Vault-13

ISHARES TR IVLU

MSCI INTL VLU FT · ETP · CUSIP 46435G409

376 institutional holders +1 vs Q1 2026
74,908,30374.9m shares reported held*
$3.1bnreported value*
36 new 131 added 120 reduced 33 sold out net bought ≈ $77.2m (+1.8m 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 ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.82.

Trends to Q2 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: 375Q2 26: 376376Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026376

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 182 bought or addedQ1 26: 119 cut or sold outQ2 26: 167 bought or addedQ2 26: 153 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024106102
Q4 202414278
Q1 2025105138
Q2 202516092
Q3 2025124133
Q4 2025155127
Q1 2026182119
Q2 2026167153

Biggest buyers

LPL Financial LLC Added +975,069+975.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +451,689+451.7k
Savvy Advisors, Inc. Added +373,016+373.0k
CAPITAL ADVISORS INC/OK Added +366,623+366.6k
JPMORGAN CHASE & CO Added +345,342+345.3k
MORGAN STANLEY Added +225,381+225.4k
Cetera Investment Advisers Added +215,046+215.0k
OSAIC HOLDINGS, INC. Added +180,184+180.2k
RAYMOND JAMES FINANCIAL INC Added +171,059+171.1k
Arax Advisory Partners Added +131,040+131.0k

