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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$27.51 -2.01 (-6.81%)
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)
154
Total
Institutional Inflows
(last 12 months)
$237.79M
Number of
Institutional Sellers
(last 12 months)
97
Total
Institutional Outflows
(last 12 months)
$132.11M
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IVLU Institutional Buying and Selling by Quarter

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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
3/17/2025Wealth Enhancement Advisory Services LLC906,037$24.56M0.0%+270.0%1.379%
2/25/2025Heck Capital Advisors LLC42,069$1.14M0.1%N/A0.064%
2/25/2025B. Riley Wealth Advisors Inc.15,151$411K0.0%-5.7%0.023%
2/24/2025Ameriflex Group Inc.25,081$706K0.3%N/A0.038%
2/18/2025Sunbelt Securities Inc.1,315$36K0.0%-28.3%0.002%
2/18/2025Focus Partners Advisor Solutions LLC282,328$7.65M0.1%+11.4%0.452%
2/18/2025CSS LLC IL55,300$1.50M0.1%-3.5%0.089%
2/17/2025Vance Wealth LLC82,901$2.25M0.9%-3.7%0.133%
2/17/2025Stonebrook Private Inc.24,862$674K0.2%-2.0%0.040%
2/17/2025Quantinno Capital Management LP14,000$380K0.0%+100.0%0.022%
2/17/2025Lionshead Wealth Management LLC19,163$520K0.4%N/A0.031%
2/17/2025Focus Partners Wealth770,413$20.89M0.1%+11.7%1.235%
2/17/2025EP Wealth Advisors LLC6,036$164K0.0%+26.4%0.010%
2/17/2025Cetera Investment Advisers139,096$3.77M0.0%-22.1%0.223%
2/17/2025Citadel Advisors LLC10,668$289K0.0%-55.6%0.017%
2/17/2025Captrust Financial Advisors36,715$995K0.0%-2.0%0.059%
2/17/2025Bank of America Corp DE728,677$19.75M0.0%-25.1%1.168%
2/17/2025Ameriprise Financial Inc.26,389$715K0.0%-41.4%0.042%
2/17/2025Aptus Capital Advisors LLC200,419$5.43M0.1%-2.0%0.321%
2/14/2025Mercer Global Advisors Inc. ADV4,543,207$123.17M0.3%-13.5%7.281%
2/14/2025Keel Point LLC47,772$1.30M0.1%-5.9%0.077%
2/14/2025Jane Street Group LLC260,523$7.06M0.0%N/A0.418%
2/14/2025Wise Wealth Partners21,347$579K1.4%N/A0.034%
2/14/2025Comerica Bank15,498$420K0.0%-2.6%0.025%
2/14/2025Northern Trust Corp19,492$528K0.0%+5.5%0.031%
2/14/2025SCS Capital Management LLC102,521$2.78M0.1%-11.1%0.164%
2/14/2025Integrated Wealth Concepts LLC437,815$11.87M0.1%+0.3%0.702%
2/14/2025MGO One Seven LLC11,286$306K0.0%+55.1%0.018%
2/14/2025Stifel Financial Corp57,744$1.57M0.0%-4.5%0.093%
2/14/2025OneDigital Investment Advisors LLC438,110$11.88M0.1%-4.3%0.702%
2/14/2025Freedom Investment Management Inc.836,211$22.67M1.9%-0.4%1.340%
2/13/2025NewEdge Advisors LLC116,430$3.16M0.0%+16.2%0.187%
2/13/2025United Capital Financial Advisors LLC9,699$263K0.0%N/A0.016%
2/13/2025CreativeOne Wealth LLC11,749$319K0.0%+31.1%0.019%
2/13/2025Mariner LLC23,999$651K0.0%+74.7%0.038%
2/13/2025Peninsula Wealth LLC500,695$13.57M2.3%+69.7%0.802%
2/13/2025Savvy Advisors Inc.513,185$13.91M1.7%+32.9%0.822%
2/13/2025Sagespring Wealth Partners LLC31,476$853K0.0%N/A0.050%
2/13/2025Townsquare 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%
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2/13/2025Raymond James Financial Inc.197,612$5.36M0.0%N/A0.317%
2/13/2025Advisory Services Network LLC30,818$835K0.0%+1.3%0.049%
2/13/2025Elgethun Capital Management6,276$170K0.0%-49.2%0.010%
2/13/2025Cerity Partners LLC83,494$2.26M0.0%+423.7%0.134%
2/13/2025FMR LLC8,967,613$243.11M0.0%+4.3%14.371%
2/13/2025Envestnet Asset Management Inc.5,219,190$141.49M0.0%+6.2%8.364%
2/13/2025Wells Fargo & Company MN2,481$67K0.0%+248,000.0%0.004%
2/12/2025Atlas Capital Advisors Inc.313,993$8.51M1.1%-3.1%0.503%
2/12/2025World Investment Advisors8,104$220K0.0%+14.1%0.013%
2/12/2025O Shaughnessy Asset Management LLC13,248$359K0.0%+4.0%0.021%
2/12/2025JPMorgan Chase & Co.4,443,196$120.46M0.0%+17.6%7.121%
2/11/2025CoreFirst Bank & Trust184,033$4.99M3.0%N/A0.295%
