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 296 institutions that hold shares in the stock, with a total of 56.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
20,317
shares
|
$695,450
0.02% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
20,008
shares
|
$684,873
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
19,498
shares
|
$667,416
0.03% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
19,492
shares
|
$667,211
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
19,348
shares
|
$662,282
0.03% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,082
shares
|
$653,176
0.0% of portfolio
|
Q1 2025
Reduced 31.73%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,055
shares
|
$652,252
0.0% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
18,124
shares
|
$620,384
0.26% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
17,891
shares
|
$612,408
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
17,225
shares
|
$589,611
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
16,928
shares
|
$579,445
0.02% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
16,761
shares
|
$573,729
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
16,532
shares
|
$565,890
0.19% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,823
shares
|
$541,621
0.3% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
15,600
shares
|
$533,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
15,498
shares
|
$530,496
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
15,346
shares
|
$525,293
0.01% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,151
shares
|
$518,618
0.01% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,149
shares
|
$518,550
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
15,118
shares
|
$517,489
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
14,927
shares
|
$510,951
0.04% of portfolio
|
Q1 2025
Added 349.88%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14,899
shares
|
$509,992
0.0% of portfolio
|
Q1 2025
Added 12.46%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
14,885
shares
|
$509,513
0.04% of portfolio
|
Q1 2025
Reduced 30.4%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
14,725
shares
|
$504,036
0.0% of portfolio
|
Q1 2025
Added 132.33%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
14,338
shares
|
$490,789
0.32% of portfolio
|
Q1 2025
Added 71.18%
|