Free Trial

iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$34.36 +0.44 (+1.30%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$34.36 0.00 (0.00%)
As of 08/8/2025 04:10 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.

Institutional Ownership Changes (13F Filings) for iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Number of
Institutional Buyers
(last 12 months)
188
Total
Institutional Inflows
(last 12 months)
$335.87M
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$166.16M
Get IVLU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares MSCI Intl Value Factor ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IVLU Institutional Buying and Selling by Quarter

iShares MSCI Intl Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/7/2025 Nwam LLC17,050$566K0.0%+14.5%0.024%
8/7/2025 Vise Technologies Inc.54,008$1.78M0.1%N/A0.076%
8/6/2025 Prospera Financial Services Inc7,679$253K0.0%N/A0.011%
8/6/2025 Valued Wealth Advisors LLC69,182$2.28M1.2%+17.1%0.097%
8/6/2025 AE Wealth Management LLC1,728$57K0.0%-21.3%0.002%
8/6/2025 Stokes Family Office LLC40,628$1.34M0.1%-3.7%0.057%
8/6/2025 Savant Capital LLC14,536$478K0.0%+2.5%0.020%
8/5/2025 Claro Advisors LLC8,206$270K0.0%N/A0.012%
8/5/2025 Fullcircle Wealth LLC12,050$401K0.1%N/A0.017%
8/5/2025 Verity Asset Management Inc.19,388$638K0.3%N/A0.027%
8/5/2025 5T Wealth LLC8,948$294K0.1%+6.3%0.013%
8/4/2025 Savvy Advisors Inc.672,133$22.11M1.5%+29.1%0.945%
8/4/2025 World Investment Advisors67,459$2.22M0.1%+106.9%0.095%
8/4/2025 Mayflower Financial Advisors LLC62,342$2.05M0.3%+33.4%0.088%
8/1/2025 JDH Wealth Management LLC48,834$1.61M1.2%+3.1%0.069%
8/1/2025 Transcend Capital Advisors LLC24,656$811K0.1%+10.5%0.035%
8/1/2025 Ashton Thomas Private Wealth LLC289,990$9.54M0.3%-1.1%0.408%
8/1/2025 Envestnet Asset Management Inc.4,292,836$141.19M0.0%-0.5%6.038%
7/31/2025 Wealthfront Advisers LLC15,545$511K0.0%+110.0%0.022%
7/31/2025 Brighton Jones LLC24,322$800K0.0%+19.7%0.034%
7/31/2025 TSA Wealth Managment LLC84,464$2.78M1.0%+23.0%0.119%
7/31/2025 Focus Partners Advisor Solutions LLC284,373$9.35M0.1%-6.1%0.400%
7/30/2025 Strategic Blueprint LLC63,565$2.09M0.1%+2.2%0.089%
7/30/2025 Freedom Investment Management Inc.364,176$11.98M1.0%-55.9%0.512%
7/30/2025 Cookson Peirce & Co. Inc.7,793$256K0.0%N/A0.011%
7/30/2025 Drive Wealth Management LLC17,350$571K0.1%-3.0%0.024%
7/29/2025 Systelligence LLC207,542$6.83M1.3%N/A0.292%
7/29/2025 ShoreHaven Wealth Partners LLC134,637$4.43M1.8%+0.3%0.189%
7/29/2025 Commons Capital LLC74,786$2.46M1.9%N/A0.105%
7/29/2025 Horst & Graben Wealth Management LLC42,557$1.40M0.2%-13.4%0.060%
7/28/2025 WealthPlan Investment Management LLC64,335$2.12M0.2%N/A0.090%
7/28/2025 RCS Financial Planning LLC9,708$319K0.2%+19.5%0.014%
7/28/2025 Cypress Wealth Services LLC103,317$3.40M0.6%+5.3%0.145%
7/28/2025 Sagespring Wealth Partners LLC125,195$4.12M0.0%+24.0%0.176%
7/25/2025 Envestnet Portfolio Solutions Inc.10,253$337K0.0%+13.3%0.014%
7/25/2025 MGO One Seven LLC10,061$331K0.0%+44.2%0.014%
A new rule goes live in July — and the banks are quietly crushing it (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
7/25/2025 RHS Financial LLC177,249$5.83M3.3%+1.9%0.249%
7/25/2025 Index Fund Advisors Inc.23,653$778K0.0%+2.2%0.033%
7/25/2025 CWM LLC14,649$482K0.0%+5.0%0.021%
7/25/2025 Ackerman Capital Advisors LLC413,433$13.60M3.2%+0.6%0.581%
7/25/2025 Concurrent Investment Advisors LLC283,153$9.31M0.2%-7.1%0.398%
7/24/2025 JNBA Financial Advisors244,293$8.04M0.8%-10.2%0.344%
7/24/2025 Robertson Stephens Wealth Management LLC54,100$1.78M0.1%+9.5%0.076%
7/24/2025 US Bancorp DE18,744$616K0.0%+27.3%0.026%
7/23/2025 Valmark Advisers Inc.7,118$234K0.0%-19.4%0.010%
7/23/2025 Armbruster Capital Management Inc.700,825$23.05M4.2%+1.8%0.995%
7/23/2025 Heck Capital Advisors LLC352,895$11.61M1.0%+2,961.7%0.501%
7/22/2025 Duncan Williams Asset Management LLC96,305$3.17M0.5%N/A0.137%
7/22/2025 Valeo Financial Advisors LLC10,322$339K0.0%-10.4%0.015%
7/22/2025 Kickstand Ventures LLC.96,305$3.17M0.7%+5.7%0.137%
7/22/2025 Simplicity Wealth LLC19,498$641K0.0%+1.7%0.028%
