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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$42.23 -0.28 (-0.66%)
Closing price 10/14/2026 04:10 PM Eastern
Extended Trading
$42.24 +0.01 (+0.01%)
As of 10/14/2026 07:51 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 Massive. 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)
190
Total
Institutional Inflows
(last 12 months)
$487.46M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$841.29M
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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
10/15/2026Mather Group LLC.3,107$133K0.0%N/A0.003%
10/14/2026Firethorn Wealth Partners LLC22,092$948K0.3%-11.5%0.021%
10/14/2026Foster Group Inc.370,192$15.88M0.4%+0.9%0.352%
10/14/2026RHS Financial LLC251,289$10.78M3.2%+30.7%0.239%
10/9/2026Riversedge Advisors LLC163,420$7.01M0.9%+5.2%0.155%
10/9/2026Breakwater Capital Group50,966$2.19M0.3%+1.9%0.048%
10/9/2026Prosperity Planning Inc.118,289$5.07M1.1%-3.2%0.112%
10/8/2026Farther Finance Advisors LLC20,382$874K0.0%-19.4%0.019%
10/8/2026Titleist Asset Management LLC312,323$13.40M0.9%+1.4%0.297%
10/8/2026Avidian Wealth Enterprises LLC16,483$707K0.0%N/A0.016%
10/7/2026Cassilly Financial Group LLC69,039$2.96M2.0%-1.0%0.066%
10/5/2026Rosenberg Matthew Hamilton8,332$357K0.1%-9.0%0.008%
9/23/2026Envestnet Portfolio Solutions Inc.18,001$753K0.0%+3.4%0.017%
9/23/2026Envestnet Asset Management Inc.777,057$32.50M0.0%-0.7%0.738%
9/9/2026Sequoia Financial Advisors LLC45,563$1.91M0.0%-0.9%0.045%
9/9/2026Capital Analysts LLC3,948$165K0.0%+88.7%0.004%
9/9/2026Integrated Wealth Concepts LLC419,033$17.52M0.1%+1.1%0.410%
9/9/2026NewEdge Advisors LLC158,425$6.63M0.0%-26.3%0.155%
9/9/2026IFP Advisors Inc251,132$10.50M0.2%+11.7%0.245%
9/9/2026Centerline Wealth Advisors LLC19,742$826K0.3%+40.4%0.019%
9/8/2026Waverly Advisors LLC33,543$1.40M0.0%-1.8%0.033%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group17,543$734K0.1%-2.0%0.017%
8/23/2026Studio Investment Management LLC5,364$224K0.0%N/A0.005%
8/23/2026Ameritas Advisory Services LLC22,487$940K0.0%N/A0.022%
8/23/2026Wedmont Private Capital5,802$247K0.0%-47.8%0.006%
8/23/2026Unique Wealth LLC17,329$725K0.1%-24.4%0.017%
8/22/2026William John Sempolinski58,125$2.43M1.0%N/A0.057%
8/22/2026Elevation Wealth Management LLC10,249$429K0.3%-3.9%0.010%
8/22/2026TD Waterhouse Canada Inc.29,165$1.22M0.0%-20.7%0.029%
8/22/2026Kickstand Ventures LLC.85,365$3.57M0.7%-2.2%0.083%
8/22/2026Concurrent Investment Advisors LLC89,037$3.72M0.0%-3.5%0.087%
7/10/2026Heck Capital Advisors LLC309,474$12.94M0.8%-16.0%0.305%
7/10/2026Peirce Capital Management LLC13,946$583K0.2%-16.0%0.014%
7/10/2026G&S Capital LLC29,364$1.23M0.4%+1.2%0.029%
7/10/2026KWB Wealth336,260$14.06M1.2%-41.7%0.331%
7/10/2026Prosperity Planning Inc.122,191$5.11M1.2%-3.1%0.120%
7/10/2026Redhawk Wealth Advisors Inc.7,203$301K0.0%-87.7%0.007%
7/9/2026Breakwater Capital Group50,019$2.09M0.3%+5.6%0.049%
7/9/2026Valeo Financial Advisors LLC10,425$436K0.0%+2.3%0.010%
7/6/2026Trilogy Capital Inc.7,094$297K0.0%N/A0.007%
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6/9/2026Contango Wealth Management LLC69,854$2.77M3.2%-15.0%0.073%
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%
5/14/2026Greenline 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%
5/5/2026Good 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%
5/4/2026Bleakley 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%
5/1/2026Simplicity Wealth LLC41,716$1.66M0.1%+2.7%0.044%
5/1/2026Sequoia Financial Advisors LLC45,981$1.83M0.0%-1.3%0.048%
4/30/2026Equitable 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%
4/30/2026CFS 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%
4/29/2026Horst & 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%
4/28/2026HBE Wealth Management LLC5,762$229K0.2%-13.7%0.006%
4/28/2026Cobblestone 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%
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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%
4/24/2026Keb 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%
4/23/2026Mayflower Financial Advisors LLC52,425$2.08M0.2%-3.0%0.055%
4/22/2026Patriot 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%
4/22/2026Systelligence LLC233,966$9.28M1.8%-9.7%0.244%
4/21/2026Armbruster Capital Management Inc.675,143$26.79M4.4%-2.7%0.705%


IVLU Institutional Ownership - Frequently Asked Questions

During the previous two years, 348 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 313 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 ($751.57K), 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 12,983,675 shares in the last 24 months. This purchase volume represents approximately $487.46M 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. ($15.84M), 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 22,376,695 shares in the last 24 months. This volume of shares sold represents approximately $841.29M 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 10/15/2026. New 13F filings are added each quarter as they're published.
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