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 344 institutions that hold shares in the stock, with a total of 62.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
408,844
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Tlt Family Holdco Ulc
Toronto, |
Nov 12, 2025 Q3 2025 |
408,500
shares
|
$15.1 Million
1.32% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
394,509
shares
|
$14.6 Million
0.0% of portfolio
|
Q3 2025
Added 60.76%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
390,271
shares
|
$14.4 Million
0.24% of portfolio
|
Q4 2025
Added 2143.58%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
389,065
shares
|
$14.4 Million
2.93% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
384,928
shares
|
$14.2 Million
0.46% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
371,320
shares
|
$13.7 Million
1.81% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
365,293
shares
|
$13.5 Million
0.12% of portfolio
|
Q4 2025
Added 16.33%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
363,001
shares
|
$13.4 Million
3.63% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
352,384
shares
|
$13 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
345,495
shares
|
$12.8 Million
4.46% of portfolio
|
Q3 2025
Added 1956.4%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
321,341
shares
|
$11.9 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
321,263
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2025
Added 39.97%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
303,362
shares
|
$11.2 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
300,156
shares
|
$11.1 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
290,051
shares
|
$10.7 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
289,162
shares
|
$10.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Jan 27, 2026 Q4 2025 |
281,837
shares
|
$10.4 Million
6.16% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 13, 2026 Q4 2025 |
262,899
shares
|
$9.71 Million
4.21% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
261,125
shares
|
$9.64 Million
2.09% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$9.52 Million
0.75% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
252,683
shares
|
$9.33 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
241,708
shares
|
$8.93 Million
0.05% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
240,586
shares
|
$8.88 Million
3.63% of portfolio
|
Q3 2025
Added 293.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
228,661
shares
|
$8.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.27%
|
|