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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,788
shares
|
$63,438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,728
shares
|
$61,309
0.0% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,601
shares
|
$56,803
0.0% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,574
shares
|
$55,845
0.0% of portfolio
|
Q4 2023
Reduced 63.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,453
shares
|
$51,552
0.0% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,419
shares
|
$50,346
0.0% of portfolio
|
Q2 2025
Reduced 62.37%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,391
shares
|
$49,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,333
shares
|
$47,294
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,315
shares
|
$46,656
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,057
shares
|
$37,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
925
shares
|
$32,819
0.01% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
924
shares
|
$32,783
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
924
shares
|
$32,783
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
894
shares
|
$31,719
0.0% of portfolio
|
Q1 2025
Added 812.24%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
832
shares
|
$29,519
0.02% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
798
shares
|
$28,313
0.07% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
780
shares
|
$27,674
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
750
shares
|
$26,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
734
shares
|
$26,042
0.0% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
649
shares
|
$23,026
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
643
shares
|
$22,813
0.01% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
639
shares
|
$22,671
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
637
shares
|
$22,600
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
599
shares
|
$21,252
0.0% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
590
shares
|
$20,933
0.01% of portfolio
|
Q2 2024
New holding
|