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 | 16M | $570M | 5% | Sep 2025 |
|
| FMR | 7.3M | $259M | -3% | Sep 2025 |
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| Jpmorgan Chase & Co | 4.7M | $168M | 20% | Sep 2025 |
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| Mercer Global Advisors | 3.7M | $133M | -10% | Sep 2025 |
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| Colony | 1.0M | $37M | 3% | Sep 2025 |
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| Savvy Advisors | 831k | $30M | 24% | Sep 2025 |
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| KWB Wealth | 800k | $26M | 73% | Sep 2025 |
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| Kathmere Capital Management | 799k | $28M | -1% | Sep 2025 |
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| Morgan Stanley | 778k | $26M | 100% | Jun 2025 |
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| LPL Financial | 764k | $27M | 29% | Sep 2025 |
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| TCG Advisory Services | 731k | $26M | 6% | Sep 2025 |
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| Armbruster Capital Management | 701k | $25M | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 653k | $23M | -2% | Sep 2025 |
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| Janney Montgomery Scott | 621k | $22M | 100% | Sep 2025 |
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| EP Wealth Advisors | 607k | $20M | 9998% | Jun 2025 |
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| Envestnet Asset Management | 594k | $21M | -86% | Sep 2025 |
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| Victory Financial Group | 574k | $20M | 100% | Sep 2025 |
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| Advisor Group Holdings | 444k | $16M | 27% | Sep 2025 |
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| Trust Point | 433k | $15M | 28% | Sep 2025 |
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| Integrated Wealth Concepts | 409k | $15M | -1% | Sep 2025 |
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| TLT Family Holdco ULC | 409k | $15M | 0% | Sep 2025 |
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| Ameriprise Financial | 395k | $14M | 61% | Sep 2025 |
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| Ackerman Capital Advisors | 389k | $14M | -6% | Sep 2025 |
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| Foster Group | 381k | $14M | -5% | Sep 2025 |
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| High Probability Advisors | 371k | $13M | 2% | Sep 2025 |
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| Eqis Capital Management | 363k | $13M | 0% | Sep 2025 |
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| Resources Investment Advisors | 352k | $13M | -1% | Sep 2025 |
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| Invenio Wealth Partners | 346k | $12M | 1956% | Sep 2025 |
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| Beacon Harbor Wealth Advisors | 341k | $12M | 100% | Sep 2025 |
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| Plan | 321k | $11M | -1% | Sep 2025 |
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| Raymond James Financial | 321k | $11M | 40% | Sep 2025 |
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| Park Avenue Securities | 314k | $11M | 3% | Sep 2025 |
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| One Wealth Advisors | 303k | $11M | -2% | Sep 2025 |
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| Per Stirling Capital Management | 300k | $11M | -1% | Sep 2025 |
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| Atlas Capital Advisors | 290k | $9.5M | -3% | Jun 2025 |
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| Ashton Thomas Private Wealth | 289k | $10M | 0% | Sep 2025 |
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| Farrow Financial | 283k | $10M | 0% | Sep 2025 |
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| Ironwood Wealth Management | 276k | $9.6M | 0% | Sep 2025 |
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| Heck Capital Advisors | 265k | $9.4M | -25% | Sep 2025 |
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| Systelligence | 261k | $9.3M | 26% | Sep 2025 |
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| Cobblestone Asset Management | 259k | $9.2M | 100% | Sep 2025 |
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| Titleist Asset Management | 253k | $9.0M | 100% | Sep 2025 |
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| Meridian Financial Partners | 241k | $8.6M | 293% | Sep 2025 |
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| JNBA Financial Advisors | 236k | $8.4M | -3% | Sep 2025 |
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| Stifel Financial | 229k | $8.1M | -13% | Sep 2025 |
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| Old Mission Capital | 226k | $8.0M | 100% | Sep 2025 |
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| Concurrent Investment Advisors | 224k | $8.0M | -21% | Sep 2025 |
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| Buckingham Strategic Partners | 224k | $8.0M | -21% | Sep 2025 |
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| Mml Investors Services | 203k | $7.2M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 202k | $7.2M | 46% | Sep 2025 |
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| Aptus Capital Advisors | 200k | $7.1M | 3% | Sep 2025 |
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| Rockefeller Capital Management | 193k | $6.8M | 16% | Sep 2025 |
