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 289 institutions that hold shares in the stock, with a total of 57.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
8,630
shares
|
$252,254
0.12% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
8,500
shares
|
$248,455
0.01% of portfolio
|
Q2 2024
Reduced 46.88%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
8,388
shares
|
$245,181
0.1% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
8,376
shares
|
$244,830
0.17% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
8,286
shares
|
$242,199
0.0% of portfolio
|
Q4 2024
Reduced 41.2%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
8,267
shares
|
$241,644
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,104
shares
|
$236,879
0.01% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,827
shares
|
$228,783
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
7,782
shares
|
$227,467
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,650
shares
|
$223,609
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,141
shares
|
$208,731
0.01% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,338
shares
|
$185,259
0.0% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
6,276
shares
|
$183,447
0.05% of portfolio
|
Q4 2024
Reduced 49.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,036
shares
|
$176,432
0.0% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,700
shares
|
$166,611
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,157
shares
|
$150,739
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,041
shares
|
$147,348
0.04% of portfolio
|
Q4 2024
Added 9065.45%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,477
shares
|
$130,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
4,450
shares
|
$130,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
4,300
shares
|
$125,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
4,099
shares
|
$119,813
0.0% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
4,058
shares
|
$118,615
0.08% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,667
shares
|
$107,186
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
3,546
shares
|
$103,649
0.0% of portfolio
|
Q4 2024
Added 183.23%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,466
shares
|
$101,311
0.0% of portfolio
|
Q4 2024
Added 1.35%
|