Vault-13

ISHARES TR IVLU

MSCI INTL VLU FT · ETP · CUSIP 46435G409

282 institutional holders +20 vs Q1 2025
60,796,47160.8m shares reported held*
$2.0bnreported value*
40 new 120 added 69 reduced 23 sold out net bought ≈ $96.6m (+2.9m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $32.87. Options: 1 managers hold calls ($0 notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 164Q4 22: 190Q1 23: 190Q2 23: 197Q3 23: 201Q4 23: 231Q1 24: 230Q2 24: 232Q3 24: 241Q4 24: 267Q1 25: 262Q2 25: 282282Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022164
Q4 2022190
Q1 2023190
Q2 2023197
Q3 2023201
Q4 2023231
Q1 2024230
Q2 2024232
Q3 2024241
Q4 2024267
Q1 2025262
Q2 2025282

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 107 bought or addedQ3 23: 73 cut or sold outQ4 23: 97 bought or addedQ4 23: 100 cut or sold outQ4 23Q1 24: 91 bought or addedQ1 24: 118 cut or sold outQ2 24: 104 bought or addedQ2 24: 110 cut or sold outQ2 24Q3 24: 106 bought or addedQ3 24: 102 cut or sold outQ4 24: 142 bought or addedQ4 24: 78 cut or sold outQ4 24Q1 25: 105 bought or addedQ1 25: 138 cut or sold outQ2 25: 160 bought or addedQ2 25: 92 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202310773
Q4 202397100
Q1 202491118
Q2 2024104110
Q3 2024106102
Q4 202414278
Q1 2025105138
Q2 202516092

Biggest buyers

JPMORGAN CHASE & CO Added +736,159+736.2k
EP Wealth Advisors, LLC Added +600,581+600.6k
Heck Capital Advisors, LLC Added +341,369+341.4k
PARK AVENUE SECURITIES LLC New +304,441+304.4k
HUB Investment Partners, LLC Added +271,525+271.5k
OSAIC HOLDINGS, INC. Added +229,332+229.3k
MORGAN STANLEY Added +211,155+211.2k
Systelligence, LLC New +207,542+207.5k
Rockefeller Capital Management L.P. Added +205,064+205.1k
MML INVESTORS SERVICES, LLC Added +186,040+186.0k

Biggest sellers

FMR LLC Reduced -637,632-637.6k
Freedom Investment Management, Inc. Reduced -461,537-461.5k
MERCER GLOBAL ADVISORS INC /ADV Reduced -238,015-238.0k
KWB Wealth Reduced -130,523-130.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -111,139-111.1k
GOLDMAN SACHS GROUP INC Reduced -99,876-99.9k
BlackRock, Inc. Reduced -92,280-92.3k
OneDigital Investment Advisors LLC Reduced -91,450-91.5k
KFG WEALTH MANAGEMENT, LLC Sold out -83,794-83.8k
Focus Partners Wealth Reduced -75,063-75.1k

Biggest calls

CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution -1.3 pts · filed 2026-05-06 7.3% -1.3 pts 7.0m≈ $292.0m 2026-05-06

