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 | 17M | $655M | 7% | Dec 2025 |
|
| FMR | 7.2M | $272M | -2% | Dec 2025 |
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| Mercer Global Advisors | 3.7M | $139M | -2% | Dec 2025 |
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| Savvy Advisors | 1.4M | $55M | 74% | Dec 2025 |
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| LPL Financial | 1.1M | $40M | 38% | Dec 2025 |
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| Colony | 1.1M | $40M | 1% | Dec 2025 |
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| Ameriprise Financial | 1.0M | $39M | 160% | Dec 2025 |
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| Kathmere Capital Management | 810k | $31M | 1% | Dec 2025 |
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| Janney Montgomery Scott | 782k | $31M | 20% | Mar 2026 |
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| TCG Advisory Services | 743k | $28M | 2% | Dec 2025 |
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| Armbruster Capital Management | 675k | $27M | -3% | Mar 2026 |
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| Jane Street | 585k | $22M | 268% | Dec 2025 |
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| Victory Financial Group | 581k | $22M | 1% | Dec 2025 |
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| Invenio Wealth Partners | 579k | $23M | 69% | Mar 2026 |
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| KWB Wealth | 577k | $22M | -1% | Mar 2026 |
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| Advisor Group Holdings | 536k | $20M | 21% | Dec 2025 |
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| Envestnet Asset Management | 504k | $19M | -15% | Dec 2025 |
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| AdvisorShares Investments | 460k | $18M | 100% | Dec 2025 |
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| Park Avenue Securities | 435k | $17M | 19% | Mar 2026 |
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| Erste Asset Management GmbH | 419k | $16M | 129% | Dec 2025 |
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| Integrated Wealth Concepts | 397k | $15M | -3% | Dec 2025 |
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| Capital Advisors | 390k | $15M | 2144% | Dec 2025 |
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| Ackerman Capital Advisors | 378k | $14M | -3% | Dec 2025 |
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| Alliance Wealth Advisors | 378k | $14M | 1344% | Dec 2025 |
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| Heck Capital Advisors | 368k | $15M | -11% | Mar 2026 |
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| Foster Group | 367k | $15M | -5% | Mar 2026 |
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| High Probability Advisors | 362k | $14M | -2% | Mar 2026 |
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| Raymond James Financial | 358k | $14M | 11% | Dec 2025 |
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| Meridian Financial Partners | 355k | $14M | 7% | Mar 2026 |
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| Resources Investment Advisors | 347k | $13M | -2% | Dec 2025 |
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| Eqis Capital Management | 326k | $13M | -4% | Mar 2026 |
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| Plan | 318k | $13M | 0% | Mar 2026 |
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| Ashton Thomas Private Wealth | 308k | $12M | 7% | Dec 2025 |
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| UBS Group | 298k | $11M | 113% | Dec 2025 |
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| Per Stirling Capital Management | 296k | $11M | -1% | Dec 2025 |
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| One Wealth Advisors | 291k | $12M | -2% | Mar 2026 |
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| Buckingham Strategic Partners | 282k | $11M | 26% | Dec 2025 |
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| Farrow Financial | 282k | $11M | 0% | Dec 2025 |
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| Atlas Capital Advisors | 274k | $10M | 100% | Dec 2025 |
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| Titleist Asset Management | 264k | $10M | 5% | Dec 2025 |
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| Mml Investors Services | 263k | $10M | 29% | Dec 2025 |
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| Ironwood Wealth Management | 257k | $11M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 239k | $9.1M | 18% | Dec 2025 |
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| Systelligence | 234k | $9.3M | -10% | Mar 2026 |
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| Sanctuary Advisors | 230k | $8.7M | -5% | Dec 2025 |
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| IFP Advisors | 225k | $8.9M | 37% | Mar 2026 |
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| Cobblestone Asset Management | 219k | $8.3M | -16% | Dec 2025 |
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| Aptus Capital Advisors | 213k | $8.1M | 6% | Dec 2025 |
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| Private Advisor | 208k | $7.9M | 30% | Dec 2025 |
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| Rockefeller Capital Management | 206k | $7.9M | 7% | Dec 2025 |
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| Stifel Financial | 202k | $7.7M | -12% | Dec 2025 |
