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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
152,626
shares
|
$4.46 Million
0.1% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
152,517
shares
|
$4.46 Million
0.03% of portfolio
|
Q4 2024
Added 11.05%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
149,663
shares
|
$4.37 Million
0.01% of portfolio
|
Q4 2024
Added 614.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
139,096
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.14%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
138,618
shares
|
$4.05 Million
0.46% of portfolio
|
Q4 2024
Added 123.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
127,151
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Added 107.69%
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
124,669
shares
|
$3.64 Million
1.67% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
116,430
shares
|
$3.4 Million
0.02% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
112,705
shares
|
$3.29 Million
1.63% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
112,168
shares
|
$3.28 Million
0.64% of portfolio
|
Q4 2024
Added 23.13%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
103,710
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
103,678
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 51.15%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
103,348
shares
|
$3.02 Million
0.72% of portfolio
|
Q4 2024
Added 21.03%
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
102,521
shares
|
$3 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
99,953
shares
|
$2.92 Million
0.09% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
98,101
shares
|
$2.87 Million
0.99% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
94,134
shares
|
$2.75 Million
0.07% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
90,418
shares
|
$2.64 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
88,304
shares
|
$2.58 Million
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
86,724
shares
|
$2.53 Million
1.85% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
86,425
shares
|
$2.53 Million
1.91% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
86,144
shares
|
$2.52 Million
0.07% of portfolio
|
Q4 2023
Added 245.53%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
83,494
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Added 423.7%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
82,901
shares
|
$2.42 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
81,363
shares
|
$2.38 Million
0.03% of portfolio
|
Q4 2024
Added 52.61%
|