iShares MSCI International VIVLUETF

13F holders, Q4 2025 (December 31)
342holders +41
42new positions
22sold out
2famous investors
$38.10avg. 13F price*

At the end of Q4 2025, 342 institutions reported holding iShares MSCI International V (IVLU) in their 13F filings, up 41 from Q3 2025. 42 opened new positions and 22 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($654.5M), FMR LLC ($272.1M) and JPMorgan Chase & Co. ($177.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares MSCI International V
CUSIP
46435G409
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 229Q1 2024Q2 2024: 231Q2 2024Q3 2024: 239Q3 2024Q4 2024: 266Q4 2024Q1 2025: 261Q1 2025Q2 2025: 282Q2 2025Q3 2025: 301Q3 2025Q4 2025: 342Q4 2025Q1 2026: 376Q1 2026Q2 2026: 378Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$40.9M
Exits22$23.5M

All 13F filers, Q3 2025 → Q4 2025: 6,899,952 shares bought and 2,150,637 shares sold, net +4,749,315 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 342 holders

Northwestern Mutual Wealth Management Co. 0.41% Add +7.2% 17,200,645 $654.5M
FMR LLC 0.01% Reduce -2.1% 7,150,366 $272.1M
JPMorgan Chase & Co. 0.01% Reduce -1.5% 4,663,583 $177.4M
Mercer Global Advisors Inc. 0.21% Reduce -2.1% 3,663,188 $139.4M
Savvy Advisors, Inc. 1.78% Add +74.3% 1,448,020 $55.1M
Bank of America Corp. 0.00% Add +13.3% 1,238,270 $47.1M
Morgan Stanley 0.00% Add +16.0% 1,093,103 $41.6M
LPL Financial LLC 0.01% Add +38.3% 1,056,980 $40.2M
Focus Partners Wealth 0.05% Add +0.8% 1,051,577 $40.0M
Ameriprise Financial Inc. 0.01% Add +160.4% 1,027,389 $39.1M
Kathmere Capital Management, LLC 2.08% Add +1.4% 810,176 $30.8M
HUB Investment Partners, LLC 0.77% Add +1.8% 743,356 $28.3M
Armbruster Capital Management, Inc. 4.44% Reduce -1.0% 694,130 $26.4M
Janney Montgomery Scott LLC 0.06% Add +5.1% 651,858 $24.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.1% 639,161 $24.8M
Jane Street Group, LLC 0.03% Add +268.1% 584,760 $22.3M
KWB Wealth 2.11% Reduce -26.9% 584,574 $22.2M
Victory Financial Group, LLC 2.78% Add +1.1% 580,594 $22.1M
Osaic Holdings, Inc. 0.03% Add +20.5% 535,650 $20.4M
Envestnet Asset Management Inc. 0.01% Reduce -15.2% 503,895 $19.2M
AdvisorShares Investments LLC 2.92% New 459,468 $17.5M
Trust Point Inc. 1.32% Add +1.3% 438,891 $16.7M
Erste Asset Management GmbH 0.13% Add +129.3% 419,300 $16.0M
Heck Capital Advisors, LLC 1.17% Add +55.6% 412,164 $15.7M
Integrated Wealth Concepts LLC 0.18% Reduce -2.8% 397,226 $15.1M
Capital Advisors Inc. 0.24% Add +2143.6% 390,271 $14.8M
Foster Group, Inc. 0.44% Add +0.9% 384,928 $14.6M
Ackerman Capital Advisors, LLC 2.89% Reduce -2.8% 378,319 $14.4M
Alliance Wealth Advisors, LLC 3.12% Add +1343.8% 377,992 $14.4M
High Probability Advisors, LLC 1.87% Reduce -0.8% 368,371 $14.0M
Park Avenue Securities LLC 0.12% Add +16.3% 365,293 $13.9M
Raymond James Financial Inc. 0.00% Add +11.4% 357,875 $13.6M
