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 327 institutions that hold shares in the stock, with a total of 57.6 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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
36,655
shares
|
$1.31 Million
0.19% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
36,356
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
33,565
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 63.18%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
33,516
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,470
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
32,511
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,143
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
29,863
shares
|
$1.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
29,045
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
28,865
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,323
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 105.11%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
28,088
shares
|
$1.01 Million
0.41% of portfolio
|
Q3 2023
Reduced 12.93%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
27,682
shares
|
$991,569
0.14% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,669
shares
|
$991,103
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
27,626
shares
|
$989,563
0.17% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
26,623
shares
|
$953,635
0.41% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
26,385
shares
|
$945,110
0.45% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,238
shares
|
$939,845
0.06% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
26,010
shares
|
$931,678
0.39% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
25,688
shares
|
$920,144
0.05% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,072
shares
|
$898,079
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
24,966
shares
|
$894,282
0.19% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
24,425
shares
|
$874,903
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
24,065
shares
|
$862,008
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
23,788
shares
|
$852,086
0.06% of portfolio
|
Q3 2025
Reduced 3.52%
|