Vault-13

ISHARES TR IVLU

MSCI INTL VLU FT · ETP · CUSIP 46435G409

301 institutional holders +19 vs Q2 2025
65,679,50265.7m shares reported held*
$2.3bnreported value*
42 new 82 added 114 reduced 19 sold out net bought ≈ $206.6m (+5.8m 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.43.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 164Q4 22: 190Q1 23: 190Q2 23: 197Q3 23: 201Q4 23: 231Q1 24: 230Q2 24: 232Q3 24: 241Q4 24: 267Q1 25: 262Q2 25: 282Q3 25: 301301Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025301

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 23: 97 bought or addedQ4 23: 100 cut or sold outQ1 24: 91 bought or addedQ1 24: 118 cut or sold outQ1 24Q2 24: 104 bought or addedQ2 24: 110 cut or sold outQ3 24: 106 bought or addedQ3 24: 102 cut or sold outQ3 24Q4 24: 142 bought or addedQ4 24: 78 cut or sold outQ1 25: 105 bought or addedQ1 25: 138 cut or sold outQ1 25Q2 25: 160 bought or addedQ2 25: 92 cut or sold outQ3 25: 124 bought or addedQ3 25: 133 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 202397100
Q1 202491118
Q2 2024104110
Q3 2024106102
Q4 202414278
Q1 2025105138
Q2 202516092
Q3 2025124133

Biggest buyers

JPMORGAN CHASE & CO Added +4,794,756+4.8m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +733,152+733.2k
Janney Montgomery Scott LLC New +620,477+620.5k
VICTORY FINANCIAL GROUP, LLC New +574,388+574.4k
Beacon Harbor Wealth Advisors, Inc. New +340,596+340.6k
KWB Wealth Added +337,307+337.3k
INVENIO WEALTH PARTNERS LLC Added +328,694+328.7k
Cobblestone Asset Management LLC New +259,237+259.2k
TITLEIST ASSET MANAGEMENT, LLC New +252,683+252.7k
Phoenix Financial Ltd. New +236,498+236.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -3,698,529-3.7m
MERCER GLOBAL ADVISORS INC /ADV Reduced -396,524-396.5k
FMR LLC Reduced -225,989-226.0k
CITADEL ADVISORS LLC Reduced -149,000-149.0k
Rockefeller Capital Management L.P. Reduced -138,843-138.8k
Heck Capital Advisors, LLC Reduced -88,061-88.1k
FLOW TRADERS U.S. LLC Sold out -82,883-82.9k
Angeles Investment Advisors, LLC Sold out -77,680-77.7k
Focus Partners Advisor Solutions, LLC Reduced -60,895-60.9k
Concurrent Investment Advisors, LLC Reduced -58,892-58.9k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.38% of their portfolio MILWAUKEE, WI 16,052,53816.1m $569.5m $569.5m 0.38% Added +733.2k +733,152
2 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 9,473,3329.5m $336.1m $336.1m 0.01% Added +4.8m +4,794,756
3 FMR LLC 0.01% of their portfolio BOSTON, MA 7,302,1967.3m $259.1m $259.1m 0.01% Reduced -226.0k -225,989
4 MERCER GLOBAL ADVISORS INC /ADV 0.22% of their portfolio DENVER, CO 3,740,1573.7m $132.7m $132.7m 0.22% Reduced -396.5k -396,524
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,092,7011.1m $38.8m $38.8m 0.00% Added +177.0k +176,973
6 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 1,043,6591.0m $37.0m $37.0m 0.06% Added +27.2k +27,151
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 942,680942.7k $33.4m $33.4m 0.00% Added +164.3k +164,257
8 Savvy Advisors, Inc. 1.35% of their portfolio NEW YORK, NY 830,624830.6k $29.5m $29.5m 1.35% Added +158.5k +158,491
9 KWB Wealth 2.91% of their portfolio REDLANDS, CA 799,507799.5k $26.3m $26.3m 2.91% Added +337.3k +337,307
10 Kathmere Capital Management, LLC 2.02% of their portfolio WAYNE, PA 799,355799.4k $28.4m $28.4m 2.02% Reduced -9.4k -9,420
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 764,338764.3k $27.1m $27.1m 0.01% Added +172.5k +172,504