OneDigital Investment Advisors LLC 0.13% Reduce -1.6% 346,731 $13.2M
Meridian Financial Partners LLC 5.15% Add +37.4% 330,579 $13.0M
Invenio Wealth Partners LLC 4.84% Reduce -1.0% 342,113 $13.0M
Freedom Investment Management, Inc. 3.76% Reduce -6.4% 339,831 $12.9M
Plancorp, LLC 0.37% Reduce -1.1% 317,809 $12.1M
Ashton Thomas Private Wealth, LLC 0.29% Add +6.6% 308,173 $11.7M
One Wealth Advisors, LLC 1.39% Reduce -1.7% 298,331 $11.4M
UBS Group AG 0.00% Add +112.9% 298,095 $11.3M
Per Stirling Capital Management, LLC. 1.27% Reduce -1.3% 296,357 $11.3M
Focus Partners Advisor Solutions, LLC 0.13% Add +26.2% 282,098 $10.7M
Farrow Financial, Inc. 6.16% Reduce -0.4% 281,837 $10.7M
Atlas Capital Advisors Inc. 1.16% — 273,659 $10.4M
Ironwood Wealth Management, Inc. 4.60% Reduce -4.7% 262,899 $10.3M
Titleist Asset Management, LLC 0.81% Add +4.5% 264,121 $10.0M
MML Investors Services, LLC 0.02% Add +29.3% 263,080 $10.0M
Systelligence, LLC 1.88% Reduce -0.7% 259,202 $9.9M
Cetera Investment Advisers 0.01% Add +18.0% 238,770 $9.1M
Sanctuary Advisors, LLC 0.05% Reduce -8.9% 229,507 $8.7M
Concurrent Investment Advisors, LLC 0.10% Add +2.2% 229,260 $8.7M
JNBA Financial Advisors 0.74% Reduce -5.9% 221,946 $8.4M
Cobblestone Asset Management LLC 3.74% Reduce -15.6% 218,868 $8.3M
Aptus Capital Advisors, LLC 0.07% Add +6.5% 212,809 $8.1M
Private Advisor Group, LLC 0.04% Add +29.7% 207,695 $7.9M
Rockefeller Capital Management L.P. 0.01% Add +7.2% 206,319 $7.9M
Stifel Financial Corp. 0.01% Reduce -11.8% 201,796 $7.7M
RHS Financial, LLC 3.49% Add +3.6% 188,106 $7.2M
Kestra Advisory Services, LLC 0.03% Add +25.2% 178,043 $6.8M
CoreFirst Bank & Trust 3.63% Reduce -3.0% 176,676 $6.7M
TLT Family Holdco ULC 0.72% Reduce -57.7% 172,700 $6.6M
Parallel Advisors, LLC 0.12% Add +6.1% 170,568 $6.5M
IFP Advisors, Inc 0.14% Add +2.5% 164,417 $6.3M
Good Harbor Advisors, Inc. 7.21% — 162,700 $6.2M
Goldman Sachs Group Inc. 0.00% Add +10.7% 157,624 $6.0M
Kingsview Wealth Management, LLC 0.08% Add +12.2% 146,271 $5.6M
Keebeck Wealth Management 0.64% Reduce -1.8% 145,193 $5.5M
NewEdge Advisors, LLC 0.02% Reduce -0.3% 144,664 $5.5M
HighTower Advisors, LLC 0.01% Add +10.1% 139,454 $5.3M
Perigon Wealth Management, LLC 0.09% Add +198.0% 138,692 $5.3M
ShoreHaven Wealth Partners, LLC 1.84% Add +0.4% 134,740 $5.1M
Prosperity Planning, Inc. 1.87% Reduce -2.9% 132,594 $5.0M
Phoenix Financial Ltd. 0.05% No change 118,249 $4.5M
SCS Capital Management LLC 0.05% Add +0.6% 115,976 $4.4M
Royal Bank of Canada 0.00% Reduce -28.4% 114,940 $4.4M
Saxon Interests, Inc. 1.48% Reduce -9.0% 109,980 $4.2M
Sagespring Wealth Partners, LLC 0.08% Reduce -11.1% 109,008 $4.1M
U.S. Capital Wealth Advisors, LLC 0.11% Add +24.1% 107,679 $4.1M
Truist Financial Corp. 0.01% Reduce -0.6% 101,634 $3.9M
IHT Wealth Management, LLC 0.09% Reduce -22.7% 99,812 $3.8M
