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 Million shares, which have been reported (via 13F filing form) to have a value of $2.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
25,083
shares
|
$926,315
0.19% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
25,072
shares
|
$925,908
0.35% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
24,425
shares
|
$902,015
0.02% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
24,065
shares
|
$888,720
0.29% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
23,788
shares
|
$878,490
0.06% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
23,759
shares
|
$877,419
0.58% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
23,675
shares
|
$874,317
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
23,305
shares
|
$860,653
0.1% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
23,305
shares
|
$860,653
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
23,185
shares
|
$856,222
0.02% of portfolio
|
Q3 2025
Added 23.65%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
23,141
shares
|
$854,597
0.02% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,017
shares
|
$850,017
0.0% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
22,385
shares
|
$826,678
0.02% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
22,196
shares
|
$819,698
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
21,986
shares
|
$811,942
0.24% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 03, 2025 Q3 2025 |
21,727
shares
|
$802,378
0.55% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
21,483
shares
|
$793,367
0.11% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
21,117
shares
|
$779,850
0.25% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
21,083
shares
|
$778,595
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
21,055
shares
|
$777,561
0.23% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
20,991
shares
|
$775,197
0.22% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
20,913
shares
|
$772,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wise Wealth Partners
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
20,868
shares
|
$770,655
1.13% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
20,742
shares
|
$766,002
0.02% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
20,632
shares
|
$761,939
0.08% of portfolio
|
Q1 2025
Added 4.0%
|
|