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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$32.65 +0.03 (+0.09%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$32.66 +0.01 (+0.02%)
As of 05/23/2025 06:55 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)
174
Total
Institutional Inflows
(last 12 months)
$296.78M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$160.53M
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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
5/20/2025 Focus Partners Wealth1,091,571$33.09M0.1%+41.7%1.649%
5/19/2025 Jane Street Group LLC60,606$1.84M0.0%-76.7%0.092%
5/19/2025 SCS Capital Management LLC116,031$3.52M0.0%+13.2%0.175%
5/16/2025 Ascent Group LLC20,157$611K0.0%N/A0.030%
5/16/2025 Bell 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%
5/16/2025 Goldman Sachs Group Inc.242,315$7.35M0.0%+3.5%0.366%
5/16/2025 Plancorp LLC339,318$10.29M0.4%-1.9%0.513%
5/16/2025 NewEdge Advisors LLC106,593$3.23M0.0%-8.4%0.161%
5/16/2025 Integrated Wealth Concepts LLC426,291$12.92M0.2%-2.6%0.644%
5/16/2025 AQR Capital Management LLC15,600$473K0.0%N/A0.024%
5/16/2025 Aprio Wealth Management LLC17,225$522K0.1%N/A0.026%
5/15/2025 Focus Partners Advisor Solutions LLC302,952$9.18M0.1%+7.3%0.458%
5/15/2025 Ameriflex Group Inc.28,414$861K0.4%+13.3%0.043%
5/15/2025 Royal Bank of Canada150,433$4.56M0.0%+45.1%0.227%
5/15/2025 Clayton Partners LLC90,225$2.74M2.4%+4.0%0.136%
5/14/2025 CreativeOne Wealth LLC13,002$394K0.0%+10.7%0.020%
5/14/2025 Per Stirling Capital Management LLC.298,141$9.04M1.3%N/A0.450%
5/14/2025 Freedom Investment Management Inc.825,713$25.03M2.1%-1.3%1.247%
5/14/2025 Smartleaf Asset Management LLC14,927$456K0.0%+349.9%0.023%
5/14/2025 Lionshead Wealth Management LLC10,440$316K0.3%-45.5%0.016%
5/14/2025 Northwestern Mutual Wealth Management Co.15,430,525$467.70M0.4%+3.4%23.309%
5/14/2025 Kestra Advisory Services LLC201,485$6.11M0.0%+6.8%0.304%
5/13/2025 Aptus Capital Advisors LLC191,241$5.80M0.1%-4.6%0.289%
5/13/2025 Raymond James Financial Inc.216,216$6.55M0.0%+9.4%0.327%
5/13/2025 High Falls Advisors Inc27,721$840K0.2%-6.0%0.042%
5/13/2025 Tacita Capital Inc83,785$2.54M1.8%-3.1%0.127%
5/13/2025 Heck Capital Advisors LLC11,526$349K0.0%-72.6%0.017%
5/13/2025 HighTower Advisors LLC86,646$2.63M0.0%+14.5%0.131%
5/12/2025 SouthState Corp924$28K0.0%N/A0.001%
5/12/2025 Atlas Capital Advisors Inc.297,612$9.02M1.1%-5.2%0.450%
5/12/2025 Savvy Advisors Inc.520,448$15.78M1.6%+1.4%0.786%
5/12/2025 AlphaCore Capital LLC5,115$155K0.0%N/A0.008%
5/9/2025 Commonwealth Financial Services LLC29,642$898K0.2%N/A0.045%
5/9/2025 Farrow Financial Inc.283,137$8.58M5.8%+2.5%0.428%
5/9/2025 Kickstand Ventures LLC.91,142$2.76M0.7%-11.8%0.138%
5/9/2025 Ackerman Capital Advisors LLC410,978$12.46M3.3%-0.2%0.621%
5/8/2025 US Bancorp DE14,725$446K0.0%+132.3%0.022%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,822$752K0.0%N/A0.037%
5/8/2025 Hoxton Planning & Management LLC16,532$501K0.2%N/A0.025%
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5/7/2025 LPL Financial LLC539,954$16.37M0.0%+14.1%0.816%
5/7/2025 Drive Wealth Management LLC17,891$542K0.1%N/A0.027%
5/6/2025 ShoreHaven Wealth Partners LLC134,228$4.07M1.9%+7.7%0.203%
5/6/2025 Cetera Investment Advisers137,192$4.16M0.0%-1.4%0.207%
5/6/2025 One Wealth Advisors LLC300,634$9.11M1.4%-2.9%0.454%
5/6/2025 AE Wealth Management LLC2,197$67K0.0%+42.5%0.003%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich43,733$1.33M0.0%-65.6%0.066%
5/5/2025 Wealth Alliance LLC61,625$1.87M0.2%-55.5%0.093%
5/5/2025 IFP Advisors Inc190,495$5.77M0.2%-14.9%0.288%
5/5/2025 Kestra Private Wealth Services LLC7,682$233K0.0%N/A0.012%
5/5/2025 Csenge Advisory Group25,801$768K0.0%-24.4%0.039%
5/5/2025 Private Advisor Group LLC19,055$578K0.0%+3.6%0.029%
5/5/2025 Nwam LLC14,885$451K0.0%-30.4%0.022%
5/5/2025 Jackson Creek Investment Advisors LLC40,952$1.24M0.4%+1.0%0.062%
5/2/2025 Mayflower Financial Advisors LLC46,742$1.42M0.2%-37.7%0.071%
5/2/2025 Wealthgarden F.S. LLC21,906$664K0.6%-20.5%0.033%
5/2/2025 MB Generational Wealth LLC14,338$435K0.3%+71.2%0.022%
5/2/2025 Shared Vision Wealth Group LLC26,752$811K0.4%-8.8%0.041%
5/2/2025 Wealthfront Advisers LLC7,401$224K0.0%-83.5%0.011%
5/2/2025 LJI Wealth Management LLC13,014$394K0.1%-14.0%0.020%
5/2/2025 Red Wave Investments LLC60,384$1.83M0.7%-1.7%0.092%
