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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$35.98 +0.33 (+0.93%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$35.98 +0.01 (+0.01%)
As of 10/3/2025 05:23 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$422.69M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$152.02M
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IVLU Institutional Buying and Selling by Quarter

iShares MSCI Intl Value Factor ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025Valeo Financial Advisors LLC10,322$339K0.0%-10.4%0.014%
9/4/2025Osaic Holdings Inc.349,012$11.48M0.0%+191.6%0.487%
8/18/2025Hollencrest Capital Management1,391$46K0.0%N/A0.002%
8/15/2025High Falls Advisors Inc29,045$955K0.2%+4.8%0.041%
8/15/2025TLT Family Holdco ULC408,500$13.44M1.1%N/A0.570%
8/15/2025Smartleaf Asset Management LLC23,269$766K0.1%+55.9%0.032%
8/15/2025MML Investors Services LLC205,122$6.75M0.0%+975.0%0.286%
8/15/2025IHT Wealth Management LLC154,961$5.10M0.1%N/A0.216%
8/15/2025EP Wealth Advisors LLC606,588$19.95M0.1%+9,998.0%0.846%
8/15/2025Bank of America Corp DE915,728$30.12M0.0%+12.5%1.277%
8/15/2025Ameriprise Financial Inc.245,405$8.07M0.0%+33.1%0.342%
8/14/2025Jane Street Group LLC73,317$2.41M0.0%+21.0%0.102%
8/14/2025Raymond James Financial Inc.229,515$7.55M0.0%+6.2%0.320%
8/14/2025Quantinno Capital Management LP21,245$699K0.0%N/A0.030%
8/14/2025HUB Investment Partners LLC692,273$22.77M0.8%+64.5%0.966%
8/14/2025Becker Capital Management Inc.8,255$272K0.0%N/A0.012%
8/14/2025NewEdge Advisors LLC153,148$5.04M0.0%+43.7%0.214%
8/14/2025CoreFirst Bank & Trust184,435$6.07M3.4%+1.2%0.257%
8/14/2025Balance Wealth LLC72,393$2.38M1.4%+1.1%0.101%
8/14/2025Cerity Partners LLC76,309$2.51M0.0%-0.9%0.106%
8/13/2025Per Stirling Capital Management LLC.302,477$9.95M1.3%+1.5%0.422%
8/13/2025Quantum Portfolio Management LLC49,452$1.63M0.8%+63.7%0.069%
8/13/2025Vance Wealth LLC88,682$2.92M1.0%+9.1%0.124%
8/13/2025Flow Traders U.S. LLC82,883$2.73M0.1%N/A0.116%
8/13/2025SCS Capital Management LLC116,839$3.84M0.0%+0.7%0.163%
8/13/2025EverSource Wealth Advisors LLC10,321$339K0.0%+7.0%0.014%
8/13/2025Twin Peaks Wealth Advisors LLC2,461$85K0.0%N/A0.003%
8/13/2025VestGen Advisors LLC20,441$672K0.0%+2.2%0.029%
8/13/2025Northwestern Mutual Wealth Management Co.15,319,386$503.86M0.4%-0.7%21.366%
8/12/2025J.W. Cole Advisors Inc.18,751$617K0.0%N/A0.026%
8/12/2025CreativeOne Wealth LLC13,619$448K0.0%+4.7%0.019%
8/12/2025Global Retirement Partners LLC35,617$1.17M0.0%N/A0.050%
8/12/2025JPMorgan Chase & Co.4,678,576$153.88M0.0%+18.7%6.525%
8/12/2025Bank Julius Baer & Co. Ltd Zurich39,343$1.29M0.0%-10.0%0.055%
8/11/2025Invenio Wealth Partners LLC16,801$553K0.2%N/A0.024%
8/11/2025Farrow Financial Inc.282,640$9.30M5.6%-0.2%0.398%
8/11/2025Bell Investment Advisors Inc63,634$2.09M0.4%+25.1%0.089%
8/8/2025Rockefeller Capital Management L.P.165,699$5.45M0.0%+31.2%0.233%
8/8/2025JBF Capital Inc.60,000$1.97M0.3%N/A0.084%
8/8/2025Cetera Investment Advisers138,344$4.55M0.0%+0.8%0.195%
8/8/2025Wealth Alliance LLC98,409$3.24M0.4%+59.7%0.138%
8/7/2025Nwam LLC17,050$566K0.0%+14.5%0.024%
8/7/2025Vise Technologies Inc.54,008$1.78M0.1%N/A0.076%
8/6/2025Prospera Financial Services Inc7,679$253K0.0%N/A0.011%
8/6/2025Valued Wealth Advisors LLC69,182$2.28M1.2%+17.1%0.097%
8/6/2025AE Wealth Management LLC1,728$57K0.0%-21.3%0.002%