12 HUB Investment Partners, LLC 0.95% of their portfolio AUSTIN, TX 730,552730.6k $25.9m $25.9m 0.95% Added +38.3k +38,279
13 Armbruster Capital Management, Inc. 4.23% of their portfolio PITTSFORD, NY 701,351701.4k $24.9m $24.9m 4.23% Added +526 +526
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 652,875652.9k $23.3m $23.3m 0.04% Reduced -11.0k -10,980
15 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 620,477620.5k $22.0m $22.0m 0.05% New
16 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 594,307594.3k $21.1m $21.1m 0.01% Reduced -3.7m -3,698,529
17 VICTORY FINANCIAL GROUP, LLC 2.81% of their portfolio AUSTIN, TX 574,388574.4k $20.4m $20.4m 2.81% New
18 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 493,558493.6k $16.3m $16.3m 0.05% Added +229.6k +229,641
19 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 444,429444.4k $15.6m $15.6m 0.02% Added +95.4k +95,417
20 TRUST POINT INC. 1.24% of their portfolio LA CROSSE, WI 433,297433.3k $15.4m $15.4m 1.24% Added +95.3k +95,259
21 Integrated Wealth Concepts LLC 0.13% of their portfolio WALTHAM, MA 408,844408.8k $14.5m $14.5m 0.13% Reduced -5.2k -5,166
22 TLT Family Holdco ULC 1.32% of their portfolio Toronto, A6 408,500408.5k $14.5m $14.5m 1.32% Unchanged
23 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 394,509394.5k $14.0m $14.0m 0.00% Added +149.1k +149,104
24 Ackerman Capital Advisors, LLC 2.89% of their portfolio DALLAS, TX 389,065389.1k $13.8m $13.8m 2.89% Reduced -24.4k -24,368
25 Foster Group, Inc. 0.42% of their portfolio WEST DES MOINES, IA 381,300381.3k $13.5m $13.5m 0.42% Reduced -21.3k -21,342
26 High Probability Advisors, LLC 1.81% of their portfolio Pittsford, NY 371,320371.3k $13.2m $13.2m 1.81% Added +6.6k +6,597
27 Freedom Investment Management, Inc. 3.40% of their portfolio SOUTH WINDSOR, CT 363,001363.0k $12.9m $12.9m 3.40% Reduced -1.2k -1,175
28 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 352,384352.4k $12.5m $12.5m 0.13% Reduced -5.2k -5,160
29 INVENIO WEALTH PARTNERS LLC 4.46% of their portfolio CORAL GABLES, FL 345,495345.5k $12.3m $12.3m 4.46% Added +328.7k +328,694
30 Beacon Harbor Wealth Advisors, Inc. 2.82% of their portfolio VIRGINIA BEACH, VA 340,596340.6k $12.1m $12.1m 2.82% New
31 Plancorp, LLC 0.36% of their portfolio SAINT LOUIS, MO 321,341321.3k $11.4m $11.4m 0.36% Reduced -3.2k -3,166
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 321,263321.3k $11.4m $11.4m 0.00% Added +91.7k +91,748
33 PARK AVENUE SECURITIES LLC 0.09% of their portfolio NEW YORK, NY 314,001314.0k $11.1m $11.1m 0.09% Added +9.6k +9,560
34 One Wealth Advisors, LLC 1.35% of their portfolio SAN FRANCISCO, CA 303,362303.4k $10.8m $10.8m 1.35% Reduced -7.1k -7,067
35 Per Stirling Capital Management, LLC. 1.27% of their portfolio AUSTIN, TX 300,156300.2k $10.6m $10.6m 1.27% Reduced -2.3k -2,321
36 Ashton Thomas Private Wealth, LLC 0.27% of their portfolio SCOTTSDALE, AZ 289,162289.2k $10.3m $10.3m 0.27% Reduced -828 -828
37 Farrow Financial, Inc. 5.83% of their portfolio SOUTH BURLINGTON, VT 282,996283.0k $10.0m $10.0m 5.83% Added +356 +356
38 IRONWOOD WEALTH MANAGEMENT, INC. 4.39% of their portfolio HURRICANE, WV 275,945275.9k $9.6m $9.6m 4.39% Reduced -1.2k -1,213
39 Heck Capital Advisors, LLC 0.73% of their portfolio Rhinelander, WI 264,834264.8k $9.4m $9.4m 0.73% Reduced -88.1k -88,061
40 Systelligence, LLC 1.76% of their portfolio BLOOMINGTON, MN 261,125261.1k $9.3m $9.3m 1.76% Added +53.6k +53,583
