iShares MSCI International VIVLUETF

13F holders, Q2 2026 (June 30)
378holders +2
38new positions
33sold out
1famous investor
$41.82avg. 13F price*

At the end of Q2 2026, 378 institutions reported holding iShares MSCI International V (IVLU) in their 13F filings, up 2 from Q1 2026. 38 opened new positions and 33 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($779.5M), FMR LLC ($292.0M) and JPMorgan Chase & Co. ($201.2M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions38$8.9M
Exits33$23.3M

All 13F filers, Q1 2026 → Q2 2026: 4,800,536 shares bought and 3,140,792 shares sold, net +1,659,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 378 holders

Northwestern Mutual Wealth Management Co. 0.42% Add +2.5% 18,638,395 $779.5M
FMR LLC 0.01% Add +0.0% 6,983,481 $292.0M
JPMorgan Chase & Co. 0.01% Add +7.7% 4,821,998 $201.2M
Mercer Global Advisors Inc. 0.18% Reduce -1.1% 3,445,556 $144.1M
LPL Financial LLC 0.03% Add +50.4% 2,910,318 $121.7M
Savvy Advisors, Inc. 2.34% Add +16.6% 2,612,696 $109.3M
Morgan Stanley 0.00% Add +15.5% 1,679,622 $70.2M
Bank of America Corp. 0.00% Reduce -4.8% 1,525,364 $63.8M
Ameriprise Financial Inc. 0.01% Add +3.9% 930,327 $38.9M
Focus Partners Wealth 0.04% Reduce -9.7% 922,290 $38.6M
Osaic Holdings, Inc. 0.04% Add +26.5% 859,239 $35.9M
HUB Investment Partners, LLC 0.65% Add +7.2% 840,516 $35.2M
Kathmere Capital Management, LLC 1.85% Add +2.6% 834,075 $34.9M
Janney Montgomery Scott LLC 0.06% Add +2.5% 801,125 $33.5M
Envestnet Asset Management Inc. 0.01% Reduce -0.7% 777,057 $32.5M
Capital Advisors Inc. 0.47% Add +91.3% 768,392 $32.1M
Alliance Wealth Advisors, LLC 5.63% Add +20.3% 712,335 $29.8M
Armbruster Capital Management, Inc. 4.19% Reduce -0.5% 671,710 $28.1M
Invenio Wealth Partners LLC 8.73% Add +0.6% 582,803 $24.4M
Victory Financial Group, LLC 2.50% Reduce -9.0% 569,773 $23.8M
Wealth Enhancement Advisory Services, LLC 0.04% Add +5.3% 542,683 $23.1M
Jane Street Group, LLC 0.01% Reduce -40.9% 543,954 $22.7M
Raymond James Financial Inc. 0.01% Add +47.5% 531,449 $22.2M
Royal Bank of Canada 0.00% Add +15.2% 471,456 $19.7M
Cetera Investment Advisers 0.02% Add +84.7% 468,820 $19.6M
MML Investors Services, LLC 0.04% Add +17.8% 455,066 $19.0M
Park Avenue Securities LLC 0.12% Add +3.9% 451,343 $18.9M
Erste Asset Management GmbH 0.14% Add +4.3% 437,100 $18.2M
Integrated Wealth Concepts LLC 0.11% Add +1.1% 419,033 $17.5M
US Bancorp \de 0.02% Add +0.8% 398,998 $16.7M
AdvisorShares Investments LLC 2.00% Reduce -2.2% 395,843 $16.6M
UBS Group AG 0.00% Reduce -21.0% 380,907 $15.9M
High Probability Advisors, LLC 1.70% Add +5.1% 380,882 $15.9M
Ackerman Capital Advisors, LLC 3.20% Reduce -0.1% 379,084 $15.9M
Meridian Financial Partners LLC 5.31% Add +3.8% 368,005 $15.6M
