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 295 institutions that hold shares in the stock, with a total of 56.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,072
shares
|
$858,214
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
24,867
shares
|
$851,197
0.2% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
24,705
shares
|
$845,652
0.01% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
24,425
shares
|
$836,067
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
24,406
shares
|
$835,417
0.01% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
24,364
shares
|
$833,979
0.11% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
24,065
shares
|
$823,744
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
23,975
shares
|
$820,664
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
23,852
shares
|
$816,453
0.57% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
23,825
shares
|
$815,529
0.26% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,376
shares
|
$800,160
0.02% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
23,247
shares
|
$795,744
0.0% of portfolio
|
Q1 2025
Reduced 25.83%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
23,150
shares
|
$792,424
0.04% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,141
shares
|
$792,116
0.02% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,017
shares
|
$787,871
0.0% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22,306
shares
|
$763,534
0.05% of portfolio
|
Q1 2025
Reduced 35.11%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
May 02, 2025 Q1 2025 |
21,906
shares
|
$749,842
0.64% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
21,638
shares
|
$740,668
0.11% of portfolio
|
Q2 2025
Added 73.63%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
21,585
shares
|
$738,854
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
21,233
shares
|
$726,805
1.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
21,174
shares
|
$724,786
0.24% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,991
shares
|
$718,521
0.22% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
20,913
shares
|
$715,851
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
20,632
shares
|
$706,233
0.08% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
20,569
shares
|
$704,076
0.0% of portfolio
|
Q1 2025
Added 20.51%
|