2/11/2025Jackson Thornton Wealth Management LLC19,839$538K0.1%+70.1%0.032%
2/11/2025Angeles Investment Advisors LLC77,680$2.11M0.1%-32.9%0.124%
2/11/2025LPL Financial LLC473,239$12.83M0.0%+110.8%0.758%
2/11/2025Plancorp LLC345,964$9.38M0.4%-5.0%0.554%
2/11/2025Lee Danner & Bass Inc.4,300$117K0.0%N/A0.007%
2/11/2025HUB Investment Partners LLC418,645$11.35M0.5%-8.4%0.671%
2/11/2025Stokes Family Office LLC42,683$1.16M0.1%+1.8%0.068%
2/10/2025Thrivent Financial for Lutherans192,127$5.21M0.0%+3.5%0.308%
2/10/2025Parallel Advisors LLC152,626$4.14M0.1%+20.0%0.245%
2/10/2025Clayton Partners LLC86,724$2.35M1.6%-0.4%0.139%
2/10/2025Corient Private Wealth LLC31,341$850K0.0%-3.7%0.050%
2/10/2025Envestnet Portfolio Solutions Inc.149,663$4.06M0.0%+614.9%0.240%
2/10/2025Commonwealth Equity Services LLC32,100$870K0.0%-12.0%0.051%
2/10/2025Avantax Advisory Services Inc.27,636$749K0.0%+4.3%0.044%
2/10/2025Farther Finance Advisors LLC25,872$701K0.0%+6.2%0.041%
2/10/2025EverSource Wealth Advisors LLC10,945$297K0.0%+13.4%0.018%
2/7/2025Sequoia Financial Advisors LLC52,193$1.42M0.0%-5.9%0.084%
2/7/2025HighTower Advisors LLC75,690$2.05M0.0%+3.6%0.121%
2/7/2025Wealthfront Advisers LLC44,809$1.22M0.0%N/A0.072%
2/7/2025Lauterbach Financial Advisors LLC15,477$420K0.3%+6.0%0.025%
2/7/2025Bell Investment Advisors Inc52,974$1.44M0.3%-2.1%0.085%
2/7/2025Farrow Financial Inc.276,317$7.49M4.9%+1.1%0.443%
2/7/2025PNC Financial Services Group Inc.1,629$44K0.0%+342.7%0.003%
2/7/2025Bank Julius Baer & Co. Ltd Zurich127,151$3.44M0.0%+107.7%0.204%
2/7/2025Jackson Creek Investment Advisors LLC40,553$1.10M0.3%+3.1%0.065%
2/7/2025Ashton Thomas Private Wealth LLC292,498$7.93M0.3%N/A0.469%
2/6/2025Raymond James Financial Inc.197,612$5.36M0.0%N/A0.317%
2/6/2025Assetmark Inc.1,436$39K0.0%-25.2%0.002%
2/6/2025Smithfield Trust Co3,546$96K0.0%+183.2%0.006%
2/6/2025TSA Wealth Managment LLC62,508$1.70M0.7%+41.9%0.100%
2/6/2025Tacita Capital Inc86,425$2.34M1.7%-14.3%0.139%
2/6/2025Shared Vision Wealth Group LLC29,334$795K0.4%+22.3%0.047%
2/5/2025Kohmann Bosshard Financial Services LLC4,450$121K0.0%N/A0.007%
2/5/2025Smartleaf Asset Management LLC3,318$90K0.0%+136.5%0.005%
2/5/2025US Bancorp DE6,338$172K0.0%+31.0%0.010%
2/5/2025QRG Capital Management Inc.8,286$225K0.0%-41.2%0.013%
2/5/2025Nwam LLC21,385$580K0.0%+42.9%0.034%
2/5/2025Magnolia Private Wealth LLC7,827$212K0.1%N/A0.013%
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2/5/2025Weil Company Inc.98,101$2.66M0.9%-21.4%0.157%
2/4/2025Ackerman Capital Advisors LLC411,898$11.17M2.9%-0.7%0.660%
2/4/2025FFT Wealth Management LLC16,822$456K0.0%+34.3%0.027%
2/4/2025IFP Advisors Inc223,790$6.07M0.2%-13.3%0.359%
2/4/2025WealthShield Partners LLC4,477$121K0.0%N/A0.007%
2/4/2025Wealthgarden F.S. LLC27,568$747K0.7%+84.2%0.044%
2/3/2025First Horizon Advisors Inc.5,700$155K0.0%N/A0.009%
2/3/2025Red Wave Investments LLC61,459$1.67M0.6%-2.7%0.098%
2/3/2025Transcend Capital Advisors LLC34,374$932K0.1%+53.2%0.055%
2/3/2025Compass Capital Corp MA ADV90,418$2.53M1.0%N/A0.145%
(Data available from 1/1/2016 forward)

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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), Wealth Enhancement Advisory Services LLC ($24.56M), and Wealthsource Partners LLC ($23.38M).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), Wealth Enhancement Advisory Services LLC ($718.22K), 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 73,644,022 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 139 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 17,965,313 shares in the last 24 months. This volume of shares sold represents approximately $471.13M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 4/4/2025 by MarketBeat.com Staff
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