Vault-13

ISHARES TR IVLU

MSCI INTL VLU FT · ETP · CUSIP 46435G409

343 institutional holders +42 vs Q3 2025
66,273,25866.3m shares reported held*
$2.5bnreported value*
42 new 113 added 106 reduced 21 sold out net sold ≈ $12.7m (-335.0k 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 ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.10.

Trends to Q4 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: 301Q4 25: 343343Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025343

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 124 bought or addedQ3 25: 133 cut or sold outQ4 25: 155 bought or addedQ4 25: 127 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202491118
Q2 2024104110
Q3 2024106102
Q4 202414278
Q1 2025105138
Q2 202516092
Q3 2025124133
Q4 2025155127

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,148,107+1.1m
AMERIPRISE FINANCIAL INC Added +632,880+632.9k
Savvy Advisors, Inc. Added +617,396+617.4k
AdvisorShares Investments LLC New +459,468+459.5k
JANE STREET GROUP, LLC Added +425,892+425.9k
CAPITAL ADVISORS INC/OK Added +372,876+372.9k
Alliance Wealth Advisors, LLC /UT Added +351,811+351.8k
LPL Financial LLC Added +292,642+292.6k
Erste Asset Management GmbH Added +236,400+236.4k
UBS Group AG Added +158,063+158.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -4,809,749-4.8m
Beacon Harbor Wealth Advisors, Inc. Sold out -340,596-340.6k
Sanctuary Advisors, LLC Reduced -264,051-264.1k
TLT Family Holdco ULC Reduced -235,800-235.8k
OLD MISSION CAPITAL LLC Sold out -226,422-226.4k
KWB Wealth Reduced -214,933-214.9k
FMR LLC Reduced -151,830-151.8k
Phoenix Financial Ltd. Reduced -118,249-118.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -90,412-90.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -76,969-77.0k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.41% of their portfolio MILWAUKEE, WI 17,200,64517.2m $654.5m $654.5m 0.41% Added +1.1m +1,148,107
2 FMR LLC 0.01% of their portfolio BOSTON, MA 7,150,3667.2m $272.1m $272.1m 0.01% Reduced -151.8k -151,830
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,663,5834.7m $177.4m $177.4m 0.01% Reduced -4.8m -4,809,749
4 MERCER GLOBAL ADVISORS INC /ADV 0.21% of their portfolio DENVER, CO 3,663,1883.7m $139.4m $139.4m 0.21% Reduced -77.0k -76,969
5 Savvy Advisors, Inc. 1.78% of their portfolio NEW YORK, NY 1,448,0201.4m $55.1m $55.1m 1.78% Added +617.4k +617,396
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,238,2701.2m $47.1m $47.1m 0.00% Added +145.6k +145,569
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,093,1031.1m $41.6m $41.6m 0.00% Added +150.4k +150,423
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,056,9801.1m $40.2m $40.2m 0.01% Added +292.6k +292,642
9 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 1,051,5771.1m $40.0m $40.0m 0.05% Added +7.9k +7,918
10 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 1,027,3891.0m $39.1m $39.1m 0.01% Added +632.9k +632,880
11 Kathmere Capital Management, LLC 2.08% of their portfolio WAYNE, PA 810,176810.2k $30.8m $30.8m 2.08% Added +10.8k +10,821
12 HUB Investment Partners, LLC 0.77% of their portfolio AUSTIN, TX 743,356743.4k $28.3m $28.3m 0.77% Added +12.8k +12,804
13 Armbruster Capital Management, Inc. 4.44% of their portfolio PITTSFORD, NY 694,130694.1k $26.4m $26.4m 4.44% Reduced -7.2k -7,221
14 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 651,858651.9k $24.8m $24.8m 0.06% Added +31.4k +31,381
