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
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
60.2%
+35.2 pts
Top 5
100.0%
+51.4 pts
Top 10
100.0%
+41.9 pts
HHI
5,153
Highly concentrated+4,326
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
2
Sold Out
368
Unchanged
0
Holder count:
-367
Institutional value:
-99.9%
Shares held:
-99.9%
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 | |
| Large Corient Private Wealth LLC | −88 | 26,968 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mid Parkside Financial Bank & Trust | 308 | $12,880 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,186,706 | $721,648,494 | |
| Mega FMR LLC | 6,982,682 | $277,072,821 | |
| Mega JPMORGAN CHASE & CO | 4,476,656 | $177,633,707 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 3,485,787 | $138,316,028 | |
| Mid Savvy Advisors, Inc. | 2,239,680 | $88,870,502 |
| 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 |