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 255 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
295,036
shares
|
$8.18 Million
1.56% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
288,708
shares
|
$8 Million
4.18% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
281,466
shares
|
$7.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Oct 24, 2024 Q3 2024 |
273,250
shares
|
$7.57 Million
5.08% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
267,000
shares
|
$7.4 Million
0.3% of portfolio
|
Q2 2024
Added 16.15%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$7.14 Million
0.75% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
253,467
shares
|
$7.02 Million
0.17% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
244,843
shares
|
$6.78 Million
0.02% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
241,449
shares
|
$6.69 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
224,532
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2024
Added 21.6%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
205,119
shares
|
$5.68 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
204,474
shares
|
$5.67 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
185,592
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
185,460
shares
|
$5.14 Million
0.03% of portfolio
|
Q3 2024
Added 325.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
178,653
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
178,460
shares
|
$4.95 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
176,331
shares
|
$4.89 Million
1.68% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
171,911
shares
|
$4.76 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
167,813
shares
|
$4.65 Million
3.12% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,398
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
127,199
shares
|
$3.52 Million
0.09% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
125,447
shares
|
$3.48 Million
1.83% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
124,872
shares
|
$3.46 Million
1.3% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
121,225
shares
|
$3.36 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
115,735
shares
|
$3.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 13.01%
|