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 326 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
12,803
shares
|
$458,603
0.06% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
12,664
shares
|
$453,624
0.25% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
12,129
shares
|
$434,460
0.33% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
12,078
shares
|
$432,633
0.1% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,910
shares
|
$390,796
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
10,910
shares
|
$390,796
0.18% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,594
shares
|
$379,477
0.01% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
10,341
shares
|
$370,414
0.06% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,321
shares
|
$369,698
0.02% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
10,212
shares
|
$365,793
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Oct 10, 2025 Q3 2025 |
10,153
shares
|
$363,680
0.27% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,893
shares
|
$354,367
0.02% of portfolio
|
Q3 2025
Added 453.3%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
9,805
shares
|
$351,215
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
5 T Wealth, LLC
Napa, CA |
Oct 17, 2025 Q3 2025 |
9,436
shares
|
$337,997
0.15% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
9,160
shares
|
$328,111
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 05, 2025 Q3 2025 |
9,109
shares
|
$326,284
0.21% of portfolio
|
Q3 2025
Reduced 36.47%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
9,006
shares
|
$322,594
0.13% of portfolio
|
Q3 2025
Reduced 25.26%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Oct 20, 2025 Q3 2025 |
8,765
shares
|
$313,962
0.1% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,657
shares
|
$310,093
0.01% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
8,590
shares
|
$307,693
0.13% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
8,552
shares
|
$306,332
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,500
shares
|
$304,470
0.02% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
8,495
shares
|
$304,290
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
8,265
shares
|
$296,052
0.0% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,260
shares
|
$295,873
0.02% of portfolio
|
Q3 2025
New holding
|