Who owns Ishares Tr dev val factor?
- Ticker: IVLU
- CUSIP Number: 46435g409
Tip: Access positions for across all investors
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 | 15M | $436M | 0% | Sep 2024 |
|
| FMR | 8.6M | $254M | 1% | Sep 2024 |
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| Mercer Global Advisors | 5.3M | $154M | -20% | Sep 2024 |
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| Envestnet Asset Management | 4.9M | $145M | -21% | Sep 2024 |
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| Jpmorgan Chase & Co | 3.8M | $112M | 12% | Sep 2024 |
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| Bank of America Corporation | 973k | $29M | 24% | Sep 2024 |
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| Eqis Capital Management | 839k | $25M | 5% | Sep 2024 |
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| Kathmere Capital Management | 804k | $22M | 5% | Dec 2024 |
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| Colony | 690k | $20M | 100% | Sep 2024 |
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| Armbruster Capital Management | 677k | $18M | 2% | Dec 2024 |
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| Trust Point | 564k | $15M | 412% | Dec 2024 |
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| Janney Montgomery Scott | 560k | $15M | -22% | Dec 2024 |
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| KWB Wealth | 504k | $15M | 182% | Dec 2024 |
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| Resources Investment Advisors | 458k | $14M | -4% | Sep 2024 |
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| TCG Advisory Services | 457k | $14M | 7% | Sep 2024 |
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| Integrated Wealth Concepts | 436k | $13M | -2% | Sep 2024 |
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| High Probability Advisors | 434k | $12M | -2% | Dec 2024 |
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| Ackerman Capital Advisors | 415k | $12M | -2% | Sep 2024 |
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| Foster Group | 411k | $11M | 12% | Dec 2024 |
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| Savvy Advisors | 386k | $11M | 226% | Sep 2024 |
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| JNBA Financial Advisors | 373k | $11M | -9% | Sep 2024 |
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| Plan | 364k | $11M | 0% | Sep 2024 |
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| Atlas Capital Advisors | 324k | $9.6M | -6% | Sep 2024 |
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| One Wealth Advisors | 310k | $8.4M | 10% | Dec 2024 |
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| Ironwood Wealth Management | 295k | $7.9M | 2% | Dec 2024 |
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| Peninsula Wealth | 295k | $8.5M | 9% | Sep 2024 |
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| Farrow Financial | 273k | $8.1M | 1% | Sep 2024 |
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| BlackRock | 262k | $7.7M | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 254k | $7.5M | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 246k | $7.3M | 10% | Dec 2024 |
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| Goldman Sachs Group | 241k | $7.1M | 0% | Sep 2024 |
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| LPL Financial | 225k | $6.6M | 22% | Sep 2024 |
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| Park Avenue Securities | 214k | $5.8M | 90% | Dec 2024 |
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| Merriman Wealth Management | 205k | $6.1M | 0% | Sep 2024 |
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| Aptus Capital Advisors | 205k | $6.0M | -4% | Sep 2024 |
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| Thrivent Financial for Lutherans | 186k | $5.5M | 100% | Sep 2024 |
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| Kestra Advisory Services | 186k | $5.5M | 326% | Sep 2024 |
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| Cetera Investment Advisers | 179k | $5.3M | 1% | Sep 2024 |
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| Keebeck Wealth Management | 172k | $5.1M | -3% | Sep 2024 |
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| Raymond James & Associates | 163k | $4.8M | -3% | Sep 2024 |
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| Prosperity Planning | 160k | $4.3M | -9% | Dec 2024 |
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| Sanctuary Advisors | 137k | $3.8M | -1% | Sep 2024 |
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| Parallel Advisors | 127k | $3.8M | 13% | Sep 2024 |
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| ShoreHaven Wealth Partners | 125k | $3.7M | -4% | Sep 2024 |
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| Christopher Weil & Company | 125k | $3.7M | 14% | Sep 2024 |
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| Angeles Investment | 116k | $3.4M | -13% | Sep 2024 |
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| SCS Capital Management | 115k | $3.4M | -1% | Sep 2024 |
