portfolio
|
Q1 2024
Added 0.6%
|
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
705,664
shares
|
$20.6 Million
4.24% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
685,983
shares
|
$20 Million
2.25% of portfolio
|
Q1 2024
Added 4.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
681,547
shares
|
$19.9 Million
0.22% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
521,177
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
485,547
shares
|
$14.2 Million
1.44% of portfolio
|
Q1 2024
Reduced 6.84%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
469,546
shares
|
$13.7 Million
0.2% of portfolio
|
Q1 2024
Reduced 2.21%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
440,330
shares
|
$12.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Ackerman Capital Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
429,206
shares
|
$12.5 Million
3.35% of portfolio
|
Q1 2024
Reduced 0.64%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
404,903
shares
|
$11.8 Million
1.79% of portfolio
|
Q1 2024
Added 17.64%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
397,835
shares
|
$11.6 Million
0.62% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
362,836
shares
|
$10.6 Million
0.45% of portfolio
|
Q1 2024
Reduced 2.12%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
339,992
shares
|
$9.92 Million
0.0% of portfolio
|
Q1 2024
Added 18.89%
|
|
|
Foster Group, Inc.
|
Apr 09, 2024 Q1 2024 |
320,084
shares
|
$9.34 Million
0.45% of portfolio
|
Q1 2024
Added 33.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
319,635
shares
|
$9.32 Million
0.02% of portfolio
|
Q1 2024
Added 31.78%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
299,209
shares
|
$8.73 Million
1.49% of portfolio
|
Q1 2024
Reduced 7.82%
|
|