Vault-13

ISHARES TR IVLU

MSCI INTL VLU FT · ETP · CUSIP 46435G409

375 institutional holders +32 vs Q4 2025
73,213,50873.2m shares reported held*
$2.9bnreported value*
53 new 129 added 102 reduced 17 sold out net bought ≈ $279.4m (+7.0m 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 ($3.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.61.

Trends to Q1 2026

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: 343Q1 26: 375375Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026375

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 155 bought or addedQ4 25: 127 cut or sold outQ1 26: 182 bought or addedQ1 26: 119 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024104110
Q3 2024106102
Q4 202414278
Q1 2025105138
Q2 202516092
Q3 2025124133
Q4 2025155127
Q1 2026182119

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +986,061+986.1k
LPL Financial LLC Added +878,269+878.3k
Savvy Advisors, Inc. Added +791,660+791.7k
Cambridge Investment Research Advisors, Inc. Added +598,434+598.4k
BANK OF AMERICA CORP /DE/ Added +364,240+364.2k
MORGAN STANLEY Added +361,138+361.1k
JANE STREET GROUP, LLC Added +335,487+335.5k
US BANCORP \DE\ Added +316,484+316.5k
Pioneer Family Office, LLC New +300,785+300.8k
ROYAL BANK OF CANADA Added +294,422+294.4k

