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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,648
shares
|
$262,425
0.02% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
9,280
shares
|
$252,416
0.05% of portfolio
|
Q3 2024
Reduced 30.08%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
9,224
shares
|
$250,892
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
9,207
shares
|
$250,430
0.04% of portfolio
|
Q3 2024
Reduced 38.46%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
9,149
shares
|
$248,852
0.15% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,963
shares
|
$243,793
0.01% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
8,548
shares
|
$232,505
0.03% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
8,500
shares
|
$231,200
0.01% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Nov 07, 2024 Q3 2024 |
8,376
shares
|
$227,827
0.18% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
8,269
shares
|
$224,916
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
8,237
shares
|
$224,046
0.0% of portfolio
|
Q2 2024
Added 12.21%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
8,064
shares
|
$219,340
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,650
shares
|
$208,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
7,582
shares
|
$206,230
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,276
shares
|
$197,907
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
7,105
shares
|
$193,256
0.01% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,009
shares
|
$190,644
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$190,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
6,785
shares
|
$184,552
0.02% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
5,157
shares
|
$140,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,837
shares
|
$131,566
0.0% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,775
shares
|
$129,880
0.0% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
4,099
shares
|
$111,492
0.0% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,975
shares
|
$108,120
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
3,667
shares
|
$99,742
0.06% of portfolio
|
Q2 2024
New holding
|