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.37% of their portfolio MILWAUKEE, WI 15,319,38615.3m $503.9m $503.9m 0.37% Reduced -111.1k -111,139
2 FMR LLC 0.01% of their portfolio BOSTON, MA 7,528,1857.5m $247.6m $247.6m 0.01% Reduced -637.6k -637,632
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,678,5764.7m $153.9m $153.9m 0.01% Added +736.2k +736,159
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 4,292,8364.3m $141.2m $141.2m 0.04% Reduced -21.1k -21,063
5 MERCER GLOBAL ADVISORS INC /ADV 0.31% of their portfolio DENVER, CO 4,136,6814.1m $136.1m $136.1m 0.31% Reduced -238.0k -238,015
6 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 1,016,5081.0m $33.4m $33.4m 0.07% Reduced -75.1k -75,063
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 915,728915.7k $30.1m $30.1m 0.00% Added +101.5k +101,452
8 Kathmere Capital Management, LLC 2.05% of their portfolio WAYNE, PA 808,775808.8k $26.6m $26.6m 2.05% Added +2.7k +2,734
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 778,423778.4k $25.6m $25.6m 0.00% Added +211.2k +211,155
10 Armbruster Capital Management, Inc. 4.17% of their portfolio PITTSFORD, NY 700,825700.8k $23.1m $23.1m 4.17% Added +12.6k +12,592
11 HUB Investment Partners, LLC 0.80% of their portfolio AUSTIN, TX 692,273692.3k $22.8m $22.8m 0.80% Added +271.5k +271,525
12 Savvy Advisors, Inc. 1.47% of their portfolio NEW YORK, NY 672,133672.1k $22.1m $22.1m 1.47% Added +151.7k +151,685
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 663,855663.9k $22.0m $22.0m 0.04% Reduced -23.6k -23,576
14 EP Wealth Advisors, LLC 0.13% of their portfolio TORRANCE, CA 606,588606.6k $20.0m $20.0m 0.13% Added +600.6k +600,581
15 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 591,834591.8k $19.5m $19.5m 0.01% Added +51.9k +51,880
16 KWB Wealth 1.70% of their portfolio REDLANDS, CA 462,200462.2k $14.0m $14.0m 1.70% Reduced -130.5k -130,523
17 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 414,010414.0k $13.6m $13.6m 0.14% Reduced -12.3k -12,281
18 Ackerman Capital Advisors, LLC 3.16% of their portfolio DALLAS, TX 413,433413.4k $13.6m $13.6m 3.16% Added +2.5k +2,455
19 TLT Family Holdco ULC 1.06% of their portfolio Toronto, A6 408,500408.5k $13.4m $13.4m 1.06% First filing
20 Foster Group, Inc. 0.45% of their portfolio WEST DES MOINES, IA 402,642402.6k $13.2m $13.2m 0.45% Reduced -2.0k -2,042
21 High Probability Advisors, LLC 1.79% of their portfolio Pittsford, NY 364,723364.7k $12.0m $12.0m 1.79% Reduced -41.4k -41,448
22 Freedom Investment Management, Inc. 0.96% of their portfolio SOUTH WINDSOR, CT 364,176364.2k $12.0m $12.0m 0.96% Reduced -461.5k -461,537
23 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 357,544357.5k $11.8m $11.8m 0.13% Reduced -91.5k -91,450
24 Heck Capital Advisors, LLC 1.00% of their portfolio Rhinelander, WI 352,895352.9k $11.6m $11.6m 1.00% Added +341.4k +341,369
25 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 349,012349.0k $11.5m $11.5m 0.02% Added +229.3k +229,332
26 TRUST POINT INC. 1.05% of their portfolio LA CROSSE, WI 338,038338.0k $11.1m $11.1m 1.05% Added +71.8k +71,835
27 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 331,398331.4k $10.9m $10.9m 0.01% Added +205.1k +205,064
28 Plancorp, LLC 0.37% of their portfolio SAINT LOUIS, MO 324,507324.5k $10.7m $10.7m 0.37% Reduced -14.8k -14,811
29 One Wealth Advisors, LLC 1.42% of their portfolio SAN FRANCISCO, CA 310,429310.4k $10.2m $10.2m 1.42% Added +9.8k +9,795
30 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 304,441304.4k $10.0m $10.0m 0.09% New
31 Per Stirling Capital Management, LLC. 1.30% of their portfolio AUSTIN, TX 302,477302.5k $9.9m $9.9m 1.30% Added +4.3k +4,336
32 ATLAS CAPITAL ADVISORS INC. 1.17% of their portfolio JACKSON, WY 290,051290.1k $9.5m $9.5m 1.17% Reduced -7.6k -7,561
