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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$27.87 +0.56 (+2.05%)
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)
122
Total
Institutional Inflows
(last 12 months)
$180.22M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$200.09M
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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
1/21/2025CFS Investment Advisory Services LLC15,956$433K0.0%+135.2%0.026%
1/21/2025Cyndeo Wealth Partners LLC9,790$265K0.0%N/A0.016%
1/21/2025Firethorn Wealth Partners LLC32,707$887K0.4%+27.0%0.052%
1/21/2025ONE Advisory Partners LLC72,879$1.98M0.9%-2.1%0.117%
1/21/2025Johnson Bixby & Associates LLC25,590$694K0.1%-3.1%0.041%
1/21/2025Brighton Jones LLC16,754$454K0.0%N/A0.027%
1/17/2025 High Probability Advisors LLC433,961$11.77M2.1%-1.5%0.695%
1/17/2025 Janney Montgomery Scott LLC559,672$15.17M0.0%-22.3%0.897%
1/17/2025 Braun Bostich & Associates Inc.12,161$330K0.2%+47.1%0.019%
1/17/2025 Capstone Wealth Management LLC12,618$342K0.3%N/A0.020%
1/17/2025 Prosperity Planning Inc.160,060$4.34M1.4%-9.2%0.257%
1/16/2025 My Legacy Advisors LLC24,604$670K0.3%-2.2%0.039%
1/16/2025 Kelly Financial Services LLC20,406$553K0.2%+3.0%0.033%
1/15/2025 CGN Advisors LLC12,082$328K0.0%-14.3%0.019%
1/15/2025 Merit Financial Group LLC43,035$1.17M0.0%N/A0.069%
1/15/2025 Cypress Wealth Services LLC112,168$3.04M0.6%+23.1%0.180%
1/14/2025 Foresight Capital Management Advisors Inc.42,467$1.15M0.7%+6.4%0.068%
1/14/2025 Park Avenue Securities LLC213,979$5.80M0.1%+89.9%0.343%
1/14/2025 Kathmere Capital Management LLC803,824$21.79M2.0%+5.1%1.288%
1/14/2025 Affinity Capital Advisors LLC42,135$1.15M0.2%+25.8%0.068%
1/14/2025 KWB Wealth503,850$14.88M1.8%+182.3%0.807%
1/14/2025 Breakwater Capital Group25,145$682K0.1%+103.8%0.040%
1/13/2025 Unique Wealth LLC14,411$391K0.1%N/A0.023%
1/13/2025 Pallas Capital Advisors LLC7,782$211K0.0%N/A0.012%
1/10/2025 Bruce G. Allen Investments LLC2,875$78K0.1%N/A0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC245,635$7.25M0.0%+0.3%0.394%
1/6/2025 Ridgeline Wealth LLC18,030$489K0.4%N/A0.029%
1/3/2025 Dentgroup LLC13,664$370K0.3%+26.5%0.022%
12/26/2024JPMorgan Chase & Co.3,776,764$111.53M0.0%+11.9%6.053%
12/13/2024B. Riley Wealth Advisors Inc.16,064$474K0.0%+11.4%0.026%
11/25/2024World Investment Advisors LLC7,105$210K0.0%N/A0.011%
11/25/2024Sanctuary Advisors LLC137,345$3.80M0.0%-1.4%0.220%
11/15/2024High Falls Advisors Inc25,456$752K0.2%+3.0%0.041%
11/15/2024National Bank of Canada FI4,099$121K0.0%-12.7%0.007%
11/15/2024EP Wealth Advisors LLC4,775$141K0.0%+13.4%0.008%
11/15/2024Stifel Financial Corp60,445$1.79M0.0%-5.2%0.097%
11/15/2024Quantinno Capital Management LP7,000$207K0.0%N/A0.011%
11/15/2024Red Wave Investments LLC63,191$1.87M0.7%-1.0%0.101%
11/15/2024Integrated Wealth Concepts LLC436,445$12.89M0.2%-1.7%0.699%
11/15/2024HighTower Advisors LLC73,069$2.16M0.0%+5.3%0.117%
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11/14/2024Captrust Financial Advisors37,465$1.11M0.0%-5.8%0.060%
11/14/2024Rockefeller Capital Management L.P.87,983$2.60M0.0%+7.8%0.141%
11/14/2024Bell Investment Advisors Inc54,110$1.60M0.3%-12.7%0.087%
11/13/2024Freedom Investment Management Inc.839,294$24.78M2.0%+4.7%1.345%
11/13/2024Townsquare Capital LLC13,649$403K0.0%N/A0.022%
11/13/2024FMR LLC8,597,248$253.88M0.0%+0.8%13.778%
11/12/2024Cerity Partners LLC15,943$471K0.0%+5.6%0.026%
11/12/2024Stonebrook Private Inc.25,370$749K0.2%-3.3%0.041%
11/12/2024Nwam LLC14,966$442K0.0%N/A0.024%
11/12/2024CFS Investment Advisory Services LLC6,785$200K0.0%-9.1%0.011%
11/12/2024Smithfield Trust Co1,252$36K0.0%-33.3%0.002%
11/8/2024Vance Wealth Inc.86,091$2.54M1.0%-1.7%0.138%
11/7/2024Theory Financial LLC8,064$228K0.1%N/A0.013%
11/7/2024Thrivent Financial for Lutherans185,592$5.48M0.0%-21.1%0.297%
11/6/2024TSA Wealth Managment LLC44,053$1.30M0.5%+3.4%0.071%
11/6/2024Squire Investment Management Company LLC54,109$1.60M0.8%+6.0%0.087%
11/6/2024OneDigital Investment Advisors LLC458,018$13.53M0.2%-4.0%0.734%
