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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
39,657
shares
|
$1.3 Million
0.76% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
37,059
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
35,433
shares
|
$1.17 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,493
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 81.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
33,243
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,999
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
32,604
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 302.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
31,572
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 22.03%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
31,241
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
31,092
shares
|
$1.02 Million
0.17% of portfolio
|
Q1 2025
Added 23.65%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
30,890
shares
|
$1.02 Million
0.18% of portfolio
|
Q1 2025
Added 143.88%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
30,218
shares
|
$994,172
0.46% of portfolio
|
Q1 2025
Reduced 62.74%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
30,214
shares
|
$994,040
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
29,642
shares
|
$975,221
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
28,414
shares
|
$934,820
0.35% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
28,088
shares
|
$924,095
0.41% of portfolio
|
Q3 2023
Reduced 12.93%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,747
shares
|
$912,876
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
27,721
shares
|
$912,020
0.2% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
26,895
shares
|
$884,845
0.13% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
26,752
shares
|
$880,140
0.44% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,238
shares
|
$863,230
0.06% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
26,052
shares
|
$857,110
0.4% of portfolio
|
Q1 2025
Reduced 20.35%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
25,801
shares
|
$848,852
0.04% of portfolio
|
Q1 2025
Reduced 24.42%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,072
shares
|
$824,868
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
24,867
shares
|
$818,124
0.2% of portfolio
|
Q1 2025
Added 0.02%
|