ISHARES TR (IVLU) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling IVLU?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ISHARES TR, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on IVLU?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ISHARES TR.

Is institutional money flowing into IVLU?

85 institutional investors hold ISHARES TR (IVLU). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about IVLU?

Track institutional sentiment and conviction scores for ISHARES TR (IVLU) including Smart Money Verdict and position changes on HoldingsIntel.

ISHARES TR

IVLU·46435G409·US·etf·Unknown - Unknown-13D/G

MSCI INTL VLU FT

IVLU (ISHARES TR) is held by 85 institutional investors as of Q4 2025. Largest holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($654.5M), FMR LLC ($272.1M), JPMORGAN CHASE & CO ($177.4M). Net institutional sentiment: Bullish.

Holders

Avg rating(13 Elite)

$1.8B

Total Value

67% (89)

Fund Consensus

52 buying - 24 selling

Smart Money Verdict- Q4 2025View all

59Mixed MomentumSplit Signals

Held by 85 funds

13 elite

Who's Trading

ActivistFMR LLC8.6%Feb 5, 2026

Activist

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	17.2M(+7.2%)	$654.5M	0.4%	+73.07%	41
FMR LLC	Decreased	7.2M(-2.1%)	$272.1M	0.0%	+56.16%	0
JPMORGAN CHASE & CO	Decreased	4.7M(-1.5%)	$177.4M	0.0%	+49.95%	0
MERCER GLOBAL ADVISORS INC /ADV	Decreased	3.7M(-2.1%)	$139.4M	0.2%	+122.38%	0
BANK OF AMERICA CORP /DE/	Increased	1.2M(+13.3%)	$47.1M	0.0%	+38.03%	33
MORGAN STANLEY	Increased	1.1M(+16.0%)	$41.6M	0.0%	+34.02%	34
LPL Financial LLC	Increased	1.1M(+38.3%)	$40.2M	0.0%	+32.57%	38
Focus Partners Wealth	Increased	1.1M(+0.8%)	$40M	0.0%	+42.89%	29
AMERIPRISE FINANCIAL INC	Increased	1M(+160.4%)	$39.1M	0.0%	+14.19%	47
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	639,161(-2.1%)	$24.8M	0.0%	+58.50%	0
JANE STREET GROUP, LLC	Increased	584,760(+268.1%)	$22.3M	0.0%	+11.87%	46
OSAIC HOLDINGS, INC.	Increased	535,650(+20.5%)	$20.4M	0.0%	+25.15%	34
ENVESTNET ASSET MANAGEMENT INC	Decreased	503,895(-15.2%)	$19.2M	0.0%	+117.01%	0
Erste Asset Management GmbH	Increased	419,300(+129.3%)	$16M	0.1%	+10.74%	54
Integrated Wealth Concepts LLC	Decreased	397,226(-2.8%)	$15.1M	0.2%	+125.14%	0
RAYMOND JAMES FINANCIAL INC	Increased	357,875(+11.4%)	$13.6M	0.0%	+35.90%	31
OneDigital Investment Advisors LLC	Decreased	346,731(-1.6%)	$13.2M	0.1%	+58.75%	0
UBS Group AG	Increased	298,095(+112.9%)	$11.3M	0.0%	+22.84%	45
MML INVESTORS SERVICES, LLC	Increased	263,080(+29.3%)	$10M	0.0%	+23.10%	35
Cetera Investment Advisers	Increased	238,770(+18.0%)	$9.1M	0.0%	+34.56%	32
Sanctuary Advisors, LLC	Decreased	229,507(-8.9%)	$8.7M	0.0%	+47.47%	0
Aptus Capital Advisors, LLC	Increased	212,809(+6.5%)	$8.1M	0.1%	+50.38%	29
Private Advisor Group, LLC	Increased	207,695(+29.7%)	$7.9M	0.0%	+20.55%	35
Rockefeller Capital Management L.P.	Increased	206,319(+7.2%)	$7.9M	0.0%	+44.75%	29
STIFEL FINANCIAL CORP	Decreased	201,796(-11.8%)	$7.7M	0.0%	+41.25%	0
Kestra Advisory Services, LLC	Increased	178,043(+25.2%)	$6.8M	0.0%	+41.08%	33
GOLDMAN SACHS GROUP INC	Increased	157,624(+10.7%)	$6M	0.0%	+48.85%	30
NewEdge Advisors, LLC	Decreased	144,664(-0.3%)	$5.5M	0.0%	+45.41%	0
HighTower Advisors, LLC	Increased	139,454(+10.1%)	$5.3M	0.0%	+49.02%	30
Phoenix Financial Ltd.	Unchanged	118,249	$4.5M	0.0%	+17.10%	0
SCS Capital Management LLC	Increased	115,976(+0.6%)	$4.4M	0.0%	+130.21%	27
ROYAL BANK OF CANADA	Decreased	114,940(-28.4%)	$4.4M	0.0%	+25.59%	0
TRUIST FINANCIAL CORP	Decreased	101,634(-0.6%)	$3.9M	0.0%	+75.22%	0
&PARTNERS	Increased	99,822(+1.0%)	$3.8M	0.0%	+43.59%	27
Cerity Partners LLC	Increased	83,838(+10.2%)	$3.2M	0.0%	+50.73%	29
US BANCORP \DE\	Increased	79,533(+81.3%)	$3M	0.0%	+16.78%	41
BlackRock, Inc.	Decreased	76,829(-42.6%)	$2.9M	0.0%	+52.27%	0