Biggest sellers

TRUST POINT INC. Reduced -248,576-248.6k
JPMORGAN CHASE & CO Reduced -186,927-186.9k
MERCER GLOBAL ADVISORS INC /ADV Reduced -177,401-177.4k
FMR LLC Reduced -167,684-167.7k
Concurrent Investment Advisors, LLC Reduced -136,973-137.0k
Perigon Wealth Management, LLC Reduced -132,682-132.7k
AMERIPRISE FINANCIAL INC Reduced -131,758-131.8k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -123,577-123.6k
COMMONS CAPITAL, LLC Sold out -96,104-96.1k
Kingsview Wealth Management, LLC Reduced -89,131-89.1k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.44% of their portfolio MILWAUKEE, WI 18,186,70618.2m $721.6m $721.6m 0.44% Added +986.1k +986,061
2 FMR LLC 0.01% of their portfolio BOSTON, MA 6,982,6827.0m $277.1m $277.1m 0.01% Reduced -167.7k -167,684
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,476,6564.5m $172.4m $172.4m 0.01% Reduced -186.9k -186,927
4 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 3,485,7873.5m $138.3m $138.3m 0.20% Reduced -177.4k -177,401
5 Savvy Advisors, Inc. 2.38% of their portfolio NEW YORK, NY 2,239,6802.2m $88.9m $88.9m 2.38% Added +791.7k +791,660
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,935,2491.9m $76.8m $76.8m 0.02% Added +878.3k +878,269
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,602,5101.6m $63.6m $63.6m 0.00% Added +364.2k +364,240
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,454,2411.5m $57.7m $57.7m 0.00% Added +361.1k +361,138
9 Focus Partners Wealth 0.05% of their portfolio ST LOUIS, MO 1,021,8581.0m $40.5m $40.5m 0.05% Reduced -29.7k -29,719
10 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 920,247920.2k $36.5m $36.5m 0.04% Added +335.5k +335,487
11 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 895,631895.6k $35.5m $35.5m 0.01% Reduced -131.8k -131,758
12 Kathmere Capital Management, LLC 2.00% of their portfolio WAYNE, PA 812,755812.8k $32.3m $32.3m 2.00% Added +2.6k +2,579
13 HUB Investment Partners, LLC 0.76% of their portfolio AUSTIN, TX 783,813783.8k $31.1m $31.1m 0.76% Added +40.5k +40,457
14 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 782,159782.2k $31.0m $31.0m 0.01% Added +278.3k +278,264
15 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 781,863781.9k $31.0m $31.0m 0.08% Added +130.0k +130,005
16 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 679,055679.1k $26.9m $26.9m 0.04% Added +143.4k +143,405
17 Armbruster Capital Management, Inc. 4.39% of their portfolio PITTSFORD, NY 675,143675.1k $26.8m $26.8m 4.39% Reduced -19.0k -18,987
18 Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio FAIRFIELD, IA 674,514674.5k $26.8m $26.8m 0.07% Added +598.4k +598,434
19 VICTORY FINANCIAL GROUP, LLC 3.05% of their portfolio AUSTIN, TX 626,014626.0k $24.8m $24.8m 3.05% Added +45.4k +45,420
20 Alliance Wealth Advisors, LLC /UT 5.08% of their portfolio Centerville, UT 591,926591.9k $23.5m $23.5m 5.08% Added +213.9k +213,934
21 INVENIO WEALTH PARTNERS LLC 9.13% of their portfolio CORAL GABLES, FL 579,347579.3k $23.0m $23.0m 9.13% Added +237.2k +237,234
22 KWB Wealth 2.17% of their portfolio REDLANDS, CA 576,757576.8k $21.9m $21.9m 2.17% Reduced -7.8k -7,817
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 515,584515.6k $20.7m $20.7m 0.05% Reduced -123.6k -123,577
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 482,141482.1k $19.1m $19.1m 0.00% Added +184.0k +184,046
25 PARK AVENUE SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 434,542434.5k $17.2m $17.2m 0.13% Added +69.2k +69,249
26 Erste Asset Management GmbH 0.15% of their portfolio VIENNA, C4 419,300419.3k $16.1m $16.1m 0.15% Unchanged
27 Integrated Wealth Concepts LLC 0.13% of their portfolio WALTHAM, MA 414,592414.6k $16.5m $16.5m 0.13% Added +17.4k +17,366
28 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 409,362409.4k $16.2m $16.2m 0.00% Added +294.4k +294,422
29 AdvisorShares Investments LLC 2.93% of their portfolio BETHESDA, MD 404,916404.9k $16.1m $16.1m 2.93% Reduced -54.6k -54,552
30 CAPITAL ADVISORS INC/OK 0.26% of their portfolio TULSA, OK 401,769401.8k $15.9m $15.9m 0.26% Added +11.5k +11,498
