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 337 institutions that hold shares in the stock, with a total of 61.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
16,052,538
shares
|
$593 Million
0.39% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,736,666
shares
|
$175 Million
0.01% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,740,157
shares
|
$138 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
3,301,985
shares
|
$122 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
|
$50.5 Million
2.07% of portfolio
|
Q4 2022
Added 2.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,092,701
shares
|
$40.4 Million
0.0% of portfolio
|
Q3 2025
Added 19.33%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
942,680
shares
|
$34.8 Million
0.0% of portfolio
|
Q3 2025
Added 21.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
882,009
shares
|
$32.6 Million
1.54% of portfolio
|
Q4 2023
Reduced 3.68%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
830,624
shares
|
$30.7 Million
1.41% of portfolio
|
Q3 2025
Added 23.58%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
799,507
shares
|
$29.5 Million
3.22% of portfolio
|
Q3 2025
Added 72.98%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
799,355
shares
|
$29.5 Million
2.12% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
764,338
shares
|
$28.2 Million
0.01% of portfolio
|
Q3 2025
Added 29.15%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
730,552
shares
|
$27 Million
0.92% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
701,351
shares
|
$25.9 Million
4.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
668,393
shares
|
$24.7 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
652,875
shares
|
$24.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
620,477
shares
|
$22.9 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
606,588
shares
|
$22.4 Million
0.14% of portfolio
|
Q2 2025
Added 9998.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
594,307
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 86.16%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
574,388
shares
|
$21.2 Million
2.81% of portfolio
|
Q3 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
500,695
shares
|
$18.5 Million
2.33% of portfolio
|
Q4 2024
Added 69.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
445,479
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
444,429
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2025
Added 27.34%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
433,297
shares
|
$16 Million
1.24% of portfolio
|
Q3 2025
Added 28.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
408,844
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.25%
|
|