Foster Group, Inc. 0.41% Add +0.1% 366,991 $15.3M
OneDigital Investment Advisors LLC 0.12% Reduce -0.8% 344,145 $14.4M
Private Advisor Group, LLC 0.07% Add +8.7% 340,451 $14.2M
KWB Wealth 1.20% Reduce -41.7% 336,260 $14.1M
Plancorp, LLC 0.33% Reduce -0.5% 316,704 $13.3M
Ashton Thomas Private Wealth, LLC 0.28% Add +2.4% 317,809 $13.3M
Freedom Investment Management, Inc. 3.62% Reduce -4.5% 310,737 $13.0M
Heck Capital Advisors, LLC 0.77% Reduce -16.0% 309,474 $12.9M
Titleist Asset Management, LLC 0.87% Add +4.5% 307,919 $12.9M
Pioneer Family Office, LLC 6.42% Reduce -1.0% 297,820 $12.5M
Commonwealth Equity Services, LLC 0.02% Add +9.8% 297,764 $12.5M
One Wealth Advisors, LLC 1.32% Reduce -2.0% 285,593 $11.9M
Farrow Financial, Inc. 6.29% Add +0.2% 281,766 $11.8M
Atlas Capital Advisors Inc. 1.23% Reduce -0.6% 268,797 $11.2M
Kestra Advisory Services, LLC 0.04% Add +39.1% 260,398 $10.9M
Rockefeller Capital Management L.P. 0.02% Add +11.1% 257,118 $10.8M
Goldman Sachs Group Inc. 0.00% Add +13.4% 255,212 $10.7M
IFP Advisors, Inc 0.19% Add +11.7% 251,132 $10.5M
HighTower Advisors, LLC 0.01% Add +30.2% 250,834 $10.5M
Per Stirling Capital Management, LLC. 0.98% Reduce -8.2% 245,583 $10.3M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -4.7% 240,537 $10.1M
Systelligence, LLC 1.66% Add +1.6% 237,766 $9.9M
Ironwood Wealth Management, Inc. 4.12% Reduce -10.1% 230,521 $9.7M
Sanctuary Advisors, LLC 0.04% Reduce -0.8% 226,441 $9.5M
Aptus Capital Advisors, LLC 0.07% Add +7.6% 223,625 $9.4M
&partners 0.03% Add +2.3% 201,990 $8.5M
Trust Point Inc. 0.71% Add +5.4% 200,579 $8.4M
RHS Financial, LLC 3.24% Reduce -0.8% 192,303 $8.0M
Parallel Advisors, LLC 0.12% Add +2.8% 189,356 $7.9M
Thrivent Financial for Lutherans 0.01% Add +4.5% 188,072 $7.9M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -72.7% 184,125 $7.7M
JNBA Financial Advisors 0.57% Reduce -0.7% 181,385 $7.6M
TLT Family Holdco ULC 1.03% No change 172,700 $7.2M
CoreFirst Bank & Trust 3.40% Reduce -0.4% 163,605 $6.8M
Good Harbor Advisors, Inc. 6.68% Add +0.1% 163,229 $6.8M
NewEdge Advisors, LLC 0.02% Reduce -26.3% 158,425 $6.6M
Riversedge Advisors, LLC 0.86% Add +3.5% 155,273 $6.5M
Keebeck Wealth Management 0.59% No change 145,191 $6.1M
McBroom & Associates, LLC 2.88% Add +26.4% 137,115 $5.7M
Arax Advisory Partners 0.04% Add +21482.0% 131,650 $5.5M
ShoreHaven Wealth Partners, LLC 1.70% Reduce -0.4% 129,310 $5.4M
Stifel Financial Corp. 0.00% Reduce -37.7% 126,947 $5.3M
Prosperity Planning, Inc. 1.64% Reduce -3.1% 122,191 $5.1M
Sagespring Wealth Partners, LLC 0.08% Add +8.2% 119,991 $5.0M
SCS Capital Management LLC 0.05% Reduce -0.5% 114,117 $4.8M
Vise Technologies, Inc. 0.05% Add +45.0% 107,822 $4.5M
Truist Financial Corp. 0.00% Add +1.4% 98,857 $4.1M
