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 313 institutions that hold shares in the stock, with a total of 58.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 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
|
$526 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,292,836
shares
|
$148 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
4,136,681
shares
|
$142 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
|
$135 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$113 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
|
$46.9 Million
2.07% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
915,728
shares
|
$31.5 Million
0.0% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
882,009
shares
|
$30.3 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
808,775
shares
|
$27.8 Million
2.17% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
778,423
shares
|
$26.7 Million
0.0% of portfolio
|
Q2 2025
Added 37.22%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
700,825
shares
|
$24.1 Million
4.2% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
692,273
shares
|
$23.8 Million
0.81% of portfolio
|
Q2 2025
Added 64.53%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
672,133
shares
|
$23.1 Million
1.52% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
668,393
shares
|
$23 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
663,855
shares
|
$22.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
606,588
shares
|
$20.8 Million
0.14% of portfolio
|
Q2 2025
Added 9998.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
591,834
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500,695
shares
|
$17.2 Million
2.33% of portfolio
|
Q4 2024
Added 69.71%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
462,200
shares
|
$15.9 Million
1.79% of portfolio
|
Q2 2025
Reduced 22.02%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
445,479
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
414,010
shares
|
$14.2 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
413,433
shares
|
$14.2 Million
3.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Tlt Family Holdco Ulc
Toronto, |
Aug 15, 2025 Q2 2025 |
408,500
shares
|
$14 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
402,642
shares
|
$13.8 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
364,723
shares
|
$12.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 10.2%
|