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iShares MSCI Intl Value Factor ETF (IVLU) Institutional Ownership

iShares MSCI Intl Value Factor ETF logo
$26.76 +0.11 (+0.41%)
(As of 12/20/2024 04:33 PM ET)
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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)
110
Total
Institutional Inflows
(last 12 months)
$152.31M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$204.44M
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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
12/13/2024 B. Riley Wealth Advisors Inc.16,064$474K0.0%+11.4%0.026%
11/25/2024 World Investment Advisors LLC7,105$210K0.0%N/A0.011%
11/25/2024 Sanctuary Advisors LLC137,345$3.80M0.0%-1.4%0.220%
11/15/2024 High Falls Advisors Inc25,456$752K0.2%+3.0%0.041%
11/15/2024 National Bank of Canada FI4,099$121K0.0%-12.7%0.007%
11/15/2024 EP Wealth Advisors LLC4,775$141K0.0%+13.4%0.008%
11/15/2024 Stifel Financial Corp60,445$1.79M0.0%-5.2%0.097%
11/15/2024 Quantinno Capital Management LP7,000$207K0.0%N/A0.011%
11/15/2024 Red Wave Investments LLC63,191$1.87M0.7%-1.0%0.101%
11/15/2024 Integrated Wealth Concepts LLC436,445$12.89M0.2%-1.7%0.699%
11/15/2024 HighTower Advisors LLC73,069$2.16M0.0%+5.3%0.117%
11/14/2024 Captrust Financial Advisors37,465$1.11M0.0%-5.8%0.060%
11/14/2024 Rockefeller Capital Management L.P.87,983$2.60M0.0%+7.8%0.141%
11/14/2024 Bell Investment Advisors Inc54,110$1.60M0.3%-12.7%0.087%
11/13/2024 Freedom Investment Management Inc.839,294$24.78M2.0%+4.7%1.345%
11/13/2024 Townsquare Capital LLC13,649$403K0.0%N/A0.022%
11/13/2024 FMR LLC8,597,248$253.88M0.0%+0.8%13.778%
11/12/2024 Cerity Partners LLC15,943$471K0.0%+5.6%0.026%
11/12/2024 Stonebrook Private Inc.25,370$749K0.2%-3.3%0.041%
11/12/2024 Nwam LLC14,966$442K0.0%N/A0.024%
11/12/2024 CFS Investment Advisory Services LLC6,785$200K0.0%-9.1%0.011%
11/12/2024 Smithfield Trust Co1,252$36K0.0%-33.3%0.002%
11/8/2024 Vance Wealth Inc.86,091$2.54M1.0%-1.7%0.138%
11/7/2024 Theory Financial LLC8,064$228K0.1%N/A0.013%
11/7/2024 Thrivent Financial for Lutherans185,592$5.48M0.0%-21.1%0.297%
11/6/2024 TSA Wealth Managment LLC44,053$1.30M0.5%+3.4%0.071%
11/6/2024 Squire Investment Management Company LLC54,109$1.60M0.8%+6.0%0.087%
11/6/2024 OneDigital Investment Advisors LLC458,018$13.53M0.2%-4.0%0.734%
11/6/2024 Intelligence Driven Advisers LLC19,742$583K0.1%-23.4%0.032%
11/6/2024 Angeles Investment Advisors LLC115,735$3.42M0.2%-13.0%0.185%
11/5/2024 Aptus Capital Advisors LLC204,474$6.04M0.1%-3.7%0.328%
11/5/2024 Savvy Advisors Inc.386,079$11.40M2.3%+226.0%0.619%
11/5/2024 Tacita Capital Inc100,798$2.98M1.9%-13.3%0.162%
11/4/2024 Weil Company Inc.124,872$3.69M1.2%+14.0%0.200%
11/4/2024 Mayflower Financial Advisors LLC48,936$1.45M0.2%+4.4%0.078%
11/2/2024 Transcendent Capital Group LLC2,260$67K0.0%N/A0.004%
11/1/2024 Assetmark Inc.1,920$57K0.0%N/A0.003%
11/1/2024 Lauterbach Financial Advisors LLC14,603$431K0.3%+3.5%0.023%
11/1/2024 Capital Performance Advisors LLP14,183$419K0.1%-7.4%0.023%
10/31/2024 JNBA Financial Advisors372,510$11M1.1%-9.4%0.597%
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10/31/2024 Concurrent Investment Advisors LLC72,321$2.14M0.1%-24.0%0.116%
10/30/2024 QRG 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%
10/29/2024 Farther Finance Advisors LLC24,363$719K0.0%-5.3%0.039%
10/29/2024 Capital Advisors Inc. OK87,493$2.58M0.1%-29.1%0.140%
10/28/2024 W Advisors LLC42,181$1.25M0.8%-15.2%0.068%
10/28/2024 Valued Wealth Advisors LLC33,236$981K0.6%+4.5%0.053%
10/28/2024 US Bancorp DE4,837$143K0.0%-7.8%0.008%
10/25/2024 Financial Advocates Investment Management17,663$522K0.0%N/A0.028%
10/25/2024 Strategic Blueprint LLC65,555$1.94M0.1%-7.1%0.105%
10/24/2024 Patriot Financial Group Insurance Agency LLC8,548$252K0.0%+4.9%0.014%
10/24/2024 Custom Index Systems LLC79,781$2.36M1.3%+1.0%0.128%
