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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$41.51 +0.58 (+1.42%)
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)
234
Total
Institutional Inflows
(last 12 months)
$661.72M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$867.18M
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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
5/5/2026Good 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%
5/4/2026 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%
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%
3/17/2026Rockefeller 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%
3/9/2026Corient Private Wealth LLC24,746$942K0.0%+135.1%0.028%
3/2/2026 Cogent Strategic Wealth LLC48,162$1.92M2.1%N/A0.055%
2/19/2026 Harbour 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%
2/18/2026Stokes Family Office LLC33,682$1.28M0.1%-25.9%0.039%
2/18/2026Vance Wealth LLC85,340$3.25M1.0%-3.5%0.098%
2/18/2026VestGen Advisors LLC21,105$803K0.0%+1.8%0.024%
2/18/2026Quadrature Capital Ltd44,179$1.68M0.0%N/A0.051%
2/18/2026IHT Wealth Management LLC99,812$3.80M0.1%-22.7%0.115%
2/18/2026 Claro Advisors Inc.5,702$217K0.0%-7.1%0.007%
2/18/2026Clayton Partners LLC80,688$3.07M2.2%-1.1%0.093%
2/17/2026AQR Capital Management LLC28,550$1.09M0.0%+71.9%0.033%
2/17/2026Cetera Investment Advisers238,770$9.09M0.0%+18.0%0.274%
2/17/2026Equitable Holdings Inc.67,789$2.58M0.0%-0.4%0.078%
2/17/2026Osaic Holdings Inc.535,650$20.39M0.0%+20.5%0.615%
2/17/2026 Private Advisor Group LLC207,695$7.90M0.0%+29.7%0.238%
2/17/2026&PARTNERS99,822$3.77M0.0%+1.0%0.115%
2/17/2026Royal Bank of Canada114,940$4.37M0.0%-28.4%0.132%
2/16/2026 MML Investors Services LLC263,080$10.01M0.0%+29.3%0.302%
2/16/2026Mariner LLC41,218$1.57M0.0%-10.4%0.047%
2/16/2026Focus Partners Wealth1,051,577$40.01M0.0%+0.8%1.207%
2/16/2026Atlas Capital Advisors Inc.273,659$10.41M1.2%N/A0.314%
2/16/2026Aptus Capital Advisors LLC212,809$8.10M0.1%+6.5%0.244%
2/13/2026 Kestra Advisory Services LLC178,043$6.78M0.0%+25.2%0.204%
2/13/2026Fortis Capital Management LLC7,100$270K0.0%N/A0.008%
2/13/2026Stifel Financial Corp201,796$7.68M0.0%-11.7%0.232%
2/13/2026Smartleaf Asset Management LLC17,321$663K0.0%+444.9%0.020%
2/13/2026Greenline Wealth Management LLC3,745$142K0.1%N/A0.004%
2/13/2026Integrated Wealth Concepts LLC397,226$15.11M0.2%-2.8%0.456%
2/13/2026Granville Capital Inc.39,788$1.51M0.8%N/A0.046%
2/13/2026TLT Family Holdco ULC172,700$6.57M0.7%-57.7%0.198%
2/13/2026 Vistica Wealth Advisors LLC17,025$648K0.6%N/A0.020%
2/13/2026Summit Financial LLC5,874$223K0.0%N/A0.007%
2/12/2026Elevation Wealth Management LLC10,816$412K0.4%N/A0.012%
2/12/2026Jane Street Group LLC584,760$22.25M0.0%+268.1%0.671%
2/12/2026HRT Financial LP19,356$736K0.0%+33.5%0.022%


IVLU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVLU shares?

During the previous two years, 338 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), Savvy Advisors Inc. ($55.10M), LPL Financial LLC ($40.22M), and Focus Partners Wealth ($40.01M).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 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. ($2.57M), JPMorgan Chase & Co. ($1.86M), Savvy Advisors Inc. ($1.33M), KWB Wealth ($930.03K), Wealth Enhancement Advisory Services LLC ($706.17K), Jane Street Group LLC ($699.13K), and EP Wealth Advisors LLC ($629.62K).

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

Institutional investors have bought a total of 18,626,751 shares in the last 24 months. This purchase volume represents approximately $661.72M in transactions.

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

Of the 132 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. ($495.21K), Mercer Global Advisors Inc. ADV ($473.49K), KWB Wealth ($345.46K), TLT Family Holdco ULC ($235.80K), and Jane Street Group LLC ($199.92K).

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

Institutional investors have sold a total of 23,321,726 shares in the last 24 months. This volume of shares sold represents approximately $867.18M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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