33 Ashton Thomas Private Wealth, LLC 0.34% of their portfolio SCOTTSDALE, AZ 289,990290.0k $9.5m $9.5m 0.34% Reduced -3.3k -3,278
34 Focus Partners Advisor Solutions, LLC 0.12% of their portfolio SAINT LOUIS, MO 284,373284.4k $9.4m $9.4m 0.12% Reduced -18.6k -18,579
35 Concurrent Investment Advisors, LLC 0.18% of their portfolio Tampa, FL 283,153283.2k $9.3m $9.3m 0.18% Reduced -21.6k -21,567
36 Farrow Financial, Inc. 5.64% of their portfolio SOUTH BURLINGTON, VT 282,640282.6k $9.3m $9.3m 5.64% Reduced -497 -497
37 IRONWOOD WEALTH MANAGEMENT, INC. 4.32% of their portfolio HURRICANE, WV 277,158277.2k $9.1m $9.1m 4.32% Reduced -1.9k -1,882
38 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 263,917263.9k $8.7m $8.7m 0.05% Added +22.2k +22,209
39 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 263,649263.6k $8.7m $8.7m 0.01% Added +157.4k +157,439
40 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 245,405245.4k $8.1m $8.1m 0.00% Added +61.0k +60,995
41 JNBA Financial Advisors 0.77% of their portfolio BLOOMINGTON, MN 244,293244.3k $8.0m $8.0m 0.77% Reduced -27.7k -27,688
42 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 229,515229.5k $7.5m $7.5m 0.00% Added +13.3k +13,299
43 Systelligence, LLC 1.26% of their portfolio BLOOMINGTON, MN 207,542207.5k $6.8m $6.8m 1.26% New
44 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 205,122205.1k $6.7m $6.7m 0.02% Added +186.0k +186,040
45 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 193,994194.0k $6.4m $6.4m 0.06% Added +2.8k +2,753
46 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 185,789185.8k $6.1m $6.1m 0.01% Added +178.5k +178,509
47 CoreFirst Bank & Trust 3.43% of their portfolio TOPEKA, KS 184,435184.4k $6.1m $6.1m 3.43% Added +2.2k +2,235
48 RHS Financial, LLC 3.31% of their portfolio SAN FRANCISCO, CA 177,249177.2k $5.8m $5.8m 3.31% Added +3.3k +3,308
49 IFP Advisors, Inc 0.16% of their portfolio TAMPA, FL 171,388171.4k $5.6m $5.6m 0.16% Reduced -19.1k -19,107
50 BlackRock, Inc. 0.00% of their portfolio New York, NY 167,887167.9k $5.5m $5.5m 0.00% Reduced -92.3k -92,280
51 Keebeck Wealth Management 0.70% of their portfolio Chicago, IL 162,903162.9k $5.4m $5.4m 0.70% Added +272 +272
52 Parallel Advisors, LLC 0.11% of their portfolio SAN FRANCISCO, CA 160,957161.0k $5.3m $5.3m 0.11% Added +17.7k +17,698
53 IHT Wealth Management, LLC 0.14% of their portfolio Chicago, IL 154,961155.0k $5.1m $5.1m 0.14% New
54 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 153,148153.1k $5.0m $5.0m 0.03% Added +46.6k +46,555
55 Prosperity Planning, Inc. 1.39% of their portfolio NORTH KANSAS CITY, MO 146,455146.5k $4.8m $4.8m 1.39% Reduced -5.1k -5,085
56 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 142,439142.4k $4.7m $4.7m 0.00% Reduced -99.9k -99,876
57 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 142,308142.3k $4.7m $4.7m 0.02% Reduced -59.2k -59,177
58 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 138,344138.3k $4.6m $4.6m 0.01% Added +1.2k +1,152
59 ShoreHaven Wealth Partners, LLC 1.81% of their portfolio Red Bank, NJ 134,637134.6k $4.4m $4.4m 1.81% Added +409 +409
60 SAGESPRING WEALTH PARTNERS, LLC 0.09% of their portfolio FRANKLIN, TN 125,195125.2k $4.1m $4.1m 0.09% Added +24.2k +24,219
61 UBS Group AG 0.00% of their portfolio ZURICH, V8 117,546117.5k $3.9m $3.9m 0.00% Added +8.7k +8,727
62 SCS Capital Management LLC 0.04% of their portfolio BOSTON, MA 116,839116.8k $3.8m $3.8m 0.04% Added +808 +808
63 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 113,674113.7k $3.7m $3.7m 0.00% Added +27.0k +27,028
64 Cypress Wealth Services, LLC 0.61% of their portfolio PALM DESERT, CA 103,317103.3k $3.4m $3.4m 0.61% Added +5.2k +5,241
65 Keel Point, LLC 0.22% of their portfolio HUNTSVILLE, AL 101,900101.9k $3.4m $3.4m 0.22% Added +5 +5
66 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 100,112100.1k $3.3m $3.3m 0.00% Reduced -1.1k -1,108
