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 255 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
14,603
shares
|
$404,503
0.28% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
14,424
shares
|
$399,544
0.01% of portfolio
|
Q2 2024
Reduced 11.33%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
14,234
shares
|
$394,281
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
14,183
shares
|
$392,869
0.13% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
14,098
shares
|
$390,514
0.05% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
14,092
shares
|
$390,348
0.0% of portfolio
|
Q3 2024
Added 44.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
13,872
shares
|
$384,254
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,860
shares
|
$383,922
0.0% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,739
shares
|
$380,570
0.0% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,649
shares
|
$378,077
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,385
shares
|
$370,764
0.02% of portfolio
|
Q3 2022
Added 34.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,743
shares
|
$352,981
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
12,523
shares
|
$346,887
0.03% of portfolio
|
Q3 2024
Reduced 33.19%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
12,393
shares
|
$343,286
0.07% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
12,356
shares
|
$342,261
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
12,336
shares
|
$341,707
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
12,078
shares
|
$334,560
0.1% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
11,726
shares
|
$324,810
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Nov 13, 2024 Q3 2024 |
11,664
shares
|
$323,092
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
11,522
shares
|
$319,159
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
11,088
shares
|
$307,137
0.06% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
11,010
shares
|
$304,977
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,910
shares
|
$302,207
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
10,803
shares
|
$299,243
0.25% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
9,804
shares
|
$271,570
0.0% of portfolio
|
Q3 2024
Added 24.5%
|