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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$32.96 -0.32 (-0.96%)
Closing price 07/11/2025 04:10 PM Eastern
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$32.96 0.00 (0.00%)
As of 07/11/2025 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)
177
Total
Institutional Inflows
(last 12 months)
$289.00M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$161.54M
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IVLU Institutional Buying and Selling by Quarter

iShares MSCI Intl Value Factor ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Prosperity Planning Inc.146,455$4.82M1.4%-3.4%0.209%
7/11/2025Ridgeline Wealth LLC10,160$334K0.3%-43.6%0.015%
7/11/2025Farther Finance Advisors LLC23,376$769K0.0%-26.0%0.033%
7/11/2025My Legacy Advisors LLC24,065$801K0.3%-1.9%0.034%
7/10/2025 Wealth Enhancement Advisory Services LLC663,855$22.03M0.0%-3.4%0.948%
7/9/2025 Affinity Capital Advisors LLC30,906$1.02M0.2%-1.1%0.044%
7/9/2025 Baron Wealth Management LLC8,052$265K0.1%N/A0.012%
7/9/2025 Breakwater Capital Group35,877$1.18M0.2%+15.4%0.051%
7/9/2025 Beacon Financial Group42,197$1.39M0.1%+2.8%0.060%
7/9/2025 High Probability Advisors LLC364,723$12.00M1.8%-10.2%0.521%
7/8/2025 Parallel Advisors LLC160,957$5.29M0.1%+12.4%0.230%
7/8/2025 Peirce Capital Management LLC18,124$596K0.3%+16.2%0.026%
7/7/2025 Accelerate Investment Advisors LLC8,567$282K0.2%N/A0.012%
7/2/2025 Dentgroup LLC14,065$463K0.3%+7.4%0.020%
6/27/2025Goldman Sachs Group Inc.242,315$7.35M0.0%+3.5%0.350%
5/20/2025Focus Partners Wealth1,091,571$33.09M0.1%+41.7%1.649%
5/19/2025Jane Street Group LLC60,606$1.84M0.0%-76.7%0.092%
5/19/2025SCS Capital Management LLC116,031$3.52M0.0%+13.2%0.175%
5/16/2025Ascent Group LLC20,157$611K0.0%N/A0.030%
5/16/2025Bell Investment Advisors Inc50,880$1.54M0.3%-4.0%0.077%
5/16/2025Ashton Thomas Private Wealth LLC293,268$8.89M0.3%+0.3%0.443%
5/16/2025Goldman Sachs Group Inc.242,315$7.35M0.0%+3.5%0.366%
5/16/2025Plancorp LLC339,318$10.29M0.4%-1.9%0.513%
5/16/2025NewEdge Advisors LLC106,593$3.23M0.0%-8.4%0.161%
5/16/2025Integrated Wealth Concepts LLC426,291$12.92M0.2%-2.6%0.644%
5/16/2025AQR Capital Management LLC15,600$473K0.0%N/A0.024%
5/16/2025Aprio Wealth Management LLC17,225$522K0.1%N/A0.026%
5/15/2025Focus Partners Advisor Solutions LLC302,952$9.18M0.1%+7.3%0.458%
5/15/2025Ameriflex Group Inc.28,414$861K0.4%+13.3%0.043%
5/15/2025Royal Bank of Canada150,433$4.56M0.0%+45.1%0.227%
5/15/2025Clayton Partners LLC90,225$2.74M2.4%+4.0%0.136%
5/14/2025CreativeOne Wealth LLC13,002$394K0.0%+10.7%0.020%
5/14/2025Per Stirling Capital Management LLC.298,141$9.04M1.3%N/A0.450%
5/14/2025Freedom Investment Management Inc.825,713$25.03M2.1%-1.3%1.247%
5/14/2025Smartleaf Asset Management LLC14,927$456K0.0%+349.9%0.023%
5/14/2025Lionshead Wealth Management LLC10,440$316K0.3%-45.5%0.016%
