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 314 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 |
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
23,825
shares
|
$818,627
0.26% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
23,653
shares
|
$812,717
0.05% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
23,497
shares
|
$807,356
0.0% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,376
shares
|
$803,199
0.02% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
23,269
shares
|
$799,522
0.07% of portfolio
|
Q2 2025
Added 55.89%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,141
shares
|
$795,124
0.02% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,017
shares
|
$790,864
0.0% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
21,830
shares
|
$750,078
0.6% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
21,638
shares
|
$743,481
0.11% of portfolio
|
Q2 2025
Added 73.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
21,467
shares
|
$737,606
0.01% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
21,245
shares
|
$729,978
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
21,233
shares
|
$729,565
1.17% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
21,174
shares
|
$727,538
0.24% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,991
shares
|
$721,250
0.22% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
20,913
shares
|
$718,570
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
20,632
shares
|
$708,915
0.08% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
20,441
shares
|
$702,352
0.03% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
19,687
shares
|
$676,445
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
19,498
shares
|
$669,951
0.03% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
19,388
shares
|
$666,171
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
19,348
shares
|
$664,797
0.03% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,751
shares
|
$644,284
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
18,744
shares
|
$644,043
0.0% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,538
shares
|
$636,965
0.01% of portfolio
|
Q2 2025
Added 141.32%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
18,124
shares
|
$622,740
0.26% of portfolio
|
Q2 2025
Added 16.21%
|