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 |
|---|---|---|---|---|---|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
81,104
shares
|
$2.37 Million
1.18% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
77,680
shares
|
$2.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
75,690
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
74,970
shares
|
$2.19 Million
0.32% of portfolio
|
Q4 2024
Added 53.2%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
72,879
shares
|
$2.13 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
62,508
shares
|
$1.83 Million
0.69% of portfolio
|
Q4 2024
Added 41.89%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
61,459
shares
|
$1.8 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
61,203
shares
|
$1.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
57,744
shares
|
$1.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
55,300
shares
|
$1.62 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
54,112
shares
|
$1.58 Million
0.65% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
53,220
shares
|
$1.56 Million
0.05% of portfolio
|
Q4 2024
Added 56.13%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
52,974
shares
|
$1.55 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
52,193
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
52,037
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
51,425
shares
|
$1.5 Million
0.87% of portfolio
|
Q4 2024
Added 54.73%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
47,772
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
47,649
shares
|
$1.39 Million
0.15% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
47,346
shares
|
$1.38 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
46,044
shares
|
$1.35 Million
0.31% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
44,809
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
43,035
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
42,683
shares
|
$1.25 Million
0.13% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
42,467
shares
|
$1.24 Million
0.68% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
42,135
shares
|
$1.23 Million
0.22% of portfolio
|
Q4 2024
Added 25.82%
|