67 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 98,50498.5k $3.2m $3.2m 0.00% Reduced -51.9k -51,929
68 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 98,50398.5k $3.2m $3.2m 0.02% Added +18.0k +17,960
69 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 98,41098.4k $3.2m $3.2m 0.02% Added +79.4k +79,355
70 WEALTH ALLIANCE, LLC 0.36% of their portfolio MELLVILLE, NY 98,40998.4k $3.2m $3.2m 0.36% Added +36.8k +36,784
71 KICKSTAND VENTURES, LLC. 0.74% of their portfolio PITTSFORD, NY 96,30596.3k $3.2m $3.2m 0.74% Added +5.2k +5,163
72 U.S. Capital Wealth Advisors, LLC 0.09% of their portfolio AUSTIN, TX 95,22595.2k $3.1m $3.1m 0.09% Added +9.7k +9,672
73 SAXON INTERESTS, INC. 1.32% of their portfolio HOUSTON, TX 93,24693.2k $2.8m $2.8m 1.32% Unchanged
74 VANCE WEALTH, LLC 0.98% of their portfolio SANTA CLARITA, CA 88,68288.7k $2.9m $2.9m 0.98% Added +7.4k +7,425
75 Stonehage Fleming Financial Services Holdings Ltd 0.08% of their portfolio ST. HELIER, Y9 86,14486.1k $2.8m $2.8m 0.08% Unchanged
76 PMG Wealth Management, Inc. 2.32% of their portfolio Hawthorn Woods, IL 85,60185.6k $2.8m $2.8m 2.32% New
77 Tacita Capital Inc 1.79% of their portfolio TORONTO, A6 84,81084.8k $2.8m $2.8m 1.79% Added +1.0k +1,025
78 TSA Wealth Managment LLC 1.01% of their portfolio HOUSTON, TX 84,46484.5k $2.8m $2.8m 1.01% Added +15.8k +15,794
79 FLOW TRADERS U.S. LLC 0.10% of their portfolio NEW YORK, NY 82,88382.9k $2.7m $2.7m 0.10% New
80 Clayton Partners LLC 2.25% of their portfolio BERKELEY, CA 81,47481.5k $2.7m $2.7m 2.25% Reduced -8.8k -8,751
81 Angeles Investment Advisors, LLC 0.14% of their portfolio SANTA MONICA, CA 77,68077.7k $2.6m $2.6m 0.14% Unchanged
82 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 76,30976.3k $2.5m $2.5m 0.00% Reduced -671 -671
83 COMMONS CAPITAL, LLC 1.88% of their portfolio NEEDHAM, MA 74,78674.8k $2.5m $2.5m 1.88% New
84 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 73,31773.3k $2.4m $2.4m 0.00% Added +12.7k +12,711
85 Balance Wealth Partners LLC 1.39% of their portfolio WORTHINGTON, OH 72,39372.4k $2.4m $2.4m 1.39% Added +783 +783
86 ONE Advisory Partners, LLC 0.82% of their portfolio OVERLAND PARK, KS 72,19272.2k $2.5m $2.5m 0.82% Added +1 +1
87 CSS LLC/IL 0.15% of their portfolio CHICAGO, IL 70,30070.3k $2.3m $2.3m 0.15% Unchanged
88 Valued Wealth Advisors LLC 1.19% of their portfolio HOLLADAY, UT 69,18269.2k $2.3m $2.3m 1.19% Added +10.1k +10,121
89 World Investment Advisors 0.05% of their portfolio LINCROFT, NJ 67,45967.5k $2.2m $2.2m 0.05% Added +34.9k +34,855
90 WealthPlan Investment Management, LLC 0.15% of their portfolio OMAHA, NE 64,33564.3k $2.1m $2.1m 0.15% New
91 Bell Investment Advisors, Inc 0.36% of their portfolio ORINDA, CA 63,63463.6k $2.1m $2.1m 0.36% Added +12.8k +12,754
92 Strategic Blueprint, LLC 0.10% of their portfolio ATLANTA, GA 63,56563.6k $2.1m $2.1m 0.10% Added +1.3k +1,338
93 Mayflower Financial Advisors, LLC 0.29% of their portfolio BOSTON, MA 62,34262.3k $2.1m $2.1m 0.29% Added +15.6k +15,600
94 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 62,08662.1k $2.0m $2.0m 0.02% Added +37.4k +37,381
95 Meridian Financial Partners LLC 0.95% of their portfolio WARRENTON, VA 61,20761.2k $2.0m $2.0m 0.95% New
96 Red Wave Investments LLC 0.65% of their portfolio DILLSBURG, PA 60,15560.2k $2.0m $2.0m 0.65% Reduced -229 -229
97 JBF Capital, Inc. 0.31% of their portfolio Aspen, CO 60,00060.0k $2.0m $2.0m 0.31% New
98 Robertson Stephens Wealth Management, LLC 0.06% of their portfolio San Francisco, CA 54,10054.1k $1.8m $1.8m 0.06% Added +4.7k +4,702
99 Vise Technologies, Inc. 0.07% of their portfolio NEW YORK, NY 54,00854.0k $1.8m $1.8m 0.07% First filing
100 Mariner, LLC 0.00% of their portfolio Overland Park, KS 52,09952.1k $1.7m $1.7m 0.00% Added +19.1k +19,100