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 256 institutions that hold shares in the stock, with a total of 53.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
60,445
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
57,300
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
55,471
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 28.69%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
54,110
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
54,109
shares
|
$1.47 Million
0.76% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
53,314
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
50,869
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
50,775
shares
|
$1.38 Million
0.13% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
48,936
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
46,022
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
45,045
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
44,053
shares
|
$1.2 Million
0.52% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
42,181
shares
|
$1.15 Million
0.77% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
41,936
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,479
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
40,374
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
39,903
shares
|
$1.09 Million
0.71% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
39,336
shares
|
$1.07 Million
0.34% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
37,465
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
36,487
shares
|
$992,446
0.0% of portfolio
|
Q3 2024
Added 23.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
36,374
shares
|
$989,372
0.0% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
35,433
shares
|
$963,777
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
34,088
shares
|
$927,193
0.04% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
33,487
shares
|
$910,846
0.19% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
33,236
shares
|
$904,019
0.64% of portfolio
|
Q3 2024
Added 4.51%
|