&partners 0.02% Add +1.0% 99,822 $3.8M
Commons Capital, LLC 2.57% Add +27.6% 96,104 $3.7M
Cypress Wealth Services, LLC 0.48% Reduce -3.6% 92,041 $3.5M
PMG Wealth Management, Inc. 2.56% Add +6.2% 91,900 $3.5M
Bell Investment Advisors, Inc 0.55% Add +32.5% 91,695 $3.5M
Harbour Wealth Management Group, Inc. 2.72% — 91,306 $3.5M
CSS LLC 0.57% Add +8.4% 90,270 $3.4M
Kickstand Ventures, Llc. 0.70% Reduce -2.0% 87,119 $3.3M
Vance Wealth, LLC 0.96% Reduce -3.5% 85,340 $3.2M
Tacita Capital Inc 1.87% Reduce -0.9% 84,616 $3.2M
Cerity Partners LLC 0.00% Add +10.2% 83,838 $3.2M
Contango Wealth Management LLC 3.50% — 82,219 $3.1M
Clayton Partners LLC 2.22% Reduce -1.1% 80,688 $3.1M
TSA Wealth Managment LLC 1.01% Reduce -2.4% 80,157 $3.0M
US Bancorp \de 0.00% Add +81.3% 79,533 $3.0M
McBroom & Associates, LLC 1.44% New 77,686 $3.0M
BlackRock, Inc. 0.00% Reduce -42.6% 76,829 $2.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +115.5% 76,080 $2.9M
Balance Wealth Partners LLC 0.92% Add +5.3% 75,038 $2.9M
Vise Technologies, Inc. 0.06% Add +25.5% 74,368 $2.8M
TBH Global Asset Management, LLC 0.45% New 24,135 $2.7M
ONE Advisory Partners, LLC 0.81% Reduce -1.3% 70,754 $2.7M
Wealth Alliance, LLC 0.26% Reduce -12.6% 69,560 $2.6M
Cassilly Financial Group LLC 2.33% — 69,213 $2.6M
Valued Wealth Advisors LLC 1.15% Add +0.6% 68,537 $2.6M
Equitable Holdings, Inc. 0.02% Reduce -0.5% 67,789 $2.6M
WealthPlan Investment Management, LLC 0.15% Reduce -0.8% 63,557 $2.4M
Strategic Blueprint, LLC 0.14% Reduce -0.2% 62,957 $2.4M
Synergy Asset Management, LLC 0.25% New 62,082 $2.4M
World Investment Advisors 0.04% Add +20.4% 61,362 $2.3M
JBF Capital, Inc. 0.33% No change 60,000 $2.3M
Red Wave Investments LLC 0.67% Reduce -0.6% 59,380 $2.3M
Commonwealth Equity Services, LLC 0.00% Reduce -1.3% 58,862 $2.2M
Redhawk Wealth Advisors, Inc. 0.24% New 56,676 $2.2M
Mayflower Financial Advisors, LLC 0.25% Reduce -4.2% 54,053 $2.1M
Creative Planning 0.00% Add +45.8% 53,384 $2.0M
Allworth Financial LP 0.01% Add +1.4% 52,600 $2.0M
Cogent Strategic Wealth LLC 2.09% — 48,162 $1.9M
Stratos Wealth Partners, LTD. 0.02% New 49,776 $1.9M
Quantum Portfolio Management LLC 0.80% Reduce -38.8% 47,869 $1.8M
Sequoia Financial Advisors, LLC 0.01% Reduce -8.9% 46,597 $1.8M
Breakwater Capital Group 0.24% Add +23.6% 45,299 $1.7M
Quadrature Capital Ltd 0.02% New 44,179 $1.7M
JDH Wealth Management, LLC 1.14% Reduce -6.8% 43,642 $1.7M
Beacon Pointe Advisors, LLC 0.01% New 43,477 $1.7M
Beacon Financial Group 0.16% No change 42,354 $1.6M
Horst & Graben Wealth Management LLC 0.24% Reduce -0.3% 41,809 $1.6M
Mariner, LLC 0.00% Reduce -10.4% 41,218 $1.6M
Simplicity Wealth,LLC 0.09% Add +108.3% 40,619 $1.5M
Maimon Wealth Management LTD. 1.42% — 40,248 $1.5M
Granville Capital, Inc. 0.80% — 39,788 $1.5M
W Advisors, LLC 0.75% Reduce -0.2% 39,275 $1.5M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -37.1% 38,317 $1.5M
