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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
352,895
shares
|
$12.1 Million
1.0% of portfolio
|
Q2 2025
Added 2961.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
338,038
shares
|
$11.6 Million
1.05% of portfolio
|
Q2 2025
Added 26.99%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
324,507
shares
|
$11.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
310,429
shares
|
$10.6 Million
1.52% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
304,720
shares
|
$10.4 Million
0.22% of portfolio
|
Q1 2025
Added 223.71%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
304,441
shares
|
$10.4 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
302,952
shares
|
$10.4 Million
0.15% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
298,141
shares
|
$10.2 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
297,612
shares
|
$10.2 Million
1.13% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
293,268
shares
|
$10 Million
0.34% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
283,137
shares
|
$9.69 Million
5.77% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
277,158
shares
|
$9.49 Million
4.33% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
271,981
shares
|
$9.31 Million
0.86% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$8.82 Million
0.75% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
242,315
shares
|
$8.29 Million
0.0% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
216,216
shares
|
$7.4 Million
0.0% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
201,485
shares
|
$6.9 Million
0.03% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
195,406
shares
|
$6.69 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
191,241
shares
|
$6.55 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
190,495
shares
|
$6.52 Million
0.19% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
184,410
shares
|
$6.31 Million
0.0% of portfolio
|
Q1 2025
Added 598.81%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
182,200
shares
|
$6.24 Million
3.58% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
173,941
shares
|
$5.95 Million
3.06% of portfolio
|
Q1 2025
Added 54.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,398
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
162,631
shares
|
$5.57 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.45%
|