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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
113,674
shares
|
$4.07 Million
0.0% of portfolio
|
Q2 2025
Added 31.19%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
102,279
shares
|
$3.66 Million
0.01% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
101,900
shares
|
$3.65 Million
0.22% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
98,503
shares
|
$3.53 Million
0.03% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
98,410
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Added 416.45%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
98,409
shares
|
$3.53 Million
0.38% of portfolio
|
Q2 2025
Added 59.69%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
96,305
shares
|
$3.45 Million
0.74% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
96,305
shares
|
$3.45 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
95,493
shares
|
$3.42 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
88,682
shares
|
$3.18 Million
1.02% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
86,800
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
86,523
shares
|
$3.1 Million
2.36% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
85,411
shares
|
$3.06 Million
2.1% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
84,464
shares
|
$3.03 Million
1.01% of portfolio
|
Q2 2025
Added 23.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
82,883
shares
|
$2.97 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Clayton Partners LLC
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
81,474
shares
|
$2.92 Million
2.59% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
78,214
shares
|
$2.8 Million
0.82% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
78,114
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
76,067
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
74,786
shares
|
$2.68 Million
1.91% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
73,317
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
71,647
shares
|
$2.57 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
71,247
shares
|
$2.55 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
70,300
shares
|
$2.52 Million
0.24% of portfolio
|
Q1 2025
Added 27.12%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
68,148
shares
|
$2.44 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.49%
|