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 |
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
61,207
shares
|
$2.1 Million
0.95% of portfolio
|
Q2 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
60,155
shares
|
$2.07 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Aug 08, 2025 Q2 2025 |
60,000
shares
|
$2.06 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
54,100
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
54,008
shares
|
$1.86 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
52,099
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 57.88%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
52,064
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
50,534
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 52.01%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
49,452
shares
|
$1.7 Million
0.78% of portfolio
|
Q2 2025
Added 63.65%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
49,428
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
49,252
shares
|
$1.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 67.26%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
48,834
shares
|
$1.68 Million
1.23% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
46,045
shares
|
$1.58 Million
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
42,557
shares
|
$1.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
42,197
shares
|
$1.45 Million
0.15% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,479
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
40,628
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
39,480
shares
|
$1.36 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
38,130
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
36,850
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jul 16, 2025 Q2 2025 |
36,526
shares
|
$1.26 Million
0.44% of portfolio
|
Q2 2025
Reduced 32.5%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
35,877
shares
|
$1.23 Million
0.19% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
35,617
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 112.5%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
35,433
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
33,565
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Added 63.18%
|