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| RHS Financial | 113k | $3.1M | 11% | Dec 2024 |
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| Cypress Wealth Services | 112k | $3.0M | 23% | Dec 2024 |
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| Branch Banking & Trust Company | 104k | $3.1M | 4% | Sep 2024 |
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| UBS Group | 102k | $3.0M | -41% | Sep 2024 |
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| Tacita Capital | 101k | $3.0M | -13% | Sep 2024 |
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| Goss Wealth Management | 100k | $3.0M | 24% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 100k | $2.7M | 16% | Dec 2024 |
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| Rockefeller Capital Management | 88k | $2.6M | 8% | Sep 2024 |
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| Capital Advisors | 88k | $2.6M | -29% | Sep 2024 |
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| Clayton Partners | 87k | $2.6M | -1% | Sep 2024 |
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| Stonehage Fleming Financial Services Holdings | 86k | $2.3M | 0% | Dec 2024 |
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| Vance Wealth | 86k | $2.5M | -2% | Sep 2024 |
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| Kickstand Ventures | 85k | $2.5M | 1% | Sep 2024 |
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| Custom Index Systems | 81k | $2.2M | 2% | Dec 2024 |
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| Mayflower Financial Advisors | 75k | $2.0M | 53% | Dec 2024 |
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| HighTower Advisors | 73k | $2.2M | 5% | Sep 2024 |
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| ONE Advisory Partners | 73k | $2.0M | -2% | Dec 2024 |
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| Concurrent Investment Advisors | 72k | $2.1M | -24% | Sep 2024 |
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| Royal Bank of Canada | 69k | $2.0M | -63% | Sep 2024 |
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| Red Wave Investments | 63k | $1.9M | -1% | Sep 2024 |
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| Wealth Alliance | 62k | $1.8M | 14% | Sep 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 61k | $2.1M | 19% | Sep 2024 |
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| Strategic Blueprint | 61k | $1.7M | -7% | Dec 2024 |
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| Stifel Financial | 60k | $1.8M | -5% | Sep 2024 |
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| CSS | 57k | $1.7M | -3% | Sep 2024 |
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| Sequoia Financial Advisors | 56k | $1.6M | -29% | Sep 2024 |
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| Bell Investment Advisors | 54k | $1.6M | 100% | Sep 2024 |
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| Squire Investment Management Company | 54k | $1.6M | 6% | Sep 2024 |
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| Wiley Bros.-aintree Capital | 53k | $1.6M | 100% | Sep 2024 |
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| Robertson Stephens Wealth Management | 53k | $1.4M | 56% | Dec 2024 |
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| Valued Wealth Advisors | 51k | $1.4M | 55% | Dec 2024 |
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| Hanson McClain Advisors | 51k | $1.5M | 0% | Sep 2024 |
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| Keel Point | 51k | $1.5M | 0% | Sep 2024 |
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| Hemington Wealth Management | 46k | $1.3M | -2% | Sep 2024 |
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| Ameriprise Financial | 45k | $1.3M | 3% | Sep 2024 |
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| TSA Wealth Managment | 44k | $1.3M | 3% | Sep 2024 |
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| Merit Financial Group | 43k | $1.2M | 100% | Dec 2024 |
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| Foresight Capital Management Advisors | 43k | $1.2M | 6% | Dec 2024 |
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| Affinity Capital Advisors | 42k | $1.1M | 26% | Dec 2024 |
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| Heck Capital Advisors | 42k | $1.1M | 100% | Dec 2024 |
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| Stokes Family Office | 42k | $1.2M | 8% | Sep 2024 |
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| Raymond James Financial Services Advisors | 42k | $1.2M | 47% | Sep 2024 |
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| Beacon Financial | 40k | $1.2M | 0% | Sep 2024 |
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| Jackson Creek Investment Advisors | 39k | $1.2M | 7% | Sep 2024 |
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| W Advisors | 39k | $1.1M | -7% | Dec 2024 |
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| Captrust Financial Advisors | 38k | $1.1M | -6% | Sep 2024 |
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| Commonwealth Equity Services | 37k | $1.1M | 24% | Sep 2024 |
