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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

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$27.81
-0.11 (-0.39%)
(As of 04/25/2024 ET)
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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)
123
Total
Institutional Inflows
(last 12 months)
$1.66B
Number of
Institutional Sellers
(last 12 months)
86
Total
Institutional Outflows
(last 12 months)
$322.26M
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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
4/25/2024W Advisors LLC50,433$1.42M1.0%-4.6%0.081%
4/24/2024 Simplicity Wealth LLC22,883$646K0.0%N/A0.037%
4/24/2024 Ackerman Capital Advisors LLC429,206$12.12M3.3%-0.6%0.691%
4/23/2024 Strategic Blueprint LLC68,977$1.95M0.1%-0.9%0.111%
4/22/2024 Johnson Bixby & Associates LLC26,011$734K0.1%-1.8%0.042%
4/22/2024 Raymond James & Associates168,490$4.76M0.0%-2.0%0.271%
4/18/2024 RHS Financial LLC66,188$1.87M1.1%+34.6%0.107%
4/16/2024Kathmere Capital Management LLC685,983$19.37M2.2%+4.2%1.105%
4/16/2024 Firethorn Wealth Partners LLC30,972$874K0.5%-2.6%0.050%
4/16/2024 Cypress Wealth Services LLC101,822$2.87M0.7%-0.6%0.164%
4/16/2024 Wealth Enhancement Advisory Services LLC200,660$5.67M0.0%-6.2%0.323%
4/15/2024 G&S Capital LLC38,729$1.09M0.5%+3.2%0.062%
4/15/2024 Atlas Capital Advisors LLC404,903$11.43M1.8%+17.6%0.652%
4/13/2024 Hoxton Planning & Management LLC25,654$724K0.3%-11.0%0.041%
4/13/2024 Affinity Capital Advisors LLC33,640$950K0.2%-1.5%0.054%
4/12/2024 Ironwood Wealth Management Inc.286,561$8.04M4.2%+0.2%0.461%
4/12/2024 Northwest Investment Counselors LLC2,242$63K0.0%N/A0.004%
4/10/2024 Park Avenue Securities LLC75,431$2.13M0.0%+28.1%0.121%
4/9/2024 Foster Group Inc.320,084$9.04M0.4%+33.8%0.483%
4/9/2024 Mather Group LLC.3,223$85K0.0%N/A0.005%
4/3/2024 Dentgroup LLC11,385$321K0.3%-8.7%0.017%
3/19/2024Warren Street Wealth Advisors LLC18,553$492K0.3%-4.0%0.028%
3/18/2024CoreFirst Bank & Trust156,840$4.16M2.8%+22.3%0.237%
3/14/2024Leo Wealth LLC271,757$7.28M0.8%N/A0.410%
2/27/2024Beaird Harris Wealth Management LLC1,209$32K0.0%+7,456.3%0.002%
2/23/2024TKG Advisors LLC9,397$249K0.1%+4.2%0.014%
2/23/2024Beacon Financial Group48,957$1.30M0.2%+142.7%0.074%
2/15/2024Freedom Investment Management Inc.833,147$22.09M1.8%N/A1.257%
2/15/2024Buckingham Strategic Partners LLC216,447$5.74M0.3%+2.7%0.326%
2/15/2024Buckingham Strategic Wealth LLC688,611$18.26M0.2%+11.8%1.039%
2/15/2024Bell Investment Advisors Inc64,438$1.71M0.4%+1.1%0.097%
2/14/2024Tcwp LLC7,828$208K0.6%-23.5%0.012%
2/14/2024Elevate Wealth Advisory Inc.3,975$105K0.1%N/A0.006%
2/14/2024Stonehage Fleming Financial Services Holdings Ltd86,144$2.28M0.2%+245.5%0.130%
2/14/2024CFS Investment Advisory Services LLC9,901$262K0.0%-39.5%0.015%
2/14/2024Angeles Investment Advisors LLC112,500$2.98M0.2%-7.4%0.170%