Equitable Holdings, Inc.	Decreased	67,789(-0.5%)	$2.6M	0.0%	+42.70%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	58,862(-1.3%)	$2.2M	0.0%	+48.51%	0
Creative Planning	Increased	53,384(+45.8%)	$2M	0.0%	+36.03%	35
Allworth Financial LP	Increased	52,600(+1.4%)	$2M	0.0%	+161.00%	26
Sequoia Financial Advisors, LLC	Decreased	46,597(-8.9%)	$1.8M	0.0%	+70.20%	0
Quadrature Capital Ltd	New	44,179	$1.7M	0.0%	+6.27%	36
Beacon Pointe Advisors, LLC	New	43,477	$1.7M	0.0%	+6.27%	36
Mariner, LLC	Decreased	41,218(-10.4%)	$1.6M	0.0%	+42.59%	0
Bank Julius Baer & Co. Ltd, Zurich	Decreased	38,317(-37.1%)	$1.5M	0.0%	+63.80%	0
CAPTRUST FINANCIAL ADVISORS	Increased	37,113(+0.4%)	$1.4M	0.0%	+88.70%	25
Quantinno Capital Management LP	Decreased	30,363(-11.9%)	$1.2M	0.0%	+22.37%	0
NORTHERN TRUST CORP	Increased	30,136(+53.1%)	$1.1M	0.0%	+34.69%	35
AQR CAPITAL MANAGEMENT LLC	Increased	28,550(+71.9%)	$1.1M	0.0%	+22.29%	38
Farther Finance Advisors, LLC	Increased	23,955(+2.8%)	$911,496	0.0%	+74.30%	26
Cresset Asset Management, LLC	Unchanged	23,017	$875,797	0.0%	+79.52%	0
EP Wealth Advisors, LLC	Decreased	23,007(-96.2%)	$875,433	0.0%	+26.14%	0
Waverly Advisors, LLC	Increased	20,017(+0.1%)	$761,651	0.0%	+57.34%	25
Savant Capital, LLC	Increased	18,414(+8.3%)	$700,656	0.0%	+44.72%	27
Wealthfront Advisers LLC	Increased	17,607(+11.0%)	$669,946	0.0%	+28.30%	27
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	17,030(+7.9%)	$647,992	0.0%	+55.49%	26
MONETA GROUP INVESTMENT ADVISORS LLC	Increased	15,272(+0.5%)	$581,100	0.0%	+75.37%	24
Envestnet Portfolio Solutions, Inc.	Increased	14,664(+43.6%)	$557,953	0.0%	+35.43%	33
Merit Financial Group, LLC	Increased	13,248(+60.3%)	$504,099	0.0%	+32.72%	35
Empowered Funds, LLC	New	12,775	$486,089	0.0%	+6.27%	33
Corient Private Wealth LLC	Increased	11,646(+10.6%)	$443,130	0.0%	+53.37%	27
XTX Topco Ltd	New	8,897	$338,531	0.0%	+6.27%	33
CITIGROUP INC	Increased	8,400(+164.1%)	$319,620	0.0%	+20.90%	38
Pathstone Holdings, LLC	Decreased	6,989(-76.2%)	$265,933	0.0%	+42.38%	0
COMERICA BANK	Decreased	6,965(-58.4%)	$265,018	0.0%	+71.79%	0
CIBC WORLD MARKET INC.	Increased	6,750(+12.5%)	$256,838	0.0%	+15.79%	26
Fisher Asset Management, LLC	New	6,543	$248,963	0.0%	+6.27%	32
CIBC Private Wealth Group LLC	Increased	6,339(+9.7%)	$241,199	0.0%	+18.77%	25
MACKENZIE FINANCIAL CORP	New	5,887	$224,911	0.0%	+6.27%	32
Orion Porfolio Solutions, LLC	New	5,377	$204,612	0.0%	+6.27%	32
Steward Partners Investment Advisory, LLC	Increased	3,097(+227.7%)	$117,841	0.0%	+14.46%	35
AE Wealth Management LLC	Decreased	2,046(-2.5%)	$77,853	0.0%	+43.26%	0
ASSETMARK, INC	Increased	1,738(+3.5%)	$66,131	0.0%	+40.19%	22
Russell Investments Group, Ltd.	Increased	1,678(+2.0%)	$63,846	0.0%	+23.54%	21
PNC FINANCIAL SERVICES GROUP, INC.	Increased	1,583(+8.9%)	$60,247	0.0%	+50.44%	15
FIFTH THIRD BANCORP	Unchanged	1,582	$60,195	0.0%	+17.10%	0
Qube Research & Technologies Ltd	Increased	1,398(+992.2%)	$53,194	0.0%	+7.18%	33
WELLS FARGO & COMPANY/MN	Increased	1,358(+2.0%)	$51,656	0.0%	+48.46%	14
BANK OF MONTREAL /CAN/	Unchanged	549	$20,889	0.0%	+56.16%	0
MAI Capital Management	Increased	344(+215.6%)	$13,105	0.0%	+16.51%	29
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Decreased	276(-83.0%)	$10,502	0.0%	+17.10%	0
First Command Advisory Services, Inc.	Unchanged	259	$9,855	0.0%	+38.56%	0
SIMPLEX TRADING, LLC	New	128	$4,870	0.0%	+6.27%	23
HRT FINANCIAL LP	Increased	19,356(+33.5%)	$736	0.0%	+14.18%	14
MATHER GROUP, LLC.	Exited	0(-100.0%)	$103,566	0.0%	+10.19%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$1.3M	0.0%	+19.42%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$9,702	0.0%	+11.88%	0
WHITTIER TRUST CO	Exited	0(-100.0%)	$66,635	0.0%	+10.19%	0

ISHARES TR

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