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| Advisor Group Holdings | 36k | $1.1M | 100% | Sep 2024 |
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| Cornerstone Advisors Asset Management | 35k | $1.0M | 0% | Sep 2024 |
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| Firethorn Wealth Partners | 33k | $887k | 27% | Dec 2024 |
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| CI Private Wealth | 33k | $961k | 67% | Sep 2024 |
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| Advisory Services Network | 30k | $835k | 0% | Sep 2024 |
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| Horst & Graben Wealth Management | 28k | $755k | 26% | Dec 2024 |
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| Csenge Advisory Group | 28k | $805k | -1% | Sep 2024 |
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| Wealthgarden F.s | 27k | $804k | 100% | Sep 2024 |
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| Index Fund Advisors | 27k | $788k | 1% | Sep 2024 |
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| H D Vest Advisory Services | 27k | $783k | 1% | Sep 2024 |
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| Stratos Wealth Advisors | 26k | $707k | 4% | Dec 2024 |
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| Equitable Holdings | 26k | $767k | 9% | Sep 2024 |
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| Warren Averett Asset Management | 26k | $765k | -1% | Sep 2024 |
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| Johnson Bixby & Associates | 26k | $694k | -3% | Dec 2024 |
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| High Falls Advisors | 26k | $752k | 3% | Sep 2024 |
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| Stonebrook Private | 25k | $749k | -3% | Sep 2024 |
|
| Breakwater Capital Group | 25k | $682k | 104% | Dec 2024 |
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| My Legacy Advisors | 25k | $670k | -2% | Dec 2024 |
|
| Vision Capital Management | 24k | $661k | 0% | Dec 2024 |
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| Farther Finance Advisors | 24k | $719k | -5% | Sep 2024 |
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| Citadel Advisors | 24k | $710k | -76% | Sep 2024 |
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| Shared Vision Wealth Group | 24k | $709k | 0% | Sep 2024 |
|
| Cresset Asset Management | 23k | $680k | 0% | Sep 2024 |
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| Transcend Wealth Collective | 22k | $663k | -2% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 21k | $618k | -2% | Sep 2024 |
|
| Nicholas Hoffman & Company | 21k | $618k | 0% | Sep 2024 |
|
| Kelly Financial Services | 20k | $553k | 3% | Dec 2024 |
|
| Intelligence Driven Advisers | 20k | $583k | -23% | Sep 2024 |
|
| Streettalk Advisors | 19k | $571k | 0% | Sep 2024 |
|
| Northern Trust | 19k | $546k | 100% | Sep 2024 |
|
| Creative Planning | 18k | $539k | 1% | Sep 2024 |
|
| Ridgeline Wealth | 18k | $489k | 100% | Dec 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 17k | $506k | 14% | Sep 2024 |
|
| Private Advisor | 17k | $499k | 19% | Sep 2024 |
|
| Brighton Jones | 17k | $454k | 100% | Dec 2024 |
|
| Moneta Group Investment Advisors | 16k | $483k | -9% | Sep 2024 |
|
| Patriot Financial Group Insurance Agency | 16k | $443k | 91% | Dec 2024 |
|
| CWM | 16k | $480k | 23% | Sep 2024 |
|
| Global Retirement Partners | 16k | $477k | 52% | Sep 2024 |
|
| National Asset Management | 16k | $474k | 11% | Sep 2024 |
|
| Leo Wealth | 16k | $472k | -26% | Sep 2024 |
|
| CFS Investment Advisory Services | 16k | $433k | 135% | Dec 2024 |
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| HPM Partners | 16k | $471k | 6% | Sep 2024 |
|
| Brian McDonald | 16k | $470k | 0% | Sep 2024 |
|
| Peirce Capital Management | 16k | $426k | 0% | Dec 2024 |
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| Hoxton Planning & Management | 16k | $463k | -1% | Sep 2024 |
|
| Warren Street Wealth Advisors | 16k | $457k | -2% | Sep 2024 |
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| Alera Investment Advisors | 15k | $447k | 100% | Sep 2024 |
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| LJI Wealth Management | 15k | $447k | 0% | Sep 2024 |
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| Maxwell Wealth Strategies | 15k | $435k | 0% | Sep 2024 |
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| Nwam | 15k | $442k | 100% | Sep 2024 |
|
| Savant Capital Management | 15k | $436k | -10% | Sep 2024 |
|
| Lauterbach Financial Advisors | 15k | $431k | 4% | Sep 2024 |
|
| Unique Wealth | 14k | $391k | 100% | Dec 2024 |
|
| S & Co | 14k | $420k | 0% | Sep 2024 |
|
| Capital Performance Advisors | 14k | $419k | -7% | Sep 2024 |
|
| Fft Wealth Management | 13k | $370k | -33% | Sep 2024 |
|
| Lgl Partners | 9.2k | $272k | -38% | Sep 2024 |
|
Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 186k | $5.1M |
| Susquehanna International | Jun 2024 | 53k | $1.5M |
| Simplicity Wealth | Jun 2024 | 47k | $1.3M |
| Financial Advocates Investment Management | Sep 2024 | 18k | $810k |
| Hrt Financial | Jun 2024 | 15k | $399k |