8/6/2025Stokes Family Office LLC40,628$1.34M0.1%-3.7%0.057%
8/6/2025Savant Capital LLC14,536$478K0.0%+2.5%0.020%
8/5/2025Claro Advisors LLC8,206$270K0.0%N/A0.012%
8/5/2025Fullcircle Wealth LLC12,050$401K0.1%N/A0.017%
8/5/2025Verity Asset Management Inc.19,388$638K0.3%N/A0.027%
8/5/20255T Wealth LLC8,948$294K0.1%+6.3%0.013%
8/4/2025Savvy Advisors Inc.672,133$22.11M1.5%+29.1%0.945%
8/4/2025World Investment Advisors67,459$2.22M0.1%+106.9%0.095%
8/4/2025Mayflower Financial Advisors LLC62,342$2.05M0.3%+33.4%0.088%
8/1/2025JDH Wealth Management LLC48,834$1.61M1.2%+3.1%0.069%
8/1/2025Transcend Capital Advisors LLC24,656$811K0.1%+10.5%0.035%
8/1/2025Ashton Thomas Private Wealth LLC289,990$9.54M0.3%-1.1%0.408%
8/1/2025Envestnet Asset Management Inc.4,292,836$141.19M0.0%-0.5%6.038%
7/31/2025Wealthfront Advisers LLC15,545$511K0.0%+110.0%0.022%
7/31/2025Brighton Jones LLC24,322$800K0.0%+19.7%0.034%
7/31/2025TSA Wealth Managment LLC84,464$2.78M1.0%+23.0%0.119%
7/31/2025Focus Partners Advisor Solutions LLC284,373$9.35M0.1%-6.1%0.400%
7/30/2025Strategic Blueprint LLC63,565$2.09M0.1%+2.2%0.089%
7/30/2025Freedom Investment Management Inc.364,176$11.98M1.0%-55.9%0.512%
7/30/2025Cookson Peirce & Co. Inc.7,793$256K0.0%N/A0.011%
7/30/2025Drive Wealth Management LLC17,350$571K0.1%-3.0%0.024%
7/29/2025Systelligence LLC207,542$6.83M1.3%N/A0.292%
7/29/2025ShoreHaven Wealth Partners LLC134,637$4.43M1.8%+0.3%0.189%
7/29/2025Commons Capital LLC74,786$2.46M1.9%N/A0.105%
7/29/2025Horst & Graben Wealth Management LLC42,557$1.40M0.2%-13.4%0.060%
7/28/2025WealthPlan Investment Management LLC64,335$2.12M0.2%N/A0.090%
7/28/2025RCS Financial Planning LLC9,708$319K0.2%+19.5%0.014%
7/28/2025Cypress Wealth Services LLC103,317$3.40M0.6%+5.3%0.145%
7/28/2025Sagespring Wealth Partners LLC125,195$4.12M0.0%+24.0%0.176%
7/25/2025Envestnet Portfolio Solutions Inc.10,253$337K0.0%+13.3%0.014%
7/25/2025MGO One Seven LLC10,061$331K0.0%+44.2%0.014%
7/25/2025RHS Financial LLC177,249$5.83M3.3%+1.9%0.249%
7/25/2025Index Fund Advisors Inc.23,653$778K0.0%+2.2%0.033%
7/25/2025CWM LLC14,649$482K0.0%+5.0%0.021%
7/25/2025Ackerman Capital Advisors LLC413,433$13.60M3.2%+0.6%0.581%
7/25/2025Concurrent Investment Advisors LLC283,153$9.31M0.2%-7.1%0.398%
7/24/2025JNBA Financial Advisors244,293$8.04M0.8%-10.2%0.344%
7/24/2025Robertson Stephens Wealth Management LLC54,100$1.78M0.1%+9.5%0.076%
7/24/2025US Bancorp DE18,744$616K0.0%+27.3%0.026%
7/23/2025Valmark Advisers Inc.7,118$234K0.0%-19.4%0.010%
7/23/2025Armbruster Capital Management Inc.700,825$23.05M4.2%+1.8%0.995%
7/23/2025Heck Capital Advisors LLC352,895$11.61M1.0%+2,961.7%0.501%
7/22/2025Duncan Williams Asset Management LLC96,305$3.17M0.5%N/A0.137%
7/22/2025Valeo Financial Advisors LLC10,322$339K0.0%-10.4%0.015%
7/22/2025Kickstand Ventures LLC.96,305$3.17M0.7%+5.7%0.137%
7/22/2025Simplicity Wealth LLC19,498$641K0.0%+1.7%0.028%
7/22/2025Sutton Place Investors LLC7,423$244K0.1%+5.0%0.011%
7/22/2025Firethorn Wealth Partners LLC27,291$898K0.4%+4.8%0.039%
7/21/2025Ameriflex Group Inc.26,385$860K0.5%-7.1%0.037%
7/21/2025Ascent Group LLC30,424$1.00M0.0%+50.9%0.043%
7/21/2025Ameritas Advisory Services LLC1,788$59K0.0%N/A0.003%
7/21/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,425$803K0.0%-1.6%0.035%
7/21/2025Patriot Financial Group Insurance Agency LLC13,868$456K0.1%+19.3%0.020%
7/18/2025SOA Wealth Advisors LLC.4,883$161K0.0%N/A0.007%
(Data available from 1/1/2016 forward)

IVLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVLU shares?

During the previous two years, 279 institutional investors and hedge funds held shares of iShares MSCI Intl Value Factor ETF. The most heavily invested institutionals were Northwestern Mutual Wealth Management Co. ($503.86M), FMR LLC ($243.11M), JPMorgan Chase & Co. ($153.88M), Envestnet Asset Management Inc. ($141.19M), Mercer Global Advisors Inc. ADV ($123.17M), Focus Partners Wealth ($33.09M), and Bank of America Corp DE ($30.12M).Learn more on iShares MSCI Intl Value Factor ETF's institutional investors.

Which institutional investors have been buying iShares MSCI Intl Value Factor ETF's stock?

Of the 246 institutional investors that purchased iShares MSCI Intl Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.41M), Sequoia Financial Advisors LLC ($985.88K), Freedom Investment Management Inc. ($870.62K), FMR LLC ($728.41K), Wealth Enhancement Advisory Services LLC ($706.17K), Northwestern Mutual Wealth Management Co. ($689.45K), and EP Wealth Advisors LLC ($606.62K).

How much institutional buying is happening at iShares MSCI Intl Value Factor ETF?

Institutional investors have bought a total of 14,161,399 shares in the last 24 months. This purchase volume represents approximately $422.69M in transactions.

Which of iShares MSCI Intl Value Factor ETF's major shareholders have been selling company stock?

Of the 121 institutional investors that sold iShares MSCI Intl Value Factor ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($926.35K), Mercer Global Advisors Inc. ADV ($708.69K), Freedom Investment Management Inc. ($475.12K), Bank of America Corp DE ($243.81K), Wealth Enhancement Advisory Services LLC ($242.18K), Jane Street Group LLC ($199.92K), and JNBA Financial Advisors ($166.94K).

How much institutional selling is happening at iShares MSCI Intl Value Factor ETF?

Institutional investors have sold a total of 5,112,096 shares in the last 24 months. This volume of shares sold represents approximately $152.02M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 10/6/2025 by MarketBeat.com Staff
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