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 58.9 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 |
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
33,470
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
30,906
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
30,890
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2025
Added 143.88%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
30,424
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 50.94%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
30,143
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
29,045
shares
|
$997,986
0.23% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,323
shares
|
$973,178
0.0% of portfolio
|
Q2 2025
Added 105.11%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
28,088
shares
|
$965,103
0.41% of portfolio
|
Q3 2023
Reduced 12.93%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,669
shares
|
$950,706
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
27,291
shares
|
$937,718
0.42% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
26,940
shares
|
$925,658
0.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
26,536
shares
|
$911,776
0.44% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
26,385
shares
|
$906,588
0.45% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,238
shares
|
$901,537
0.06% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
25,763
shares
|
$885,216
0.04% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,072
shares
|
$861,473
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
24,966
shares
|
$857,831
0.19% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
24,656
shares
|
$847,180
0.06% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
24,425
shares
|
$839,243
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
24,364
shares
|
$837,147
0.11% of portfolio
|
Q2 2025
Added 5.14%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
24,322
shares
|
$835,703
0.02% of portfolio
|
Q2 2025
Added 19.71%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
24,201
shares
|
$831,546
0.28% of portfolio
|
Q2 2025
Added 46.39%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
24,065
shares
|
$826,873
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
23,975
shares
|
$823,781
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
23,852
shares
|
$819,554
0.57% of portfolio
|
Q2 2025
Added 0.56%
|