Biggest sellers

JANE STREET GROUP, LLC Reduced -376,293-376.3k
Cambridge Investment Research Advisors, Inc. Reduced -306,264-306.3k
FLOW TRADERS U.S. LLC Reduced -276,057-276.1k
KWB Wealth Reduced -240,497-240.5k
Cobblestone Asset Management LLC Reduced -133,363-133.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -118,569-118.6k
Phoenix Financial Ltd. Sold out -118,249-118.2k
MONEY CONCEPTS CAPITAL CORP Sold out -102,189-102.2k
UBS Group AG Reduced -101,234-101.2k
Focus Partners Wealth Reduced -99,568-99.6k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.42% of their portfolio MILWAUKEE, WI 18,638,39518.6m $779.5m $779.5m 0.42% Added +451.7k +451,689
2 FMR LLC 0.01% of their portfolio BOSTON, MA 6,983,4817.0m $292.0m $292.0m 0.01% Added +799 +799
3 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 4,821,9984.8m $201.2m $201.2m 0.01% Added +345.3k +345,342
4 MERCER GLOBAL ADVISORS INC /ADV 0.18% of their portfolio DENVER, CO 3,445,5563.4m $144.1m $144.1m 0.18% Reduced -40.2k -40,231
5 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,910,3182.9m $121.7m $121.7m 0.03% Added +975.1k +975,069
6 Savvy Advisors, Inc. 2.34% of their portfolio NEW YORK, NY 2,612,6962.6m $109.3m $109.3m 2.34% Added +373.0k +373,016
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,679,6221.7m $70.2m $70.2m 0.00% Added +225.4k +225,381
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,525,3641.5m $63.8m $63.8m 0.00% Reduced -77.1k -77,146
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 930,327930.3k $38.9m $38.9m 0.01% Added +34.7k +34,696
10 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 922,290922.3k $38.6m $38.6m 0.04% Reduced -99.6k -99,568
11 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 859,239859.2k $35.9m $35.9m 0.04% Added +180.2k +180,184
12 HUB Investment Partners, LLC 0.65% of their portfolio AUSTIN, TX 840,516840.5k $35.2m $35.2m 0.65% Added +56.7k +56,703
13 Kathmere Capital Management, LLC 1.85% of their portfolio WAYNE, PA 834,075834.1k $34.9m $34.9m 1.85% Added +21.3k +21,320
14 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 801,125801.1k $33.5m $33.5m 0.06% Added +19.3k +19,262
15 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 777,057777.1k $32.5m $32.5m 0.01% Reduced -5.1k -5,102
16 CAPITAL ADVISORS INC/OK 0.47% of their portfolio TULSA, OK 768,392768.4k $32.1m $32.1m 0.47% Added +366.6k +366,623
17 Alliance Wealth Advisors, LLC /UT 5.62% of their portfolio Centerville, UT 712,335712.3k $29.8m $29.8m 5.62% Added +120.4k +120,409
18 Armbruster Capital Management, Inc. 4.19% of their portfolio PITTSFORD, NY 671,710671.7k $28.1m $28.1m 4.19% Reduced -3.4k -3,433
19 INVENIO WEALTH PARTNERS LLC 8.73% of their portfolio CORAL GABLES, FL 582,803582.8k $24.4m $24.4m 8.73% Added +3.5k +3,456
20 VICTORY FINANCIAL GROUP, LLC 2.50% of their portfolio AUSTIN, TX 569,773569.8k $23.8m $23.8m 2.50% Reduced -56.2k -56,241
21 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 543,954544.0k $22.7m $22.7m 0.01% Reduced -376.3k -376,293
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 542,683542.7k $23.1m $23.1m 0.04% Added +27.1k +27,099
23 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 531,449531.4k $22.2m $22.2m 0.01% Added +171.1k +171,059
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 471,456471.5k $19.7m $19.7m 0.00% Added +62.1k +62,094
25 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 468,820468.8k $19.6m $19.6m 0.02% Added +215.0k +215,046
26 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 455,066455.1k $19.0m $19.0m 0.04% Added +68.7k +68,703
27 PARK AVENUE SECURITIES LLC 0.12% of their portfolio NEW YORK, NY 451,343451.3k $18.9m $18.9m 0.12% Added +16.8k +16,801
28 Erste Asset Management GmbH 0.14% of their portfolio VIENNA, C4 437,100437.1k $18.2m $18.2m 0.14% Added +17.8k +17,800
29 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 422,133422.1k $17.7m $17.7m 0.09% Added +7.5k +7,541
30 US BANCORP \DE\ 0.02% of their portfolio MINNEAPOLIS, MN 398,998399.0k $16.7m $16.7m 0.02% Added +3.0k +2,981
31 AdvisorShares Investments LLC 2.00% of their portfolio BETHESDA, MD 395,843395.8k $16.6m $16.6m 2.00% Reduced -9.1k -9,073
