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 337 institutions that hold shares in the stock, with a total of 61.1 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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
491
shares
|
$18,132
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
449
shares
|
$16,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
426
shares
|
$15,732
0.0% of portfolio
|
Q3 2025
Added 67.72%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
397
shares
|
$14,661
0.01% of portfolio
|
Q2 2024
Reduced 93.17%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
364
shares
|
$13,442
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
350
shares
|
$12,925
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
287
shares
|
$10,598
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
285
shares
|
$10,525
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
283
shares
|
$10,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
274
shares
|
$10,118
0.0% of portfolio
|
Q3 2025
Added 364.41%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
264
shares
|
$9,749
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
262
shares
|
$9,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
259
shares
|
$9,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
246
shares
|
$9,084
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
223
shares
|
$8,235
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
179
shares
|
$6,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
175
shares
|
$6,462
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$4,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
127
shares
|
$4,690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
109
shares
|
$4,025
0.0% of portfolio
|
Q3 2025
Added 34.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
103
shares
|
$3,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
98
shares
|
$3,619
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
84
shares
|
$3,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
78
shares
|
$2,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
65
shares
|
$2,400
0.0% of portfolio
|
Q3 2025
New holding
|
|