5/14/2025Northwestern Mutual Wealth Management Co.15,430,525$467.70M0.4%+3.4%23.309%
5/14/2025Kestra Advisory Services LLC201,485$6.11M0.0%+6.8%0.304%
5/13/2025Aptus Capital Advisors LLC191,241$5.80M0.1%-4.6%0.289%
5/13/2025Raymond James Financial Inc.216,216$6.55M0.0%+9.4%0.327%
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5/13/2025High Falls Advisors Inc27,721$840K0.2%-6.0%0.042%
5/13/2025Tacita Capital Inc83,785$2.54M1.8%-3.1%0.127%
5/13/2025Heck Capital Advisors LLC11,526$349K0.0%-72.6%0.017%
5/13/2025HighTower Advisors LLC86,646$2.63M0.0%+14.5%0.131%
5/12/2025SouthState Corp924$28K0.0%N/A0.001%
5/12/2025Atlas Capital Advisors Inc.297,612$9.02M1.1%-5.2%0.450%
5/12/2025Savvy Advisors Inc.520,448$15.78M1.6%+1.4%0.786%
5/12/2025AlphaCore Capital LLC5,115$155K0.0%N/A0.008%
5/9/2025Commonwealth Financial Services LLC29,642$898K0.2%N/A0.045%
5/9/2025Farrow Financial Inc.283,137$8.58M5.8%+2.5%0.428%
5/9/2025Kickstand Ventures LLC.91,142$2.76M0.7%-11.8%0.138%
5/9/2025Ackerman Capital Advisors LLC410,978$12.46M3.3%-0.2%0.621%
5/8/2025US Bancorp DE14,725$446K0.0%+132.3%0.022%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management24,822$752K0.0%N/A0.037%
5/8/2025Hoxton Planning & Management LLC16,532$501K0.2%N/A0.025%
5/7/2025LPL Financial LLC539,954$16.37M0.0%+14.1%0.816%
5/7/2025Drive Wealth Management LLC17,891$542K0.1%N/A0.027%
5/6/2025ShoreHaven Wealth Partners LLC134,228$4.07M1.9%+7.7%0.203%
5/6/2025Cetera Investment Advisers137,192$4.16M0.0%-1.4%0.207%
5/6/2025One Wealth Advisors LLC300,634$9.11M1.4%-2.9%0.454%
5/6/2025AE Wealth Management LLC2,197$67K0.0%+42.5%0.003%
5/6/2025Bank Julius Baer & Co. Ltd Zurich43,733$1.33M0.0%-65.6%0.066%
5/5/2025Wealth Alliance LLC61,625$1.87M0.2%-55.5%0.093%
5/5/2025IFP Advisors Inc190,495$5.77M0.2%-14.9%0.288%
5/5/2025Kestra Private Wealth Services LLC7,682$233K0.0%N/A0.012%
5/5/2025Csenge Advisory Group25,801$768K0.0%-24.4%0.039%
5/5/2025Private Advisor Group LLC19,055$578K0.0%+3.6%0.029%
5/5/2025Nwam LLC14,885$451K0.0%-30.4%0.022%
5/5/2025Jackson Creek Investment Advisors LLC40,952$1.24M0.4%+1.0%0.062%
5/2/2025Mayflower Financial Advisors LLC46,742$1.42M0.2%-37.7%0.071%
5/2/2025Wealthgarden F.S. LLC21,906$664K0.6%-20.5%0.033%
5/2/2025MB Generational Wealth LLC14,338$435K0.3%+71.2%0.022%
5/2/2025Shared Vision Wealth Group LLC26,752$811K0.4%-8.8%0.041%
5/2/2025Wealthfront Advisers LLC7,401$224K0.0%-83.5%0.011%
5/2/2025LJI Wealth Management LLC13,014$394K0.1%-14.0%0.020%
5/2/2025Red Wave Investments LLC60,384$1.83M0.7%-1.7%0.092%
5/1/2025CWM LLC13,954$423K0.0%-3.9%0.021%
5/1/2025Valued Wealth Advisors LLC59,061$1.79M1.1%+14.8%0.090%
5/1/2025Kathmere Capital Management LLC806,041$24.43M2.1%+0.3%1.227%
5/1/2025MA Private Wealth30,890$936K0.2%+143.9%0.047%
4/30/2025Weil Company Inc.7,663$232K0.1%-92.2%0.012%
4/30/2025Cerity Partners LLC76,980$2.33M0.0%-7.8%0.117%
4/30/2025Vision Capital Management Inc.23,173$702K0.1%-4.9%0.035%