Keel Point, LLC 0.09% Reduce -13.4% 37,636 $1.4M
Captrust Financial Advisors 0.00% Add +0.4% 37,113 $1.4M
Squire Investment Management Company, LLC 0.42% Reduce -0.6% 36,136 $1.4M
Stokes Family Office, LLC 0.12% Reduce -25.9% 33,682 $1.3M
Brand Asset Management Group, Inc. 0.35% Reduce -9.4% 32,971 $1.3M
Global Retirement Partners, LLC 0.02% Reduce -2.3% 32,734 $1.2M
Cornerstone Advisors Asset Management, LLC 0.20% Add +0.3% 32,609 $1.2M
Quantinno Capital Management LP 0.00% Reduce -11.9% 30,363 $1.2M
Northern Trust Corp. 0.00% Add +53.1% 30,136 $1.1M
Affinity Capital Advisors, LLC 0.16% Reduce -0.3% 29,759 $1.1M
GTS Securities LLC 0.04% Add +143.6% 29,521 $1.1M
Advisory Services Network, LLC 0.02% Reduce -0.7% 29,373 $1.1M
G&S Capital LLC 0.39% New 29,153 $1.1M
High Falls Advisors, Inc 0.22% Add +0.7% 28,977 $1.1M
Johnson Bixby & Associates, LLC 0.14% Add +3.5% 28,637 $1.1M
AQR Capital Management 0.00% Add +71.9% 28,550 $1.1M
Ascent Group, LLC 0.04% Reduce -1.9% 28,327 $1.1M
William John Sempolinski 0.53% — 28,302 $1.1M
MA Private Wealth 0.18% No change 27,626 $1.1M
Shared Vision Wealth Group LLC 0.42% Reduce -1.4% 25,643 $1.0M
Asempa Wealth Advisors 0.86% — 26,355 $1.0M
Firethorn Wealth Partners, LLC 0.37% Reduce -1.5% 26,222 $998K
Index Technologies Group LLC 1.03% — 25,947 $987K
Csenge Advisory Group 0.04% Add +0.2% 25,729 $979K
Two Sigma Securities, LLC 0.13% Add +272.2% 25,435 $968K
Stonebrook Private Inc. 0.20% Add +0.2% 25,132 $956K
J.W. Cole Advisors, Inc. 0.02% Add +20.0% 27,817 $955K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Reduce -68.0% 24,961 $950K
Corient Private Wealth LP 0.00% Add +135.1% 24,746 $942K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% No change 24,425 $929K
Altrius Capital Management Inc 0.20% Add +9.8% 24,373 $927K
Farther Finance Advisors, LLC 0.01% Add +2.8% 23,955 $911K
Braun-Bostich & Associates Inc. 0.56% Reduce -0.4% 23,658 $900K
Index Fund Advisors, Inc. 0.04% Reduce -0.6% 23,523 $895K
Vision Capital Management, Inc. 0.11% No change 23,305 $887K
Cresset Asset Management, LLC 0.00% No change 23,017 $876K
EP Wealth Advisors, LLC 0.00% — 23,007 $875K
Wealthgarden F.S. LLC 0.57% No change 21,727 $871K
Kestra Private Wealth Services, LLC 0.01% Add +17.6% 21,950 $835K
Prospera Financial Services Inc 0.01% Add +26.0% 21,665 $825K
Unique Wealth, LLC 0.11% Reduce -0.4% 21,388 $814K
Kelly Financial Services LLC 0.20% Reduce -3.4% 21,238 $808K
VestGen Advisors, LLC 0.03% Add +1.8% 21,105 $803K
Sfmg, LLC 0.05% No change 21,083 $802K
Jackson Thornton Wealth Management, LLC 0.08% No change 20,632 $801K
Wise Wealth Partners 1.14% Add +0.4% 20,957 $797K
Nicholas Hoffman & Company, LLC. 0.02% No change 20,913 $796K
Waverly Advisors, LLC 0.01% Add +0.1% 20,017 $762K
Avidian Wealth Enterprises, LLC 0.03% No change 19,348 $736K
