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 256 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
639
shares
|
$17,380
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
611
shares
|
$16,619
0.0% of portfolio
|
Q2 2024
Added 2.52%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
590
shares
|
$16,048
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
556
shares
|
$15,123
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
549
shares
|
$14,932
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
540
shares
|
$14,688
0.0% of portfolio
|
Q3 2021
Reduced 53.65%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
397
shares
|
$10,798
0.0% of portfolio
|
Q2 2024
Reduced 93.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
368
shares
|
$10,009
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
350
shares
|
$9,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
331
shares
|
$9,003
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
314
shares
|
$8,540
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
273
shares
|
$7,425
0.0% of portfolio
|
Q2 2024
Added 2.63%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
262
shares
|
$7,126
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
206
shares
|
$5,603
0.0% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
182
shares
|
$4,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
167
shares
|
$4,542
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
158
shares
|
$4,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
114
shares
|
$3,100
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
112
shares
|
$3,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
68
shares
|
$1,849
0.0% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64
shares
|
$1,740
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
56
shares
|
$1,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
55
shares
|
$1,496
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
53
shares
|
$1,441
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
43
shares
|
$1,169
0.0% of portfolio
|
Q2 2024
Added 2.38%
|