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| Erste Asset Management GmbH | 183k | $6.5M | 100% | Sep 2025 |
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| CoreFirst Bank & Trust | 182k | $6.5M | -1% | Sep 2025 |
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| RHS Financial | 182k | $6.4M | 2% | Sep 2025 |
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| Parallel Advisors | 161k | $5.7M | 0% | Sep 2025 |
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| Royal Bank of Canada | 161k | $0 | 226% | Sep 2025 |
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| Private Advisor | 160k | $5.7M | 63% | Sep 2025 |
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| IFP Advisors | 160k | $5.7M | -7% | Sep 2025 |
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| Jane Street | 159k | $5.6M | 117% | Sep 2025 |
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| Keebeck Wealth Management | 148k | $5.2M | -9% | Sep 2025 |
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| Goss Wealth Management | 145k | $5.1M | -5% | Sep 2025 |
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| Goldman Sachs Group | 142k | $5.1M | -41% | Sep 2025 |
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| Kestra Advisory Services | 142k | $5.0M | 0% | Sep 2025 |
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| UBS Group | 140k | $5.0M | 19% | Sep 2025 |
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| Prosperity Planning | 137k | $4.8M | -7% | Sep 2025 |
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| ShoreHaven Wealth Partners | 134k | $4.8M | 0% | Sep 2025 |
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| BlackRock | 134k | $4.7M | -20% | Sep 2025 |
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| Kingsview Wealth Management | 130k | $4.6M | 100% | Sep 2025 |
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| IHT Wealth Management | 129k | $4.6M | -17% | Sep 2025 |
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| HighTower Advisors | 127k | $4.5M | 11% | Sep 2025 |
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| Sagespring Wealth Partners | 123k | $4.3M | -2% | Sep 2025 |
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| Saxon Interests | 121k | $4.2M | 30% | Sep 2025 |
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| Phoenix Holdings | 118k | $4.2M | 100% | Sep 2025 |
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| SCS Capital Management | 115k | $4.1M | -1% | Sep 2025 |
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| Branch Banking & Trust Company | 102k | $3.6M | 2% | Sep 2025 |
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| Keel Point | 102k | $3.4M | 0% | Jun 2025 |
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| Wiley Bros.-aintree Capital | 99k | $3.5M | 0% | Sep 2025 |
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| Cypress Wealth Services | 96k | $3.4M | -8% | Sep 2025 |
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| Kickstand Ventures | 89k | $3.2M | -8% | Sep 2025 |
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| Vance Wealth | 88k | $3.1M | 0% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 87k | $3.1M | -9% | Sep 2025 |
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| PMG Wealth Management | 87k | $3.1M | 1% | Sep 2025 |
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| Tacita Capital | 85k | $3.0M | 1% | Sep 2025 |
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| CSS | 83k | $3.0M | 18% | Sep 2025 |
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| TSA Wealth Managment | 82k | $2.9M | -3% | Sep 2025 |
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| Clayton Partners | 82k | $2.9M | 0% | Sep 2025 |
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| Wealth Alliance | 80k | $2.8M | -19% | Sep 2025 |
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| Custom Index Systems | 78k | $2.8M | 58% | Sep 2025 |
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| Stonehage Fleming Financial Services Holdings | 78k | $2.8M | -9% | Sep 2025 |
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| HPM Partners | 76k | $2.7M | 0% | Sep 2025 |
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| Commons Capital | 75k | $2.7M | 1% | Sep 2025 |
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| ONE Advisory Partners | 72k | $2.5M | -1% | Sep 2025 |
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| Balance Wealth | 71k | $2.5M | -2% | Sep 2025 |
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| Bell Investment Advisors | 69k | $2.5M | 9% | Sep 2025 |
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| Valued Wealth Advisors | 68k | $2.4M | -1% | Sep 2025 |
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| Equitable Holdings | 68k | $2.4M | 10% | Sep 2025 |
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| WealthPlan Investment Management | 64k | $2.3M | 0% | Sep 2025 |
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| Strategic Blueprint | 63k | $2.2M | -1% | Sep 2025 |
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| Bank Julius Baer & Co. Ltd, Zurich | 61k | $2.2M | 23% | Sep 2025 |
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| JBF Capital | 60k | $2.1M | 0% | Sep 2025 |
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| Red Wave Investments | 60k | $2.1M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 60k | $2.1M | 18% | Sep 2025 |
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| Vise Technologies | 59k | $2.1M | 10% | Sep 2025 |
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| Mayflower Financial Advisors | 56k | $2.0M | -9% | Sep 2025 |