7/22/2025 Sutton Place Investors LLC7,423$244K0.1%+5.0%0.011%
7/22/2025 Firethorn Wealth Partners LLC27,291$898K0.4%+4.8%0.039%
7/21/2025 Ameriflex Group Inc.26,385$860K0.5%-7.1%0.037%
7/21/2025 Ascent Group LLC30,424$1.00M0.0%+50.9%0.043%
7/21/2025 Ameritas Advisory Services LLC1,788$59K0.0%N/A0.003%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,425$803K0.0%-1.6%0.035%
7/21/2025 Patriot Financial Group Insurance Agency LLC13,868$456K0.1%+19.3%0.020%
7/18/2025 SOA Wealth Advisors LLC.4,883$161K0.0%N/A0.007%
7/18/2025 Truist Financial Corp100,112$3.29M0.0%-1.1%0.142%
7/17/2025 One Wealth Advisors LLC310,429$10.21M1.4%+3.3%0.443%
7/17/2025 Lauterbach Financial Advisors LLC15,823$520K0.3%+2.2%0.023%
7/17/2025 Kelly Financial Services LLC23,825$784K0.2%+7.1%0.034%
7/17/2025 PMG Wealth Management Inc.85,601$2.82M2.3%N/A0.122%
7/17/2025 KWB Wealth462,200$14.01M1.6%-22.0%0.660%
7/16/2025 Squire Investment Management Company LLC36,526$1.20M0.4%-32.5%0.052%
7/16/2025 Kathmere Capital Management LLC808,775$26.60M2.0%+0.3%1.155%
7/16/2025 Vision Capital Management Inc.24,364$801K0.1%+5.1%0.035%
7/16/2025 Plancorp LLC324,507$10.67M0.4%-4.4%0.464%
7/16/2025 Ironwood Wealth Management Inc.277,158$9.14M4.3%-0.7%0.396%
7/15/2025 CGN Advisors LLC9,805$322K0.0%-4.9%0.014%
7/14/2025 Foster Group Inc.402,642$13.24M0.5%-0.5%0.575%
7/14/2025 U.S. Capital Wealth Advisors LLC95,225$3.13M0.1%+11.3%0.136%
7/14/2025 Park Avenue Securities LLC304,441$10.01M0.1%N/A0.435%
7/11/2025 Prosperity Planning Inc.146,455$4.82M1.4%-3.4%0.209%
7/11/2025 Ridgeline Wealth LLC10,160$334K0.3%-43.6%0.015%
7/11/2025 Farther Finance Advisors LLC23,376$769K0.0%-26.0%0.033%
7/11/2025 My Legacy Advisors LLC24,065$801K0.3%-1.9%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC663,855$22.03M0.0%-3.4%0.948%
7/9/2025 Affinity Capital Advisors LLC30,906$1.02M0.2%-1.1%0.044%
7/9/2025 Baron Wealth Management LLC8,052$265K0.1%N/A0.012%
7/9/2025 Breakwater Capital Group35,877$1.18M0.2%+15.4%0.051%
7/9/2025 Beacon Financial Group42,197$1.39M0.1%+2.8%0.060%
7/9/2025 High Probability Advisors LLC364,723$12.00M1.8%-10.2%0.521%
7/8/2025 Parallel Advisors LLC160,957$5.29M0.1%+12.4%0.230%
7/8/2025 Peirce Capital Management LLC18,124$596K0.3%+16.2%0.026%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
7/7/2025 Accelerate Investment Advisors LLC8,567$282K0.2%N/A0.012%
7/2/2025 Dentgroup LLC14,065$463K0.3%+7.4%0.020%
6/27/2025Goldman Sachs Group Inc.242,315$7.35M0.0%+3.5%0.350%
5/20/2025Focus Partners Wealth1,091,571$33.09M0.1%+41.7%1.649%
5/19/2025Jane Street Group LLC60,606$1.84M0.0%-76.7%0.092%
5/19/2025SCS Capital Management LLC116,031$3.52M0.0%+13.2%0.175%
5/16/2025 Ascent Group LLC20,157$611K0.0%N/A0.030%
5/16/2025Bell Investment Advisors Inc50,880$1.54M0.3%-4.0%0.077%
5/16/2025 Ashton Thomas Private Wealth LLC293,268$8.89M0.3%+0.3%0.443%
5/16/2025Goldman Sachs Group Inc.242,315$7.35M0.0%+3.5%0.366%
(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, 273 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. ($467.70M), FMR LLC ($243.11M), Envestnet Asset Management Inc. ($141.19M), Mercer Global Advisors Inc. ADV ($123.17M), JPMorgan Chase & Co. ($120.46M), Focus Partners Wealth ($33.09M), and Kathmere Capital Management LLC ($26.60M).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 234 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. ($2.10M), 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 Savvy Advisors Inc. ($601.57K).

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

Institutional investors have bought a total of 11,605,300 shares in the last 24 months. This purchase volume represents approximately $335.87M in transactions.

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

Of the 124 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: Mercer Global Advisors Inc. ADV ($1.16M), Envestnet Asset Management Inc. ($926.35K), 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 5,651,013 shares in the last 24 months. This volume of shares sold represents approximately $166.16M in transactions.



This page (NYSEARCA:IVLU) was last updated on 8/9/2025 by MarketBeat.com Staff
From Our Partners