PMG Wealth Management, Inc. 2.48% Add +0.4% 96,055 $4.0M
IHT Wealth Management, LLC 0.09% Add +2.3% 95,650 $4.0M
World Investment Advisors 0.06% No change 96,681 $3.8M
CSS LLC 0.51% No change 90,270 $3.8M
Concurrent Investment Advisors, LLC 0.03% Reduce -3.5% 89,037 $3.7M
Cerity Partners LLC 0.00% Add +3.6% 86,103 $3.6M
Cypress Wealth Services, LLC 0.44% Reduce -3.9% 85,628 $3.6M
Kickstand Ventures, Llc. 0.65% Reduce -2.2% 85,365 $3.6M
Tacita Capital Inc 1.85% Reduce -4.0% 81,474 $3.4M
Clayton Partners LLC 2.23% Add +0.0% 81,010 $3.4M
Quantum Portfolio Management LLC 1.20% Reduce -3.1% 80,106 $3.4M
Global Retirement Partners, LLC 0.05% — 79,553 $3.3M
Vance Wealth, LLC 0.75% Reduce -2.7% 79,232 $3.3M
Stonehage Fleming Financial Services Holdings Ltd 0.11% No change 78,114 $3.3M
Harbour Wealth Management Group, Inc. 2.20% Reduce -13.6% 77,861 $3.3M
Balance Wealth Partners LLC 0.85% Add +0.0% 76,553 $3.2M
Cobblestone Asset Management LLC 1.33% Reduce -63.6% 76,445 $3.2M
TSA Wealth Managment LLC 0.87% Reduce -2.7% 73,838 $3.1M
Cassilly Financial Group LLC 2.12% Add +0.3% 69,758 $2.9M
ONE Advisory Partners, LLC 0.79% Reduce -0.5% 69,301 $2.9M
Bell Investment Advisors, Inc 0.42% Reduce -22.9% 68,994 $2.9M
Valued Wealth Advisors LLC 1.04% Reduce -0.3% 68,115 $2.8M
Equitable Holdings, Inc. 0.02% Add +1.3% 67,874 $2.8M
Towle & Co. 0.90% Add +57.0% 63,849 $2.7M
Strategic Blueprint, LLC 0.13% Add +0.3% 63,481 $2.7M
WealthPlan Investment Management, LLC 0.13% Add +0.2% 63,280 $2.6M
JBF Capital, Inc. 0.33% No change 60,000 $2.5M
Red Wave Investments LLC 0.63% No change 59,380 $2.5M
BlackRock, Inc. 0.00% Reduce -31.5% 59,289 $2.5M
William John Sempolinski 0.98% Reduce -3.0% 58,125 $2.4M
Kestra Private Wealth Services, LLC 0.03% Add +101.6% 57,393 $2.4M
Saxon Interests, Inc. 0.66% Reduce -46.5% 57,287 $2.4M
Empowered Funds, LLC 0.01% Add +41.3% 57,202 $2.4M
Creative Planning 0.00% Reduce -0.3% 57,162 $2.4M
Wealth Alliance, LLC 0.19% Reduce -19.9% 52,994 $2.2M
Allworth Financial LP 0.01% Add +0.3% 52,741 $2.2M
Beacon Pointe Advisors, LLC 0.01% Add +26.8% 50,164 $2.1M
Breakwater Capital Group 0.25% Add +5.6% 50,019 $2.1M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -4.0% 49,587 $2.1M
Cogent Strategic Wealth LLC 1.92% No change 48,162 $2.0M
AQR Capital Management 0.00% Add +8.3% 47,351 $2.0M
Sequoia Financial Advisors, LLC 0.01% Reduce -0.9% 45,563 $1.9M
Maimon Wealth Management LTD. 1.46% Add +5.5% 45,358 $1.9M
Regal Investment Advisors LLC 0.10% Add +0.6% 44,305 $1.9M
Captrust Financial Advisors 0.00% Add +11.0% 43,752 $1.8M
Simplicity Wealth,LLC 0.06% Add +2.1% 42,612 $1.8M
Beacon Financial Group 0.16% No change 42,354 $1.8M
Index Technologies Group LLC 1.41% Reduce -2.7% 42,251 $1.8M
