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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,385
shares
|
$391,243
0.02% of portfolio
|
Q3 2022
Added 34.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
13,248
shares
|
$387,239
0.0% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
12,832
shares
|
$375,079
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
12,666
shares
|
$370,227
0.06% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
12,618
shares
|
$368,824
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
12,161
shares
|
$355,466
0.25% of portfolio
|
Q4 2024
Added 47.07%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
12,082
shares
|
$353,156
0.03% of portfolio
|
Q4 2024
Reduced 14.3%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
12,078
shares
|
$353,039
0.09% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,749
shares
|
$343,423
0.01% of portfolio
|
Q4 2024
Added 31.08%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
11,726
shares
|
$342,750
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,522
shares
|
$336,788
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
11,286
shares
|
$329,889
0.01% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
11,088
shares
|
$324,102
0.06% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
11,076
shares
|
$323,751
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
11,010
shares
|
$321,822
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
10,945
shares
|
$319,922
0.02% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,910
shares
|
$318,899
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
10,668
shares
|
$311,825
0.0% of portfolio
|
Q4 2024
Reduced 55.64%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
9,790
shares
|
$286,161
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
9,699
shares
|
$283,501
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,437
shares
|
$275,843
0.0% of portfolio
|
Q4 2024
Added 14.57%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
9,399
shares
|
$274,732
0.04% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
9,224
shares
|
$269,617
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
9,105
shares
|
$266,139
0.02% of portfolio
|
Q4 2024
Reduced 42.99%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,706
shares
|
$254,476
0.0% of portfolio
|
Q4 2024
New holding
|