10/24/2024 Ackerman Capital Advisors LLC414,944$12.25M3.2%-1.8%0.665%
10/24/2024 ShoreHaven Wealth Partners LLC125,447$3.70M1.8%-3.6%0.201%
10/24/2024 Farrow 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%
10/23/2024 MA Private Wealth12,393$366K0.1%+9.6%0.020%
10/22/2024 Private Advisor Group LLC16,890$499K0.0%+18.6%0.027%
10/22/2024 RCS Financial Planning LLC9,149$270K0.1%+20.5%0.015%
10/22/2024 Leo Wealth LLC15,970$472K0.0%-25.6%0.026%
10/22/2024 My Legacy Advisors LLC25,163$743K0.3%-21.0%0.040%
10/22/2024 Sequoia Financial Advisors LLC55,471$1.64M0.0%-28.7%0.089%
10/21/2024 Horst & Graben Wealth Management LLC22,169$655K0.1%+12.7%0.036%
10/21/2024 Northwest 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%
10/16/2024 Global Retirement Partners LLC16,148$477K0.0%+51.5%0.026%
10/16/2024 One Wealth Advisors LLC281,466$8.31M1.3%-0.5%0.451%
10/16/2024 Firethorn 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%
10/9/2024 Kelly Financial Services LLC19,809$585K0.2%-3.2%0.032%
10/8/2024 CWM LLC16,246$480K0.0%+22.8%0.026%
10/8/2024 Ironwood Wealth Management Inc.288,708$8.45M4.1%-0.2%0.463%
10/7/2024 Foresight Capital Management Advisors Inc.39,903$1.18M0.7%+6.0%0.064%
10/7/2024 Foster Group Inc.365,755$10.80M0.4%+7.0%0.586%
10/7/2024 Prosperity Planning Inc.176,331$5.21M1.7%-9.8%0.283%
10/7/2024 KWB Wealth178,460$4.90M0.6%N/A0.286%
10/3/2024 Park Avenue Securities LLC112,706$3.33M0.0%+20.9%0.181%
10/2/2024 Dentgroup LLC10,803$319K0.2%-4.2%0.017%
9/5/2024 Sanctuary Advisors LLC139,231$3.90M0.0%N/A0.223%
8/26/2024 Ariadne Wealth Management LP11,010$302K0.2%N/A0.018%
8/22/2024 Cetera Investment Advisers176,793$4.85M0.0%+23.9%0.283%
8/21/2024 Truist Financial Corp100,735$2.76M0.0%+2.2%0.161%
8/19/2024 EP Wealth Advisors LLC4,211$116K0.0%+14.2%0.007%
8/19/2024 B. Riley Wealth Advisors Inc.14,424$396K0.0%-11.3%0.023%
8/16/2024 High Falls Advisors Inc24,707$678K0.2%-15.3%0.040%
8/16/2024 NewEdge Advisors LLC80,719$2.22M0.0%+373.3%0.129%
8/16/2024 Northwestern Mutual Wealth Management Co.14,730,969$404.22M0.4%+1.3%23.607%
8/16/2024 Creative Planning18,047$495K0.0%-12.2%0.029%
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8/16/2024 Kathmere Capital Management LLC736,762$20.22M2.1%+7.4%1.181%
8/14/2024 Bank of Montreal Can47,546$1.31M0.0%-62.6%0.076%
8/14/2024 EverSource Wealth Advisors LLC9,841$281K0.0%-28.2%0.016%
8/13/2024 Merriman Wealth Management LLC205,377$5.64M0.2%-1.9%0.329%
8/13/2024 Clayton Partners LLC87,881$2.41M1.9%-1.3%0.141%
8/13/2024 Thrivent Financial for Lutherans235,301$6.46M0.0%-26.4%0.377%
8/12/2024 Lauterbach Financial Advisors LLC14,109$382K0.3%+4.9%0.023%
8/12/2024 LJI Wealth Management LLC15,137$415K0.1%+16.3%0.024%
8/12/2024 Mercer Global Advisors Inc. ADV6,603,372$181.20M0.5%-6.4%10.582%
8/10/2024 Wealth Alliance54,439$1.49M0.2%-28.5%0.087%
(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, 211 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. ($111.25M), 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 176 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. ($4.35M), FMR LLC ($1.59M), Sequoia Financial Advisors LLC ($1.42M), Freedom Investment Management Inc. ($870.62K), Northwestern Mutual Wealth Management Co. ($695.38K), and Ackerman Capital Advisors LLC ($509.90K).

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

Institutional investors have bought a total of 73,913,226 shares in the last 24 months. This purchase volume represents approximately $1.88B in transactions.

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

Of the 126 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 17,760,454 shares in the last 24 months. This volume of shares sold represents approximately $460.12M in transactions.


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This page (NYSEARCA:IVLU) was last updated on 12/21/2024 by MarketBeat.com Staff
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