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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$29.23 -0.16 (-0.54%)
As of 02/21/2025 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)
155
Total
Institutional Inflows
(last 12 months)
$226.81M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$132.14M
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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
2/18/2025 Sunbelt Securities Inc.1,315$36K0.0%-28.3%0.002%
2/18/2025 Focus Partners Advisor Solutions LLC282,328$7.65M0.1%+11.4%0.452%
2/18/2025 CSS LLC IL55,300$1.50M0.1%-3.5%0.089%
2/17/2025 Vance Wealth LLC82,901$2.25M0.9%-3.7%0.133%
2/17/2025 Stonebrook Private Inc.24,862$674K0.2%-2.0%0.040%
2/17/2025 Quantinno Capital Management LP14,000$380K0.0%+100.0%0.022%
2/17/2025 Lionshead Wealth Management LLC19,163$520K0.4%N/A0.031%
2/17/2025 Focus Partners Wealth770,413$20.89M0.1%+11.7%1.235%
2/17/2025 EP Wealth Advisors LLC6,036$164K0.0%+26.4%0.010%
2/17/2025 Cetera Investment Advisers139,096$3.77M0.0%-22.1%0.223%
2/17/2025 Citadel Advisors LLC10,668$289K0.0%-55.6%0.017%
2/17/2025 Captrust Financial Advisors36,715$995K0.0%-2.0%0.059%
2/17/2025 Bank of America Corp DE728,677$19.75M0.0%-25.1%1.168%
2/17/2025 Ameriprise Financial Inc.26,389$715K0.0%-41.4%0.042%
2/17/2025 Aptus Capital Advisors LLC200,419$5.43M0.1%-2.0%0.321%
2/14/2025 Mercer Global Advisors Inc. ADV4,543,207$123.17M0.3%-13.5%7.281%
2/14/2025 Keel Point LLC47,772$1.30M0.1%-5.9%0.077%
2/14/2025 Jane Street Group LLC260,523$7.06M0.0%N/A0.418%
2/14/2025 Wise Wealth Partners21,347$579K1.4%N/A0.034%
2/14/2025 Comerica Bank15,498$420K0.0%-2.6%0.025%
2/14/2025 Northern Trust Corp19,492$528K0.0%+5.5%0.031%
2/14/2025 SCS Capital Management LLC102,521$2.78M0.1%-11.1%0.164%
2/14/2025 Integrated Wealth Concepts LLC437,815$11.87M0.1%+0.3%0.702%
2/14/2025 MGO One Seven LLC11,286$306K0.0%+55.1%0.018%
2/14/2025 Stifel Financial Corp57,744$1.57M0.0%-4.5%0.093%
2/14/2025 OneDigital Investment Advisors LLC438,110$11.88M0.1%-4.3%0.702%
2/14/2025 Freedom Investment Management Inc.836,211$22.67M1.9%-0.4%1.340%
2/13/2025 NewEdge Advisors LLC116,430$3.16M0.0%+16.2%0.187%
2/13/2025 United Capital Financial Advisors LLC9,699$263K0.0%N/A0.016%
2/13/2025 CreativeOne Wealth LLC11,749$319K0.0%+31.1%0.019%
2/13/2025 Mariner LLC23,999$651K0.0%+74.7%0.038%
2/13/2025 Peninsula Wealth LLC500,695$13.57M2.3%+69.7%0.802%
2/13/2025 Savvy Advisors Inc.513,185$13.91M1.7%+32.9%0.822%
2/13/2025 Sagespring Wealth Partners LLC31,476$853K0.0%N/A0.050%
2/13/2025 Townsquare Capital LLC21,458$582K0.0%+57.2%0.034%
2/13/2025 Glass Jacobson Investment Advisors llc5,041$137K0.0%+9,065.5%0.008%
2/13/2025 Raymond James Financial Inc.197,612$5.36M0.0%N/A0.317%
2/13/2025 Advisory Services Network LLC30,818$835K0.0%+1.3%0.049%
2/13/2025 Elgethun Capital Management6,276$170K0.0%-49.2%0.010%
2/13/2025 Cerity Partners LLC83,494$2.26M0.0%+423.7%0.134%
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2/13/2025 FMR LLC8,967,613$243.11M0.0%+4.3%14.371%
2/13/2025 Envestnet Asset Management Inc.5,219,190$141.49M0.0%+6.2%8.364%
2/13/2025 Wells Fargo & Company MN2,481$67K0.0%+248,000.0%0.004%
2/12/2025 Atlas Capital Advisors Inc.313,993$8.51M1.1%-3.1%0.503%
2/12/2025 World Investment Advisors8,104$220K0.0%+14.1%0.013%
2/12/2025 O Shaughnessy Asset Management LLC13,248$359K0.0%+4.0%0.021%
2/12/2025 JPMorgan Chase & Co.4,443,196$120.46M0.0%+17.6%7.121%
2/11/2025 CoreFirst Bank & Trust184,033$4.99M3.0%N/A0.295%
2/11/2025 Jackson Thornton Wealth Management LLC19,839$538K0.1%+70.1%0.032%
2/11/2025 Angeles Investment Advisors LLC77,680$2.11M0.1%-32.9%0.124%
2/11/2025 LPL Financial LLC473,239$12.83M0.0%+110.8%0.758%
2/11/2025 Plancorp LLC345,964$9.38M0.4%-5.0%0.554%
2/11/2025 Lee Danner & Bass Inc.4,300$117K0.0%N/A0.007%
2/11/2025 HUB Investment Partners LLC418,645$11.35M0.5%-8.4%0.671%
2/11/2025 Stokes Family Office LLC42,683$1.16M0.1%+1.8%0.068%
2/10/2025 Thrivent Financial for Lutherans192,127$5.21M0.0%+3.5%0.308%
2/10/2025 Parallel Advisors LLC152,626$4.14M0.1%+20.0%0.245%
2/10/2025 Clayton Partners LLC86,724$2.35M1.6%-0.4%0.139%
2/10/2025 Corient Private Wealth LLC31,341$850K0.0%-3.7%0.050%