2/13/2024Envestnet Asset Management Inc.7,113,785$188.59M0.1%-6.0%10.730%
2/12/2024New Republic Capital LLC3,784$100K0.1%-11.4%0.006%
2/12/2024Parallel Advisors LLC99,360$2.63M0.1%+14.4%0.150%
2/9/2024Advisory Services Network LLC34,733$921K0.0%-9.6%0.052%
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2/9/2024EverSource Wealth Advisors LLC13,737$364K0.0%-24.8%0.021%
2/9/2024TSA Wealth Managment LLC50,857$1.35M0.6%N/A0.077%
2/9/2024CreativeOne Wealth LLC11,533$306K0.0%-5.3%0.017%
2/9/2024UBS Group AG285,966$7.58M0.0%-8.5%0.431%
2/8/2024Kickstand Ventures LLC.88,562$2.35M0.7%-26.9%0.134%
2/8/2024Farrow Financial Inc.256,578$6.80M5.1%N/A0.387%
2/8/2024Savvy Advisors Inc.47,865$1.27M1.2%N/A0.072%
2/8/2024Janney Montgomery Scott LLC706,214$18.72M0.1%+0.8%1.065%
2/8/2024MB Generational Wealth LLC8,494$225K0.2%N/A0.013%
2/8/2024RCS Financial Planning LLC10,320$274K0.2%-20.8%0.016%
2/8/2024JNBA Financial Advisors521,214$13.82M1.6%+3.1%0.786%
2/8/2024Shared Vision Wealth Group LLC27,986$742K0.5%N/A0.042%
2/7/2024Avantax Advisory Services Inc.27,265$723K0.0%+4.6%0.041%
2/7/2024Theory Financial LLC8,654$229K0.1%N/A0.013%
2/7/2024Envestnet Portfolio Solutions Inc.19,028$504K0.0%+10.0%0.029%
2/7/2024Principal Securities Inc.2,000$53K0.0%N/A0.003%
2/6/2024ShoreHaven Wealth Partners LLC139,860$3.71M2.3%-10.2%0.211%
2/6/2024Private Advisor Group LLC16,195$429K0.0%N/A0.024%
2/6/2024National Bank of Canada FI7,019$185K0.0%+95.2%0.011%
2/6/2024TCG Advisory Services LLC387,627$10.28M0.7%+8.4%0.585%
2/6/2024W Advisors LLC52,847$1.40M1.0%+1.3%0.080%
2/6/2024U.S. Capital Wealth Advisors LLC171,668$4.55M0.2%+2.7%0.259%
2/6/2024Merit Financial Group LLC18,418$488K0.0%+15.9%0.028%
2/6/2024Stokes Family Office LLC39,093$1.04M0.1%-66.0%0.059%
2/6/2024Intelligence Driven Advisers LLC25,785$679K0.1%-34.6%0.039%
2/6/2024Robertson Stephens Wealth Management LLC60,987$1.62M0.1%-34.9%0.092%
2/6/2024FFT Wealth Management LLC443,344$11.75M1.0%-78.0%0.669%
2/6/2024 Prosperity Planning Inc.206,631$5.48M2.1%+2.7%0.312%
2/5/2024Savant Capital LLC14,062$373K0.0%-8.1%0.021%
2/5/2024Brighton Jones LLC15,900$422K0.0%+11.3%0.024%
2/5/2024Jackson Creek Investment Advisors LLC36,195$960K0.4%+1.4%0.055%
2/5/2024LGL Partners LLC174,004$4.61M0.6%-90.1%0.262%
2/5/2024Vance Wealth Inc.89,314$2.37M1.0%-16.7%0.135%
2/5/2024Stonebrook Private Inc.23,862$633K0.2%N/A0.036%
2/5/2024Transcend Capital Advisors LLC30,065$797K0.1%-28.2%0.045%
2/2/2024Truist Financial Corp99,789$2.65M0.0%+3.4%0.151%
2/2/2024Bank Julius Baer & Co. Ltd Zurich57,886$1.54M0.0%-1.2%0.087%
2/1/2024Armbruster Capital Management Inc.705,765$18.71M4.3%+1.1%1.065%
2/1/2024 CWM LLC1,666$44K0.0%-48.8%0.003%
1/31/2024Goodwin Investment Advisory9,409$249K0.1%-20.8%0.014%
1/30/2024Wealth Alliance80,317$2.13M0.3%-39.3%0.121%