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 380,907380.9k $15.9m $15.9m 0.00% Reduced -101.2k -101,234
33 High Probability Advisors, LLC 1.70% of their portfolio Pittsford, NY 380,882380.9k $15.9m $15.9m 1.70% Added +18.5k +18,483
34 Ackerman Capital Advisors, LLC 3.20% of their portfolio DALLAS, TX 379,084379.1k $15.9m $15.9m 3.20% Reduced -327 -327
35 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 368,250368.2k $15.4m $15.4m 0.02% Reduced -306.3k -306,264
36 Meridian Financial Partners LLC 5.31% of their portfolio WARRENTON, VA 368,005368.0k $15.6m $15.6m 5.31% Added +13.5k +13,453
37 Foster Group, Inc. 0.41% of their portfolio WEST DES MOINES, IA 366,991367.0k $15.3m $15.3m 0.41% Added +199 +199
38 OneDigital Investment Advisors LLC 0.12% of their portfolio OVERLAND PARK, KS 344,145344.1k $14.4m $14.4m 0.12% Reduced -2.7k -2,666
39 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 340,451340.5k $14.2m $14.2m 0.07% Added +27.2k +27,242
40 KWB Wealth 1.20% of their portfolio REDLANDS, CA 336,260336.3k $14.1m $14.1m 1.20% Reduced -240.5k -240,497
41 Ashton Thomas Private Wealth, LLC 0.28% of their portfolio SCOTTSDALE, AZ 317,809317.8k $13.3m $13.3m 0.28% Added +7.5k +7,539
42 Plancorp, LLC 0.33% of their portfolio SAINT LOUIS, MO 316,704316.7k $13.3m $13.3m 0.33% Reduced -1.7k -1,733
43 Freedom Investment Management, Inc. 3.62% of their portfolio SOUTH WINDSOR, CT 310,737310.7k $13.0m $13.0m 3.62% Reduced -14.8k -14,769
44 Heck Capital Advisors, LLC 0.77% of their portfolio Rhinelander, WI 309,474309.5k $12.9m $12.9m 0.77% Reduced -58.9k -58,857
45 TITLEIST ASSET MANAGEMENT, LLC 0.87% of their portfolio SAN ANTONIO, TX 307,919307.9k $12.9m $12.9m 0.87% Added +13.3k +13,313
46 Pioneer Family Office, LLC 6.42% of their portfolio NORTH MIAMI BEACH, FL 297,820297.8k $12.5m $12.5m 6.42% Reduced -3.0k -2,965
47 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 297,764297.8k $12.5m $12.5m 0.02% Added +26.4k +26,449
48 One Wealth Advisors, LLC 1.32% of their portfolio SAN FRANCISCO, CA 285,593285.6k $11.9m $11.9m 1.32% Reduced -5.8k -5,842
49 Farrow Financial, Inc. 6.29% of their portfolio SOUTH BURLINGTON, VT 281,766281.8k $11.8m $11.8m 6.29% Added +479 +479
50 ATLAS CAPITAL ADVISORS INC. 1.23% of their portfolio JACKSON, WY 268,797268.8k $11.2m $11.2m 1.23% Reduced -1.6k -1,590
51 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 260,398260.4k $10.9m $10.9m 0.04% Added +73.2k +73,159
52 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 257,118257.1k $10.8m $10.8m 0.02% Added +25.7k +25,738
53 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 255,212255.2k $10.7m $10.7m 0.00% Added +30.3k +30,265
54 IFP Advisors, Inc 0.19% of their portfolio TAMPA, FL 251,132251.1k $10.5m $10.5m 0.19% Added +26.4k +26,361
55 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 250,834250.8k $10.5m $10.5m 0.01% Added +58.2k +58,208
56 Per Stirling Capital Management, LLC. 0.98% of their portfolio AUSTIN, TX 245,583245.6k $10.3m $10.3m 0.98% Reduced -22.0k -22,032
57 Focus Partners Advisor Solutions, LLC 0.09% of their portfolio SAINT LOUIS, MO 240,537240.5k $10.1m $10.1m 0.09% Reduced -11.7k -11,742
58 Systelligence, LLC 1.66% of their portfolio BLOOMINGTON, MN 237,766237.8k $9.9m $9.9m 1.66% Added +3.8k +3,800
59 IRONWOOD WEALTH MANAGEMENT, INC. 4.12% of their portfolio HURRICANE, WV 230,521230.5k $9.7m $9.7m 4.12% Reduced -26.0k -25,980
60 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 226,441226.4k $9.5m $9.5m 0.04% Reduced -1.7k -1,711
61 Aptus Capital Advisors, LLC 0.07% of their portfolio FAIRHOPE, AL 223,625223.6k $9.4m $9.4m 0.07% Added +15.8k +15,761
62 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 201,990202.0k $8.5m $8.5m 0.03% Added +4.5k +4,455
63 TRUST POINT INC. 0.71% of their portfolio LA CROSSE, WI 200,579200.6k $8.4m $8.4m 0.71% Added +10.3k +10,264
64 RHS Financial, LLC 3.24% of their portfolio SAN FRANCISCO, CA 192,303192.3k $8.0m $8.0m 3.24% Reduced -1.5k -1,519
65 Parallel Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 189,356189.4k $7.9m $7.9m 0.12% Added +5.1k +5,148