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| Trust Point | 190k | $7.6M | -57% | Mar 2026 |
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| RHS Financial | 188k | $7.2M | 4% | Dec 2025 |
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| JNBA Financial Advisors | 183k | $7.2M | -18% | Mar 2026 |
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| Kestra Advisory Services | 178k | $6.8M | 25% | Dec 2025 |
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| CoreFirst Bank & Trust | 177k | $6.7M | -3% | Dec 2025 |
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| TLT Family Holdco ULC | 173k | $6.6M | -58% | Dec 2025 |
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| Parallel Advisors | 171k | $6.5M | 6% | Dec 2025 |
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| Goldman Sachs Group | 158k | $6.0M | 11% | Dec 2025 |
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| Riversedge Advisors | 150k | $6.0M | 100% | Mar 2026 |
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| Kingsview Wealth Management | 146k | $5.6M | 12% | Dec 2025 |
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| Keebeck Wealth Management | 145k | $5.5M | -2% | Dec 2025 |
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| Goss Wealth Management | 145k | $5.5M | 0% | Dec 2025 |
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| HighTower Advisors | 140k | $5.3M | 10% | Dec 2025 |
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| ShoreHaven Wealth Partners | 135k | $5.1M | 0% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 129k | $5.1M | 20% | Mar 2026 |
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| Prosperity Planning | 126k | $5.0M | -5% | Mar 2026 |
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| Phoenix Holdings | 118k | $4.5M | 0% | Dec 2025 |
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| SCS Capital Management | 116k | $4.4M | 1% | Dec 2025 |
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| Saxon Interests | 110k | $4.2M | -9% | Dec 2025 |
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| Sagespring Wealth Partners | 109k | $4.1M | -11% | Dec 2025 |
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| McBroom & Associates | 109k | $4.3M | 40% | Mar 2026 |
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| Branch Banking & Trust Company | 102k | $3.9M | -1% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 100k | $3.8M | 1% | Dec 2025 |
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| IHT Wealth Management | 100k | $3.8M | -23% | Dec 2025 |
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| Commons Capital | 96k | $3.7M | 28% | Dec 2025 |
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| PMG Wealth Management | 96k | $3.8M | 4% | Mar 2026 |
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| Concurrent Investment Advisors | 92k | $3.7M | -60% | Mar 2026 |
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| CSS | 90k | $3.4M | 8% | Dec 2025 |
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| Harbour Wealth Management Group | 90k | $3.6M | -1% | Mar 2026 |
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| Bell Investment Advisors | 90k | $3.6M | -2% | Mar 2026 |
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| Cypress Wealth Services | 89k | $3.5M | -3% | Mar 2026 |
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| Kickstand Ventures | 87k | $3.3M | -2% | Dec 2025 |
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| Vance Wealth | 85k | $3.2M | -3% | Dec 2025 |
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| Tacita Capital | 85k | $3.2M | -1% | Dec 2025 |
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| HPM Partners | 84k | $3.2M | 10% | Dec 2025 |
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| Clayton Partners | 81k | $3.1M | -1% | Dec 2025 |
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| TSA Wealth Managment | 80k | $3.0M | -2% | Dec 2025 |
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| Us Bancorp | 80k | $3.0M | 81% | Dec 2025 |
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| BlackRock | 77k | $2.9M | -43% | Dec 2025 |
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| Balance Wealth | 77k | $3.0M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 76k | $2.9M | 115% | Dec 2025 |
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| Vise Technologies | 74k | $2.8M | 0% | Mar 2026 |
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| ONE Advisory Partners | 70k | $2.8M | -2% | Mar 2026 |
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| Cassilly Financial Group | 70k | $2.8M | 1% | Mar 2026 |
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| Wealth Alliance | 70k | $2.6M | -13% | Dec 2025 |
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| Valued Wealth Advisors | 69k | $2.6M | 1% | Dec 2025 |
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| Equitable Holdings | 68k | $2.6M | 0% | Dec 2025 |
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| WealthPlan Investment Management | 64k | $2.4M | -1% | Dec 2025 |
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| Strategic Blueprint | 63k | $2.4M | 0% | Dec 2025 |
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| Synergy Financial Management | 62k | $2.4M | 100% | Dec 2025 |
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| Pensionmark Financial Group | 61k | $2.3M | 20% | Dec 2025 |