5/1/2025 CWM LLC13,954$423K0.0%-3.9%0.021%
5/1/2025 Valued Wealth Advisors LLC59,061$1.79M1.1%+14.8%0.090%
5/1/2025 Kathmere Capital Management LLC806,041$24.43M2.1%+0.3%1.227%
5/1/2025 MA Private Wealth30,890$936K0.2%+143.9%0.047%
4/30/2025 Weil Company Inc.7,663$232K0.1%-92.2%0.012%
4/30/2025 Cerity Partners LLC76,980$2.33M0.0%-7.8%0.117%
4/30/2025 Vision Capital Management Inc.23,173$702K0.1%-4.9%0.035%
4/30/2025 Index Fund Advisors Inc.23,150$702K0.0%-14.5%0.035%
4/30/2025 Horst & Graben Wealth Management LLC49,134$1.49M0.3%+76.4%0.075%
4/29/2025 U.S. Capital Wealth Advisors LLC85,553$2.59M0.1%-14.4%0.130%
4/29/2025 Capital Advisors Inc. OK23,975$727K0.0%-3.5%0.036%
4/29/2025 Envestnet Asset Management Inc.4,313,899$130.75M0.0%-17.3%6.566%
4/29/2025 CoreFirst Bank & Trust182,200$5.52M3.6%-1.0%0.277%
4/29/2025 Sutton Place Investors LLC7,068$214K0.1%N/A0.011%
4/29/2025 Concurrent Investment Advisors LLC304,720$9.24M0.2%+223.7%0.464%
4/29/2025 World Investment Advisors32,604$988K0.0%+302.3%0.050%
4/29/2025 Jackson Thornton Wealth Management LLC20,632$614K0.1%+4.0%0.031%
4/29/2025 Capital Investment Advisory Services LLC1,296$39K0.0%+126.6%0.002%
4/29/2025 Strategic Blueprint LLC62,227$1.89M0.1%+1.7%0.095%
4/29/2025 OneDigital Investment Advisors LLC448,994$13.61M0.2%+2.5%0.683%
4/28/2025 Lansing Street Advisors7,312$222K0.1%N/A0.011%
4/25/2025 JNBA Financial Advisors271,981$8.24M0.9%-19.1%0.414%
4/25/2025 Mather Group LLC.2,950$89K0.0%+145.4%0.004%
4/25/2025 Saxon Interests Inc.93,246$2.83M1.3%N/A0.142%
4/25/2025 RCS Financial Planning LLC8,127$246K0.1%-5.8%0.012%
4/24/2025 Transcend Capital Advisors LLC22,306$676K0.0%-35.1%0.034%
4/23/2025 Sequoia Financial Advisors LLC51,779$1.57M0.0%-0.8%0.079%
4/23/2025 TSA Wealth Managment LLC68,670$2.08M0.8%+9.9%0.105%
4/23/2025 Balance Wealth LLC71,610$2.17M1.4%N/A0.109%
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4/23/2025 Johnson Bixby & Associates LLC26,895$815K0.1%+5.1%0.041%
4/23/2025 Valmark Advisers Inc.8,827$268K0.0%-6.5%0.013%
4/22/2025 5T Wealth LLC8,419$255K0.1%-24.0%0.013%
4/21/2025 Envestnet Portfolio Solutions Inc.9,046$274K0.0%-94.0%0.014%
4/21/2025 Well Done LLC10,341$313K0.1%-6.7%0.016%
4/17/2025 Robertson Stephens Wealth Management LLC49,398$1.50M0.1%-7.2%0.075%
4/17/2025 Sagespring Wealth Partners LLC100,976$3.06M0.0%+220.8%0.154%
4/17/2025 Cyndeo Wealth Partners LLC7,745$235K0.0%-20.9%0.012%
4/17/2025 RHS Financial LLC173,941$5.27M3.0%+54.3%0.265%
4/17/2025 Brighton Jones LLC20,317$616K0.0%+21.3%0.031%
(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, 260 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. ($130.75M), Mercer Global Advisors Inc. ADV ($123.17M), JPMorgan Chase & Co. ($120.46M), Focus Partners Wealth ($33.09M), and Freedom Investment Management Inc. ($25.03M).Learn more on IVLU's institutional investors.

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

Of the 221 institutional investors that purchased iShares MSCI Intl Value Factor ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($56.83M), JPMorgan Chase & Co. ($2.10M), Sequoia Financial Advisors LLC ($1.42M), Freedom Investment Management Inc. ($870.62K), FMR LLC ($728.41K), Wealth Enhancement Advisory Services LLC ($718.22K), and Northwestern Mutual Wealth Management Co. ($689.45K).

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

Institutional investors have bought a total of 73,995,880 shares in the last 24 months. This purchase volume represents approximately $1.92B in transactions.

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

Of the 153 institutional investors that sold iShares MSCI Intl Value Factor ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.90M), Mercer Global Advisors Inc. ADV ($3.95M), LGL Partners LLC ($1.59M), FFT Wealth Management LLC ($1.58M), Sequoia Financial Advisors LLC ($1.36M), Bank of America Corp DE ($243.81K), and Wealth Enhancement Advisory Services LLC ($231.93K).

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

Institutional investors have sold a total of 17,984,046 shares in the last 24 months. This volume of shares sold represents approximately $483.95M in transactions.



This page (NYSEARCA:IVLU) was last updated on 5/24/2025 by MarketBeat.com Staff
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