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 |
|---|---|---|---|---|---|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
64,102
shares
|
$2.3 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
63,634
shares
|
$2.28 Million
0.36% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
63,072
shares
|
$2.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
62,086
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2025
Added 151.31%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Aug 08, 2025 Q2 2025 |
60,000
shares
|
$2.15 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
59,733
shares
|
$2.14 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
59,644
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
56,447
shares
|
$2.02 Million
0.2% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
54,100
shares
|
$1.94 Million
0.06% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
54,008
shares
|
$1.93 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
52,099
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Added 57.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
52,064
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
51,128
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
50,959
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.46%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
49,428
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
49,252
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.26%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
46,846
shares
|
$1.68 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
46,535
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
45,681
shares
|
$1.64 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
42,354
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
41,939
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,479
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
40,628
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
39,480
shares
|
$1.41 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
36,850
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|