Mayflower Financial Advisors, LLC 0.15% Reduce -20.1% 41,890 $1.8M
Mariner, LLC 0.00% Reduce -24.1% 41,123 $1.7M
Guardian Asset Advisors, LLC 0.78% New 40,354 $1.7M
Horst & Graben Wealth Management LLC 0.22% Reduce -3.6% 39,749 $1.7M
EP Wealth Advisors, LLC 0.01% Add +65.3% 39,146 $1.6M
Granville Capital, Inc. 0.73% Reduce -1.6% 39,145 $1.6M
W Advisors, LLC 0.74% Reduce -0.4% 39,108 $1.6M
USAdvisors Wealth Management, LLC 0.47% Add +392.1% 38,790 $1.6M
Greenline Wealth Management LLC 1.24% Add +20.8% 35,957 $1.5M
Wise Wealth Partners 2.42% Add +62.8% 34,107 $1.4M
Prospera Financial Services Inc 0.02% Add +28.9% 33,601 $1.4M
Waverly Advisors, LLC 0.01% Reduce -1.8% 33,543 $1.4M
Squire Investment Management Company, LLC 0.33% No change 33,061 $1.4M
Cornerstone Advisors Asset Management, LLC 0.18% No change 32,609 $1.4M
J.W. Cole Advisors, Inc. 0.02% Add +2.5% 32,305 $1.4M
Northern Trust Corp. 0.00% Reduce -3.4% 31,799 $1.3M
Advisory Services Network, LLC 0.01% Add +2.3% 31,439 $1.3M
Stokes Family Office, LLC 0.15% Reduce -6.6% 31,005 $1.3M
Quantinno Capital Management LP 0.00% Add +3.0% 30,988 $1.3M
Cresset Asset Management, LLC 0.00% Add +28.8% 30,359 $1.3M
Affinity Capital Advisors, LLC 0.16% Reduce -0.2% 29,542 $1.3M
Whelan Financial 0.34% Add +360.2% 29,604 $1.2M
G&S Capital LLC 0.36% Add +1.1% 29,364 $1.2M
TD Waterhouse Canada Inc. 0.00% Reduce -20.7% 29,165 $1.2M
JDH Wealth Management, LLC 0.73% Reduce -19.4% 28,578 $1.2M
Brand Asset Management Group, Inc. 0.26% Reduce -6.9% 28,320 $1.2M
MA Private Wealth 0.17% No change 27,580 $1.2M
Corient Private Wealth LP 0.00% Reduce -0.3% 26,968 $1.1M
Altrius Capital Management Inc 0.21% Reduce -0.6% 26,676 $1.1M
Benjamin Edwards Inc. 0.01% No change 26,370 $1.1M
Summit Financial, LLC 0.01% Add +63.9% 25,802 $1.1M
Csenge Advisory Group 0.04% Reduce -3.6% 25,791 $1.1M
Johnson Bixby & Associates, LLC 0.12% Reduce -1.4% 25,491 $1.1M
Shared Vision Wealth Group LLC 0.37% Reduce -1.1% 25,433 $1.1M
Ascent Group, LLC 0.03% Reduce -11.5% 25,402 $1.1M
Farther Finance Advisors, LLC 0.01% Reduce -4.5% 25,278 $1.1M
Firethorn Wealth Partners, LLC 0.34% Reduce -5.2% 24,959 $1.0M
Stonebrook Private Inc. 0.19% Reduce -0.8% 24,946 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 24,425 $1.0M
Wealthfront Advisers LLC 0.00% Add +0.2% 23,924 $1.0M
Index Fund Advisors, Inc. 0.04% Add +1.7% 23,919 $1.0M
Braun-Bostich & Associates Inc. 0.54% Reduce -1.5% 23,311 $975K
Vision Capital Management, Inc. 0.11% No change 23,305 $975K
Ameritas Advisory Services, LLC 0.02% New 22,487 $940K
Asempa Wealth Advisors 0.70% Reduce -2.5% 22,039 $922K
Wealthgarden F.S. LLC 0.52% No change 21,718 $908K
O'shaughnessy Asset Management, LLC 0.00% Add +18.2% 21,656 $906K
