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 262 institutions that hold shares in the stock, with a total of 54.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
115,735
shares
|
$3.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
115,259
shares
|
$3.15 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
112,168
shares
|
$3.06 Million
0.64% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
110,096
shares
|
$3.01 Million
0.24% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
104,386
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
101,719
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.15%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
101,411
shares
|
$2.77 Million
1.55% of portfolio
|
Q3 2024
Added 21.74%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
100,798
shares
|
$2.75 Million
2.16% of portfolio
|
Q3 2024
Reduced 13.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
100,206
shares
|
$2.74 Million
0.02% of portfolio
|
Q3 2024
Added 24.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
87,983
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
87,493
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 13, 2024 Q3 2024 |
87,116
shares
|
$2.38 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
86,427
shares
|
$2.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
86,144
shares
|
$2.35 Million
0.07% of portfolio
|
Q4 2023
Added 245.53%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
86,091
shares
|
$2.35 Million
0.97% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
85,393
shares
|
$2.33 Million
0.64% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
79,781
shares
|
$2.18 Million
1.28% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
74,419
shares
|
$2.03 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
73,069
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
72,321
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
68,592
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 62.54%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
65,555
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
63,191
shares
|
$1.73 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
62,052
shares
|
$1.69 Million
0.22% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
61,222
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 19.18%
|