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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
780
shares
|
$25,880
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
755
shares
|
$25,050
0.07% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
750
shares
|
$24,885
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
734
shares
|
$24,354
0.0% of portfolio
|
Q2 2025
Reduced 10.92%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
649
shares
|
$21,533
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
643
shares
|
$21,334
0.01% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
639
shares
|
$21,202
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
623
shares
|
$20,671
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
590
shares
|
$19,576
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
556
shares
|
$18,448
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
549
shares
|
$18,215
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
540
shares
|
$17,917
0.0% of portfolio
|
Q3 2021
Reduced 53.65%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
456
shares
|
$15,130
0.0% of portfolio
|
Q1 2025
Added 326.17%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
397
shares
|
$13,172
0.0% of portfolio
|
Q2 2024
Reduced 93.17%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
350
shares
|
$11,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
287
shares
|
$9,522
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
285
shares
|
$9,456
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
264
shares
|
$8,759
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
262
shares
|
$8,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
259
shares
|
$8,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
239
shares
|
$7,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
232
shares
|
$7,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
184
shares
|
$6,105
0.0% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
182
shares
|
$6,038
0.0% of portfolio
|
Q1 2025
Reduced 70.11%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
179
shares
|
$5,939
0.0% of portfolio
|
Q1 2025
New holding
|