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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$35.69 +0.21 (+0.59%)
Closing price 09/15/2025 04:10 PM Eastern
Extended Trading
$35.70 +0.01 (+0.01%)
As of 09/15/2025 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.
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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)
$423.26M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$152.03M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/12/2025 Valeo Financial Advisors LLC10,322$339K0.0%-10.4%0.014%
9/4/2025 Osaic Holdings Inc.349,012$11.48M0.0%+191.6%0.487%
8/18/2025 Hollencrest Capital Management1,391$46K0.0%N/A0.002%
8/15/2025 High Falls Advisors Inc29,045$955K0.2%+4.8%0.041%
8/15/2025 TLT Family Holdco ULC408,500$13.44M1.1%N/A0.570%
8/15/2025 Smartleaf Asset Management LLC23,269$766K0.1%+55.9%0.032%
8/15/2025 MML Investors Services LLC205,122$6.75M0.0%+975.0%0.286%
8/15/2025 IHT Wealth Management LLC154,961$5.10M0.1%N/A0.216%
8/15/2025 EP Wealth Advisors LLC606,588$19.95M0.1%+9,998.0%0.846%
8/15/2025 Bank of America Corp DE915,728$30.12M0.0%+12.5%1.277%
8/15/2025 Ameriprise Financial Inc.245,405$8.07M0.0%+33.1%0.342%
8/14/2025 Jane Street Group LLC73,317$2.41M0.0%+21.0%0.102%
8/14/2025 Raymond James Financial Inc.229,515$7.55M0.0%+6.2%0.320%
8/14/2025 Quantinno Capital Management LP21,245$699K0.0%N/A0.030%
8/14/2025 HUB Investment Partners LLC692,273$22.77M0.8%+64.5%0.966%
8/14/2025 Becker Capital Management Inc.8,255$272K0.0%N/A0.012%
8/14/2025 NewEdge Advisors LLC153,148$5.04M0.0%+43.7%0.214%
8/14/2025 CoreFirst Bank & Trust184,435$6.07M3.4%+1.2%0.257%
8/14/2025 Balance Wealth LLC72,393$2.38M1.4%+1.1%0.101%
8/14/2025 Cerity Partners LLC76,309$2.51M0.0%-0.9%0.106%
8/13/2025 Per Stirling Capital Management LLC.302,477$9.95M1.3%+1.5%0.422%
8/13/2025 Quantum Portfolio Management LLC49,452$1.63M0.8%+63.7%0.069%
8/13/2025 Vance Wealth LLC88,682$2.92M1.0%+9.1%0.124%
8/13/2025 Flow Traders U.S. LLC82,883$2.73M0.1%N/A0.116%
8/13/2025 SCS Capital Management LLC116,839$3.84M0.0%+0.7%0.163%
8/13/2025 EverSource Wealth Advisors LLC10,321$339K0.0%+7.0%0.014%
8/13/2025 Twin Peaks Wealth Advisors LLC2,461$85K0.0%N/A0.003%
8/13/2025 VestGen Advisors LLC20,441$672K0.0%+2.2%0.029%
8/13/2025 Northwestern Mutual Wealth Management Co.15,319,386$503.86M0.4%-0.7%21.366%
8/12/2025 J.W. Cole Advisors Inc.18,751$617K0.0%N/A0.026%
8/12/2025 CreativeOne Wealth LLC13,619$448K0.0%+4.7%0.019%
8/12/2025 Global Retirement Partners LLC35,617$1.17M0.0%N/A0.050%
8/12/2025 JPMorgan Chase & Co.4,678,576$153.88M0.0%+18.7%6.525%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich39,343$1.29M0.0%-10.0%0.055%
8/11/2025 Invenio Wealth Partners LLC16,801$553K0.2%N/A0.024%
8/11/2025 Farrow Financial Inc.282,640$9.30M5.6%-0.2%0.398%
8/11/2025 Bell Investment Advisors Inc63,634$2.09M0.4%+25.1%0.089%
8/8/2025 Rockefeller Capital Management L.P.165,699$5.45M0.0%+31.2%0.233%
8/8/2025 JBF Capital Inc.60,000$1.97M0.3%N/A0.084%
8/8/2025 Cetera Investment Advisers138,344$4.55M0.0%+0.8%0.195%
8/8/2025 Wealth 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%
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%
(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 14,180,879 shares in the last 24 months. This purchase volume represents approximately $423.26M 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 5,112,565 shares in the last 24 months. This volume of shares sold represents approximately $152.03M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 9/16/2025 by MarketBeat.com Staff
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