HRT Financial LP 0.00% Add +33.5% 19,356 $736K
Savant Capital, LLC 0.00% Add +8.3% 18,414 $701K
Peirce Capital Management, LLC 0.27% No change 18,124 $690K
Wealthfront Advisers LLC 0.00% Add +11.0% 17,607 $670K
Smartleaf Asset Management LLC 0.03% Add +444.9% 17,321 $663K
Aprio Wealth Management, LLC 0.04% Add +1.3% 17,259 $657K
O'shaughnessy Asset Management, LLC 0.00% Add +7.9% 17,030 $648K
Vistica Wealth Advisors, LLC 0.65% — 17,025 $648K
Drive Wealth Management, LLC 0.12% Reduce -3.2% 16,695 $635K
Hoxton Planning & Management, LLC 0.19% Reduce -22.4% 16,389 $624K
Cary Street Partners Investment Advisory LLC 0.17% New 16,107 $613K
Lauterbach Financial Advisors, LLC 0.30% Add +0.3% 15,867 $604K
Cwm, LLC 0.00% Add +5.4% 15,666 $596K
Nwam LLC 0.03% Reduce -37.4% 14,929 $585K
Thrivent Financial for Lutherans 0.00% New 15,291 $582K
Moneta Group Investment Advisors LLC 0.00% Add +0.5% 15,272 $581K
Curtis Wealth Management LLC 0.50% — 14,358 $575K
LJI Wealth Management, LLC 0.09% New 15,036 $572K
Envestnet Portfolio Solutions, Inc. 0.00% Add +43.6% 14,664 $558K
CFS Investment Advisory Services, LLC 0.04% Reduce -2.2% 14,474 $551K
Earned Wealth Advisors, LLC 0.04% No change 14,228 $541K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% — 14,122 $537K
Y-Intercept (Hong Kong) Ltd 0.01% New 13,818 $526K
Dentgroup LLC 0.35% Reduce -4.3% 13,463 $512K
Merit Financial Group, LLC 0.00% Add +60.3% 13,248 $504K
Warren Street Wealth Advisors, LLC 0.14% Reduce -37.5% 13,169 $501K
Empowered Funds, LLC 0.01% New 12,775 $486K
Ariadne Wealth Management, LP 0.19% No change 10,910 $464K
Capstone Wealth Management, LLC 0.34% No change 12,129 $462K
Collective Family Office LLC 0.11% No change 12,078 $460K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -7.1% 11,898 $453K
Kaufman Rossin Wealth, LLC 0.22% Reduce -10.5% 11,335 $431K
Wedmont Private Capital 0.01% Add +90.6% 11,036 $426K
Elevation Wealth Management LLC 0.39% — 10,816 $412K
Leo Wealth, LLC 0.03% New 10,779 $410K
Baron Wealth Management LLC 0.13% Add +22.0% 10,691 $407K
Valeo Financial Advisors, LLC 0.01% No change 10,594 $403K
JFS Wealth Advisors, LLC 0.02% No change 10,450 $398K
EverSource Wealth Advisors, LLC 0.01% Add +5.9% 10,407 $396K
CGN Advisors LLC 0.03% No change 9,805 $373K
Rosenberg Matthew Hamilton 0.07% No change 9,160 $349K
Western Wealth Management, LLC 0.02% Add +9.8% 9,070 $345K
MB Generational Wealth, LLC 0.18% Reduce -1.4% 8,985 $342K
XTX Topco Ltd 0.01% New 8,897 $339K
Choate Investment Advisors 0.01% No change 8,552 $325K
Dorsey & Whitney Trust CO LLC 0.02% No change 8,500 $323K
Theory Financial LLC 0.11% Reduce -1.0% 8,051 $323K
Accelerate Investment Advisors LLC 0.22% Reduce -0.3% 8,465 $322K
Citigroup Inc. 0.00% Add +164.1% 8,400 $320K
Platform Wealth Management, LLC 0.08% — 8,139 $310K
Benningfield Financial Advisors, LLC 0.24% Reduce -3.4% 8,132 $309K
