Who owns Ishares Tr dev val factor?

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Analyze quarterly positions in Ishares Tr dev val factor with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ishares Tr dev val factor stock

Who bought or sold Ishares Tr dev val factor this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Northwestern Mutual Wealth Management Company 14M $361M -2% Sep 2023
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FMR 8.2M $208M 4% Sep 2023
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Mercer Global Advisors 7.6M $202M -6% Dec 2023
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Envestnet Asset Management 7.6M $192M -6% Sep 2023
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Jpmorgan Chase & Co 3.7M $99M -15% Dec 2023
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Sequoia Financial Advisors 1.4M $38M 228% Dec 2023
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Morgan Stanley 908k $23M -26% Sep 2023
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Wealthsource Partners 882k $23M -4% Dec 2023
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3D/L Capital Management 854k $22M -5% Sep 2023
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Bank of America Corporation 847k $23M -8% Dec 2023
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BlackRock 731k $19M 29% Sep 2023
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Janney Montgomery Scott 706k $19M 1% Dec 2023
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Armbruster Capital Management 706k $19M 1% Dec 2023
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Buckingham Asset Management 689k $18M 12% Dec 2023
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Kathmere Capital Management 645k $16M 4% Sep 2023
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JNBA Financial Advisors 521k $14M 3% Dec 2023
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Integrated Wealth Concepts 514k $13M -1% Sep 2023
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Fft Wealth Management 443k $12M -78% Dec 2023
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Ackerman Capital Advisors 432k $12M -8% Dec 2023
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TCG Advisory Services 388k $10M 8% Dec 2023
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Plan 371k $9.8M 8% Dec 2023
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One Wealth Advisors 360k $9.1M 1% Sep 2023
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Merriman Wealth Management 354k $9.0M 35% Sep 2023
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Atlas Capital Advisors 344k $9.1M -1% Dec 2023
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UBS Group 286k $7.6M -8% Dec 2023
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Ironwood Wealth Management 286k $7.6M 0% Dec 2023
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Leo Wealth 272k $7.3M 100% Dec 2023
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SCS Capital Management 271k $7.2M -14% Dec 2023
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Farrow Financial 257k $6.8M 100% Dec 2023
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Goldman Sachs Group 241k $6.4M 0% Dec 2023
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Foster Group 239k $6.1M 0% Dec 2023
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IFP Advisors 223k $5.9M -1% Dec 2023
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Buckingham Strategic Partners 216k $5.7M 3% Dec 2023
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Wealth Enhancement Advisory Services 214k $5.7M 496% Dec 2023
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Keebeck Wealth Management 211k $5.6M -22% Dec 2023
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Prosperity Planning 207k $5.5M 3% Dec 2023
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Lgl Partners 174k $4.6M -90% Dec 2023
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Raymond James & Associates 172k $4.6M 4% Dec 2023
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U.S. Capital Wealth Advisors 172k $4.6M 3% Dec 2023
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CoreFirst Bank & Trust 157k $4.2M 22% Dec 2023
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Trust Point 147k $3.9M 100% Dec 2023
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Thrivent Financial for Lutherans 143k $3.6M 1% Sep 2023
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ShoreHaven Wealth Partners 140k $3.7M -10% Dec 2023
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LPL Financial 136k $3.4M 11% Sep 2023
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Financial Network Investment Corporation 133k $3.4M 5% Sep 2023
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Tacita Capital 133k $3.4M 1% Sep 2023
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Capital Advisors 125k $3.3M -8% Dec 2023
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Angeles Investment 122k $3.1M -41% Sep 2023
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Peninsula Wealth 120k $3.2M 631% Dec 2023
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Old Mission Capital 109k $2.8M 738% Sep 2023
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Cypress Wealth Services 103k $2.7M -19% Dec 2023
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Branch Banking & Trust Company 100k $2.6M 3% Dec 2023
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Parallel Advisors 99k $2.6M 14% Dec 2023
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Vance Wealth 89k $2.4M -17% Dec 2023
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Clayton Partners 89k $2.4M 0% Dec 2023
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Kickstand Ventures 89k $2.3M 100% Dec 2023
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ONE Advisory Partners 82k $2.2M -2% Dec 2023
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Wealth Alliance 80k $2.1M -39% Dec 2023
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Custom Index Systems 78k $2.1M 100% Dec 2023
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Rockefeller Capital Management 75k $2.0M 15% Dec 2023
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Royal Bank of Canada 70k $1.9M -66% Dec 2023
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Strategic Blueprint 70k $1.8M 15% Dec 2023
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Stifel Financial 65k $1.7M -13% Dec 2023
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Bell Investment Advisors 64k $1.7M 1% Dec 2023
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Red Wave Investments 64k $1.7M 0% Dec 2023
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AdvisorNet Financial 63k $1.7M 1% Dec 2023
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Robertson Stephens Wealth Management 61k $1.6M -35% Dec 2023
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Advisor Group Holdings 61k $1.6M -61% Dec 2023
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HighTower Advisors 60k $1.6M 26% Dec 2023
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Mayflower Financial Advisors 59k $1.6M -24% Dec 2023
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Park Avenue Securities 59k $1.6M 154% Dec 2023
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Bank Julius Baer & Co. Ltd, Zurich 58k $1.5M -1% Dec 2023
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Kestra Advisory Services 57k $1.5M 34% Dec 2023
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W Advisors 53k $1.4M 1% Dec 2023
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CSS 51k $1.4M -14% Dec 2023
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TSA Wealth Managment 51k $1.3M 100% Dec 2023
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Keel Point 51k $1.3M 6% Dec 2023
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Hanson McClain Advisors 51k $1.3M 0% Dec 2023
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RHS Financial 49k $1.3M 17% Dec 2023
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Beacon Financial 49k $1.3M 143% Dec 2023
