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 313 institutions that hold shares in the stock, with a total of 59.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,679
shares
|
$272,450
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,650
shares
|
$271,422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
7,423
shares
|
$263,368
0.15% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
7,247
shares
|
$257,123
0.07% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
7,174
shares
|
$254,533
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,128
shares
|
$252,901
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
7,118
shares
|
$252,546
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,060
shares
|
$250,488
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,513
shares
|
$231,081
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
6,129
shares
|
$217,456
0.04% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
5,152
shares
|
$182,792
0.07% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,115
shares
|
$181,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
4,883
shares
|
$173,248
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,151
shares
|
$147,277
0.1% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,978
shares
|
$141,139
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,667
shares
|
$130,105
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
3,546
shares
|
$125,812
0.01% of portfolio
|
Q4 2024
Added 183.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,253
shares
|
$115,416
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,140
shares
|
$111,407
0.0% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,571
shares
|
$91,219
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,471
shares
|
$87,671
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
2,461
shares
|
$87,316
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,242
shares
|
$79,546
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,946
shares
|
$69,044
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,845
shares
|
$65,460
0.01% of portfolio
|
Q2 2025
New holding
|