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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
14,286
shares
|
$474,009
0.1% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
14,182
shares
|
$470,558
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
14,065
shares
|
$466,676
0.35% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
14,028
shares
|
$465,449
0.04% of portfolio
|
Q1 2025
Reduced 12.08%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,954
shares
|
$462,993
0.0% of portfolio
|
Q1 2025
Reduced 3.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
13,868
shares
|
$460,140
0.06% of portfolio
|
Q2 2025
Added 19.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,809
shares
|
$458,182
0.0% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,385
shares
|
$444,114
0.02% of portfolio
|
Q3 2022
Added 34.46%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
13,014
shares
|
$431,804
0.08% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,002
shares
|
$431,406
0.01% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
12,813
shares
|
$425,135
0.27% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
12,811
shares
|
$425,068
0.37% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
12,078
shares
|
$400,748
0.1% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
11,437
shares
|
$379,479
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
11,010
shares
|
$365,311
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,910
shares
|
$361,993
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
10,739
shares
|
$356,320
0.07% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,440
shares
|
$346,399
0.33% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
10,341
shares
|
$343,114
0.07% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,322
shares
|
$342,483
0.0% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
10,160
shares
|
$337,108
0.27% of portfolio
|
Q2 2025
Reduced 43.56%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
9,805
shares
|
$325,329
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,644
shares
|
$319,987
0.02% of portfolio
|
Q1 2025
Reduced 11.89%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
9,239
shares
|
$306,550
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
9,224
shares
|
$306,052
0.07% of portfolio
|
Q2 2024
New holding
|