Institutional Ownership Ishares Tr Edge Msci Intl Valu (IVLU)
Currently, there are no institutions holding Ishares Tr Edge Msci Intl Valu (IVLU). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
19,348
shares
|
$693,045
0.03% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,744
shares
|
$671,410
0.0% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,538
shares
|
$664,031
0.01% of portfolio
|
Q2 2025
Added 141.32%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
18,124
shares
|
$649,201
0.27% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
17,395
shares
|
$623,088
0.01% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
17,355
shares
|
$621,656
0.0% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
17,251
shares
|
$617,930
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,195
shares
|
$615,924
0.01% of portfolio
|
Q3 2025
Added 123.92%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,046
shares
|
$610,587
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
17,007
shares
|
$609,190
0.0% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
16,801
shares
|
$601,811
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
16,428
shares
|
$588,450
0.04% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
15,859
shares
|
$568,069
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,823
shares
|
$566,779
0.3% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,498
shares
|
$555,138
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
15,346
shares
|
$549,693
0.01% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,149
shares
|
$542,637
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
15,118
shares
|
$541,526
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,861
shares
|
$532,321
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
14,806
shares
|
$530,350
0.04% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,746
shares
|
$528,201
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
14,228
shares
|
$509,646
0.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
14,065
shares
|
$503,808
0.35% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,619
shares
|
$487,832
0.01% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,385
shares
|
$479,450
0.02% of portfolio
|
Q3 2022
Added 34.46%
|