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 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 |
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
17,355
shares
|
$596,317
0.0% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
17,350
shares
|
$596,146
0.13% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
17,050
shares
|
$585,838
0.05% of portfolio
|
Q2 2025
Added 14.54%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
17,046
shares
|
$585,700
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Aug 11, 2025 Q2 2025 |
16,801
shares
|
$577,282
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
15,823
shares
|
$543,678
0.3% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
15,545
shares
|
$534,126
0.0% of portfolio
|
Q2 2025
Added 110.04%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
15,498
shares
|
$532,511
0.0% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
15,346
shares
|
$527,288
0.01% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
15,151
shares
|
$520,588
0.01% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
15,151
shares
|
$520,588
0.04% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,149
shares
|
$520,519
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
15,118
shares
|
$519,454
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
14,746
shares
|
$506,672
0.0% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,649
shares
|
$503,339
0.0% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
14,536
shares
|
$499,456
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
14,338
shares
|
$492,653
0.32% of portfolio
|
Q1 2025
Added 71.18%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
14,228
shares
|
$488,874
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
14,065
shares
|
$483,273
0.35% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
13,868
shares
|
$476,504
0.06% of portfolio
|
Q2 2025
Added 19.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
13,619
shares
|
$467,948
0.01% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,385
shares
|
$459,908
0.02% of portfolio
|
Q3 2022
Added 34.46%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
13,014
shares
|
$447,161
0.07% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jul 11, 2025 Q2 2025 |
12,813
shares
|
$440,254
0.27% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
12,811
shares
|
$440,185
0.37% of portfolio
|
Q2 2025
Added 1.53%
|