2/10/2025 Envestnet Portfolio Solutions Inc.149,663$4.06M0.0%+614.9%0.240%
2/10/2025 Commonwealth Equity Services LLC32,100$870K0.0%-12.0%0.051%
2/10/2025 Avantax Advisory Services Inc.27,636$749K0.0%+4.3%0.044%
2/10/2025 Farther Finance Advisors LLC25,872$701K0.0%+6.2%0.041%
2/10/2025 EverSource Wealth Advisors LLC10,945$297K0.0%+13.4%0.018%
2/7/2025 Sequoia Financial Advisors LLC52,193$1.42M0.0%-5.9%0.084%
2/7/2025 HighTower Advisors LLC75,690$2.05M0.0%+3.6%0.121%
2/7/2025 Wealthfront Advisers LLC44,809$1.22M0.0%N/A0.072%
2/7/2025 Lauterbach Financial Advisors LLC15,477$420K0.3%+6.0%0.025%
2/7/2025 Bell Investment Advisors Inc52,974$1.44M0.3%-2.1%0.085%
2/7/2025 Farrow Financial Inc.276,317$7.49M4.9%+1.1%0.443%
2/7/2025 PNC Financial Services Group Inc.1,629$44K0.0%+342.7%0.003%
2/7/2025 Bank Julius Baer & Co. Ltd Zurich127,151$3.44M0.0%+107.7%0.204%
2/7/2025 Jackson Creek Investment Advisors LLC40,553$1.10M0.3%+3.1%0.065%
2/7/2025 Ashton Thomas Private Wealth LLC292,498$7.93M0.3%N/A0.469%
2/6/2025 Raymond James Financial Inc.197,612$5.36M0.0%N/A0.317%
2/6/2025 Assetmark Inc.1,436$39K0.0%-25.2%0.002%
2/6/2025 Smithfield Trust Co3,546$96K0.0%+183.2%0.006%
2/6/2025 TSA Wealth Managment LLC62,508$1.70M0.7%+41.9%0.100%
2/6/2025 Tacita Capital Inc86,425$2.34M1.7%-14.3%0.139%
2/6/2025 Shared Vision Wealth Group LLC29,334$795K0.4%+22.3%0.047%
2/5/2025 Kohmann Bosshard Financial Services LLC4,450$121K0.0%N/A0.007%
2/5/2025 Smartleaf Asset Management LLC3,318$90K0.0%+136.5%0.005%
2/5/2025 US Bancorp DE6,338$172K0.0%+31.0%0.010%
2/5/2025 QRG Capital Management Inc.8,286$225K0.0%-41.2%0.013%
2/5/2025 Nwam LLC21,385$580K0.0%+42.9%0.034%
2/5/2025 Magnolia Private Wealth LLC7,827$212K0.1%N/A0.013%
2/5/2025 Weil Company Inc.98,101$2.66M0.9%-21.4%0.157%
2/4/2025 Ackerman Capital Advisors LLC411,898$11.17M2.9%-0.7%0.660%
2/4/2025 FFT Wealth Management LLC16,822$456K0.0%+34.3%0.027%
2/4/2025 IFP Advisors Inc223,790$6.07M0.2%-13.3%0.359%
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2/4/2025 WealthShield Partners LLC4,477$121K0.0%N/A0.007%
2/4/2025 Wealthgarden F.S. LLC27,568$747K0.7%+84.2%0.044%
2/3/2025 First Horizon Advisors Inc.5,700$155K0.0%N/A0.009%
2/3/2025 Red Wave Investments LLC61,459$1.67M0.6%-2.7%0.098%
2/3/2025 Transcend Capital Advisors LLC34,374$932K0.1%+53.2%0.055%
2/3/2025 Compass Capital Corp MA ADV90,418$2.53M1.0%N/A0.145%
2/3/2025 Concurrent Investment Advisors LLC94,134$2.55M0.1%+30.2%0.151%
2/3/2025 Wealth Alliance138,618$3.76M0.4%+123.4%0.222%
2/3/2025 Private Advisor Group LLC18,400$499K0.0%+8.9%0.029%
1/31/2025 Global Retirement Partners LLC16,761$454K0.0%+3.8%0.027%
(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, 250 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. ($404.22M), FMR LLC ($243.11M), Envestnet Asset Management Inc. ($141.49M), Mercer Global Advisors Inc. ADV ($123.17M), JPMorgan Chase & Co. ($120.46M), Wealthsource Partners LLC ($23.38M), and Freedom Investment Management Inc. ($22.67M).Learn more on IVLU's institutional investors.

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

Of the 208 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 ($56.83M), JPMorgan Chase & Co. ($2.10M), FMR LLC ($1.96M), Sequoia Financial Advisors LLC ($1.42M), Freedom Investment Management Inc. ($870.62K), Northwestern Mutual Wealth Management Co. ($695.38K), and KWB Wealth ($503.85K).

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

Institutional investors have bought a total of 73,755,311 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

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

Of the 140 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. ($5.04M), Mercer Global Advisors Inc. ADV ($3.95M), LGL Partners LLC ($1.59M), FFT Wealth Management LLC ($1.58M), Sequoia Financial Advisors LLC ($1.36M), Fifth Third Bancorp ($798.30K), and Bank of America Corp DE ($243.81K).

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

Institutional investors have sold a total of 17,966,292 shares in the last 24 months. This volume of shares sold represents approximately $471.15M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 2/22/2025 by MarketBeat.com Staff
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