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 238 institutions that hold shares in the stock, with a total of 56.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.55 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
125,070
shares
|
$3.43 Million
0.08% of portfolio
|
Q1 2024
Added 0.48%
|
|
Tacita Capital Inc
Toronto, A6 |
May 14, 2024 Q1 2024 |
121,204
shares
|
$3.33 Million
2.62% of portfolio
|
Q1 2024
Added 6.02%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
110,042
shares
|
$3.02 Million
0.04% of portfolio
|
Q1 2024
Reduced 92.22%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
103,634
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2023
Added 8.83%
|
|
Cypress Wealth Services, LLC
|
Apr 15, 2024 Q1 2024 |
101,822
shares
|
$2.79 Million
0.68% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
98,539
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
93,122
shares
|
$2.56 Million
0.11% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Apr 30, 2024 Q1 2024 |
89,213
shares
|
$2.45 Million
1.01% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Clayton Partners LLC
Berkeley, CA |
May 14, 2024 Q1 2024 |
89,002
shares
|
$2.44 Million
2.38% of portfolio
|
Q1 2024
Added 0.07%
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 14, 2024 Q1 2024 |
87,728
shares
|
$2.41 Million
0.7% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Savvy Advisors, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
84,601
shares
|
$2.32 Million
1.38% of portfolio
|
Q1 2024
Added 76.75%
|
|
One Advisory Partners, LLC
|
Apr 11, 2024 Q1 2024 |
81,536
shares
|
$2.24 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.33%
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2024 Q1 2024 |
79,030
shares
|
$2.17 Million
1.27% of portfolio
|
Q1 2024
Added 1.29%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
76,614
shares
|
$2.1 Million
0.01% of portfolio
|
Q1 2024
Added 2.8%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
76,162
shares
|
$2.09 Million
0.29% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
75,431
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2024
Added 28.09%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
68,977
shares
|
$1.89 Million
0.15% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Rhs Financial, LLC
|
Apr 17, 2024 Q1 2024 |
66,188
shares
|
$1.82 Million
1.1% of portfolio
|
Q1 2024
Added 34.62%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
64,646
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
63,809
shares
|
$1.75 Million
0.0% of portfolio
|
Q1 2024
Added 5.57%
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 14, 2024 Q1 2024 |
63,805
shares
|
$1.75 Million
0.72% of portfolio
|
Q4 2022
Reduced 2.46%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
62,261
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.81%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
62,020
shares
|
$1.7 Million
0.34% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
60,681
shares
|
$1.67 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.5%
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 14, 2024 Q1 2024 |
57,886
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2023
Reduced 1.21%
|