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| Hanson McClain Advisors | 52k | $1.8M | 0% | Sep 2025 |
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| Sequoia Financial Advisors | 51k | $1.8M | -2% | Sep 2025 |
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| Pensionmark Financial Group | 51k | $1.8M | -24% | Sep 2025 |
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| JDH Wealth Management | 47k | $1.7M | -4% | Sep 2025 |
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| Perigon Wealth Management | 47k | $1.7M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 46k | $1.6M | -12% | Sep 2025 |
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| Hemington Wealth Management | 46k | $1.6M | -1% | Sep 2025 |
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| Stokes Family Office | 46k | $1.6M | 12% | Sep 2025 |
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| Us Bancorp | 44k | $1.6M | 134% | Sep 2025 |
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| Beacon Financial | 42k | $1.5M | 0% | Sep 2025 |
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| Horst & Graben Wealth Management | 42k | $1.5M | -1% | Sep 2025 |
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| W Advisors | 39k | $1.4M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 37k | $1.3M | 0% | Sep 2025 |
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| Citadel Advisors | 37k | $1.3M | -80% | Sep 2025 |
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| Breakwater Capital Group | 37k | $1.3M | 2% | Sep 2025 |
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| Creative Planning | 37k | $1.3M | 9% | Sep 2025 |
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| Brand Asset Management Group | 36k | $1.3M | 100% | Sep 2025 |
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| Squire Investment Management Company | 36k | $1.3M | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 35k | $1.3M | 25% | Sep 2025 |
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| Quantinno Capital Management | 35k | $1.2M | 62% | Sep 2025 |
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| Global Retirement Partners | 34k | $1.2M | -6% | Sep 2025 |
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| Cornerstone Advisors Asset Management | 33k | $1.2M | -8% | Sep 2025 |
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| Affinity Capital Advisors | 30k | $1.1M | -3% | Sep 2025 |
|
| Advisory Services Network | 30k | $1.1M | -2% | Sep 2025 |
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| Pathstone Holdings | 29k | $1.0M | -12% | Sep 2025 |
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| Ascent Group | 29k | $1.0M | -5% | Sep 2025 |
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| High Falls Advisors | 29k | $1.0M | -1% | Sep 2025 |
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| Johnson Bixby & Associates | 28k | $982k | 3% | Sep 2025 |
|
| H D Vest Advisory Services | 28k | $910k | 0% | Jun 2025 |
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| MA Private Wealth | 28k | $980k | -11% | Sep 2025 |
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| Firethorn Wealth Partners | 27k | $945k | -2% | Sep 2025 |
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| Alliance Wealth Advisors | 26k | $929k | 100% | Sep 2025 |
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| Shared Vision Wealth Group | 26k | $927k | -2% | Sep 2025 |
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| Csenge Advisory Group | 26k | $911k | 0% | Sep 2025 |
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| Stonebrook Private | 25k | $890k | 0% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 24k | $867k | 0% | Sep 2025 |
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| My Legacy Advisors | 24k | $801k | -2% | Jun 2025 |
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| Transcend Wealth Collective | 24k | $844k | -4% | Sep 2025 |
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| Braun-Bostich & Associates | 24k | $843k | 0% | Sep 2025 |
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| Index Fund Advisors | 24k | $840k | 0% | Sep 2025 |
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| Farther Finance Advisors | 23k | $827k | 0% | Sep 2025 |
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| Vision Capital Management | 23k | $827k | -4% | Sep 2025 |
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| J.w. Cole Advisors | 23k | $823k | 24% | Sep 2025 |
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| Cresset Asset Management | 23k | $817k | 0% | Sep 2025 |
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| Brighton Jones | 22k | $794k | -8% | Sep 2025 |
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| Kelly Financial Services | 22k | $780k | -8% | Sep 2025 |
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| Hoxton Planning & Management | 21k | $749k | -13% | Sep 2025 |
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| Capital Advisors | 17k | $617k | -27% | Sep 2025 |
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| CI Private Wealth | 11k | $374k | -55% | Sep 2025 |
|
| Ameriflex Group | 10k | $367k | -61% | Sep 2025 |
|
| Smartleaf Asset Management | 3.2k | $113k | -86% | Sep 2025 |
|
Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Duncan Williams Asset Management | Jun 2025 | 96k | $3.2M |
| Flow Traders US | Jun 2025 | 83k | $2.7M |
| Angeles Investment | Jun 2025 | 78k | $2.6M |
| Robertson Stephens Wealth Management | Jun 2025 | 54k | $1.8M |
| Jackson Creek Investment Advisors | Jun 2025 | 38k | $1.3M |