41 Cobblestone Asset Management LLC 4.21% of their portfolio RICHMOND, VA 259,237259.2k $9.2m $9.2m 4.21% New
42 TITLEIST ASSET MANAGEMENT, LLC 0.79% of their portfolio SAN ANTONIO, TX 252,683252.7k $9.0m $9.0m 0.79% New
43 Meridian Financial Partners LLC 3.56% of their portfolio WARRENTON, VA 240,586240.6k $8.6m $8.6m 3.56% Added +179.4k +179,379
44 Phoenix Financial Ltd. 0.05% of their portfolio Givatayim, L3 236,498236.5k $8.4m $8.4m 0.05% New
45 JNBA Financial Advisors 0.76% of their portfolio BLOOMINGTON, MN 235,769235.8k $8.4m $8.4m 0.76% Reduced -8.5k -8,524
46 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 228,661228.7k $8.1m $8.1m 0.01% Reduced -35.0k -34,988
47 OLD MISSION CAPITAL LLC 0.29% of their portfolio CHICAGO, IL 226,422226.4k $8.0m $8.0m 0.29% New
48 Concurrent Investment Advisors, LLC 0.14% of their portfolio Tampa, FL 224,261224.3k $8.0m $8.0m 0.14% Reduced -58.9k -58,892
49 Focus Partners Advisor Solutions, LLC 0.09% of their portfolio SAINT LOUIS, MO 223,478223.5k $8.0m $8.0m 0.09% Reduced -60.9k -60,895
50 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 203,399203.4k $7.2m $7.2m 0.02% Reduced -1.7k -1,723
51 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 202,355202.4k $7.2m $7.2m 0.01% Added +64.0k +64,011
52 Aptus Capital Advisors, LLC 0.06% of their portfolio FAIRHOPE, AL 199,838199.8k $7.1m $7.1m 0.06% Added +5.8k +5,844
53 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 192,555192.6k $6.8m $6.8m 0.01% Reduced -138.8k -138,843
54 Erste Asset Management GmbH 0.06% of their portfolio VIENNA, C4 182,900182.9k $6.5m $6.5m 0.06% New
55 CoreFirst Bank & Trust 3.49% of their portfolio TOPEKA, KS 182,096182.1k $6.5m $6.5m 3.49% Reduced -2.3k -2,339
56 RHS Financial, LLC 3.34% of their portfolio SAN FRANCISCO, CA 181,482181.5k $6.4m $6.4m 3.34% Added +4.2k +4,233
57 Parallel Advisors, LLC 0.10% of their portfolio SAN FRANCISCO, CA 160,775160.8k $5.7m $5.7m 0.10% Reduced -182 -182
58 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 160,610160.6k $5.7m $5.7m 0.00% Added +62.1k +62,106
59 IFP Advisors, Inc 0.15% of their portfolio TAMPA, FL 160,427160.4k $5.7m $5.7m 0.15% Reduced -11.0k -10,961
60 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 160,116160.1k $5.7m $5.7m 0.03% Added +61.7k +61,706
61 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 158,868158.9k $5.6m $5.6m 0.01% Added +85.6k +85,551
62 Keebeck Wealth Management 0.62% of their portfolio Chicago, IL 147,785147.8k $5.2m $5.2m 0.62% Reduced -15.1k -15,118
63 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 145,077145.1k $5.1m $5.1m 0.02% Reduced -8.1k -8,071
64 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 142,443142.4k $5.1m $5.1m 0.00% Added +4 +4
65 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 142,205142.2k $5.0m $5.0m 0.02% Reduced -103 -103
66 UBS Group AG 0.00% of their portfolio ZURICH, V8 140,032140.0k $5.0m $5.0m 0.00% Added +22.5k +22,486
67 Prosperity Planning, Inc. 1.31% of their portfolio NORTH KANSAS CITY, MO 136,523136.5k $4.8m $4.8m 1.31% Reduced -9.9k -9,932
68 ShoreHaven Wealth Partners, LLC 1.76% of their portfolio Red Bank, NJ 134,198134.2k $4.8m $4.8m 1.76% Reduced -439 -439
69 BlackRock, Inc. 0.00% of their portfolio New York, NY 133,847133.8k $4.7m $4.7m 0.00% Reduced -34.0k -34,040
70 Kingsview Wealth Management, LLC 0.07% of their portfolio GRANTS PASS, OR 130,362130.4k $4.6m $4.6m 0.07% New