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| JBF Capital | 60k | $2.3M | 0% | Dec 2025 |
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| Red Wave Investments | 59k | $2.3M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 59k | $2.2M | -1% | Dec 2025 |
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| Redhawk Wealth Advisors | 59k | $2.3M | 3% | Mar 2026 |
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| Creative Planning | 53k | $2.0M | 46% | Dec 2025 |
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| Hanson McClain Advisors | 53k | $2.0M | 1% | Dec 2025 |
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| Mayflower Financial Advisors | 52k | $2.1M | -3% | Mar 2026 |
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| Stratos Wealth Partners | 50k | $1.9M | 100% | Dec 2025 |
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| Cogent Strategic Wealth | 48k | $1.9M | 100% | Dec 2025 |
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| Custom Index Systems | 48k | $1.8M | -39% | Dec 2025 |
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| Breakwater Capital Group | 47k | $1.9M | 5% | Mar 2026 |
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| Sequoia Financial Advisors | 47k | $1.8M | -9% | Dec 2025 |
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| Quadrature Capital | 44k | $1.7M | 100% | Dec 2025 |
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| Beacon Pointe Advisors | 44k | $1.7M | 100% | Dec 2025 |
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| Beacon Financial | 42k | $1.6M | 0% | Dec 2025 |
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| Horst & Graben Wealth Management | 42k | $1.6M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 41k | $1.6M | -10% | Dec 2025 |
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| Simplicity Wealth | 41k | $1.5M | 108% | Dec 2025 |
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| W Advisors | 39k | $1.5M | 0% | Dec 2025 |
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| Bank Julius Baer & Co. Ltd, Zurich | 38k | $1.5M | -37% | Dec 2025 |
|
| Keel Point | 38k | $1.4M | -13% | Dec 2025 |
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| Captrust Financial Advisors | 37k | $1.4M | 0% | Dec 2025 |
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| JDH Wealth Management | 35k | $1.4M | -19% | Mar 2026 |
|
| Stokes Family Office | 34k | $1.3M | -26% | Dec 2025 |
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| Squire Investment Management Company | 33k | $1.3M | -9% | Mar 2026 |
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| Brand Asset Management Group | 33k | $1.3M | -9% | Dec 2025 |
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| Global Retirement Partners | 33k | $1.2M | -2% | Dec 2025 |
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| Cornerstone Advisors Asset Management | 33k | $1.2M | 0% | Dec 2025 |
|
| J.w. Cole Advisors | 32k | $1.3M | 13% | Mar 2026 |
|
| Quantinno Capital Management | 30k | $1.2M | -12% | Dec 2025 |
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| Northern Trust | 30k | $1.1M | 53% | Dec 2025 |
|
| Affinity Capital Advisors | 30k | $1.2M | -1% | Mar 2026 |
|
| Gts Securities | 30k | $1.1M | 144% | Dec 2025 |
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| Advisory Services Network | 29k | $1.1M | -1% | Dec 2025 |
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| G&S Capital | 29k | $1.2M | 0% | Mar 2026 |
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| High Falls Advisors | 29k | $1.1M | 1% | Dec 2025 |
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| AQR Capital Management | 29k | $1.1M | 72% | Dec 2025 |
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| Kestra Private Wealth Services | 29k | $1.1M | 30% | Mar 2026 |
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| Ascent Group | 28k | $1.1M | -2% | Dec 2025 |
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| MA Private Wealth | 28k | $1.1M | 0% | Dec 2025 |
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| Farther Finance Advisors | 27k | $1.1M | 10% | Mar 2026 |
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| Firethorn Wealth Partners | 26k | $1.0M | 0% | Mar 2026 |
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| Prospera Financial Services | 26k | $1.0M | 20% | Mar 2026 |
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| Johnson Bixby & Associates | 26k | $1.0M | -10% | Mar 2026 |
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| Csenge Advisory Group | 26k | $979k | 0% | Dec 2025 |
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| Shared Vision Wealth Group | 26k | $1.0M | -1% | Dec 2025 |
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| Two Sigma Securities | 25k | $968k | 272% | Dec 2025 |
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| Stonebrook Private | 25k | $956k | 0% | Dec 2025 |
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| Stonehage Fleming Financial Services Holdings | 25k | $950k | -68% | Dec 2025 |
|
| Asempa Wealth Advisors | 23k | $911k | -14% | Mar 2026 |
|
| Pathstone Holdings | 7.0k | $266k | -76% | Dec 2025 |
|
| Perigon Wealth Management | 6.0k | $239k | -96% | Mar 2026 |
|
Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 639k | $25M |
| Beacon Harbor Wealth Advisors | Sep 2025 | 341k | $12M |
| Old Mission Capital | Sep 2025 | 226k | $8.0M |
| Citadel Advisors | Sep 2025 | 37k | $1.3M |