IVLU · iShares MSCI Intl Value Factor ETF ETF
$44.96
-0.06 (-0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $1,874,329
Total Shares: 44,819
Institutional Ownership Trend
23 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
60.2%
−16.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,153
Highly concentrated−1,305
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
0
Decreased
1
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
-39.3%
Shares held:
-42.4%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | −359 | 17,543 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 26,968 | $1,127,801 | |
| Mid Parkside Financial Bank & Trust | 308 | $12,880 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small WILLIAM JOHN SEMPOLINSKI | 59,927 | $2,377,903 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IVLU | $1,127,801 | 60.17% | 26,968 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IVLU | $733,648 | 39.14% | 17,543 | Shares | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IVLU | $12,880 | 0.69% | 308 | Shares | 2026-09-04 |