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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$44.96 -0.06 (-0.13%)
As of 04:10 PM Eastern
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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)
187
Total
Institutional Inflows
(last 12 months)
$494.15M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$840.83M
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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
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group17,543$734K0.1%-2.0%0.017%
8/23/2026 Studio Investment Management LLC5,364$224K0.0%N/A0.005%
8/23/2026 Ameritas Advisory Services LLC22,487$940K0.0%N/A0.022%
8/23/2026 Wedmont Private Capital5,802$247K0.0%-47.8%0.006%
8/23/2026 Unique Wealth LLC17,329$725K0.1%-24.4%0.017%
8/22/2026 William John Sempolinski58,125$2.43M1.0%N/A0.057%
8/22/2026 Elevation Wealth Management LLC10,249$429K0.3%-3.9%0.010%
8/22/2026 TD Waterhouse Canada Inc.29,165$1.22M0.0%-20.7%0.029%
8/22/2026 Kickstand Ventures LLC.85,365$3.57M0.7%-2.2%0.083%
8/22/2026 Concurrent Investment Advisors LLC89,037$3.72M0.0%-3.5%0.087%
7/10/2026 Heck Capital Advisors LLC309,474$12.94M0.8%-16.0%0.305%
7/10/2026 Peirce Capital Management LLC13,946$583K0.2%-16.0%0.014%
7/10/2026 G&S Capital LLC29,364$1.23M0.4%+1.2%0.029%
7/10/2026 KWB Wealth336,260$14.06M1.2%-41.7%0.331%
7/10/2026 Prosperity Planning Inc.122,191$5.11M1.2%-3.1%0.120%
7/10/2026 Redhawk Wealth Advisors Inc.7,203$301K0.0%-87.7%0.007%
7/9/2026 Breakwater Capital Group50,019$2.09M0.3%+5.6%0.049%
7/9/2026 Valeo Financial Advisors LLC10,425$436K0.0%+2.3%0.010%
7/6/2026 Trilogy Capital Inc.7,094$297K0.0%N/A0.007%
6/9/2026Contango Wealth Management LLC69,854$2.77M3.2%-15.0%0.073%
6/3/2026 CoreFirst Bank & Trust164,205$6.52M3.5%-7.1%0.171%
6/3/2026 Parallel Advisors LLC184,208$7.31M0.1%+8.0%0.192%
6/3/2026 NewEdge Advisors LLC214,929$8.53M0.0%+48.6%0.224%
5/26/2026 Glenmede Trust Co. NA2,851$113K0.0%N/A0.003%
5/19/2026 Ariadne Wealth Management LP9,810$389K0.2%-10.1%0.010%
5/19/2026 Bank of America Corp DE1,602,510$63.59M0.0%+29.4%1.668%
5/19/2026 Arkadios Wealth Advisors5,603$222K0.0%N/A0.006%
5/18/2026Sunbelt Securities Inc.3,241$129K0.0%N/A0.003%
5/18/2026 EverSource Wealth Advisors LLC12,614$501K0.0%+21.2%0.013%
5/18/2026 Royal Bank of Canada409,362$16.24M0.0%+256.2%0.426%
5/18/2026 Empowered Funds LLC40,489$1.61M0.0%+216.9%0.042%
5/16/2026 Quantinno Capital Management LP30,071$1.19M0.0%-1.0%0.031%
5/15/2026 Waverly Advisors LLC34,171$1.36M0.0%+70.7%0.036%
5/15/2026 Wealth Alliance LLC66,124$2.62M0.3%-4.9%0.069%
5/14/2026 Greenline Wealth Management LLC29,777$1.18M1.4%+695.1%0.031%
5/14/2026 Towle & Co.40,661$1.61M0.6%N/A0.042%
5/13/2026 Cetera Investment Advisers253,774$10.07M0.0%+6.3%0.264%
5/12/2026 Fortis Capital Management LLC5,119$203K0.0%-27.9%0.005%
5/8/2026 Maimon Wealth Management LTD.42,973$1.66M1.5%+6.8%0.045%
5/7/2026 Legacy Wealth Managment LLC ID877$35K0.0%+1,024.4%0.001%
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5/7/2026 Parallel Advisors LLC184,208$7.31M0.1%+8.0%0.192%
5/5/2026 Wealthfront Advisers LLC23,884$948K0.0%+35.7%0.025%
5/5/2026 Good Harbor Advisors Inc.163,109$6.47M7.1%+0.3%0.170%
5/5/2026 Geneos Wealth Management Inc.963$38K0.0%N/A0.001%
5/5/2026 Sanctuary Advisors LLC228,152$9.05M0.0%-0.6%0.237%
5/4/2026 Bleakley Financial Group LLC19,849$788K0.0%N/A0.021%
5/2/2026 Valmark Advisers Inc.5,450$216K0.0%-23.4%0.006%
