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 313 institutions that hold shares in the stock, with a total of 59 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
364,176
shares
|
$12.5 Million
1.01% of portfolio
|
Q2 2025
Reduced 55.9%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
357,544
shares
|
$12.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
352,895
shares
|
$12.1 Million
1.0% of portfolio
|
Q2 2025
Added 2961.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
338,038
shares
|
$11.6 Million
1.05% of portfolio
|
Q2 2025
Added 26.99%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
324,507
shares
|
$11.2 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
310,429
shares
|
$10.7 Million
1.52% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
304,441
shares
|
$10.5 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
302,477
shares
|
$10.4 Million
1.3% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
290,051
shares
|
$9.97 Million
1.17% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
289,990
shares
|
$9.96 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
284,373
shares
|
$9.77 Million
0.13% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
283,153
shares
|
$9.73 Million
0.18% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
282,640
shares
|
$9.71 Million
5.64% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Ironwood Wealth Management, Inc.
|
Jul 15, 2025 Q2 2025 |
277,158
shares
|
$9.52 Million
4.33% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
263,649
shares
|
$9.06 Million
0.01% of portfolio
|
Q2 2025
Added 148.23%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$8.86 Million
0.75% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
245,405
shares
|
$8.43 Million
0.0% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
244,293
shares
|
$8.39 Million
0.78% of portfolio
|
Q2 2025
Reduced 10.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
229,515
shares
|
$7.89 Million
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
207,542
shares
|
$7.13 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
205,122
shares
|
$7.05 Million
0.02% of portfolio
|
Q2 2025
Added 974.95%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
195,406
shares
|
$6.71 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
193,994
shares
|
$6.67 Million
0.06% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
185,789
shares
|
$6.38 Million
0.0% of portfolio
|
Q2 2025
Added 2452.05%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
184,435
shares
|
$6.34 Million
3.47% of portfolio
|
Q2 2025
Added 1.23%
|