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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,400
shares
|
$537,832
0.0% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
18,030
shares
|
$527,016
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
17,069
shares
|
$498,926
0.0% of portfolio
|
Q4 2024
Added 74.1%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
16,892
shares
|
$493,753
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
16,822
shares
|
$491,707
0.04% of portfolio
|
Q4 2024
Added 34.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
16,761
shares
|
$489,924
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
16,754
shares
|
$489,719
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
16,343
shares
|
$477,705
0.06% of portfolio
|
Q4 2024
Added 91.19%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
16,064
shares
|
$469,550
0.01% of portfolio
|
Q3 2024
Added 11.37%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
15,956
shares
|
$466,393
0.04% of portfolio
|
Q4 2024
Added 135.17%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jan 02, 2025 Q4 2024 |
15,701
shares
|
$458,940
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
15,679
shares
|
$458,297
0.18% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,498
shares
|
$453,006
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
15,477
shares
|
$452,392
0.27% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
15,346
shares
|
$448,563
0.01% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,149
shares
|
$442,805
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
15,137
shares
|
$442,454
0.08% of portfolio
|
Q2 2024
Added 16.31%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
15,118
shares
|
$441,899
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
14,798
shares
|
$432,545
0.0% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,520
shares
|
$424,419
0.0% of portfolio
|
Q4 2024
Reduced 10.62%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
14,411
shares
|
$421,233
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
14,183
shares
|
$414,569
0.12% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,000
shares
|
$409,220
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
13,664
shares
|
$399,398
0.3% of portfolio
|
Q4 2024
Added 26.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,637
shares
|
$398,609
0.0% of portfolio
|
Q4 2024
Reduced 1.61%
|