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 |
|
| Mercer Global Advisors | 6.6M | $181M | -6% | Jun 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 | 765k | $23M | 4% | Sep 2024 |
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| Janney Montgomery Scott | 721k | $21M | 0% | Sep 2024 |
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| Colony | 690k | $20M | 100% | Sep 2024 |
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| Buckingham Asset Management | 668k | $18M | -2% | Jun 2024 |
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| Armbruster Capital Management | 664k | $20M | -7% | Sep 2024 |
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| Morgan Stanley | 554k | $29M | 6% | Jun 2024 |
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| Resources Investment Advisors | 458k | $14M | -4% | Sep 2024 |
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| BlackRock | 446k | $12M | 1% | Jun 2024 |
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| High Probability Advisors | 441k | $13M | 100% | Sep 2024 |
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| Integrated Wealth Concepts | 436k | $13M | -2% | Sep 2024 |
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| TCG Advisory Services | 426k | $12M | 7% | Jun 2024 |
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| Ackerman Capital Advisors | 415k | $12M | -2% | Sep 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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| Foster Group | 366k | $11M | 7% | 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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| Ironwood Wealth Management | 289k | $8.4M | 0% | Sep 2024 |
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| One Wealth Advisors | 282k | $8.3M | 0% | Sep 2024 |
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| Farrow Financial | 273k | $8.1M | 1% | Sep 2024 |
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| Peninsula Wealth | 271k | $7.8M | 5% | Jun 2024 |
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| IFP Advisors | 267k | $7.3M | 16% | Jun 2024 |
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| BlackRock | 262k | $7.7M | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 254k | $7.5M | 16% | Sep 2024 |
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| Goldman Sachs Group | 241k | $6.6M | 0% | Jun 2024 |
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| LPL Financial | 225k | $6.6M | 22% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 222k | $6.1M | 11% | Jun 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 | -42% | Sep 2024 |
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| Kestra Advisory Services | 186k | $5.5M | 326% | Sep 2024 |
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| KWB Wealth | 179k | $4.9M | 100% | Sep 2024 |
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| Keebeck Wealth Management | 178k | $4.9M | -2% | Jun 2024 |
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| Cetera Investment Advisers | 177k | $4.9M | 24% | Jun 2024 |
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| Prosperity Planning | 176k | $5.2M | -10% | Sep 2024 |
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| CoreFirst Bank & Trust | 168k | $4.6M | 1% | Jun 2024 |
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| Raymond James & Associates | 163k | $4.8M | -3% | Sep 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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| SCS Capital Management | 116k | $3.2M | -17% | Jun 2024 |
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| Angeles Investment | 116k | $3.4M | -13% | Sep 2024 |
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| Park Avenue Securities | 113k | $3.3M | 21% | Sep 2024 |
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| Trust Point | 110k | $3.3M | 3% | Sep 2024 |
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| RHS Financial | 101k | $3.0M | 22% | Sep 2024 |
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| Tacita Capital | 101k | $3.0M | -13% | Sep 2024 |
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| Branch Banking & Trust Company | 101k | $2.8M | 2% | Jun 2024 |
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| Cypress Wealth Services | 91k | $2.7M | -5% | 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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| U.S. Capital Wealth Advisors | 86k | $2.6M | -14% | Sep 2024 |
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| Stonehage Fleming Financial Services Holdings | 86k | $2.5M | 0% | Sep 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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| Rockefeller Capital Management | 82k | $2.2M | 6% | Jun 2024 |
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| Goss Wealth Management | 81k | $2.2M | 373% | Jun 2024 |
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| Custom Index Systems | 80k | $2.4M | 1% | Sep 2024 |
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| ONE Advisory Partners | 74k | $2.2M | 0% | Sep 2024 |
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| Concurrent Investment Advisors | 72k | $2.1M | -24% | Sep 2024 |
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| HighTower Advisors | 69k | $1.9M | 9% | Jun 2024 |
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| Royal Bank of Canada | 69k | $2.0M | -63% | Sep 2024 |
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| Strategic Blueprint | 66k | $1.9M | -7% | Sep 2024 |
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| Red Wave Investments | 64k | $1.8M | 0% | Jun 2024 |
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| Stifel Financial | 64k | $1.7M | 2% | Jun 2024 |
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| Wealth Alliance | 62k | $1.8M | 14% | 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 | -13% | Sep 2024 |
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| Squire Investment Management Company | 54k | $1.6M | 6% | Sep 2024 |
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| Bank Julius Baer & Co. Ltd, Zurich | 51k | $1.6M | 100% | Jun 2024 |
