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 327 institutions that hold shares in the stock, with a total of 57.6 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 |
|---|---|---|---|---|---|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
207,542
shares
|
$7.43 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
205,122
shares
|
$7.35 Million
0.02% of portfolio
|
Q2 2025
Added 974.95%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
195,406
shares
|
$7 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
193,994
shares
|
$6.95 Million
0.06% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
185,789
shares
|
$6.65 Million
0.0% of portfolio
|
Q2 2025
Added 2452.05%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
184,435
shares
|
$6.61 Million
3.47% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
181,482
shares
|
$6.5 Million
3.47% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
171,388
shares
|
$6.14 Million
0.17% of portfolio
|
Q2 2025
Reduced 10.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
165,699
shares
|
$5.94 Million
0.01% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,398
shares
|
$5.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
162,903
shares
|
$5.84 Million
0.74% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
160,957
shares
|
$5.77 Million
0.11% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
154,961
shares
|
$5.55 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
153,148
shares
|
$5.49 Million
0.03% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
152,517
shares
|
$5.46 Million
0.03% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
142,439
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
142,308
shares
|
$5.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
138,344
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
136,523
shares
|
$4.89 Million
1.38% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
134,198
shares
|
$4.81 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
122,575
shares
|
$4.39 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
120,903
shares
|
$4.33 Million
1.69% of portfolio
|
Q3 2025
Added 29.66%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 03, 2025 Q3 2025 |
118,249
shares
|
$4.24 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
117,546
shares
|
$4.21 Million
0.0% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
116,839
shares
|
$4.19 Million
0.04% of portfolio
|
Q2 2025
Added 0.7%
|