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 296 institutions that hold shares in the stock, with a total of 56.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,041
shares
|
$167,260
0.04% of portfolio
|
Q4 2024
Added 9065.45%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
4,883
shares
|
$162,017
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
4,151
shares
|
$137,730
0.1% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,978
shares
|
$131,990
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,771
shares
|
$125,121
0.0% of portfolio
|
Q1 2025
Added 52.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
3,667
shares
|
$121,671
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,546
shares
|
$117,656
0.01% of portfolio
|
Q4 2024
Added 183.23%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,253
shares
|
$107,934
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,571
shares
|
$85,305
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
2,471
shares
|
$81,987
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,242
shares
|
$74,389
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,197
shares
|
$72,896
0.0% of portfolio
|
Q1 2025
Added 42.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,000
shares
|
$66,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,946
shares
|
$64,568
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,788
shares
|
$59,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,621
shares
|
$53,784
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,574
shares
|
$52,225
0.0% of portfolio
|
Q4 2023
Reduced 63.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,436
shares
|
$47,646
0.0% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,333
shares
|
$44,228
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,296
shares
|
$43,001
0.0% of portfolio
|
Q1 2025
Added 126.57%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
925
shares
|
$30,691
0.01% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
924
shares
|
$30,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
924
shares
|
$30,658
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
894
shares
|
$29,662
0.0% of portfolio
|
Q1 2025
Added 812.24%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
832
shares
|
$27,605
0.02% of portfolio
|
Q1 2025
Reduced 5.78%
|