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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 7.6M | $202M | -6% | Dec 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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| Wealthsource Partners | 882k | $23M | -4% | Dec 2023 |
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| Bank of America Corporation | 847k | $23M | -8% | Dec 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 | 686k | $19M | 4% | Mar 2024 |
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| JNBA Financial Advisors | 486k | $14M | -7% | Mar 2024 |
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| Fft Wealth Management | 443k | $12M | -78% | Dec 2023 |
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| Ackerman Capital Advisors | 429k | $12M | -1% | Mar 2024 |
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| Atlas Capital Advisors | 405k | $11M | 18% | Mar 2024 |
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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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| Foster Group | 320k | $9.0M | 34% | Mar 2024 |
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| One Wealth Advisors | 299k | $8.4M | -17% | Mar 2024 |
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| Ironwood Wealth Management | 287k | $8.0M | 0% | Mar 2024 |
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| UBS Group | 286k | $7.6M | -8% | 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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| IFP Advisors | 223k | $5.9M | -1% | Dec 2023 |
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| Prosperity Planning | 219k | $6.2M | 6% | Mar 2024 |
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| Buckingham Strategic Partners | 216k | $5.7M | 3% | Dec 2023 |
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| Keebeck Wealth Management | 211k | $5.6M | -22% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 201k | $5.7M | -6% | Mar 2024 |
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| Lgl Partners | 174k | $4.6M | -90% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 172k | $4.6M | 3% | Dec 2023 |
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| Raymond James & Associates | 169k | $4.8M | -2% | Mar 2024 |
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| Trust Point | 167k | $4.7M | 13% | Mar 2024 |
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| CoreFirst Bank & Trust | 157k | $4.2M | 22% | Dec 2023 |
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| ShoreHaven Wealth Partners | 140k | $3.7M | -10% | Dec 2023 |
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| Capital Advisors | 125k | $3.3M | -8% | Dec 2023 |
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| Peninsula Wealth | 120k | $3.2M | 631% | Dec 2023 |
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| Cypress Wealth Services | 102k | $2.9M | -1% | Mar 2024 |
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| Concurrent Investment Advisors | 100k | $2.7M | 100% | 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 | $2.3M | 0% | Mar 2024 |
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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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| Park Avenue Securities | 75k | $2.1M | 28% | Mar 2024 |
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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 | 69k | $1.9M | -1% | Mar 2024 |
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| RHS Financial | 66k | $1.9M | 35% | Mar 2024 |
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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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| 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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| 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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| CSS | 51k | $1.4M | -14% | Dec 2023 |
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| Hanson McClain Advisors | 51k | $1.4M | 1% | Mar 2024 |
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| TSA Wealth Managment | 51k | $1.3M | 100% | Dec 2023 |
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| Keel Point | 51k | $1.4M | 0% | Mar 2024 |
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| W Advisors | 50k | $1.4M | -5% | Mar 2024 |
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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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| Stokes Family Office | 39k | $1.0M | -66% | Dec 2023 |
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| G&S Capital | 39k | $1.1M | 3% | Mar 2024 |
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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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| Foresight Capital Management Advisors | 36k | $1.0M | 100% | Mar 2024 |
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| Advisory Services Network | 35k | $921k | -10% | Dec 2023 |
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| Affinity Capital Advisors | 34k | $950k | -2% | Mar 2024 |
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| Firethorn Wealth Partners | 31k | $874k | -3% | Mar 2024 |
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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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| Raymond James Financial Services Advisors | 29k | $816k | 3% | Mar 2024 |
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| Shared Vision Wealth Group | 28k | $742k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 27k | $723k | 5% | Dec 2023 |
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| Johnson Bixby & Associates | 26k | $734k | -2% | Mar 2024 |
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| Intelligence Driven Advisers | 26k | $679k | -35% | Dec 2023 |
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| Hoxton Planning & Management | 26k | $724k | -11% | Mar 2024 |
