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 |
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
12,078
shares
|
$415,000
0.1% of portfolio
|
Q3 2022
Reduced 9.72%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
12,050
shares
|
$414,038
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
10,910
shares
|
$374,867
0.18% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,910
shares
|
$374,867
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,440
shares
|
$358,718
0.33% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
10,341
shares
|
$355,316
0.07% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10,322
shares
|
$354,663
0.0% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10,321
shares
|
$354,629
0.02% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,253
shares
|
$352,293
0.0% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
10,160
shares
|
$349,097
0.27% of portfolio
|
Q2 2025
Reduced 43.56%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,061
shares
|
$345,695
0.01% of portfolio
|
Q2 2025
Added 44.24%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
9,805
shares
|
$336,899
0.03% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
9,708
shares
|
$333,566
0.16% of portfolio
|
Q2 2025
Added 19.45%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
9,160
shares
|
$314,737
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
5 T Wealth, LLC
Napa, CA |
Aug 05, 2025 Q2 2025 |
8,948
shares
|
$307,453
0.14% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
8,936
shares
|
$307,040
0.0% of portfolio
|
Q2 2025
Reduced 18.82%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
8,567
shares
|
$294,362
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
8,552
shares
|
$293,846
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
8,500
shares
|
$292,060
0.02% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
8,377
shares
|
$287,833
0.11% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
8,255
shares
|
$283,641
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,206
shares
|
$281,958
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
8,052
shares
|
$276,666
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
7,999
shares
|
$274,845
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
7,827
shares
|
$268,935
0.2% of portfolio
|
Q4 2024
New holding
|