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 336 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,645
shares
|
$60,749
0.0% of portfolio
|
Q3 2025
Added 174.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,624
shares
|
$59,974
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,582
shares
|
$58,423
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,574
shares
|
$58,127
0.0% of portfolio
|
Q4 2023
Reduced 63.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,453
shares
|
$53,659
0.0% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,391
shares
|
$51,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,333
shares
|
$49,227
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,331
shares
|
$49,153
0.0% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,057
shares
|
$39,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
945
shares
|
$34,898
0.0% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
925
shares
|
$34,160
0.01% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
924
shares
|
$34,123
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
800
shares
|
$29,544
0.0% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
782
shares
|
$28,879
0.02% of portfolio
|
Q4 2025
Reduced 6.01%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
780
shares
|
$28,805
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
779
shares
|
$28,768
0.06% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
750
shares
|
$27,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
649
shares
|
$23,967
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
643
shares
|
$23,745
0.01% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
639
shares
|
$23,598
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
637
shares
|
$23,524
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
590
shares
|
$21,788
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
556
shares
|
$20,533
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
550
shares
|
$20,311
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
549
shares
|
$20,274
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|