31 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 396,017396.0k $15.7m $15.7m 0.02% Added +316.5k +316,484
32 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 386,363386.4k $15.3m $15.3m 0.04% Added +123.3k +123,283
33 Ackerman Capital Advisors, LLC 3.09% of their portfolio DALLAS, TX 379,411379.4k $15.1m $15.1m 3.09% Added +1.1k +1,092
34 Heck Capital Advisors, LLC 1.08% of their portfolio Rhinelander, WI 368,331368.3k $14.6m $14.6m 1.08% Reduced -43.8k -43,833
35 Foster Group, Inc. 0.43% of their portfolio WEST DES MOINES, IA 366,792366.8k $14.6m $14.6m 0.43% Reduced -18.1k -18,136
36 High Probability Advisors, LLC 1.84% of their portfolio Pittsford, NY 362,399362.4k $14.4m $14.4m 1.84% Reduced -6.0k -5,972
37 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 360,390360.4k $14.3m $14.3m 0.00% Added +2.5k +2,515
38 Meridian Financial Partners LLC 5.42% of their portfolio WARRENTON, VA 354,552354.6k $14.3m $14.3m 5.42% Added +24.0k +23,973
39 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 346,811346.8k $13.8m $13.8m 0.13% Added +80 +80
40 Freedom Investment Management, Inc. 3.83% of their portfolio SOUTH WINDSOR, CT 325,506325.5k $12.9m $12.9m 3.83% Reduced -14.3k -14,325
41 Plancorp, LLC 0.38% of their portfolio SAINT LOUIS, MO 318,437318.4k $13.2m $13.2m 0.38% Added +628 +628
42 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 313,209313.2k $12.4m $12.4m 0.06% Added +105.5k +105,514
43 Ashton Thomas Private Wealth, LLC 0.29% of their portfolio SCOTTSDALE, AZ 310,270310.3k $12.3m $12.3m 0.29% Added +2.1k +2,097
44 Pioneer Family Office, LLC 7.67% of their portfolio NORTH MIAMI BEACH, FL 300,785300.8k $11.9m $11.9m 7.67% New
45 TITLEIST ASSET MANAGEMENT, LLC 0.88% of their portfolio SAN ANTONIO, TX 294,606294.6k $11.7m $11.7m 0.88% Added +30.5k +30,485
46 FLOW TRADERS U.S. LLC 0.37% of their portfolio NEW YORK, NY 293,953294.0k $11.7m $11.7m 0.37% New
47 One Wealth Advisors, LLC 1.44% of their portfolio SAN FRANCISCO, CA 291,435291.4k $11.6m $11.6m 1.44% Reduced -6.9k -6,896
48 Farrow Financial, Inc. 6.34% of their portfolio SOUTH BURLINGTON, VT 281,287281.3k $11.2m $11.2m 6.34% Reduced -550 -550
49 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 271,315271.3k $10.8m $10.8m 0.02% Added +212.5k +212,453
50 ATLAS CAPITAL ADVISORS INC. 1.23% of their portfolio JACKSON, WY 270,387270.4k $10.7m $10.7m 1.23% Reduced -3.3k -3,272
51 Per Stirling Capital Management, LLC. 1.17% of their portfolio AUSTIN, TX 267,615267.6k $10.6m $10.6m 1.17% Reduced -28.7k -28,742
52 IRONWOOD WEALTH MANAGEMENT, INC. 4.78% of their portfolio HURRICANE, WV 256,501256.5k $10.7m $10.7m 4.78% Reduced -6.4k -6,398
53 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 253,774253.8k $10.1m $10.1m 0.01% Added +15.0k +15,004
54 Focus Partners Advisor Solutions, LLC 0.10% of their portfolio SAINT LOUIS, MO 252,279252.3k $10.0m $10.0m 0.10% Reduced -29.8k -29,819
55 Systelligence, LLC 1.80% of their portfolio BLOOMINGTON, MN 233,966234.0k $9.3m $9.3m 1.80% Reduced -25.2k -25,236
56 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 231,380231.4k $9.2m $9.2m 0.02% Added +25.1k +25,061
57 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 228,152228.2k $9.1m $9.1m 0.05% Reduced -1.4k -1,355
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 224,947224.9k $8.9m $8.9m 0.00% Added +67.3k +67,323
59 IFP Advisors, Inc 0.18% of their portfolio TAMPA, FL 224,771224.8k $8.9m $8.9m 0.18% Added +60.4k +60,354
60 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 214,929214.9k $8.5m $8.5m 0.03% Added +70.3k +70,265
61 Cobblestone Asset Management LLC 3.74% of their portfolio RICHMOND, VA 209,808209.8k $8.3m $8.3m 3.74% Reduced -9.1k -9,060
62 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 207,864207.9k $8.2m $8.2m 0.07% Reduced -4.9k -4,945
63 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 203,790203.8k $8.1m $8.1m 0.01% Added +2.0k +1,994
64 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 197,535197.5k $7.8m $7.8m 0.04% Added +97.7k +97,713
