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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,318
shares
|
$96,985
0.01% of portfolio
|
Q4 2024
Added 136.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
3,253
shares
|
$95,085
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
2,875
shares
|
$84,036
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
2,571
shares
|
$75,150
0.04% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,481
shares
|
$72,519
0.0% of portfolio
|
Q4 2024
Added 248000.0%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
2,471
shares
|
$72,227
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,438
shares
|
$71,262
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,242
shares
|
$65,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,176
shares
|
$63,604
0.01% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,024
shares
|
$59,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$58,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,629
shares
|
$47,615
0.0% of portfolio
|
Q4 2024
Added 342.66%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,574
shares
|
$46,008
0.0% of portfolio
|
Q4 2023
Reduced 63.68%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,542
shares
|
$45,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,436
shares
|
$41,974
0.0% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,333
shares
|
$38,963
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,315
shares
|
$38,437
0.0% of portfolio
|
Q4 2024
Reduced 28.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,202
shares
|
$35,134
0.0% of portfolio
|
Q4 2024
Reduced 64.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,091
shares
|
$31,889
0.0% of portfolio
|
Q1 2024
Added 37.93%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
925
shares
|
$27,037
0.01% of portfolio
|
Q2 2024
Reduced 10.19%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
924
shares
|
$27,008
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
883
shares
|
$25,810
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
824
shares
|
$24,085
0.0% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
815
shares
|
$23,822
0.0% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
780
shares
|
$22,799
0.0% of portfolio
|
Q2 2024
New holding
|