Mgo One Seven LLC 0.01% Reduce -7.6% 7,997 $304K
Cookson Peirce & Co. Inc. 0.01% No change 7,943 $302K
Ameriflex Group, Inc. 0.16% Reduce -23.4% 7,909 $301K
RCS Financial Planning, LLC 0.13% Reduce -8.5% 7,857 $299K
Magnolia Private Wealth, LLC 0.21% No change 7,827 $298K
Well Done, LLC 0.04% Reduce -25.2% 7,731 $294K
Fiduciary Alliance LLC 0.02% Add +5.3% 7,629 $290K
CreativeOne Wealth, LLC 0.01% Reduce -1.1% 7,518 $286K
5T Wealth, LLC 0.11% Reduce -21.1% 7,447 $283K
Transcend Capital Advisors, LLC 0.02% Reduce -68.9% 7,398 $281K
TKG Advisors, LLC 0.11% New 7,381 $281K
Valmark Advisers, Inc. 0.00% No change 7,118 $271K
Fortis Capital Management LLC 0.04% New 7,100 $270K
Ridgeline Wealth, LLC 0.19% Reduce -30.2% 7,091 $270K
Sutton Place Investors LLC 0.15% Reduce -0.5% 7,055 $268K
Davis Wealth Advisors, LLC 0.22% Reduce -3.6% 7,034 $268K
Pathstone Holdings, LLC 0.00% Reduce -76.2% 6,989 $266K
Spire Wealth Management 0.01% Reduce -0.2% 6,982 $266K
Comerica Bank 0.00% Reduce -58.4% 6,965 $265K
Lansing Street Advisors 0.07% Reduce -2.9% 6,940 $264K
Cyndeo Wealth Partners, LLC 0.01% Reduce -14.9% 6,809 $259K
Cibc World Market Inc. 0.00% Add +12.5% 6,750 $257K
HBE Wealth Management, LLC 0.24% — 6,680 $254K
AlphaCore Capital LLC 0.01% Add +28.4% 6,565 $250K
Fisher Asset Management 0.00% New 6,543 $249K
Ascentis Independent Advisors 0.04% New 6,498 $247K
Parisi Gray Wealth Management 0.06% New 6,393 $243K
CIBC Private Wealth Group LLC 0.00% Add +9.7% 6,339 $241K
Apella Capital, LLC 0.00% New 6,144 $234K
Triad Wealth Partners, LLC 0.02% Reduce -11.1% 6,142 $234K
Avantax Planning Partners, Inc. 0.01% No change 6,031 $229K
Elgethun Capital Management 0.04% No change 5,970 $227K
Mackenzie Financial Corp. 0.00% New 5,887 $225K
Summit Financial, LLC 0.00% New 5,874 $223K
Claro Advisors Inc. 0.03% Reduce -7.1% 5,702 $217K
Clark Wealth Partners 0.13% No change 5,507 $210K
Symphony Financial, Ltd. Co. 0.03% New 5,444 $208K
Diversified Trust Co. 0.00% New 5,446 $207K
BAM Wealth Management, LLC 0.15% New 5,388 $205K
Orion Porfolio Solutions, LLC 0.00% New 5,377 $205K
Wealthcare Advisory Partners LLC 0.00% New 5,358 $204K
Glass Jacobson Investment Advisors llc 0.07% Add +1.8% 5,191 $198K
SOA Wealth Advisors, LLC. 0.03% No change 4,883 $186K
Kohmann Bosshard Financial Services, LLC 0.02% New 4,450 $169K
Elevate Wealth Advisory, Inc. 0.11% No change 4,151 $158K
McIlrath & Eck, LLC 0.01% Add +549.8% 4,139 $157K
New Republic Capital, LLC 0.04% Add +12.6% 4,129 $157K
Greenline Wealth Management LLC 0.15% — 3,745 $142K
Smithfield Trust Co 0.01% Reduce -2.7% 3,674 $141K
Steward Partners Investment Advisory, LLC 0.00% Add +227.7% 3,097 $118K
AdvisorNet Financial, Inc 0.01% Add +1.5% 2,610 $99K
Manning & Napier Advisors LLC 0.00% Reduce -3.0% 2,353 $90K
AE Wealth Management LLC 0.00% Reduce -2.5% 2,046 $78K
Quadrant Capital Group LLC 0.00% No change 2,000 $76K
