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 |
|---|---|---|---|---|---|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
42,069
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,479
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
40,553
shares
|
$1.19 Million
0.33% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
39,083
shares
|
$1.14 Million
0.66% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
37,170
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
36,715
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
35,513
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
34,374
shares
|
$1 Million
0.07% of portfolio
|
Q4 2024
Added 53.2%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
34,138
shares
|
$997,853
0.05% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
32,707
shares
|
$956,025
0.46% of portfolio
|
Q4 2024
Added 27.02%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,100
shares
|
$938,283
0.0% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
31,476
shares
|
$920,043
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
31,341
shares
|
$916,097
0.0% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
30,818
shares
|
$900,810
0.02% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
29,485
shares
|
$861,846
0.19% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
29,334
shares
|
$857,432
0.42% of portfolio
|
Q4 2024
Added 22.26%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
28,088
shares
|
$821,012
0.41% of portfolio
|
Q3 2023
Reduced 12.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
27,950
shares
|
$816,978
0.0% of portfolio
|
Q4 2024
Added 101.49%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
27,855
shares
|
$814,201
0.14% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
27,636
shares
|
$807,800
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
27,568
shares
|
$805,812
0.7% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
27,075
shares
|
$791,402
0.04% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
26,389
shares
|
$771,350
0.0% of portfolio
|
Q4 2024
Reduced 41.42%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,238
shares
|
$766,936
0.06% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
26,061
shares
|
$761,763
0.03% of portfolio
|
Q4 2024
Added 4.48%
|