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 639,161639.2k $24.8m $24.8m 0.03% Reduced -13.7k -13,714
16 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 584,760584.8k $22.3m $22.3m 0.03% Added +425.9k +425,892
17 KWB Wealth 2.11% of their portfolio REDLANDS, CA 584,574584.6k $22.2m $22.2m 2.11% Reduced -214.9k -214,933
18 VICTORY FINANCIAL GROUP, LLC 2.78% of their portfolio AUSTIN, TX 580,594580.6k $22.1m $22.1m 2.78% Added +6.2k +6,206
19 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 535,650535.6k $20.4m $20.4m 0.03% Added +91.2k +91,221
20 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 503,895503.9k $19.2m $19.2m 0.01% Reduced -90.4k -90,412
21 AdvisorShares Investments LLC 2.92% of their portfolio BETHESDA, MD 459,468459.5k $17.5m $17.5m 2.92% New
22 TRUST POINT INC. 1.32% of their portfolio LA CROSSE, WI 438,891438.9k $16.7m $16.7m 1.32% Added +5.6k +5,594
23 Erste Asset Management GmbH 0.13% of their portfolio VIENNA, C4 419,300419.3k $16.0m $16.0m 0.13% Added +236.4k +236,400
24 Heck Capital Advisors, LLC 1.17% of their portfolio Rhinelander, WI 412,164412.2k $15.7m $15.7m 1.17% Added +147.3k +147,330
25 Integrated Wealth Concepts LLC 0.18% of their portfolio WALTHAM, MA 397,226397.2k $15.1m $15.1m 0.18% Reduced -11.6k -11,618
26 CAPITAL ADVISORS INC/OK 0.24% of their portfolio TULSA, OK 390,271390.3k $14.8m $14.8m 0.24% Added +372.9k +372,876
27 Foster Group, Inc. 0.44% of their portfolio WEST DES MOINES, IA 384,928384.9k $14.6m $14.6m 0.44% Added +3.6k +3,628
28 Ackerman Capital Advisors, LLC 2.89% of their portfolio DALLAS, TX 378,319378.3k $14.4m $14.4m 2.89% Reduced -10.7k -10,746
29 Alliance Wealth Advisors, LLC /UT 3.12% of their portfolio Centerville, UT 377,992378.0k $14.4m $14.4m 3.12% Added +351.8k +351,811
30 High Probability Advisors, LLC 1.87% of their portfolio Pittsford, NY 368,371368.4k $14.0m $14.0m 1.87% Reduced -2.9k -2,949
31 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 365,293365.3k $13.9m $13.9m 0.12% Added +51.3k +51,292
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 357,875357.9k $13.6m $13.6m 0.00% Added +36.6k +36,612
33 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 346,731346.7k $13.2m $13.2m 0.13% Reduced -5.7k -5,653
34 INVENIO WEALTH PARTNERS LLC 4.84% of their portfolio CORAL GABLES, FL 342,113342.1k $13.0m $13.0m 4.84% Reduced -3.4k -3,382
35 Freedom Investment Management, Inc. 3.76% of their portfolio SOUTH WINDSOR, CT 339,831339.8k $12.9m $12.9m 3.76% Reduced -23.2k -23,170
36 Meridian Financial Partners LLC 5.15% of their portfolio WARRENTON, VA 330,579330.6k $13.0m $13.0m 5.15% Added +90.0k +89,993
37 Plancorp, LLC 0.37% of their portfolio SAINT LOUIS, MO 317,809317.8k $12.1m $12.1m 0.37% Reduced -3.5k -3,532
38 Ashton Thomas Private Wealth, LLC 0.29% of their portfolio SCOTTSDALE, AZ 308,173308.2k $11.7m $11.7m 0.29% Added +19.0k +19,011
39 One Wealth Advisors, LLC 1.39% of their portfolio SAN FRANCISCO, CA 298,331298.3k $11.4m $11.4m 1.39% Reduced -5.0k -5,031
40 UBS Group AG 0.00% of their portfolio ZURICH, V8 298,095298.1k $11.3m $11.3m 0.00% Added +158.1k +158,063
41 Per Stirling Capital Management, LLC. 1.27% of their portfolio AUSTIN, TX 296,357296.4k $11.3m $11.3m 1.27% Reduced -3.8k -3,799
42 Focus Partners Advisor Solutions, LLC 0.13% of their portfolio SAINT LOUIS, MO 282,098282.1k $10.7m $10.7m 0.13% Added +58.6k +58,620
