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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
160,957
shares
|
$5.51 Million
0.11% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
152,517
shares
|
$5.22 Million
0.03% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
150,433
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
Added 45.1%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
146,455
shares
|
$5.01 Million
1.46% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
137,192
shares
|
$4.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
134,228
shares
|
$4.59 Million
2.12% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
126,334
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2025
Added 43.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
119,680
shares
|
$4.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 68.79%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
116,031
shares
|
$3.97 Million
0.04% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
108,819
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 80.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
106,593
shares
|
$3.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
106,210
shares
|
$3.64 Million
0.0% of portfolio
|
Q1 2025
Added 83.93%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
101,895
shares
|
$3.49 Million
0.24% of portfolio
|
Q1 2025
Added 113.29%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
100,976
shares
|
$3.46 Million
0.08% of portfolio
|
Q1 2025
Added 220.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
100,112
shares
|
$3.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
98,076
shares
|
$3.36 Million
0.64% of portfolio
|
Q1 2025
Reduced 12.56%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
96,305
shares
|
$3.3 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
96,305
shares
|
$3.3 Million
0.74% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
95,225
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
93,246
shares
|
$3.19 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Partners LLC
Berkeley, CA |
May 14, 2025 Q1 2025 |
90,225
shares
|
$3.09 Million
2.68% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
86,646
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Added 14.47%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
86,144
shares
|
$2.95 Million
0.09% of portfolio
|
Q4 2023
Added 245.53%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
85,601
shares
|
$2.93 Million
2.32% of portfolio
|
Q2 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
83,785
shares
|
$2.87 Million
2.09% of portfolio
|
Q1 2025
Reduced 3.05%
|