Public ownership evidence

iShares MSCI Intl Value Factor ETF (IVLU) Ownership Disclosures

Read IVLU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares MSCI Intl Value Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
16,760
Value (USD)
$508,000
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IVLU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IVLU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2916,760$508,000None
Corient Private Wealth LP2026-06-302026-08-2826,968$1,127,801None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-2759,927$2,377,903None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-2728,302$1,076,891None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-2614,122$537,342None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,445,556$144,093,171None
Beacon Pointe Advisors, LLC2026-06-302026-08-1950,164$2,097,875None
Corient Private Wealth LP2026-06-302026-08-1826,968$1,127,802None
Empowered Funds, LLC2026-06-302026-08-1845,513$1,903,354None
Empowered Funds, LLC2026-06-302026-08-1811,689$488,834None
Equitable Holdings, Inc.2026-06-302026-08-1867,874$2,838,499None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-185,163$215,916None
Stonehage Fleming Financial Services Holdings Ltd2026-06-302026-08-1872,951$3,050,810None
AMERIFLEX GROUP, INC.2026-06-302026-08-157,909$330,754None
JPL Wealth Management, LLC2026-06-302026-08-1530$1,260None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-152,353$98,402None
Talisman Wealth Advisors LLC2026-06-302026-08-154,188$290,834None
VANCE WEALTH, LLC2026-06-302026-08-1579,232$3,313,482None
WILLIAM JOHN SEMPOLINSKI2026-06-302026-08-1558,125$2,430,788None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1515,112$631,984None
Orcam Financial Group2026-06-302026-08-159,843$411,654None
Ameritas Advisory Services, LLC2026-06-302026-08-1522,487$940,423None
Delos Wealth Advisors, LLC2026-06-302026-08-151,186$49,599None
Western Wealth Management, LLC2026-06-302026-08-159,312$389,431None
Stonebrook Private Inc.2026-06-302026-08-1524,946$1,043,223None
Clayton Partners LLC2026-06-302026-08-1581,010$3,387,838None
IFG Advisory, LLC2026-06-302026-08-1573$3,053None
Per Stirling Capital Management, LLC.2026-06-302026-08-15245,583$10,270,262None
OSAIC HOLDINGS, INC.2026-06-302026-08-15199,253$8,332,756None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,993$292,450None
OSAIC HOLDINGS, INC.2026-06-302026-08-15652,993$27,315,856None
JANE STREET GROUP, LLC2026-06-302026-08-15145,263$6,074,899None
JANE STREET GROUP, LLC2026-06-302026-08-15398,691$16,673,258None
Orion Porfolio Solutions, LLC2026-06-302026-08-156,094$254,861None
Regal Investment Advisors LLC2026-06-302026-08-1544,305$1,852,816None
HRT FINANCIAL LP2026-06-302026-08-159,232$386,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1517,896$748,000None
Ancora Advisors LLC2026-06-302026-08-15556$23,252None
Index Technologies Group LLC2026-06-302026-08-1542,251$1,766,937None
Quantum Portfolio Management LLC2026-06-302026-08-1580,106$3,350,033None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15260$10,873None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-154,151$173,598None
Waverly Advisors, LLC2026-06-302026-08-1533,543$1,402,754None
BROWN ADVISORY INC2026-06-302026-08-156,635$277,476None
Davis Wealth Advisors, LLC2026-06-302026-08-155,119$214,077None
&PARTNERS2026-06-302026-08-15201,990$8,463,610None
Thrivent Financial for Lutherans2026-06-302026-08-15188,072$7,865,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15111$4,621None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,116$46,671None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15929,211$38,847,782None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗WILLIAM JOHN SEMPOLINSKI ↗WILLIAM JOHN SEMPOLINSKI ↗MLG Wealth Management DBA Pine Grove Financial Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Empowered Funds, LLC ↗Empowered Funds, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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