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 326 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
381,300
shares
|
$13.7 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
371,320
shares
|
$13.3 Million
1.81% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
364,176
shares
|
$13 Million
1.01% of portfolio
|
Q2 2025
Reduced 55.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
357,544
shares
|
$12.8 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
349,012
shares
|
$12.5 Million
0.02% of portfolio
|
Q2 2025
Added 189.18%
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
Nov 05, 2025 Q3 2025 |
340,596
shares
|
$12.2 Million
2.96% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
321,341
shares
|
$11.5 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
314,001
shares
|
$11.2 Million
0.09% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
303,362
shares
|
$10.9 Million
1.48% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
302,477
shares
|
$10.8 Million
1.3% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
290,051
shares
|
$10.4 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
|
$10.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
284,373
shares
|
$10.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
282,996
shares
|
$10.1 Million
5.83% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
275,945
shares
|
$9.88 Million
4.41% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
264,834
shares
|
$9.49 Million
0.73% of portfolio
|
Q3 2025
Reduced 24.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
263,649
shares
|
$9.44 Million
0.01% of portfolio
|
Q2 2025
Added 148.23%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
259,237
shares
|
$9.29 Million
4.21% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$9.23 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
|
$9.05 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
245,405
shares
|
$8.79 Million
0.0% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
240,586
shares
|
$8.62 Million
3.63% of portfolio
|
Q3 2025
Added 293.07%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
235,769
shares
|
$8.45 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
229,515
shares
|
$8.22 Million
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
224,261
shares
|
$8.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 20.8%
|