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Hemington Wealth Management 48k $1.3M 0% Dec 2023
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Savvy Advisors 48k $1.3M 100% Dec 2023
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Captrust Financial Advisors 42k $1.1M -6% Dec 2023
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Resources Investment Advisors 40k $1.0M 76% Sep 2023
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Stokes Family Office 39k $1.0M -66% Dec 2023
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G&S Capital 38k $995k -5% Dec 2023
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Jackson Creek Investment Advisors 36k $960k 1% Dec 2023
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My Legacy Advisors 36k $951k -2% Dec 2023
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Advisory Services Network 35k $921k -10% Dec 2023
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Affinity Capital Advisors 34k $905k -37% Dec 2023
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Firethorn Wealth Partners 32k $843k -20% Dec 2023
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Csenge Advisory Group 32k $801k 5% Sep 2023
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Transcend Wealth Collective 30k $797k -28% Dec 2023
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High Falls Advisors 30k $784k 14% Dec 2023
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Commonwealth Equity Services 29k $778k 21% Dec 2023
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Hoxton Planning & Management 29k $764k -45% Dec 2023
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Briggs Advisory Group 28k $712k -13% Sep 2023
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Shared Vision Wealth Group 28k $742k 100% Dec 2023
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Raymond James Financial Services Advisors 28k $741k 0% Dec 2023
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H D Vest Advisory Services 27k $723k 5% Dec 2023
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Johnson Bixby & Associates 27k $703k -1% Dec 2023
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Intelligence Driven Advisers 26k $679k -35% Dec 2023
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Stratos Wealth Advisors 25k $671k 6% Dec 2023
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Index Fund Advisors 25k $637k -2% Sep 2023
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Derbend Asset Management 25k $666k 100% Dec 2023
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Stonehage Fleming Financial Services Holdings 25k $631k 0% Sep 2023
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Vision Capital Management 25k $660k 100% Dec 2023
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Farther Finance Advisors 24k $644k 10% Dec 2023
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Equitable Holdings 24k $616k 4% Sep 2023
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Stonebrook Private 24k $633k 100% Dec 2023
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Sawtooth Asset Management 23k $614k -3% Dec 2023
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Cresset Asset Management 23k $584k 0% Sep 2023
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Schroder Investment Management Group 22k $547k -11% Sep 2023
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Retirement Group 21k $563k -12% Dec 2023
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Nicholas Hoffman & Company 21k $554k 0% Dec 2023
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Horst & Graben Wealth Management 20k $535k 139% Dec 2023
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Creative Planning 20k $528k -19% Dec 2023
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Ameriprise Financial 20k $500k -2% Sep 2023
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Streettalk Advisors 19k $513k 0% Dec 2023
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Envestnet Portfolio Solutions 19k $504k 100% Dec 2023
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Warren Street Wealth Advisors 19k $492k -4% Dec 2023
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Merit Financial Group 18k $488k 16% Dec 2023
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Nwam 18k $483k -5% Dec 2023
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CI Private Wealth 17k $454k -13% Dec 2023
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Brian McDonald 17k $424k 100% Sep 2023
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Garrett Investment Advisors 17k $441k 0% Dec 2023
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CFS Investment Advisory Services 16k $415k 36% Sep 2023
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Private Advisor 16k $429k 100% Dec 2023
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Capital Performance Advisors 16k $429k 0% Dec 2023
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National Asset Management 16k $426k -1% Dec 2023
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Dorsey & Whitney Trust Company 16k $424k 0% Dec 2023
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Peirce Capital Management 16k $416k 100% Dec 2023
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Moneta Group Investment Advisors 15k $408k 0% Dec 2023
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Pathstone Holdings 15k $407k 100% Dec 2023
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Savant Capital Management 14k $373k -8% Dec 2023
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Wells Fargo & Company 14k $367k 38% Dec 2023
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EverSource Wealth Advisors 14k $364k -25% Dec 2023
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Lakeview Capital Partners 13k $356k 7% Dec 2023
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True Link Financial Advisors 13k $341k -81% Dec 2023
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Lauterbach Financial Advisors 13k $336k 5% Dec 2023
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Elgethun Capital Management 13k $318k 0% Sep 2023
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LJI Wealth Management 13k $319k -95% Sep 2023
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Fifth Third Bancorp 13k $333k -92% Dec 2023
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Dentgroup 13k $331k -77% Dec 2023
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Mariner Wealth Advisors 12k $328k 100% Dec 2023
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Collective Family Office 12k $320k 0% Dec 2023
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Well Done 12k $318k 0% Dec 2023
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Change Path 12k $306k -5% Dec 2023
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Valeo Financial Advisors 12k $305k 4% Dec 2023
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HPM Partners 11k $303k 100% Dec 2023
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Patriot Financial Group Insurance Agency 11k $294k -36% Dec 2023
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RCS Financial Planning 10k $274k -21% Dec 2023
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Citadel Advisors 10k $269k -70% Dec 2023
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Mml Investors Services 9.9k $250k -20% Sep 2023
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Goodwin Investment Advisory 9.4k $249k -21% Dec 2023
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Bank Of Montreal 396.00 $11k -98% Dec 2023
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Amerivest Investment Management 0 $0 -100% Sep 2023
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Who sold out of Ishares Tr dev val factor?

Fund or Company Name Date Sold Shares Held Valued At
Synergy Financial Management Sep 2023 83k $2.1M
Jane Street Sep 2023 58k $1.5M
Renaissance Technologies Jun 2023 47k $1.2M
Qube Research & Technologies Jun 2023 18k $1.7M
Brighton Jones Sep 2023 14k $362k
Pallas Capital Advisors Sep 2023 12k $278k