VestGen Advisors, LLC 0.03% Add +1.1% 21,400 $895K
Sfmg, LLC 0.05% No change 21,083 $882K
Brighton Jones LLC 0.02% Reduce -10.9% 20,939 $876K
Nicholas Hoffman & Company, LLC. 0.02% No change 20,913 $875K
Jackson Thornton Wealth Management, LLC 0.07% Reduce -1.3% 20,455 $855K
Savant Capital, LLC 0.00% Reduce -14.9% 20,033 $838K
Centerline Wealth Advisors, LLC 0.26% Add +40.4% 19,742 $826K
Avidian Wealth Enterprises, LLC 0.02% No change 19,348 $809K
Lauterbach Financial Advisors, LLC 0.34% Add +20.5% 19,121 $800K
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.4% 18,001 $753K
Flow Traders U.S. LLC 0.03% Reduce -93.9% 17,896 $748K
MLG Wealth Management DBA Pine Grove Financial Group 0.07% Reduce -2.0% 17,543 $734K
Calton & Associates, Inc. 0.11% New 17,419 $728K
Unique Wealth, LLC 0.08% Reduce -24.4% 17,329 $725K
Smartleaf Asset Management LLC 0.02% No change 17,290 $721K
Vistica Wealth Advisors, LLC 0.62% No change 17,025 $712K
Aprio Wealth Management, LLC 0.04% Reduce -1.5% 16,996 $711K
Strategic Financial Concepts, LLC 0.21% New 16,536 $692K
Drive Wealth Management, LLC 0.12% No change 16,496 $690K
Kelly Financial Services LLC 0.14% Reduce -1.8% 15,614 $653K
Moneta Group Investment Advisors LLC 0.00% Add +0.8% 15,513 $649K
Fifth Third Bancorp 0.00% Add +1.8% 15,190 $635K
Earned Wealth Advisors, LLC 0.04% Add +6.2% 15,112 $632K
LJI Wealth Management, LLC 0.09% No change 15,036 $629K
Merit Financial Group, LLC 0.00% Add +55.0% 14,539 $608K
Peirce Capital Management, LLC 0.21% Reduce -16.0% 13,946 $583K
Curtis Wealth Management LLC 0.49% Reduce -4.2% 13,896 $581K
Composition Wealth, LLC 0.01% Add +16.4% 13,615 $569K
Baron Wealth Management LLC 0.15% Add +1.6% 13,469 $563K
Cary Street Partners Investment Advisory LLC 0.11% Add +3.9% 13,463 $563K
CIBC Bancorp USA Inc. 0.00% Add +0.5% 13,354 $558K
Nwam LLC 0.03% Reduce -12.6% 13,235 $553K
Kovack Advisors, Inc. 0.03% Reduce -64.3% 13,021 $545K
Wealthspire Advisors, LLC 0.00% New 13,006 $544K
Warren Street Wealth Advisors, LLC 0.12% Reduce -0.2% 12,742 $533K
Bleakley Financial Group, LLC 0.01% Reduce -37.9% 12,326 $515K
Capstone Wealth Management, LLC 0.24% No change 12,129 $507K
Collective Family Office LLC 0.10% No change 12,078 $505K
Mgo One Seven LLC 0.01% Reduce -17.7% 12,007 $502K
Philadelphia Trust Co. 0.03% No change 12,000 $502K
Hoxton Planning & Management, LLC 0.12% Reduce -23.7% 11,379 $476K
JFS Wealth Advisors, LLC 0.02% No change 10,450 $437K
Valeo Financial Advisors, LLC 0.01% Add +2.4% 10,425 $436K
Elevation Wealth Management LLC 0.32% Reduce -3.9% 10,249 $429K
Rathbones Group PLC 0.00% New 10,068 $421K
Avion Wealth 0.08% New 10,063 $420K
Orcam Financial Group 0.20% New 9,843 $412K
Ariadne Wealth Management, LP 0.18% No change 9,810 $410K
