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 337 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
5,829
shares
|
$215,264
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
5,789
shares
|
$213,787
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,777
shares
|
$213,344
0.0% of portfolio
|
Q3 2025
Added 577600.0%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,777
shares
|
$213,344
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,115
shares
|
$188,896
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
5,097
shares
|
$188,232
0.07% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
4,883
shares
|
$180,329
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
4,151
shares
|
$153,296
0.11% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,777
shares
|
$139,484
0.01% of portfolio
|
Q3 2025
Added 6.51%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
3,667
shares
|
$135,422
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,253
shares
|
$120,133
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
3,232
shares
|
$119,357
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
3,181
shares
|
$117,474
0.0% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,179
shares
|
$117,400
0.01% of portfolio
|
Q3 2025
Reduced 86.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,919
shares
|
$107,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
2,571
shares
|
$94,947
0.01% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
2,471
shares
|
$91,254
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
2,425
shares
|
$89,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,242
shares
|
$82,797
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,098
shares
|
$77,479
0.0% of portfolio
|
Q3 2025
Added 21.41%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$73,860
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,946
shares
|
$71,865
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,852
shares
|
$68,394
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,845
shares
|
$68,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,680
shares
|
$62,042
0.0% of portfolio
|
Q3 2025
Added 4.93%
|
|