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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
556
shares
|
$19,726
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
550
shares
|
$19,514
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
549
shares
|
$19,478
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
540
shares
|
$19,159
0.0% of portfolio
|
Q3 2021
Reduced 53.65%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
491
shares
|
$17,420
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
397
shares
|
$14,085
0.0% of portfolio
|
Q2 2024
Reduced 93.17%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
350
shares
|
$12,417
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
287
shares
|
$10,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
285
shares
|
$10,111
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
264
shares
|
$9,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
262
shares
|
$9,295
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
259
shares
|
$9,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
254
shares
|
$9,011
0.0% of portfolio
|
Q2 2025
Reduced 80.4%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
239
shares
|
$8,479
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
237
shares
|
$8,408
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
223
shares
|
$7,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
179
shares
|
$6,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ryan Investment Management, Inc.
Basalt, CO |
Jul 10, 2025 Q2 2025 |
128
shares
|
$4,541
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
125
shares
|
$4,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
103
shares
|
$3,654
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
99
shares
|
$3,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
84
shares
|
$2,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
81
shares
|
$2,873
0.0% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
78
shares
|
$2,767
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
70
shares
|
$2,483
0.0% of portfolio
|
Q2 2025
Reduced 57.58%
|