1/30/2024 Peirce Capital Management LLC15,701$416K0.3%N/A0.024%
1/30/2024 Keel Point LLC50,704$1.34M0.2%+6.1%0.076%
1/30/2024Bison Wealth LLC13,424$356K0.1%+6.5%0.020%
1/30/2024 Hoxton Planning & Management LLC28,823$764K0.4%-44.9%0.043%
1/29/2024Capital Advisors Inc. OK124,472$3.30M0.1%-8.4%0.188%
1/29/2024 Horst & Graben Wealth Management LLC20,169$535K0.1%+139.3%0.030%
1/29/2024Simplicity Solutions LLC23,141$613K0.0%-3.1%0.035%
1/29/2024Baystate Wealth Management LLC1,574$42K0.0%-63.7%0.002%
1/29/2024 Valeo Financial Advisors LLC11,522$305K0.0%+3.6%0.017%
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1/29/2024 G&S Capital LLC37,523$995K0.5%-4.7%0.057%
1/26/2024Cerity Partners LLC11,443$303K0.0%N/A0.017%
1/26/2024Custom Index Systems LLC78,024$2.07M1.3%N/A0.118%
1/26/2024 ONE Advisory Partners LLC81,803$2.17M1.1%-2.4%0.123%
1/26/2024Sequoia Financial Advisors LLC1,415,130$37.52M0.5%+228.1%2.134%
1/25/2024MA Private Wealth7,828$208K0.0%N/A0.012%
1/25/2024 Strategic Blueprint LLC69,610$1.85M0.2%+14.8%0.105%
1/25/2024 Firethorn Wealth Partners LLC31,795$843K0.6%-20.3%0.048%
1/24/2024 Stratos Wealth Advisors LLC25,326$671K0.0%+5.7%0.038%
1/23/2024Derbend Asset Management25,124$666K0.4%N/A0.038%
(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, 211 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. ($317.24M), FMR LLC ($208.06M), Mercer Global Advisors Inc. ADV ($205.18M), Envestnet Asset Management Inc. ($188.59M), JPMorgan Chase & Co. ($111.25M), Bank of America Corp DE ($66.53M), and Sequoia Financial Advisors LLC ($37.52M).Learn more on IVLU's institutional investors.

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

Of the 189 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 ($56.78M), FMR LLC ($5.91M), JPMorgan Chase & Co. ($4.35M), Envestnet Asset Management Inc. ($2.51M), Northwestern Mutual Wealth Management Co. ($1.83M), Mercer Global Advisors Inc. ADV ($1.45M), and Sequoia Financial Advisors LLC ($1.42M).

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

Institutional investors have bought a total of 90,327,139 shares in the last 24 months. This purchase volume represents approximately $2.23B in transactions.

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

Of the 116 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. ($4.49M), Mercer Global Advisors Inc. ADV ($3.27M), LGL Partners LLC ($1.59M), FFT Wealth Management LLC ($1.57M), Brighton Jones LLC ($1.19M), Merriman Wealth Management LLC ($903.66K), and Fifth Third Bancorp ($839.85K).

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

Institutional investors have sold a total of 18,133,367 shares in the last 24 months. This volume of shares sold represents approximately $449.89M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 4/26/2024 by MarketBeat.com Staff

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