Who Owns iShares MSCI Intl Value Factor ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares MSCI Intl Value Factor ETF.
Who crossed 5% of IVLU →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| TITLEIST ASSET MANAGEMENT, LLCMSCI INTL VLU FT312.3K shadded | $13.4M |
| RIVERSEDGE ADVISORS, LLCMSCI INTL VLU FT163.4K shadded | $7M |
| Prosperity Planning, Inc.MSCI INTL VLU FT118.3K shtrimmed | $5.1M |
| Cassilly Financial Group LLCMSCI INTL VLU FT69K shtrimmed | $3M |
| Breakwater Capital GroupMSCI INTL VLU FT51K shadded | $2.2M |
| Asempa Wealth AdvisorsMSCI INTL VLU FT22K shtrimmed | $929.1K |
| Farther Finance Advisors, LLCETF20.4K shtrimmed | $874.2K |
| Avidian Wealth Enterprises, LLCMSCI INTL VLU FT16.5K shtrimmed | $707K |
| COLLECTIVE FAMILY OFFICE LLCMSCI INTL VLU FT12.1K shheld | $518K |
| Valeo Financial Advisors, LLCETF10.4K shheld | $447.1K |
| Rosenberg Matthew HamiltonETF8.3K shtrimmed | $357.4K |
| Apella Capital, LLCMSCI INTL VLU FT6.7K shadded | $281.4K |
| Wedmont Private CapitalMSCI INTL VLU FT5.8K shheld | $244.8K |
| GK Wealth Management LLCMSCI INTL VLU FT264 sh— | $11.3K |
| CoreCap Advisors, LLCETF5 shtrimmed | $214 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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