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 327 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,260
shares
|
$295,873
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
8,255
shares
|
$295,694
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,206
shares
|
$293,938
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
8,133
shares
|
$291,324
0.11% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
7,999
shares
|
$286,524
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
7,943
shares
|
$284,518
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
7,827
shares
|
$280,363
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,650
shares
|
$274,023
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,248
shares
|
$259,623
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
7,247
shares
|
$259,587
0.07% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,118
shares
|
$254,966
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
7,093
shares
|
$254,071
0.15% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,994
shares
|
$250,525
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,908
shares
|
$247,444
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,513
shares
|
$233,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
6,129
shares
|
$219,540
0.04% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,031
shares
|
$216,030
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,000
shares
|
$214,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
5,789
shares
|
$207,361
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,115
shares
|
$183,219
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
5,097
shares
|
$182,574
0.07% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
4,883
shares
|
$174,909
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
4,151
shares
|
$148,688
0.11% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,978
shares
|
$142,491
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,777
shares
|
$135,292
0.01% of portfolio
|
Q3 2025
Added 6.51%
|