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 |
|---|---|---|---|---|---|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
39,346
shares
|
$1.45 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
36,974
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
36,789
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 80.2%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
36,655
shares
|
$1.35 Million
0.19% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
36,617
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
36,412
shares
|
$1.34 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
36,356
shares
|
$1.34 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
35,304
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 24.65%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
34,466
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 62.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
33,516
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
32,511
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 8.25%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
29,863
shares
|
$1.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
29,593
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
29,404
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
28,865
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
28,791
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
28,088
shares
|
$1.04 Million
0.41% of portfolio
|
Q3 2023
Reduced 12.93%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
27,682
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
27,669
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
27,626
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2025
Reduced 10.57%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 08, 2025 Q3 2025 |
26,623
shares
|
$983,187
0.41% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
26,238
shares
|
$968,969
0.06% of portfolio
|
Q4 2022
Added 1.07%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
26,181
shares
|
$966,864
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
26,010
shares
|
$960,549
0.39% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
25,688
shares
|
$948,657
0.05% of portfolio
|
Q3 2025
Reduced 0.29%
|
|