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 337 institutions that hold shares in the stock, with a total of 61.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
8,590
shares
|
$317,228
0.13% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
8,552
shares
|
$315,825
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
8,500
shares
|
$313,905
0.02% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
8,495
shares
|
$313,720
0.21% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
8,421
shares
|
$310,987
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,265
shares
|
$305,226
0.0% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,260
shares
|
$305,041
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
8,255
shares
|
$304,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
8,133
shares
|
$300,351
0.11% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
7,943
shares
|
$293,334
0.01% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
7,827
shares
|
$289,051
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,650
shares
|
$282,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,598
shares
|
$280,594
0.01% of portfolio
|
Q3 2025
Reduced 44.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
7,248
shares
|
$267,668
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
7,148
shares
|
$263,975
0.07% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
7,118
shares
|
$262,867
0.0% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
7,093
shares
|
$261,944
0.15% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 08, 2026 Q4 2025 |
7,091
shares
|
$261,870
0.19% of portfolio
|
Q4 2025
Reduced 30.16%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,994
shares
|
$258,288
0.01% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
6,908
shares
|
$255,112
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,834
shares
|
$252,379
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,809
shares
|
$251,456
0.01% of portfolio
|
Q4 2025
Reduced 14.88%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
6,393
shares
|
$236,093
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
6,138
shares
|
$226,676
0.03% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,031
shares
|
$222,724
0.01% of portfolio
|
Q3 2025
New holding
|
|