43 Farrow Financial, Inc. 6.16% of their portfolio SOUTH BURLINGTON, VT 281,837281.8k $10.7m $10.7m 6.16% Reduced -1.2k -1,159
44 ATLAS CAPITAL ADVISORS INC. 1.16% of their portfolio JACKSON, WY 273,659273.7k $10.4m $10.4m 1.16% First filing
45 TITLEIST ASSET MANAGEMENT, LLC 0.81% of their portfolio SAN ANTONIO, TX 264,121264.1k $10.0m $10.0m 0.81% Added +11.4k +11,438
46 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 263,080263.1k $10.0m $10.0m 0.02% Added +59.7k +59,681
47 IRONWOOD WEALTH MANAGEMENT, INC. 4.60% of their portfolio HURRICANE, WV 262,899262.9k $10.3m $10.3m 4.60% Reduced -13.0k -13,046
48 Systelligence, LLC 1.88% of their portfolio BLOOMINGTON, MN 259,202259.2k $9.9m $9.9m 1.88% Reduced -1.9k -1,923
49 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 238,770238.8k $9.1m $9.1m 0.01% Added +36.4k +36,415
50 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 229,507229.5k $8.7m $8.7m 0.05% Reduced -264.1k -264,051
51 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 229,260229.3k $8.7m $8.7m 0.10% Added +5.0k +4,999
52 JNBA Financial Advisors 0.74% of their portfolio BLOOMINGTON, MN 221,946221.9k $8.4m $8.4m 0.74% Reduced -13.8k -13,823
53 Cobblestone Asset Management LLC 3.74% of their portfolio RICHMOND, VA 218,868218.9k $8.3m $8.3m 3.74% Reduced -40.4k -40,369
54 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 212,809212.8k $8.1m $8.1m 0.07% Added +13.0k +12,971
55 Private Advisor Group, LLC 0.04% of their portfolio MORRISTOWN, NJ 207,695207.7k $7.9m $7.9m 0.04% Added +47.6k +47,579
56 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 206,319206.3k $7.9m $7.9m 0.01% Added +13.8k +13,764
57 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 201,796201.8k $7.7m $7.7m 0.01% Reduced -26.9k -26,865
58 RHS Financial, LLC 3.49% of their portfolio SAN FRANCISCO, CA 188,106188.1k $7.2m $7.2m 3.49% Added +6.6k +6,624
59 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 178,043178.0k $6.8m $6.8m 0.03% Added +35.8k +35,838
60 CoreFirst Bank & Trust 3.64% of their portfolio TOPEKA, KS 176,676176.7k $6.7m $6.7m 3.64% Reduced -5.4k -5,420
61 TLT Family Holdco ULC 0.72% of their portfolio Toronto, A6 172,700172.7k $6.6m $6.6m 0.72% Reduced -235.8k -235,800
62 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 170,568170.6k $6.5m $6.5m 0.12% Added +9.8k +9,793
63 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 164,417164.4k $6.3m $6.3m 0.14% Added +4.0k +3,990
64 Good Harbor Advisors, Inc. 7.21% of their portfolio Gloucester, MA 162,700162.7k $6.2m $6.2m 7.21% First filing
65 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 157,624157.6k $6.0m $6.0m 0.00% Added +15.2k +15,181
66 Kingsview Wealth Management, LLC 0.08% of their portfolio GRANTS PASS, OR 146,271146.3k $5.6m $5.6m 0.08% Added +15.9k +15,909
67 Keebeck Wealth Management 0.64% of their portfolio Chicago, IL 145,193145.2k $5.5m $5.5m 0.64% Reduced -2.6k -2,592
68 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 144,664144.7k $5.5m $5.5m 0.02% Reduced -413 -413
69 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 139,454139.5k $5.3m $5.3m 0.01% Added +12.8k +12,836
70 Perigon Wealth Management, LLC 0.09% of their portfolio SAN FRANCISCO, CA 138,692138.7k $5.3m $5.3m 0.09% Added +92.2k +92,157
71 ShoreHaven Wealth Partners, LLC 1.84% of their portfolio Red Bank, NJ 134,740134.7k $5.1m $5.1m 1.84% Added +542 +542
