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 |
|---|---|---|---|---|---|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
71,647
shares
|
$2.65 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
71,247
shares
|
$2.63 Million
0.62% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
69,227
shares
|
$2.56 Million
0.41% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
68,148
shares
|
$2.52 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
68,095
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
64,102
shares
|
$2.37 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
63,072
shares
|
$2.33 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
60,892
shares
|
$2.25 Million
0.01% of portfolio
|
Q3 2025
Added 23.19%
|
|
|
Jbf Capital, Inc.
Aspen, CO |
Nov 14, 2025 Q3 2025 |
60,000
shares
|
$2.22 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
59,733
shares
|
$2.21 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
59,644
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
59,272
shares
|
$2.19 Million
0.08% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
56,447
shares
|
$2.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
51,855
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
51,128
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
50,959
shares
|
$1.88 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.46%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Oct 29, 2025 Q3 2025 |
46,846
shares
|
$1.73 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
46,535
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
46,019
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.67%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
45,681
shares
|
$1.69 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
45,454
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
43,871
shares
|
$1.62 Million
0.0% of portfolio
|
Q3 2025
Added 134.05%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
42,354
shares
|
$1.56 Million
0.16% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
41,939
shares
|
$1.55 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,479
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 46.83%
|
|