4/30/2025Index Fund Advisors Inc.23,150$702K0.0%-14.5%0.035%
4/30/2025Horst & Graben Wealth Management LLC49,134$1.49M0.3%+76.4%0.075%
4/29/2025U.S. Capital Wealth Advisors LLC85,553$2.59M0.1%-14.4%0.130%
4/29/2025Capital Advisors Inc. OK23,975$727K0.0%-3.5%0.036%
4/29/2025Envestnet Asset Management Inc.4,313,899$130.75M0.0%-17.3%6.566%
4/29/2025CoreFirst Bank & Trust182,200$5.52M3.6%-1.0%0.277%
4/29/2025Sutton Place Investors LLC7,068$214K0.1%N/A0.011%
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4/29/2025Concurrent Investment Advisors LLC304,720$9.24M0.2%+223.7%0.464%
4/29/2025World Investment Advisors32,604$988K0.0%+302.3%0.050%
4/29/2025Jackson Thornton Wealth Management LLC20,632$614K0.1%+4.0%0.031%
4/29/2025Capital Investment Advisory Services LLC1,296$39K0.0%+126.6%0.002%
4/29/2025Strategic Blueprint LLC62,227$1.89M0.1%+1.7%0.095%
4/29/2025OneDigital Investment Advisors LLC448,994$13.61M0.2%+2.5%0.683%
4/28/2025Lansing Street Advisors7,312$222K0.1%N/A0.011%
4/25/2025JNBA Financial Advisors271,981$8.24M0.9%-19.1%0.414%
4/25/2025Mather Group LLC.2,950$89K0.0%+145.4%0.004%
4/25/2025Saxon Interests Inc.93,246$2.83M1.3%N/A0.142%
(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, 262 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. ($467.70M), FMR LLC ($243.11M), Envestnet Asset Management Inc. ($130.75M), Mercer Global Advisors Inc. ADV ($123.17M), JPMorgan Chase & Co. ($120.46M), Focus Partners Wealth ($33.09M), and Freedom Investment Management Inc. ($25.03M).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 223 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: Bank Julius Baer & Co. Ltd Zurich ($56.83M), JPMorgan Chase & Co. ($2.10M), Sequoia Financial Advisors LLC ($1.42M), Freedom Investment Management Inc. ($870.62K), FMR LLC ($728.41K), Wealth Enhancement Advisory Services LLC ($718.22K), and Northwestern Mutual Wealth Management Co. ($689.45K).

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

Institutional investors have bought a total of 10,251,660 shares in the last 24 months. This purchase volume represents approximately $289.00M in transactions.

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

Of the 120 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: Envestnet Asset Management Inc. ($1.45M), Mercer Global Advisors Inc. ADV ($1.16M), Bank of America Corp DE ($243.81K), Wealth Enhancement Advisory Services LLC ($242.18K), Jane Street Group LLC ($199.92K), Janney Montgomery Scott LLC ($164.21K), and Envestnet Portfolio Solutions Inc. ($140.62K).

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

Institutional investors have sold a total of 5,628,725 shares in the last 24 months. This volume of shares sold represents approximately $161.54M in transactions.



This page (NYSEARCA:IVLU) was last updated on 7/14/2025 by MarketBeat.com Staff
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