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 291 institutions that hold shares in the stock, with a total of 55.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
339,318
shares
|
$11.2 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
304,720
shares
|
$10 Million
0.22% of portfolio
|
Q1 2025
Added 223.71%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
302,952
shares
|
$9.97 Million
0.15% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
300,634
shares
|
$9.89 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
298,141
shares
|
$9.81 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
297,612
shares
|
$9.79 Million
1.13% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
293,268
shares
|
$9.65 Million
0.34% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
283,137
shares
|
$9.32 Million
5.77% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
279,040
shares
|
$9.18 Million
4.23% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
271,981
shares
|
$8.95 Million
0.86% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
266,203
shares
|
$8.76 Million
0.74% of portfolio
|
Q1 2025
Reduced 52.78%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$8.48 Million
0.75% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
242,315
shares
|
$7.97 Million
0.0% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
216,216
shares
|
$7.11 Million
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
201,485
shares
|
$6.63 Million
0.03% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
195,406
shares
|
$6.43 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
191,241
shares
|
$6.29 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
190,495
shares
|
$6.27 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
184,410
shares
|
$6.07 Million
0.0% of portfolio
|
Q1 2025
Added 598.81%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
182,200
shares
|
$5.99 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
173,941
shares
|
$5.72 Million
3.06% of portfolio
|
Q1 2025
Added 54.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,398
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
162,631
shares
|
$5.35 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
152,517
shares
|
$5.02 Million
0.03% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
151,540
shares
|
$4.99 Million
1.51% of portfolio
|
Q1 2025
Reduced 5.32%
|