5/1/2026 Fifth Third Bancorp14,924$592K0.0%+843.4%0.016%
5/1/2026 TSA Wealth Managment LLC75,876$3.01M1.0%-5.3%0.079%
5/1/2026 Farrow Financial Inc.281,287$11.16M6.3%-0.2%0.293%
5/1/2026 Simplicity Wealth LLC41,716$1.66M0.1%+2.7%0.044%
5/1/2026 Sequoia Financial Advisors LLC45,981$1.83M0.0%-1.3%0.048%
4/30/2026 Equitable Trust Co.5,589$222K0.0%N/A0.006%
4/30/2026 Kestra Advisory Services LLC187,239$7.43M0.0%+5.2%0.196%
4/30/2026 Money Concepts Capital Corp102,189$4.06M0.2%N/A0.107%
4/30/2026 Personal CFO Solutions LLC8,995$357K0.1%N/A0.009%
4/30/2026 CFS Investment Advisory Services LLC11,489$484K0.0%-20.6%0.012%
4/30/2026 Quantum Portfolio Management LLC82,694$3.28M0.0%+72.8%0.086%
4/29/2026 Saxon Interests Inc.107,107$4.25M1.5%-23.5%0.112%
4/29/2026 Horst & Graben Wealth Management LLC41,215$1.68M0.2%-1.4%0.043%
4/28/2026 Kathmere Capital Management LLC812,755$32.25M2.0%+0.3%0.849%
4/28/2026 Ascentis Independent Advisors42,307$1.68M0.1%+551.1%0.044%
4/28/2026 AdvisorShares Investments LLC404,916$16.07M2.9%-11.9%0.423%
4/28/2026 HBE Wealth Management LLC5,762$229K0.2%-13.7%0.006%
4/28/2026 Cobblestone Asset Management LLC209,808$8.33M3.7%-4.1%0.219%
4/27/2026 HB Wealth Management LLC8,769$348K0.0%N/A0.009%
4/27/2026 Baer Investment Advisory LLC626,014$24.84M3.1%N/A0.654%
4/27/2026 World Investment Advisors96,681$3.84M0.1%+57.6%0.101%
4/27/2026 USAdvisors Wealth Management LLC7,883$303K0.1%N/A0.008%
4/27/2026 Private Advisor Group LLC313,209$12.43M0.1%+50.8%0.327%
4/24/2026 Root Financial Partners LLC893$35K0.0%+98.9%0.001%
4/24/2026 Keb Asset Management LLC8,523$338K0.1%N/A0.009%
4/24/2026 Squire Investment Management Company LLC33,061$1.31M0.4%-8.5%0.035%
4/24/2026 Whelan Financial6,433$255K0.1%N/A0.007%
4/23/2026 Mayflower Financial Advisors LLC52,425$2.08M0.2%-3.0%0.055%
4/22/2026 Patriot Financial Group Insurance Agency LLC23,224$922K0.1%+95.2%0.024%
4/22/2026 Janney Montgomery Scott LLC781,863$31.02M0.1%+19.9%0.817%
4/22/2026 Systelligence LLC233,966$9.28M1.8%-9.7%0.244%
4/21/2026 Armbruster Capital Management Inc.675,143$26.79M4.4%-2.7%0.705%
4/21/2026 Unique Wealth LLC22,918$909K0.1%+7.2%0.024%
4/21/2026 Balance Wealth LLC76,541$3.04M0.9%+2.0%0.080%
4/21/2026 Peirce Capital Management LLC16,603$659K0.3%-8.4%0.017%
4/21/2026 Hoxton Planning & Management LLC14,920$592K0.2%-9.0%0.016%
4/20/2026 Kestra Private Wealth Services LLC28,472$1.13M0.0%+29.7%0.030%
4/20/2026 Breakwater Capital Group47,368$1.88M0.3%+4.6%0.049%
4/20/2026 Apella Capital LLC6,616$279K0.0%+7.7%0.007%
4/18/2026 PMG Wealth Management Inc.95,713$3.80M2.7%+4.1%0.100%
4/17/2026 Bell Investment Advisors Inc89,534$3.55M0.6%-2.4%0.094%
4/17/2026 Harbour Wealth Management Group Inc.90,077$3.57M2.7%-1.3%0.094%
4/17/2026 Kaufman Rossin Wealth LLC9,676$384K0.2%-14.6%0.010%
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4/17/2026 Johnson Bixby & Associates LLC25,863$1.03M0.1%-9.7%0.027%
4/16/2026 Warren Street Wealth Advisors LLC12,765$507K0.1%-3.1%0.013%
4/16/2026 JDH Wealth Management LLC35,440$1.41M0.9%-18.8%0.037%
4/16/2026 Triad Wealth Partners LLC7,283$289K0.0%+18.6%0.008%
4/16/2026 Diversified Trust Co6,371$253K0.0%+17.0%0.007%
4/16/2026 Baron Wealth Management LLC13,262$526K0.2%+24.0%0.014%
3/17/2026 Rockefeller Capital Management L.P.206,319$7.85M0.0%+7.1%0.237%
3/13/2026 World Investment Advisors61,362$2.34M0.0%+20.4%0.070%
3/9/2026 Corient Private Wealth LLC24,746$942K0.0%+135.1%0.028%
3/2/2026 Cogent Strategic Wealth LLC48,162$1.92M2.1%N/A0.055%


IVLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 343 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. ($654.49M), FMR LLC ($243.11M), JPMorgan Chase & Co. ($177.45M), Mercer Global Advisors Inc. ADV ($139.38M), Bank of America Corp DE ($63.59M), Savvy Advisors Inc. ($55.10M), and LPL Financial LLC ($40.22M).Learn more on iShares MSCI Intl Value Factor ETF's institutional investors.

Of the 309 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: Northwestern Mutual Wealth Management Co. ($2.38M), JPMorgan Chase & Co. ($1.86M), Savvy Advisors Inc. ($1.33M), KWB Wealth ($930.03K), Jane Street Group LLC ($699.13K), Wealth Enhancement Advisory Services LLC ($684.38K), and Bank of America Corp DE ($642.67K).

Institutional investors have bought a total of 13,199,158 shares in the last 24 months. This purchase volume represents approximately $494.15M in transactions.

Of the 130 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: Northwestern Mutual Wealth Management Co. ($15.84M), Envestnet Asset Management Inc. ($3.70M), Mercer Global Advisors Inc. ADV ($473.49K), KWB Wealth ($455.43K), TLT Family Holdco ULC ($235.80K), Citadel Advisors LLC ($149K), and Heck Capital Advisors LLC ($146.92K).

Institutional investors have sold a total of 22,377,667 shares in the last 24 months. This volume of shares sold represents approximately $840.83M in transactions.


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Institutional ownership data for NYSEARCA:IVLU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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