66 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 188,072188.1k $7.9m $7.9m 0.01% Added +8.1k +8,080
67 JNBA Financial Advisors 0.57% of their portfolio BLOOMINGTON, MN 181,385181.4k $7.6m $7.6m 0.57% Reduced -1.3k -1,313
68 TLT Family Holdco ULC 1.03% of their portfolio Toronto, A6 172,700172.7k $7.2m $7.2m 1.03% Unchanged
69 CoreFirst Bank & Trust 3.40% of their portfolio TOPEKA, KS 163,605163.6k $6.8m $6.8m 3.40% Reduced -600 -600
70 Good Harbor Advisors, Inc. 6.68% of their portfolio Gloucester, MA 163,229163.2k $6.8m $6.8m 6.68% Added +120 +120
71 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 158,425158.4k $6.6m $6.6m 0.02% Reduced -56.5k -56,504
72 RIVERSEDGE ADVISORS, LLC 0.86% of their portfolio Wilmington, DE 155,273155.3k $6.5m $6.5m 0.86% Added +5.3k +5,259
73 Keebeck Wealth Management 0.59% of their portfolio Chicago, IL 145,191145.2k $6.1m $6.1m 0.59% Unchanged
74 McBroom & Associates, LLC 2.88% of their portfolio LAS VEGAS, NV 137,115137.1k $5.7m $5.7m 2.88% Added +28.6k +28,609
75 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 131,650131.7k $5.5m $5.5m 0.04% Added +131.0k +131,040
76 ShoreHaven Wealth Partners, LLC 1.70% of their portfolio Red Bank, NJ 129,310129.3k $5.4m $5.4m 1.70% Reduced -497 -497
77 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 126,947126.9k $5.3m $5.3m 0.00% Reduced -76.8k -76,843
78 Prosperity Planning, Inc. 1.17% of their portfolio NORTH KANSAS CITY, MO 122,191122.2k $5.1m $5.1m 1.17% Reduced -4.0k -3,965
79 SAGESPRING WEALTH PARTNERS, LLC 0.08% of their portfolio FRANKLIN, TN 119,991120.0k $5.0m $5.0m 0.08% Added +9.1k +9,099
80 SCS Capital Management LLC 0.05% of their portfolio BOSTON, MA 114,117114.1k $4.8m $4.8m 0.05% Reduced -517 -517
81 Vise Technologies, Inc. 0.05% of their portfolio NEW YORK, NY 107,822107.8k $4.5m $4.5m 0.05% Added +33.5k +33,454
82 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 98,85798.9k $4.1m $4.1m 0.00% Added +1.4k +1,410
83 World Investment Advisors 0.06% of their portfolio LINCROFT, NJ 96,68196.7k $3.8m $3.8m 0.06% Unchanged
84 PMG Wealth Management, Inc. 2.48% of their portfolio Hawthorn Woods, IL 96,05596.1k $4.0m $4.0m 2.48% Added +342 +342
85 IHT Wealth Management, LLC 0.09% of their portfolio Chicago, IL 95,65095.7k $4.0m $4.0m 0.09% Added +2.2k +2,159
86 CSS LLC/IL 0.17% of their portfolio CHICAGO, IL 90,27090.3k $3.8m $3.8m 0.17% Unchanged
87 Concurrent Investment Advisors, LLC 0.03% of their portfolio Tampa, FL 89,03789.0k $3.7m $3.7m 0.03% Reduced -3.2k -3,250
88 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 86,10386.1k $3.6m $3.6m 0.00% Added +3.0k +2,991
89 Cypress Wealth Services, LLC 0.44% of their portfolio PALM DESERT, CA 85,62885.6k $3.6m $3.6m 0.44% Reduced -3.5k -3,462
90 KICKSTAND VENTURES, LLC. 0.65% of their portfolio PITTSFORD, NY 85,36585.4k $3.6m $3.6m 0.65% Reduced -1.9k -1,928
91 Tacita Capital Inc 1.85% of their portfolio TORONTO, A6 81,47481.5k $3.4m $3.4m 1.85% Reduced -3.4k -3,390
92 Clayton Partners LLC 2.23% of their portfolio BERKELEY, CA 81,01081.0k $3.4m $3.4m 2.23% Added +9 +9
93 Quantum Portfolio Management LLC 1.20% of their portfolio NEW YORK, NY 80,10680.1k $3.4m $3.4m 1.20% Reduced -2.6k -2,588
94 Global Retirement Partners, LLC 0.05% of their portfolio San Rafael, CA 79,55379.6k $3.3m $3.3m 0.05% First filing
95 VANCE WEALTH, LLC 0.75% of their portfolio SANTA CLARITA, CA 79,23279.2k $3.3m $3.3m 0.75% Reduced -2.2k -2,232
96 Stonehage Fleming Financial Services Holdings Ltd 0.11% of their portfolio ST. HELIER, Y9 78,11478.1k $3.3m $3.3m 0.11% Unchanged
97 Harbour Wealth Management Group, Inc. 2.20% of their portfolio DANIEL ISLAND, SC 77,86177.9k $3.3m $3.3m 2.20% Reduced -12.2k -12,216
98 Balance Wealth Partners LLC 0.85% of their portfolio WORTHINGTON, OH 76,55376.6k $3.2m $3.2m 0.85% Added +12 +12
99 Cobblestone Asset Management LLC 1.33% of their portfolio RICHMOND, VA 76,44576.4k $3.2m $3.2m 1.33% Reduced -133.4k -133,363
100 TSA Wealth Managment LLC 0.87% of their portfolio HOUSTON, TX 73,83873.8k $3.1m $3.1m 0.87% Reduced -2.0k -2,038