Kaufman Rossin Wealth, LLC 0.19% No change 9,676 $409K
Lansing Street Advisors 0.09% Reduce -5.3% 9,632 $403K
EverSource Wealth Advisors, LLC 0.01% Reduce -25.8% 9,354 $391K
John A. Wolfe & Associates, Inc. 0.54% Reduce -3.6% 9,324 $390K
Western Wealth Management, LLC 0.01% Add +0.5% 9,312 $389K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -60.2% 9,245 $387K
HRT Financial LP 0.00% Add +15.8% 9,232 $386K
Rosenberg Matthew Hamilton 0.07% No change 9,160 $383K
Cyndeo Wealth Partners, LLC 0.02% Add +33.8% 9,064 $379K
CGN Advisors LLC 0.03% No change 9,036 $378K
MB Generational Wealth, LLC 0.18% No change 8,985 $376K
HB Wealth Management, LLC 0.00% No change 8,769 $367K
Mainstay Capital Management LLC 0.03% No change 8,673 $363K
Choate Investment Advisors 0.01% No change 8,552 $358K
Keb Asset Management, LLC 0.06% No change 8,523 $356K
Dorsey & Whitney Trust CO LLC 0.02% No change 8,500 $355K
Accelerate Investment Advisors LLC 0.20% Reduce -0.7% 8,455 $354K
Benningfield Financial Advisors, LLC 0.25% No change 8,132 $340K
Magnolia Private Wealth, LLC 0.19% Add +3.1% 8,072 $338K
Ameriflex Group, Inc. 0.14% No change 7,909 $331K
Cookson Peirce & Co. Inc. 0.01% No change 7,793 $326K
Theory Financial LLC 0.10% Reduce -1.6% 7,762 $325K
Mackenzie Financial Corp. 0.00% Add +12.0% 7,715 $323K
Fiduciary Alliance LLC 0.02% Add +1.0% 7,686 $321K
TKG Advisors, LLC 0.11% Add +1.6% 7,552 $316K
National Bank of Canada 0.00% Reduce -0.1% 7,507 $314K
CFS Investment Advisory Services, LLC 0.02% Reduce -36.0% 7,354 $311K
Cibc World Market Inc. 0.00% Add +8.2% 7,300 $305K
TBH Global Asset Management, LLC 0.06% Reduce -15.3% 7,290 $305K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -87.7% 7,203 $301K
Well Done, LLC 0.04% Reduce -7.5% 7,150 $299K
Trilogy Capital Inc. 0.01% New 7,094 $297K
Triad Wealth Partners, LLC 0.02% Reduce -7.2% 6,761 $295K
Sutton Place Investors LLC 0.14% No change 7,055 $295K
Transcend Capital Advisors, LLC 0.02% Reduce -4.6% 7,040 $294K
Parisi Gray Wealth Management 0.06% Add +7.1% 6,981 $292K
Talisman Wealth Advisors LLC 0.22% New 4,188 $291K
Spire Wealth Management 0.01% Reduce -0.4% 6,947 $291K
Platform Wealth Management, LLC 0.10% — 6,807 $285K
Apella Capital, LLC 0.00% No change 6,616 $280K
Brown Advisory Inc. 0.00% New 6,635 $277K
Diversified Trust Co. 0.00% Add +4.0% 6,623 $277K
5T Wealth, LLC 0.10% Reduce -11.0% 6,563 $274K
NewEdge Wealth, LLC 0.00% New 6,493 $272K
Ridgeline Wealth, LLC 0.16% No change 6,465 $270K
OneAscent Financial Services LLC 0.01% Add +1.4% 6,337 $265K
Orion Porfolio Solutions, LLC 0.00% Add +13.3% 6,094 $255K
Avantax Planning Partners, Inc. 0.01% No change 6,031 $252K
Perigon Wealth Management, LLC 0.00% Add +0.3% 6,025 $252K
