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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
9,046
shares
|
$309,644
0.0% of portfolio
|
Q1 2025
Reduced 93.96%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,936
shares
|
$305,879
0.0% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
8,567
shares
|
$293,248
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
8,500
shares
|
$290,955
0.02% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
5 T Wealth, LLC
Napa, CA |
Apr 22, 2025 Q1 2025 |
8,419
shares
|
$288,182
0.14% of portfolio
|
Q1 2025
Reduced 23.99%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
8,174
shares
|
$279,796
0.11% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
8,127
shares
|
$278,187
0.13% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
8,052
shares
|
$275,619
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
7,999
shares
|
$273,805
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
7,827
shares
|
$267,918
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
7,682
shares
|
$262,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
7,663
shares
|
$262,304
0.08% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,650
shares
|
$261,859
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,432
shares
|
$254,397
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
7,423
shares
|
$254,089
0.15% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
7,401
shares
|
$253,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,280
shares
|
$249,194
0.0% of portfolio
|
Q1 2025
Reduced 31.76%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
7,247
shares
|
$248,064
0.07% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,128
shares
|
$243,991
0.02% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
7,118
shares
|
$243,649
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,009
shares
|
$239,918
0.01% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
6,975
shares
|
$238,754
0.01% of portfolio
|
Q1 2025
Reduced 38.2%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
6,276
shares
|
$214,827
0.05% of portfolio
|
Q4 2024
Reduced 49.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,007
shares
|
$205,619
0.0% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
5,115
shares
|
$175,086
0.01% of portfolio
|
Q1 2025
New holding
|