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 289 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
750
shares
|
$21,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
649
shares
|
$18,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
643
shares
|
$18,794
0.01% of portfolio
|
Q3 2024
Reduced 25.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
639
shares
|
$18,677
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
623
shares
|
$18,210
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
609
shares
|
$17,801
0.0% of portfolio
|
Q4 2024
Added 234.62%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
608
shares
|
$17,771
0.04% of portfolio
|
Q4 2024
Added 4966.67%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
590
shares
|
$17,245
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
572
shares
|
$16,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
556
shares
|
$16,251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
549
shares
|
$16,047
0.0% of portfolio
|
Q3 2024
Reduced 98.85%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
540
shares
|
$15,784
0.0% of portfolio
|
Q3 2021
Reduced 53.65%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
397
shares
|
$11,604
0.0% of portfolio
|
Q2 2024
Reduced 93.17%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
350
shares
|
$10,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
287
shares
|
$8,389
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
285
shares
|
$8,330
0.0% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
262
shares
|
$7,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
259
shares
|
$7,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
246
shares
|
$7,190
0.0% of portfolio
|
Q4 2024
Reduced 84.34%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
239
shares
|
$6,985
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
206
shares
|
$6,021
0.0% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
182
shares
|
$5,319
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
167
shares
|
$4,881
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
158
shares
|
$4,618
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
129
shares
|
$3,770
0.0% of portfolio
|
Q4 2024
New holding
|