Wedmont Private Capital 0.01% Reduce -47.8% 5,802 $247K
Elgethun Capital Management 0.03% Reduce -2.5% 5,820 $243K
CreativeOne Wealth, LLC 0.01% Reduce -23.7% 5,798 $242K
HBE Wealth Management, LLC 0.17% No change 5,762 $241K
Brookstone Capital Management 0.00% New 5,686 $238K
Twin Peaks Wealth Advisors, LLC 0.05% Add +27.8% 5,602 $234K
Equitable Trust Co. 0.01% No change 5,589 $234K
Symphony Financial, Ltd. Co. 0.03% Add +1.7% 5,535 $231K
Pathstone Holdings, LLC 0.00% Reduce -2.2% 5,507 $230K
Valmark Advisers, Inc. 0.00% No change 5,450 $228K
BAM Wealth Management, LLC 0.14% No change 5,375 $225K
Studio Investment Management LLC 0.04% New 5,364 $224K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +3.5% 5,243 $219K
Glass Jacobson Investment Advisors llc 0.07% No change 5,191 $217K
Fortis Capital Management LLC 0.02% Add +1.4% 5,190 $217K
Davis Wealth Advisors, LLC 0.17% Reduce -23.9% 5,119 $214K
AlphaCore Capital LLC 0.00% Reduce -22.1% 5,115 $214K
Lido Advisors, LLC 0.00% New 5,101 $213K
Florida Financial Advisors, LLC 0.04% New 4,977 $208K
Guidance Capital, Inc. 0.04% New 4,853 $205K
SOA Wealth Advisors, LLC. 0.03% No change 4,883 $204K
Mosaic Financial Group, LLC 0.13% New 4,787 $200K
Bruce G. Allen Investments, LLC 0.12% New 4,332 $181K
Steward Partners Investment Advisory, LLC 0.00% Add +2.2% 4,211 $176K
Elevate Wealth Advisory, Inc. 0.10% No change 4,151 $174K
Capital Analysts, LLC 0.00% Add +88.7% 3,948 $165K
Smithfield Trust Co 0.01% Reduce -1.5% 3,620 $151K
Institute for Wealth Management, LLC. 0.01% New 3,584 $150K
Clark Wealth Partners 0.08% Reduce -9.4% 3,452 $144K
Planning Strategies Inc. 0.08% — 3,207 $134K
New Republic Capital, LLC 0.03% No change 3,205 $134K
Mather Group, Llc. 0.00% Reduce -2.3% 3,107 $130K
PNC Financial Services Group, Inc. 0.00% Add +76.9% 2,801 $117K
AE Wealth Management LLC 0.00% Add +15.0% 2,755 $115K
AdvisorNet Financial, Inc 0.01% Add +3.8% 2,708 $113K
Russell Investments Group, Ltd. 0.00% Reduce -25.6% 2,658 $111K
Geneos Wealth Management Inc. 0.00% Add +153.1% 2,437 $102K
Manning & Napier Advisors LLC 0.00% No change 2,353 $98K
Clearstead Advisors, LLC 0.00% New 2,343 $98K
Versant Capital Management, Inc 0.01% Add +3.9% 2,021 $85K
Assetmark, Inc. 0.00% Add +12.2% 1,950 $82K
Strategic Wealth Partners, Ltd. 0.00% No change 1,845 $77K
Glenmede Trust Co. NA 0.00% Reduce -42.9% 1,629 $68K
Bank of Montreal 0.00% No change 1,552 $65K
Wells Fargo & Company 0.00% Reduce -10.5% 1,548 $65K
Hollencrest Capital Management 0.00% No change 1,391 $58K
Rothschild Investment LLC 0.00% Add +1.2% 1,209 $51K
Delos Wealth Advisors, LLC 0.03% No change 1,186 $50K
Owl Creek Wealth Partners LLC 0.01% Add +1.7% 957 $40K
Signaturefd, LLC 0.00% No change 800 $33K