Versant Capital Management, Inc 0.01% No change 1,946 $74K
Strategic Wealth Partners, Ltd. 0.00% No change 1,845 $70K
Assetmark, Inc. 0.00% Add +3.5% 1,738 $66K
Russell Investments Group, Ltd. 0.00% Add +2.0% 1,678 $64K
Cary Street Partners Financial LLC 0.00% New 1,592 $61K
PNC Financial Services Group, Inc. 0.00% Add +8.9% 1,583 $60K
Fifth Third Bancorp 0.00% No change 1,582 $60K
Qube Research & Technologies Ltd 0.00% Add +992.2% 1,398 $53K
Hollencrest Capital Management 0.00% No change 1,391 $53K
Wells Fargo & Company 0.00% Add +2.0% 1,358 $52K
Rothschild Investment LLC 0.00% Add +53.2% 1,195 $45K
Addison Advisors LLC 0.01% No change 925 $35K
Signaturefd, LLC 0.00% No change 800 $30K
Noble Wealth Management PBC 0.01% Reduce -6.0% 782 $30K
Crews Bank & Trust 0.00% No change 750 $29K
Raffa Wealth Management, LLC 0.00% Add +1.8% 687 $26K
Walsh & Associates, LLC 0.02% — 650 $25K
1620 Investment Advisors, Inc. 0.02% No change 649 $25K
Arax Advisory Partners 0.00% New 610 $23K
CNB Bank 0.01% No change 590 $22K
Abound Wealth Management 0.01% Add +1551.4% 578 $22K
Ancora Advisors LLC 0.00% No change 556 $21K
Stone House Investment Management, LLC 0.00% No change 550 $21K
Bank of Montreal 0.00% No change 549 $21K
Harbor Asset Planning, Inc. 0.02% New 503 $19K
Root Financial Partners, LLC 0.00% No change 449 $17K
Morling Financial Advisors, LLC 0.00% No change 397 $15K
Tucker Asset Management LLC 0.00% New 389 $15K
West Branch Capital LLC 0.00% No change 350 $13K
MAI Capital Management 0.00% Add +215.6% 344 $13K
Bokf, NA 0.00% New 305 $12K
Millstone Evans Group, LLC 0.01% No change 287 $11K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -83.0% 276 $11K
Financial Management Professionals, Inc. 0.00% No change 262 $10K
First Command Advisory Services, Inc. 0.00% No change 259 $10K
Capital Investment Advisory Services, LLC 0.00% Reduce -40.4% 254 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 246 $9K
Trust Co. of Toledo NA 0.00% No change 223 $8K
Tsfg, LLC 0.00% New 181 $7K
City Holding Co. 0.00% No change 179 $7K
Blue Trust, Inc. 0.00% New 170 $6K
Simplex Trading, LLC 0.00% New 128 $5K
PFS Partners, LLC 0.00% New 109 $4K
Bartlett & Co. Wealth Management LLC 0.00% New 109 $4K
Hantz Financial Services, Inc. 0.00% No change 98 $4K
Harbour Investments, Inc. 0.00% No change 103 $4K
Legacy Wealth Managment, LLC 0.00% New 78 $3K
Bayban 0.00% — 66 $3K
CoreCap Advisors, LLC 0.00% No change 65 $2K
Kozak & Associates, Inc. 0.00% Add +2.2% 46 $2K
SHP Wealth Management 0.00% — 43 $2K
BOK Financial Private Wealth, Inc. 0.00% No change 26 $978
Dunhill Financial, LLC 0.00% No change 25 $951
Networth Advisors, LLC 0.00% — 19 $723
Kilter Group LLC 0.00% No change 1 $42

"% of holder's portfolio" is IVLU's weight in each manager's 13F, not the share of iShares MSCI International V the manager owns.