72 Prosperity Planning, Inc. 1.32% of their portfolio NORTH KANSAS CITY, MO 132,594132.6k $5.0m $5.0m 1.32% Reduced -3.9k -3,929
73 Phoenix Financial Ltd. 0.05% of their portfolio Givatayim, L3 118,249118.2k $4.5m $4.5m 0.05% Reduced -118.2k -118,249
74 SCS Capital Management LLC 0.05% of their portfolio BOSTON, MA 115,976116.0k $4.4m $4.4m 0.05% Added +664 +664
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 114,940114.9k $4.4m $4.4m 0.00% Reduced -45.7k -45,670
76 SAXON INTERESTS, INC. 1.48% of their portfolio HOUSTON, TX 109,980110.0k $4.2m $4.2m 1.48% Reduced -10.9k -10,923
77 SAGESPRING WEALTH PARTNERS, LLC 0.08% of their portfolio FRANKLIN, TN 109,008109.0k $4.1m $4.1m 0.08% Reduced -13.6k -13,567
78 U.S. Capital Wealth Advisors, LLC 0.11% of their portfolio AUSTIN, TX 107,679107.7k $4.1m $4.1m 0.11% Added +20.9k +20,879
79 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 101,634101.6k $3.9m $3.9m 0.01% Reduced -645 -645
80 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 99,82299.8k $3.8m $3.8m 0.02% Added +985 +985
81 IHT Wealth Management, LLC 0.09% of their portfolio Chicago, IL 99,81299.8k $3.8m $3.8m 0.09% Reduced -29.4k -29,354
82 COMMONS CAPITAL, LLC 2.57% of their portfolio NEEDHAM, MA 96,10496.1k $3.7m $3.7m 2.57% Added +20.8k +20,789
83 Cypress Wealth Services, LLC 0.48% of their portfolio PALM DESERT, CA 92,04192.0k $3.5m $3.5m 0.48% Reduced -3.5k -3,452
84 PMG Wealth Management, Inc. 2.56% of their portfolio Hawthorn Woods, IL 91,90091.9k $3.5m $3.5m 2.56% Added +5.4k +5,377
85 Bell Investment Advisors, Inc 0.55% of their portfolio ORINDA, CA 91,69591.7k $3.5m $3.5m 0.55% Added +22.5k +22,468
86 Harbour Wealth Management Group, Inc. 2.72% of their portfolio DANIEL ISLAND, SC 91,30691.3k $3.5m $3.5m 2.72% First filing
87 CSS LLC/IL 0.19% of their portfolio CHICAGO, IL 90,27090.3k $3.4m $3.4m 0.19% Added +7.0k +6,970
88 KICKSTAND VENTURES, LLC. 0.70% of their portfolio PITTSFORD, NY 87,11987.1k $3.3m $3.3m 0.70% Reduced -1.8k -1,819
89 VANCE WEALTH, LLC 0.96% of their portfolio SANTA CLARITA, CA 85,34085.3k $3.2m $3.2m 0.96% Reduced -3.1k -3,065
90 Tacita Capital Inc 1.87% of their portfolio TORONTO, A6 84,61684.6k $3.2m $3.2m 1.87% Reduced -795 -795
91 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 83,83883.8k $3.2m $3.2m 0.00% Added +7.8k +7,771
92 Contango Wealth Management LLC 3.50% of their portfolio OAKLAND, CA 82,21982.2k $3.1m $3.1m 3.50% First filing
93 Clayton Partners LLC 2.22% of their portfolio BERKELEY, CA 80,68880.7k $3.1m $3.1m 2.22% Reduced -911 -911
94 TSA Wealth Managment LLC 1.01% of their portfolio HOUSTON, TX 80,15780.2k $3.0m $3.0m 1.01% Reduced -1.9k -1,940
95 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 79,53379.5k $3.0m $3.0m 0.00% Added +35.7k +35,662
96 McBroom & Associates, LLC 1.44% of their portfolio LAS VEGAS, NV 77,68677.7k $3.0m $3.0m 1.44% New
97 BlackRock, Inc. 0.00% of their portfolio New York, NY 76,82976.8k $2.9m $2.9m 0.00% Reduced -57.0k -57,018
98 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 76,08076.1k $2.9m $2.9m 0.01% Added +40.8k +40,776
99 Balance Wealth Partners LLC 0.92% of their portfolio WORTHINGTON, OH 75,03875.0k $2.9m $2.9m 0.92% Added +3.8k +3,791
100 Vise Technologies, Inc. 0.06% of their portfolio NEW YORK, NY 74,36874.4k $2.8m $2.8m 0.06% Added +15.1k +15,096