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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$42.47 +0.26 (+0.62%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
216
Total
Institutional Inflows
(last 12 months)
$620.19M
Number of
Institutional Sellers
(last 12 months)
127
Total
Institutional Outflows
(last 12 months)
$860.53M
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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
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%
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6/3/2026CoreFirst Bank & Trust164,205$6.52M3.5%-7.1%0.171%
6/3/2026Parallel Advisors LLC184,208$7.31M0.1%+8.0%0.192%
6/3/2026NewEdge Advisors LLC214,929$8.53M0.0%+48.6%0.224%
5/26/2026Glenmede Trust Co. NA2,851$113K0.0%N/A0.003%
5/19/2026Ariadne Wealth Management LP9,810$389K0.2%-10.1%0.010%
5/19/2026Bank of America Corp DE1,602,510$63.59M0.0%+29.4%1.668%
5/19/2026Arkadios Wealth Advisors5,603$222K0.0%N/A0.006%
5/18/2026Sunbelt Securities Inc.3,241$129K0.0%N/A0.003%
5/18/2026EverSource Wealth Advisors LLC12,614$501K0.0%+21.2%0.013%
5/18/2026Royal Bank of Canada409,362$16.24M0.0%+256.2%0.426%
5/18/2026Empowered Funds LLC40,489$1.61M0.0%+216.9%0.042%
5/16/2026Quantinno Capital Management LP30,071$1.19M0.0%-1.0%0.031%
5/15/2026Waverly Advisors LLC34,171$1.36M0.0%+70.7%0.036%
5/15/2026Wealth 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%
5/14/2026Towle & Co.40,661$1.61M0.6%N/A0.042%
5/13/2026Cetera Investment Advisers253,774$10.07M0.0%+6.3%0.264%
5/12/2026Fortis Capital Management LLC5,119$203K0.0%-27.9%0.005%
5/8/2026Maimon Wealth Management LTD.42,973$1.66M1.5%+6.8%0.045%
5/7/2026Legacy Wealth Managment LLC ID877$35K0.0%+1,024.4%0.001%
5/7/2026Parallel Advisors LLC184,208$7.31M0.1%+8.0%0.192%
5/5/2026Wealthfront 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%
5/5/2026Geneos Wealth Management Inc.963$38K0.0%N/A0.001%
5/5/2026Sanctuary Advisors LLC228,152$9.05M0.0%-0.6%0.237%
5/4/2026Bleakley Financial Group LLC19,849$788K0.0%N/A0.021%
5/2/2026Valmark Advisers Inc.5,450$216K0.0%-23.4%0.006%
5/1/2026Fifth Third Bancorp14,924$592K0.0%+843.4%0.016%
5/1/2026TSA Wealth Managment LLC75,876$3.01M1.0%-5.3%0.079%
5/1/2026Farrow Financial Inc.281,287$11.16M6.3%-0.2%0.293%
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5/1/2026Simplicity 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%
4/30/2026Kestra Advisory Services LLC187,239$7.43M0.0%+5.2%0.196%
4/30/2026Money Concepts Capital Corp102,189$4.06M0.2%N/A0.107%
4/30/2026Personal CFO Solutions LLC8,995$357K0.1%N/A0.009%
4/30/2026 CFS Investment Advisory Services LLC11,489$484K0.0%-20.6%0.012%
4/30/2026Quantum Portfolio Management LLC82,694$3.28M0.0%+72.8%0.086%
4/29/2026Saxon 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%
4/28/2026Kathmere Capital Management LLC812,755$32.25M2.0%+0.3%0.849%
4/28/2026Ascentis Independent Advisors42,307$1.68M0.1%+551.1%0.044%
4/28/2026AdvisorShares 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%
4/27/2026HB Wealth Management LLC8,769$348K0.0%N/A0.009%
4/27/2026Baer Investment Advisory LLC626,014$24.84M3.1%N/A0.654%
4/27/2026World Investment Advisors96,681$3.84M0.1%+57.6%0.101%
4/27/2026USAdvisors Wealth Management LLC7,883$303K0.1%N/A0.008%
4/27/2026Private Advisor Group LLC313,209$12.43M0.1%+50.8%0.327%
4/24/2026Root Financial Partners LLC893$35K0.0%+98.9%0.001%
4/24/2026 Keb Asset Management LLC8,523$338K0.1%N/A0.009%
4/24/2026Squire Investment Management Company LLC33,061$1.31M0.4%-8.5%0.035%
4/24/2026Whelan 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%
4/22/2026Janney 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%
4/20/2026Kestra 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%
4/18/2026PMG Wealth Management Inc.95,713$3.80M2.7%+4.1%0.100%
4/17/2026Bell Investment Advisors Inc89,534$3.55M0.6%-2.4%0.094%
4/17/2026Harbour 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%
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%
4/16/2026Triad 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%
3/17/2026Rockefeller Capital Management L.P.206,319$7.85M0.0%+7.1%0.237%
3/13/2026World Investment Advisors61,362$2.34M0.0%+20.4%0.070%
3/9/2026Corient Private Wealth LLC24,746$942K0.0%+135.1%0.028%
3/2/2026Cogent Strategic Wealth LLC48,162$1.92M2.1%N/A0.055%
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2/19/2026Harbour Wealth Management Group Inc.91,306$3.47M2.7%N/A0.105%
2/19/2026Corient Private Wealth LLC11,646$443K0.0%+10.6%0.013%
2/18/2026Ameriflex Group Inc.7,909$301K0.2%-23.5%0.009%
2/18/2026Mercer Global Advisors Inc. ADV3,663,188$139.38M0.2%-2.1%4.206%
2/18/2026Beacon Pointe Advisors LLC43,477$1.65M0.0%N/A0.050%
2/18/2026EP Wealth Advisors LLC23,007$875K0.0%N/A0.026%
2/18/2026Mackenzie Financial Corp5,887$225K0.0%N/A0.007%
2/18/2026NewEdge Advisors LLC144,664$5.50M0.0%-0.3%0.166%
2/18/2026Empowered Funds LLC12,775$486K0.0%N/A0.015%
2/18/2026XTX Topco Ltd8,897$339K0.0%N/A0.010%


IVLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 344 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 314 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. ($2.57M), 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 17,054,630 shares in the last 24 months. This purchase volume represents approximately $620.19M in transactions.

Of the 127 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. ($15.95M), Envestnet Asset Management Inc. ($3.72M), Freedom Investment Management Inc. ($484.71K), Mercer Global Advisors Inc. ADV ($473.49K), KWB Wealth ($455.43K), TLT Family Holdco ULC ($235.80K), and Citadel Advisors LLC ($149K).

Institutional investors have sold a total of 22,983,499 shares in the last 24 months. This volume of shares sold represents approximately $860.53M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 7/26/2026 by MarketBeat.com Staff.
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