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| Hanson McClain Advisors | 51k | $1.5M | 0% | Sep 2024 |
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| Keel Point | 51k | $1.4M | 0% | Jun 2024 |
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| Mayflower Financial Advisors | 49k | $1.4M | 4% | Sep 2024 |
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| Hemington Wealth Management | 47k | $1.3M | -1% | Jun 2024 |
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| TSA Wealth Managment | 44k | $1.3M | 3% | Sep 2024 |
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| W Advisors | 42k | $1.2M | -15% | Sep 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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| Foresight Capital Management Advisors | 40k | $1.2M | 6% | Sep 2024 |
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| Jackson Creek Investment Advisors | 39k | $1.2M | 7% | Sep 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 | -25% | Sep 2024 |
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| Cornerstone Advisors Asset Management | 35k | $1.0M | 0% | Sep 2024 |
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| Robertson Stephens Wealth Management | 34k | $1.0M | -44% | Sep 2024 |
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| Affinity Capital Advisors | 34k | $989k | 0% | Sep 2024 |
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| Valued Wealth Advisors | 33k | $982k | 5% | Sep 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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| 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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| Johnson Bixby & Associates | 26k | $780k | 1% | Sep 2024 |
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| H D Vest Advisory Services | 26k | $722k | 3% | Jun 2024 |
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| Firethorn Wealth Partners | 26k | $760k | -5% | Sep 2024 |
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| High Falls Advisors | 26k | $752k | 3% | Sep 2024 |
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| Stonebrook Private | 25k | $749k | -3% | Sep 2024 |
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| My Legacy Advisors | 25k | $743k | -21% | Sep 2024 |
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| Stratos Wealth Advisors | 25k | $737k | 3% | Sep 2024 |
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| Vision Capital Management | 25k | $722k | 5% | Sep 2024 |
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| Farther Finance Advisors | 24k | $719k | -5% | Sep 2024 |
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| Citadel Advisors | 24k | $710k | -76% | Sep 2024 |
|
| Shared Vision Wealth Group | 24k | $709k | 0% | Sep 2024 |
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| Equitable Holdings | 24k | $655k | 0% | Jun 2024 |
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| Transcend Wealth Collective | 22k | $663k | -2% | Sep 2024 |
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| Horst & Graben Wealth Management | 22k | $655k | 13% | Sep 2024 |
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| Envestnet Portfolio Solutions | 21k | $618k | -2% | Sep 2024 |
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| Nicholas Hoffman & Company | 21k | $618k | 0% | Sep 2024 |
|
| Kelly Financial Services | 20k | $585k | -3% | Sep 2024 |
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| Intelligence Driven Advisers | 20k | $583k | -23% | Sep 2024 |
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| Streettalk Advisors | 19k | $571k | 0% | Sep 2024 |
|
| Northern Trust | 19k | $546k | 100% | Sep 2024 |
|
| Creative Planning | 18k | $539k | 1% | Sep 2024 |
|
| Financial Advocates Investment Management | 18k | $810k | 100% | Sep 2024 |
|
| Private Advisor | 17k | $499k | 19% | Sep 2024 |
|
| Moneta Group Investment Advisors | 16k | $483k | -9% | Sep 2024 |
|
| CWM | 16k | $480k | 23% | Sep 2024 |
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| Global Retirement Partners | 16k | $477k | 52% | Sep 2024 |
|
| National Asset Management | 16k | $474k | 11% | Sep 2024 |
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| Leo Wealth | 16k | $472k | -26% | Sep 2024 |
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| HPM Partners | 16k | $471k | 6% | Sep 2024 |
|
| Brian McDonald | 16k | $470k | 0% | Sep 2024 |
|
| Peirce Capital Management | 16k | $464k | 0% | Sep 2024 |
|
| Hoxton Planning & Management | 16k | $463k | -1% | Sep 2024 |
|
| Warren Street Wealth Advisors | 16k | $457k | -2% | Sep 2024 |
|
| LJI Wealth Management | 15k | $447k | 0% | Sep 2024 |
|
| Maxwell Wealth Strategies | 15k | $435k | 0% | Sep 2024 |
|
| Gerber Kawasaki Wealth & Investment Management | 15k | $413k | 0% | Jun 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 |
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| S & Co | 14k | $420k | 0% | Sep 2024 |
|
| Capital Performance Advisors | 14k | $419k | -7% | Sep 2024 |
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| Garrett Investment Advisors | 14k | $416k | -15% | Sep 2024 |
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| Qrg Capital Management | 14k | $416k | 44% | Sep 2024 |
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| Mml Investors Services | 14k | $410k | 2% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 14k | $409k | 1% | Sep 2024 |
|
| Mariner Wealth Advisors | 14k | $406k | -3% | Sep 2024 |
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| Townsquare Capital | 14k | $403k | 100% | Sep 2024 |
|
| O'shaughnessy Asset Management | 13k | $370k | -1% | Sep 2024 |
|
| Fft Wealth Management | 13k | $370k | -33% | Sep 2024 |
|
| Lakeview Capital Partners | 9.3k | $274k | -30% | Sep 2024 |
|
| Lgl Partners | 9.2k | $272k | -38% | Sep 2024 |
|
| Qube Research & Technologies | 481.00 | $13k | -99% | Jun 2024 |
|
Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 207k | $5.8M |
| Jane Street | Jun 2024 | 186k | $5.1M |
| Susquehanna International | Jun 2024 | 53k | $1.5M |
| Simplicity Wealth | Jun 2024 | 47k | $1.3M |
| Saxon Interests | Jun 2024 | 47k | $1.3M |
| Brighton Jones | Jun 2024 | 16k | $437k |
| Hrt Financial | Jun 2024 | 15k | $399k |