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 |
|---|---|---|---|---|---|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
411,898
shares
|
$12 Million
2.94% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
410,637
shares
|
$12 Million
0.44% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
345,964
shares
|
$10.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
336,102
shares
|
$9.82 Million
0.94% of portfolio
|
Q4 2024
Reduced 9.77%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
313,993
shares
|
$9.18 Million
1.08% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
309,657
shares
|
$9.05 Million
1.27% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
295,112
shares
|
$8.63 Million
3.92% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
292,498
shares
|
$8.55 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
282,328
shares
|
$8.25 Million
0.14% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
276,317
shares
|
$8.08 Million
4.86% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
260,523
shares
|
$7.62 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
257,771
shares
|
$7.53 Million
0.75% of portfolio
|
Q2 2023
Added 1.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
245,635
shares
|
$7.18 Million
0.01% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
234,039
shares
|
$6.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
223,790
shares
|
$6.54 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.32%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
213,979
shares
|
$6.25 Million
0.06% of portfolio
|
Q4 2024
Added 89.86%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
200,419
shares
|
$5.86 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,612
shares
|
$5.78 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
195,406
shares
|
$5.71 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
192,127
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
188,633
shares
|
$5.51 Million
0.03% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
184,033
shares
|
$5.38 Million
2.99% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
172,009
shares
|
$5.03 Million
0.7% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
163,398
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
160,060
shares
|
$4.68 Million
1.44% of portfolio
|
Q4 2024
Reduced 9.23%
|