11/6/2024Intelligence Driven Advisers LLC19,742$583K0.1%-23.4%0.032%
11/6/2024Angeles Investment Advisors LLC115,735$3.42M0.2%-13.0%0.185%
11/5/2024Aptus Capital Advisors LLC204,474$6.04M0.1%-3.7%0.328%
11/5/2024Savvy Advisors Inc.386,079$11.40M2.3%+226.0%0.619%
11/5/2024Tacita Capital Inc100,798$2.98M1.9%-13.3%0.162%
11/4/2024Weil Company Inc.124,872$3.69M1.2%+14.0%0.200%
11/4/2024Mayflower Financial Advisors LLC48,936$1.45M0.2%+4.4%0.078%
11/2/2024Transcendent Capital Group LLC2,260$67K0.0%N/A0.004%
11/1/2024Assetmark Inc.1,920$57K0.0%N/A0.003%
11/1/2024Lauterbach Financial Advisors LLC14,603$431K0.3%+3.5%0.023%
11/1/2024Capital Performance Advisors LLP14,183$419K0.1%-7.4%0.023%
10/31/2024JNBA Financial Advisors372,510$11M1.1%-9.4%0.597%
10/31/2024Concurrent Investment Advisors LLC72,321$2.14M0.1%-24.0%0.116%
10/30/2024QRG Capital Management Inc.14,092$416K0.0%+44.2%0.023%
10/29/2024 Janney Montgomery Scott LLC720,484$21.28M0.1%-0.5%1.155%
10/29/2024Farther Finance Advisors LLC24,363$719K0.0%-5.3%0.039%
10/29/2024Capital Advisors Inc. OK87,493$2.58M0.1%-29.1%0.140%
10/28/2024W Advisors LLC42,181$1.25M0.8%-15.2%0.068%
10/28/2024Valued Wealth Advisors LLC33,236$981K0.6%+4.5%0.053%
10/28/2024US Bancorp DE4,837$143K0.0%-7.8%0.008%
10/25/2024Financial Advocates Investment Management17,663$522K0.0%N/A0.028%
10/25/2024Strategic Blueprint LLC65,555$1.94M0.1%-7.1%0.105%
10/24/2024Patriot Financial Group Insurance Agency LLC8,548$252K0.0%+4.9%0.014%
10/24/2024Custom Index Systems LLC79,781$2.36M1.3%+1.0%0.128%
10/24/2024Ackerman Capital Advisors LLC414,944$12.25M3.2%-1.8%0.665%
10/24/2024ShoreHaven Wealth Partners LLC125,447$3.70M1.8%-3.6%0.201%
10/24/2024Farrow Financial Inc.273,250$8.07M5.1%+0.8%0.438%
10/24/2024 Wealth Enhancement Advisory Services LLC244,843$7.23M0.0%+10.1%0.392%
10/23/2024MA Private Wealth12,393$366K0.1%+9.6%0.020%
10/22/2024Private Advisor Group LLC16,890$499K0.0%+18.6%0.027%
10/22/2024RCS Financial Planning LLC9,149$270K0.1%+20.5%0.015%
10/22/2024Leo Wealth LLC15,970$472K0.0%-25.6%0.026%
10/22/2024 My Legacy Advisors LLC25,163$743K0.3%-21.0%0.040%
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10/22/2024Sequoia Financial Advisors LLC55,471$1.64M0.0%-28.7%0.089%
10/21/2024Horst & Graben Wealth Management LLC22,169$655K0.1%+12.7%0.036%
10/21/2024Northwest Investment Counselors LLC2,242$66K0.0%N/A0.004%
10/18/2024Raymond James & Associates163,398$4.83M0.0%-3.4%0.262%
10/18/2024Stratos Wealth Advisors LLC24,944$737K0.0%+3.2%0.040%
10/16/2024Global Retirement Partners LLC16,148$477K0.0%+51.5%0.026%
10/16/2024One Wealth Advisors LLC281,466$8.31M1.3%-0.5%0.451%
10/16/2024Firethorn Wealth Partners LLC25,750$760K0.4%-5.3%0.041%
10/16/2024 Braun Bostich & Associates Inc.8,269$244K0.2%N/A0.013%
10/9/2024 Cypress Wealth Services LLC91,099$2.69M0.6%-5.2%0.146%
(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, 218 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 ($253.88M), Mercer Global Advisors Inc. ADV ($181.20M), Envestnet Asset Management Inc. ($170.55M), JPMorgan Chase & Co. ($111.53M), Bank of America Corp DE ($66.53M), and Freedom Investment Management Inc. ($24.78M).Learn more on IVLU's institutional investors.

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

Of the 184 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 ($56.77M), JPMorgan Chase & Co. ($4.75M), FMR LLC ($1.59M), 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 74,427,122 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 125 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 ($3.73M), LGL Partners LLC ($1.59M), FFT Wealth Management LLC ($1.58M), Sequoia Financial Advisors LLC ($1.36M), Fifth Third Bancorp ($827.35K), and Thrivent Financial for Lutherans ($376.67K).

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

Institutional investors have sold a total of 17,917,746 shares in the last 24 months. This volume of shares sold represents approximately $464.50M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 1/21/2025 by MarketBeat.com Staff
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