71 IHT Wealth Management, LLC 0.12% of their portfolio Chicago, IL 129,166129.2k $4.6m $4.6m 0.12% Reduced -25.8k -25,795
72 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 126,618126.6k $4.5m $4.5m 0.01% Added +12.9k +12,944
73 SAGESPRING WEALTH PARTNERS, LLC 0.09% of their portfolio FRANKLIN, TN 122,575122.6k $4.3m $4.3m 0.09% Reduced -2.6k -2,620
74 SAXON INTERESTS, INC. 1.65% of their portfolio HOUSTON, TX 120,903120.9k $4.2m $4.2m 1.65% Added +27.7k +27,657
75 SCS Capital Management LLC 0.04% of their portfolio BOSTON, MA 115,312115.3k $4.1m $4.1m 0.04% Reduced -1.5k -1,527
76 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 102,279102.3k $3.6m $3.6m 0.00% Added +2.2k +2,167
77 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 98,83798.8k $3.5m $3.5m 0.02% Added +334 +334
78 Cypress Wealth Services, LLC 0.55% of their portfolio PALM DESERT, CA 95,49395.5k $3.4m $3.4m 0.55% Reduced -7.8k -7,824
79 KICKSTAND VENTURES, LLC. 0.69% of their portfolio PITTSFORD, NY 88,93888.9k $3.2m $3.2m 0.69% Reduced -7.4k -7,367
80 VANCE WEALTH, LLC 0.96% of their portfolio SANTA CLARITA, CA 88,40588.4k $3.1m $3.1m 0.96% Reduced -277 -277
81 U.S. Capital Wealth Advisors, LLC 0.08% of their portfolio AUSTIN, TX 86,80086.8k $3.1m $3.1m 0.08% Reduced -8.4k -8,425
82 PMG Wealth Management, Inc. 2.36% of their portfolio Hawthorn Woods, IL 86,52386.5k $3.1m $3.1m 2.36% Added +922 +922
83 Tacita Capital Inc 1.83% of their portfolio TORONTO, A6 85,41185.4k $3.0m $3.0m 1.83% Added +601 +601
84 CSS LLC/IL 0.18% of their portfolio CHICAGO, IL 83,30083.3k $3.0m $3.0m 0.18% Added +13.0k +13,000
85 TSA Wealth Managment LLC 0.99% of their portfolio HOUSTON, TX 82,09782.1k $2.9m $2.9m 0.99% Reduced -2.4k -2,367
86 Clayton Partners LLC 2.20% of their portfolio BERKELEY, CA 81,59981.6k $2.9m $2.9m 2.20% Added +125 +125
87 WEALTH ALLIANCE, LLC 0.29% of their portfolio MELLVILLE, NY 79,55579.6k $2.8m $2.8m 0.29% Reduced -18.9k -18,854
88 Quantum Portfolio Management LLC 0.82% of their portfolio NEW YORK, NY 78,21478.2k $2.8m $2.8m 0.82% Added +28.8k +28,762
89 Stonehage Fleming Financial Services Holdings Ltd 0.08% of their portfolio ST. HELIER, Y9 78,11478.1k $2.8m $2.8m 0.08% Reduced -8.0k -8,030
90 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 76,06776.1k $2.7m $2.7m 0.00% Reduced -242 -242
91 COMMONS CAPITAL, LLC 1.79% of their portfolio NEEDHAM, MA 75,31575.3k $2.7m $2.7m 1.79% Added +529 +529
92 ONE Advisory Partners, LLC 0.77% of their portfolio OVERLAND PARK, KS 71,64771.6k $2.5m $2.5m 0.77% Reduced -545 -545
93 Balance Wealth Partners LLC 0.62% of their portfolio WORTHINGTON, OH 71,24771.2k $2.5m $2.5m 0.62% Reduced -1.1k -1,146
94 Bell Investment Advisors, Inc 0.40% of their portfolio ORINDA, CA 69,22769.2k $2.5m $2.5m 0.40% Added +5.6k +5,593
95 Valued Wealth Advisors LLC 1.12% of their portfolio HOLLADAY, UT 68,14868.1k $2.4m $2.4m 1.12% Reduced -1.0k -1,034
96 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 68,09568.1k $2.4m $2.4m 0.02% Added +6.0k +6,009
97 WealthPlan Investment Management, LLC 0.15% of their portfolio OMAHA, NE 64,10264.1k $2.3m $2.3m 0.15% Reduced -233 -233
98 Strategic Blueprint, LLC 0.10% of their portfolio ATLANTA, GA 63,07263.1k $2.2m $2.2m 0.10% Reduced -493 -493
99 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 60,89260.9k $2.2m $2.2m 0.01% Added +11.5k +11,464
100 JBF Capital, Inc. 0.30% of their portfolio Aspen, CO 60,00060.0k $2.1m $2.1m 0.30% Unchanged