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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
798
shares
|
$28,584
0.07% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
780
shares
|
$27,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
750
shares
|
$26,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
649
shares
|
$23,247
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
643
shares
|
$23,032
0.01% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
639
shares
|
$22,888
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
637
shares
|
$22,817
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
599
shares
|
$21,456
0.0% of portfolio
|
Q2 2025
Added 31.36%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
590
shares
|
$21,133
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
556
shares
|
$19,915
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
550
shares
|
$19,701
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
549
shares
|
$19,665
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
540
shares
|
$19,342
0.0% of portfolio
|
Q3 2021
Reduced 53.65%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
491
shares
|
$17,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
449
shares
|
$16,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
426
shares
|
$15,259
0.0% of portfolio
|
Q3 2025
Added 67.72%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
397
shares
|
$14,220
0.01% of portfolio
|
Q2 2024
Reduced 93.17%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
364
shares
|
$13,038
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
350
shares
|
$12,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
287
shares
|
$10,280
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
285
shares
|
$10,208
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
283
shares
|
$10,137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
274
shares
|
$9,814
0.0% of portfolio
|
Q3 2025
Added 364.41%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
264
shares
|
$9,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
262
shares
|
$9,384
0.0% of portfolio
|
Q3 2024
New holding
|