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 243 institutions that hold shares in the stock, with a total of 55.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
8,845
shares
|
$262,519
0.01% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
8,500
shares
|
$252,280
0.02% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Jul 23, 2024 Q2 2024 |
8,376
shares
|
$248,599
0.18% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
8,237
shares
|
$244,474
0.0% of portfolio
|
Q2 2024
Added 12.21%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
8,224
shares
|
$244,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
8,148
shares
|
$241,832
0.03% of portfolio
|
Q2 2024
Reduced 22.56%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
7,875
shares
|
$233,730
0.0% of portfolio
|
Q2 2024
Added 10.06%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
7,650
shares
|
$227,052
0.0% of portfolio
|
Q1 2024
New holding
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 19, 2024 Q2 2024 |
7,592
shares
|
$225,330
0.12% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
7,468
shares
|
$221,650
0.02% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
7,219
shares
|
$214,259
0.01% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
5,245
shares
|
$155,671
0.0% of portfolio
|
Q2 2024
Added 91.7%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
5,157
shares
|
$153,059
0.0% of portfolio
|
Q2 2024
New holding
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
5,115
shares
|
$151,813
0.01% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
4,695
shares
|
$139,347
0.0% of portfolio
|
Q2 2024
Added 37.16%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
4,211
shares
|
$124,982
0.0% of portfolio
|
Q2 2024
Added 14.21%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
3,975
shares
|
$117,978
0.09% of portfolio
|
Q4 2023
New holding
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
3,667
shares
|
$108,836
0.05% of portfolio
|
Q2 2024
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
3,420
shares
|
$101,505
0.01% of portfolio
|
Q2 2024
Added 1.51%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,253
shares
|
$96,549
0.0% of portfolio
|
Q2 2022
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
3,164
shares
|
$93,907
0.0% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
2,471
shares
|
$73,339
0.01% of portfolio
|
Q1 2023
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
2,406
shares
|
$71,410
0.01% of portfolio
|
Q2 2024
Added 23.38%
|
|
Versant Capital Management, Inc
|
Jul 05, 2024 Q2 2024 |
2,087
shares
|
$61,942
0.01% of portfolio
|
Q4 2023
Added 4.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,000
shares
|
$59,360
0.0% of portfolio
|
Q4 2023
New holding
|