65 RHS Financial, LLC 3.64% of their portfolio SAN FRANCISCO, CA 193,822193.8k $7.7m $7.7m 3.64% Added +5.7k +5,716
66 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 192,626192.6k $7.6m $7.6m 0.01% Added +53.2k +53,172
67 TRUST POINT INC. 0.66% of their portfolio LA CROSSE, WI 190,315190.3k $7.6m $7.6m 0.66% Reduced -248.6k -248,576
68 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 187,239187.2k $7.4m $7.4m 0.03% Added +9.2k +9,196
69 Parallel Advisors, LLC 0.13% of their portfolio SAN FRANCISCO, CA 184,208184.2k $7.3m $7.3m 0.13% Added +13.6k +13,640
70 JNBA Financial Advisors 0.60% of their portfolio BLOOMINGTON, MN 182,698182.7k $7.2m $7.2m 0.60% Reduced -39.2k -39,248
71 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 179,992180.0k $7.1m $7.1m 0.01% Added +164.7k +164,701
72 TLT Family Holdco ULC 0.95% of their portfolio Toronto, A6 172,700172.7k $6.9m $6.9m 0.95% Unchanged
73 CoreFirst Bank & Trust 3.45% of their portfolio TOPEKA, KS 164,205164.2k $6.5m $6.5m 3.45% Reduced -12.5k -12,471
74 Good Harbor Advisors, Inc. 7.07% of their portfolio Gloucester, MA 163,109163.1k $6.5m $6.5m 7.07% Added +409 +409
75 RIVERSEDGE ADVISORS, LLC 0.96% of their portfolio Wilmington, DE 150,014150.0k $6.0m $6.0m 0.96% New
76 Keebeck Wealth Management 0.65% of their portfolio Chicago, IL 145,191145.2k $5.8m $5.8m 0.65% Reduced -2 -2
77 ShoreHaven Wealth Partners, LLC 1.85% of their portfolio Red Bank, NJ 129,807129.8k $5.2m $5.2m 1.85% Reduced -4.9k -4,933
78 U.S. Capital Wealth Advisors, LLC 0.13% of their portfolio AUSTIN, TX 128,863128.9k $5.1m $5.1m 0.13% Added +21.2k +21,184
79 Prosperity Planning, Inc. 1.27% of their portfolio NORTH KANSAS CITY, MO 126,156126.2k $5.0m $5.0m 1.27% Reduced -6.4k -6,438
80 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 118,569118.6k $4.7m $4.7m 0.01% New
81 Phoenix Financial Ltd. 0.04% of their portfolio Givatayim, L3 118,249118.2k $4.7m $4.7m 0.04% Unchanged
82 SCS Capital Management LLC 0.05% of their portfolio BOSTON, MA 114,634114.6k $4.5m $4.5m 0.05% Reduced -1.3k -1,342
83 SAGESPRING WEALTH PARTNERS, LLC 0.08% of their portfolio FRANKLIN, TN 110,892110.9k $4.4m $4.4m 0.08% Added +1.9k +1,884
84 McBroom & Associates, LLC 2.40% of their portfolio LAS VEGAS, NV 108,506108.5k $4.3m $4.3m 2.40% Added +30.8k +30,820
85 SAXON INTERESTS, INC. 1.47% of their portfolio HOUSTON, TX 107,107107.1k $4.3m $4.3m 1.47% Reduced -2.9k -2,873
86 MONEY CONCEPTS CAPITAL CORP 0.22% of their portfolio PALM BEACH GARDENS, FL 102,189102.2k $4.1m $4.1m 0.22% New
87 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 97,44797.4k $3.9m $3.9m 0.01% Reduced -4.2k -4,187
88 World Investment Advisors 0.06% of their portfolio LINCROFT, NJ 96,68196.7k $3.8m $3.8m 0.06% Added +35.3k +35,319
89 PMG Wealth Management, Inc. 2.74% of their portfolio Hawthorn Woods, IL 95,71395.7k $3.8m $3.8m 2.74% Added +3.8k +3,813
90 IHT Wealth Management, LLC 0.09% of their portfolio Chicago, IL 93,49193.5k $3.7m $3.7m 0.09% Reduced -6.3k -6,321
91 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 92,28792.3k $3.7m $3.7m 0.04% Reduced -137.0k -136,973
92 CSS LLC/IL 0.20% of their portfolio CHICAGO, IL 90,27090.3k $3.6m $3.6m 0.20% Unchanged
93 Harbour Wealth Management Group, Inc. 2.69% of their portfolio DANIEL ISLAND, SC 90,07790.1k $3.6m $3.6m 2.69% Reduced -1.2k -1,229
94 Bell Investment Advisors, Inc 0.56% of their portfolio ORINDA, CA 89,53489.5k $3.6m $3.6m 0.56% Reduced -2.2k -2,161
95 Cypress Wealth Services, LLC 0.50% of their portfolio PALM DESERT, CA 89,09089.1k $3.5m $3.5m 0.50% Reduced -3.0k -2,951
96 KICKSTAND VENTURES, LLC. 0.73% of their portfolio PITTSFORD, NY 87,29387.3k $3.5m $3.5m 0.73% Added +174 +174
97 BlackRock, Inc. 0.00% of their portfolio New York, NY 86,59786.6k $3.4m $3.4m 0.00% Added +9.8k +9,768
98 Tacita Capital Inc 1.99% of their portfolio TORONTO, A6 84,86484.9k $3.4m $3.4m 1.99% Added +248 +248
99 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 83,11283.1k $3.3m $3.3m 0.00% Reduced -726 -726
100 Quantum Portfolio Management LLC 1.43% of their portfolio NEW YORK, NY 82,69482.7k $3.3m $3.3m 1.43% Added +34.8k +34,825