Crews Bank & Trust 0.00% No change 750 $31K
Dunhill Financial, LLC 0.01% No change 725 $30K
1 North Wealth Services LLC 0.01% No change 707 $30K
Cullen/Frost Bankers, Inc. 0.00% New 702 $29K
Raffa Wealth Management, LLC 0.00% Add +1.8% 699 $29K
Comprehensive Financial Planning, Inc. 0.02% Add +1.6% 693 $29K
Walsh & Associates, LLC 0.02% No change 650 $27K
CNB Bank 0.01% No change 590 $25K
Abound Wealth Management 0.00% Add +1.6% 587 $25K
Noble Wealth Management PBC 0.01% Reduce -25.6% 582 $24K
Citigroup Inc. 0.00% New 576 $24K
Ancora Advisors LLC 0.00% No change 556 $23K
Stone House Investment Management, LLC 0.00% No change 550 $23K
Harbour Investments, Inc. 0.00% No change 542 $23K
Harbor Asset Planning, Inc. 0.02% Add +1.6% 511 $21K
Vanguard Advisers Inc. 0.00% Add +0.7% 431 $18K
Morling Financial Advisors, LLC 0.00% No change 397 $17K
Fortitude Family Office, LLC 0.00% New 384 $16K
Community Financial Services Group, LLC 0.00% New 369 $15K
TFC Financial Management, Inc. 0.00% New 364 $15K
West Branch Capital LLC 0.00% No change 350 $15K
Parkside Financial Bank & Trust 0.00% New 308 $13K
Princeton Global Asset Management LLC 0.00% New 304 $13K
Millstone Evans Group, LLC 0.01% No change 287 $12K
Alpine Bank Wealth Management 0.00% New 283 $12K
Financial Management Professionals, Inc. 0.00% No change 262 $11K
Fiduciary Financial Advisors 0.00% New 260 $11K
First Command Advisory Services, Inc. 0.00% No change 259 $11K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 246 $10K
Southern Michigan Bank & Trust 0.00% New 244 $10K
Johnson Financial Group, Inc. 0.00% New 229 $10K
PlanVest Financial, Inc 0.01% No change 221 $9K
Capital Investment Advisory Services, LLC 0.00% No change 192 $8K
City Holding Co. 0.00% No change 179 $7K
Aspect Partners, LLC 0.00% New 123 $5K
Anchor Bay Capital, Inc. 0.00% — 111 $5K
Jones Financial Companies LLLP 0.00% Add +516.7% 111 $5K
PFS Partners, LLC 0.00% No change 109 $5K
Blue Trust, Inc. 0.00% New 92 $4K
IFG Advisory, LLC 0.00% New 73 $3K
Rialto Wealth Management, LLC 0.00% No change 71 $3K
Bayban 0.00% No change 66 $3K
CoreCap Advisors, LLC 0.00% No change 65 $3K
SHP Wealth Management 0.00% Add +41.9% 61 $3K
West Paces Advisors Inc. 0.00% New 58 $2K
RMG Wealth Management LLC 0.00% New 22 $2K
Cary Street Partners Financial LLC 0.00% Reduce -96.5% 56 $2K
Kozak & Associates, Inc. 0.00% No change 46 $2K
JPL Wealth Management, LLC 0.00% No change 30 $1K
Hantz Financial Services, Inc. 0.00% New 34 $1K
Networth Advisors, LLC 0.00% No change 19 $808
Addison Advisors LLC 0.00% Reduce -98.1% 18 $753
Farmers & Merchants Investments Inc. 0.00% No change 10 $418
Kilter Group LLC 0.00% No change 1 $46

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