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 256 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
14,754,862
shares
|
$401 Million
0.39% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,251,897
shares
|
$143 Million
0.34% of portfolio
|
Q3 2024
Reduced 20.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,914,900
shares
|
$134 Million
0.05% of portfolio
|
Q3 2024
Reduced 20.92%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,776,764
shares
|
$103 Million
0.01% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$89.8 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
|
$37.2 Million
2.07% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
972,487
shares
|
$26.5 Million
0.0% of portfolio
|
Q3 2024
Added 24.4%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
882,009
shares
|
$24 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
839,294
shares
|
$22.8 Million
2.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
764,916
shares
|
$20.8 Million
2.22% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
720,484
shares
|
$19.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
668,393
shares
|
$18.2 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
663,548
shares
|
$18 Million
3.92% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
560,453
shares
|
$15.2 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
458,018
shares
|
$12.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
457,122
shares
|
$12.4 Million
0.61% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
445,479
shares
|
$12.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
440,600
shares
|
$12 Million
2.22% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
436,445
shares
|
$11.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
414,944
shares
|
$11.3 Million
3.18% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
386,079
shares
|
$10.5 Million
2.32% of portfolio
|
Q3 2024
Added 226.01%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
372,510
shares
|
$10.1 Million
1.12% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
365,755
shares
|
$9.95 Million
0.42% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
364,040
shares
|
$9.9 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
324,110
shares
|
$8.82 Million
1.46% of portfolio
|
Q3 2024
Reduced 5.97%
|