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 296 institutions that hold shares in the stock, with a total of 56.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
81,257
shares
|
$2.78 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
80,543
shares
|
$2.76 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
77,680
shares
|
$2.66 Million
0.13% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
76,980
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.8%
|
|
|
One Advisory Partners, LLC
|
Apr 14, 2025 Q1 2025 |
72,191
shares
|
$2.47 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
71,610
shares
|
$2.45 Million
1.41% of portfolio
|
Q1 2025
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
70,300
shares
|
$2.41 Million
0.26% of portfolio
|
Q1 2025
Added 27.12%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
68,670
shares
|
$2.35 Million
0.83% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
62,227
shares
|
$2.13 Million
0.11% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
61,625
shares
|
$2.11 Million
0.23% of portfolio
|
Q1 2025
Reduced 55.54%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
60,606
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 76.74%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
60,384
shares
|
$2.07 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
59,061
shares
|
$2.02 Million
1.07% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
51,919
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
51,779
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
50,880
shares
|
$1.74 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
49,398
shares
|
$1.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
49,134
shares
|
$1.68 Million
0.28% of portfolio
|
Q1 2025
Added 76.39%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
47,346
shares
|
$1.62 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
46,742
shares
|
$1.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
45,988
shares
|
$1.57 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
43,733
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
42,197
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
42,182
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,479
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 46.83%
|