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 314 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
177,249
shares
|
$6.09 Million
3.46% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
171,388
shares
|
$5.89 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
|
$5.69 Million
0.01% of portfolio
|
Q2 2025
Added 31.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,398
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
162,903
shares
|
$5.6 Million
0.74% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
160,957
shares
|
$5.53 Million
0.11% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
154,961
shares
|
$5.32 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
153,148
shares
|
$5.26 Million
0.03% of portfolio
|
Q2 2025
Added 43.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
152,517
shares
|
$5.24 Million
0.03% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
146,455
shares
|
$5.03 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
142,439
shares
|
$4.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
142,308
shares
|
$4.89 Million
0.02% of portfolio
|
Q2 2025
Reduced 29.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
138,344
shares
|
$4.75 Million
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jul 29, 2025 Q2 2025 |
134,637
shares
|
$4.63 Million
2.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
125,195
shares
|
$4.3 Million
0.09% of portfolio
|
Q2 2025
Added 23.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
120,690
shares
|
$4.15 Million
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
117,546
shares
|
$4.04 Million
0.0% of portfolio
|
Q2 2025
Added 8.02%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
116,839
shares
|
$4.01 Million
0.04% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
113,674
shares
|
$3.91 Million
0.0% of portfolio
|
Q2 2025
Added 31.19%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
103,317
shares
|
$3.55 Million
0.66% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
101,900
shares
|
$3.5 Million
0.22% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
100,112
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
98,503
shares
|
$3.38 Million
0.03% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
98,410
shares
|
$3.38 Million
0.02% of portfolio
|
Q2 2025
Added 416.45%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
98,409
shares
|
$3.38 Million
0.38% of portfolio
|
Q2 2025
Added 59.69%
|