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| Stratos Wealth Advisors | 25k | $716k | 0% | Mar 2024 |
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| Derbend Asset Management | 25k | $666k | 100% | Dec 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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| Stonebrook Private | 24k | $633k | 100% | Dec 2023 |
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| Sawtooth Asset Management | 23k | $614k | -3% | Dec 2023 |
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| Simplicity Wealth | 23k | $646k | 100% | Mar 2024 |
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| Retirement Group | 21k | $563k | -12% | Dec 2023 |
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| Nicholas Hoffman & Company | 21k | $590k | 0% | Mar 2024 |
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| Horst & Graben Wealth Management | 20k | $574k | 1% | Mar 2024 |
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| Creative Planning | 20k | $528k | -19% | Dec 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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| Garrett Investment Advisors | 17k | $469k | 0% | Mar 2024 |
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| Private Advisor | 16k | $429k | 100% | 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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| Capital Performance Advisors | 16k | $446k | -2% | Mar 2024 |
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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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| Lauterbach Financial Advisors | 13k | $336k | 5% | Dec 2023 |
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| Mariner Wealth Advisors | 12k | $328k | 100% | Dec 2023 |
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| Collective Family Office | 12k | $341k | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 12k | $326k | 5% | Mar 2024 |
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| Change Path | 12k | $306k | -5% | Dec 2023 |
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| Valeo Financial Advisors | 12k | $322k | 0% | Mar 2024 |
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| HPM Partners | 11k | $303k | 100% | Dec 2023 |
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| Dentgroup | 11k | $321k | -9% | Mar 2024 |
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| Pensionmark Financial Group | 11k | $298k | 100% | Dec 2023 |
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| Sand Hill Advisors | 11k | $295k | -1% | Dec 2023 |
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| Patriot Financial Group Insurance Agency | 11k | $294k | -36% | Dec 2023 |
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| Well Done | 11k | $306k | -10% | Mar 2024 |
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| Citadel Advisors | 10k | $269k | -70% | Dec 2023 |
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| Global Retirement Partners | 9.7k | $274k | 1% | Mar 2024 |
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| We Are One Seven | 9.5k | $253k | 100% | Dec 2023 |
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| Goodwin Investment Advisory | 9.4k | $249k | -21% | Dec 2023 |
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| TKG Advisors | 9.4k | $249k | 4% | Dec 2023 |
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| RCS Financial Planning | 9.3k | $263k | -10% | Mar 2024 |
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| Theory Financial | 8.7k | $229k | 100% | Dec 2023 |
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| Hrt Financial | 8.6k | $226k | 100% | Dec 2023 |
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| MB Generational Wealth | 8.5k | $225k | 100% | Dec 2023 |
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| ValMark Advisers | 7.9k | $210k | 0% | Dec 2023 |
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| MA Private Wealth | 7.8k | $208k | 100% | Dec 2023 |
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| TCWP | 7.8k | $208k | -23% | Dec 2023 |
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| Spire Wealth Management | 7.5k | $211k | -1% | Mar 2024 |
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| Us Bancorp | 7.3k | $193k | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 7.0k | $185k | 95% | Dec 2023 |
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| O'shaughnessy Asset Management | 5.4k | $142k | -11% | Dec 2023 |
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| LGT Financial Advisors | 5.0k | $132k | -41% | Dec 2023 |
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| Elevate Wealth Advisory | 4.0k | $105k | 100% | Dec 2023 |
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| New Republic Capital | 3.8k | $100k | -11% | Dec 2023 |
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| Venturi Wealth Management | 3.4k | $95k | 0% | Mar 2024 |
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| Mather Group | 3.2k | $85k | 100% | Mar 2024 |
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| PrairieView Partners | 2.5k | $66k | 0% | Dec 2023 |
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| Northwest Investment Counselors | 2.2k | $63k | 100% | Mar 2024 |
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| Versant Capital Management | 2.1k | $59k | 0% | Mar 2024 |
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| AdvisorNet Financial | 2.0k | $55k | -97% | Mar 2024 |
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| Baystate Wealth Management | 1.6k | $42k | -64% | Dec 2023 |
|
| Bank Of Montreal | 396.00 | $11k | -98% | Dec 2023 |
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Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 58k | $1.5M |
| Brighton Jones | Sep 2023 | 14k | $362k |
| True Link Financial Advisors | Dec 2023 | 13k | $341k |
| Fifth Third Bancorp | Dec 2023 | 13k | $333k |
| Townsquare Capital | Sep 2023 | 11k | $282k |
| Flow Traders US | Sep 2023 | 11k | $277k |