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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
3,667
shares
|
$131,351
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,253
shares
|
$116,522
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,179
shares
|
$113,871
0.01% of portfolio
|
Q3 2025
Reduced 86.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,140
shares
|
$112,474
0.0% of portfolio
|
Q2 2025
Added 57.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,919
shares
|
$104,558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,571
shares
|
$92,093
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,471
shares
|
$88,511
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
2,425
shares
|
$86,863
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,242
shares
|
$80,308
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,098
shares
|
$75,150
0.0% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,946
shares
|
$69,705
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,852
shares
|
$66,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,845
shares
|
$66,087
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,680
shares
|
$60,177
0.0% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,582
shares
|
$56,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,574
shares
|
$56,380
0.0% of portfolio
|
Q4 2023
Reduced 63.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,453
shares
|
$52,046
0.0% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,419
shares
|
$50,828
0.0% of portfolio
|
Q2 2025
Reduced 62.37%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,391
shares
|
$49,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,333
shares
|
$47,748
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,315
shares
|
$47,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
1,057
shares
|
$37,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
925
shares
|
$33,133
0.01% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
924
shares
|
$33,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
894
shares
|
$32,023
0.0% of portfolio
|
Q1 2025
Added 812.24%
|