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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
19,992
shares
|
$738,304
0.01% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,687
shares
|
$727,040
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
19,501
shares
|
$720,171
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
19,348
shares
|
$714,521
0.03% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
18,657
shares
|
$689,003
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
18,124
shares
|
$669,319
0.27% of portfolio
|
Q2 2025
Added 16.21%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
17,395
shares
|
$642,397
0.01% of portfolio
|
Q3 2025
Reduced 27.45%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
17,251
shares
|
$637,079
0.14% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,195
shares
|
$635,011
0.01% of portfolio
|
Q3 2025
Added 123.92%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
17,046
shares
|
$629,508
0.07% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
17,007
shares
|
$628,068
0.0% of portfolio
|
Q3 2025
Added 17.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
16,731
shares
|
$617,875
0.0% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
16,606
shares
|
$613,259
0.0% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
16,428
shares
|
$606,686
0.04% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
15,859
shares
|
$585,672
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
15,823
shares
|
$584,343
0.3% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
15,785
shares
|
$582,940
0.0% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
15,198
shares
|
$561,262
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
15,149
shares
|
$559,452
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
15,118
shares
|
$558,307
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,861
shares
|
$548,816
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
14,806
shares
|
$546,785
0.04% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,495
shares
|
$535,300
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
14,228
shares
|
$525,440
0.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
14,065
shares
|
$519,420
0.35% of portfolio
|
Q2 2025
Added 7.43%
|
|