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 314 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 |
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
96,305
shares
|
$3.31 Million
0.74% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
96,305
shares
|
$3.31 Million
0.74% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
95,225
shares
|
$3.27 Million
0.1% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
93,246
shares
|
$3.2 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
88,682
shares
|
$3.05 Million
1.02% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
86,144
shares
|
$2.96 Million
0.08% of portfolio
|
Q4 2023
Added 245.53%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
85,601
shares
|
$2.94 Million
2.32% of portfolio
|
Q2 2025
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
84,810
shares
|
$2.91 Million
2.06% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
84,464
shares
|
$2.9 Million
1.01% of portfolio
|
Q2 2025
Added 23.0%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
82,883
shares
|
$2.85 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Clayton Partners LLC
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
81,474
shares
|
$2.8 Million
2.59% of portfolio
|
Q2 2025
Reduced 9.7%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
77,680
shares
|
$2.67 Million
0.15% of portfolio
|
Q4 2024
Reduced 32.88%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
76,309
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
74,786
shares
|
$2.57 Million
1.91% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
73,317
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
72,393
shares
|
$2.49 Million
1.39% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
72,192
shares
|
$2.48 Million
0.93% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
70,300
shares
|
$2.42 Million
0.24% of portfolio
|
Q1 2025
Added 27.12%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
69,182
shares
|
$2.38 Million
1.19% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
67,459
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Added 106.9%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
64,335
shares
|
$2.21 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
63,634
shares
|
$2.19 Million
0.36% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
63,565
shares
|
$2.18 Million
0.12% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
62,342
shares
|
$2.14 Million
0.3% of portfolio
|
Q2 2025
Added 33.37%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
62,086
shares
|
$2.13 Million
0.02% of portfolio
|
Q2 2025
Added 151.31%
|