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 61.1 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 |
|---|---|---|---|---|---|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
134,198
shares
|
$4.96 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
130,362
shares
|
$4.81 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
129,166
shares
|
$4.77 Million
0.12% of portfolio
|
Q3 2025
Reduced 16.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
126,618
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Added 11.39%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
122,575
shares
|
$4.53 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
120,903
shares
|
$4.46 Million
1.69% of portfolio
|
Q3 2025
Added 29.66%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
118,249
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
115,312
shares
|
$4.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
102,279
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
101,900
shares
|
$3.76 Million
0.22% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
98,837
shares
|
$3.65 Million
0.02% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
95,493
shares
|
$3.53 Million
0.61% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
88,938
shares
|
$3.28 Million
0.69% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
88,405
shares
|
$3.26 Million
1.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
86,800
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
86,523
shares
|
$3.2 Million
2.36% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
85,411
shares
|
$3.15 Million
2.1% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
83,300
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2025
Added 18.49%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
82,097
shares
|
$3.03 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 10, 2025 Q3 2025 |
81,599
shares
|
$3.01 Million
2.52% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
79,555
shares
|
$2.94 Million
0.31% of portfolio
|
Q3 2025
Reduced 19.16%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
78,214
shares
|
$2.89 Million
0.82% of portfolio
|
Q3 2025
Added 58.16%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 03, 2025 Q3 2025 |
78,114
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2025
Reduced 9.32%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
76,067
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Commons Capital, LLC
Needham, MA |
Nov 12, 2025 Q3 2025 |
75,315
shares
|
$2.78 Million
1.82% of portfolio
|
Q3 2025
Added 0.71%
|
|