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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
25,872
shares
|
$756,238
0.03% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
25,695
shares
|
$751,064
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
25,590
shares
|
$747,995
0.11% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
25,145
shares
|
$734,988
0.14% of portfolio
|
Q4 2024
Added 103.83%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,072
shares
|
$732,854
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,993
shares
|
$730,545
0.01% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
24,862
shares
|
$726,716
0.18% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
24,835
shares
|
$725,927
0.01% of portfolio
|
Q4 2024
Reduced 71.61%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
24,604
shares
|
$719,174
0.26% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
24,364
shares
|
$712,159
0.1% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
23,999
shares
|
$701,490
0.0% of portfolio
|
Q4 2024
Added 74.68%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,141
shares
|
$676,411
0.02% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
23,017
shares
|
$672,786
0.0% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
21,458
shares
|
$627,217
0.01% of portfolio
|
Q4 2024
Added 57.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,385
shares
|
$625,083
0.04% of portfolio
|
Q4 2024
Added 42.89%
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Feb 14, 2025 Q4 2024 |
21,347
shares
|
$623,972
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
21,246
shares
|
$621,020
0.24% of portfolio
|
Q4 2024
Added 37.15%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,991
shares
|
$613,566
0.22% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
20,913
shares
|
$611,286
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
20,406
shares
|
$596,467
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
19,839
shares
|
$579,893
0.07% of portfolio
|
Q4 2024
Added 70.09%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,492
shares
|
$569,751
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
19,348
shares
|
$565,542
0.02% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,163
shares
|
$560,134
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,452
shares
|
$539,351
0.0% of portfolio
|
Q4 2024
Added 1.02%
|