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 348 institutions that hold shares in the stock, with a total of 62.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
175
shares
|
$6,462
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
170
shares
|
$6,278
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
128
shares
|
$4,727
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 15, 2026 Q4 2025 |
109
shares
|
$4,025
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
109
shares
|
$4,025
0.0% of portfolio
|
Q3 2025
Added 34.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
103
shares
|
$3,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
98
shares
|
$3,619
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
78
shares
|
$2,880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
65
shares
|
$2,400
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
64
shares
|
$2,363
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
53
shares
|
$1,957
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
46
shares
|
$1,698
0.0% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
30
shares
|
$1,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
26
shares
|
$960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
25
shares
|
$923
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
23
shares
|
$849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|