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
Download as csv
Download as Excel
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 | 14M | $361M | -2% | Sep 2023 |
|
| FMR | 8.2M | $208M | 4% | Sep 2023 |
|
| Mercer Global Advisors | 8.1M | $205M | -4% | Sep 2023 |
|
| Envestnet Asset Management | 7.6M | $192M | -6% | Sep 2023 |
|
| Jpmorgan Chase & Co | 4.4M | $111M | 16% | Sep 2023 |
|
| Fft Wealth Management | 2.0M | $51M | 0% | Sep 2023 |
|
| Lgl Partners | 1.8M | $45M | 0% | Sep 2023 |
|
| Bank of America Corporation | 925k | $24M | 1% | Sep 2023 |
|
| Wealthsource Partners | 916k | $23M | -1% | Sep 2023 |
|
| Morgan Stanley | 908k | $23M | -26% | Sep 2023 |
|
| 3D/L Capital Management | 854k | $22M | -5% | Sep 2023 |
|
| BlackRock | 731k | $19M | 29% | Sep 2023 |
|
| Janney Montgomery Scott | 701k | $18M | -5% | Sep 2023 |
|
| Armbruster Capital Management | 698k | $18M | 1% | Sep 2023 |
|
| Kathmere Capital Management | 645k | $16M | 4% | Sep 2023 |
|
| Buckingham Asset Management | 616k | $16M | -4% | Sep 2023 |
|
| Integrated Wealth Concepts | 514k | $13M | -1% | Sep 2023 |
|
| JNBA Financial Advisors | 505k | $13M | 3% | Sep 2023 |
|
| Ackerman Capital Advisors | 468k | $12M | -5% | Sep 2023 |
|
| Sequoia Financial Advisors | 431k | $11M | 0% | Sep 2023 |
|
| One Wealth Advisors | 360k | $9.1M | 1% | Sep 2023 |
|
| TCG Advisory Services | 358k | $9.1M | 5% | Sep 2023 |
|
| Merriman Wealth Management | 354k | $9.0M | 35% | Sep 2023 |
|
| Atlas Capital Advisors | 346k | $8.8M | -7% | Sep 2023 |
|
| Plan | 343k | $8.7M | -1% | Sep 2023 |
|
| SCS Capital Management | 316k | $8.0M | -1% | Sep 2023 |
|
| UBS Group | 313k | $7.9M | 4% | Sep 2023 |
|
| Ironwood Wealth Management | 286k | $7.1M | 0% | Sep 2023 |
|
| Keebeck Wealth Management | 271k | $6.9M | 5% | Sep 2023 |
|
| Bft Financial Group | 258k | $6.6M | 2% | Jun 2023 |
|
| Goldman Sachs Group | 242k | $6.1M | 0% | Sep 2023 |
|
| Foster Group | 239k | $6.1M | 2% | Sep 2023 |
|
| IFP Advisors | 226k | $5.7M | 16% | Sep 2023 |
|
| Buckingham Strategic Partners | 211k | $5.3M | -6% | Sep 2023 |
|
| Royal Bank of Canada | 209k | $5.3M | -37% | Sep 2023 |
|
| Prosperity Planning | 201k | $5.1M | 2% | Sep 2023 |
|
| U.S. Capital Wealth Advisors | 167k | $4.2M | 1% | Sep 2023 |
|
| Raymond James & Associates | 166k | $4.2M | -14% | Sep 2023 |
|
| ShoreHaven Wealth Partners | 156k | $3.9M | 0% | Sep 2023 |
|
| Advisor Group Holdings | 154k | $3.9M | 41% | Sep 2023 |
|
| Fifth Third Bancorp | 151k | $3.8M | -10% | Sep 2023 |
|
| Thrivent Financial for Lutherans | 143k | $3.6M | 1% | Sep 2023 |
|
| Capital Advisors | 136k | $3.4M | -7% | Sep 2023 |
|
| LPL Financial | 136k | $3.4M | 11% | Sep 2023 |
|
| Financial Network Investment Corporation | 133k | $3.4M | 5% | Sep 2023 |
|
| Tacita Capital | 133k | $3.4M | 1% | Sep 2023 |
|
| Wealth Alliance | 132k | $3.4M | 37% | Sep 2023 |
|
| Cypress Wealth Services | 127k | $3.2M | 16% | Sep 2023 |
|
| Angeles Investment | 122k | $3.1M | -41% | Sep 2023 |
|
| Stokes Family Office | 115k | $2.9M | -8% | Sep 2023 |
|
| Old Mission Capital | 109k | $2.8M | 738% | Sep 2023 |
|
| Vance Wealth | 107k | $2.7M | 1% | Sep 2023 |
|
| CoreFirst Bank & Trust | 107k | $2.7M | 38% | Jun 2023 |
|
| Branch Banking & Trust Company | 97k | $2.4M | 0% | Sep 2023 |
|
| Robertson Stephens Wealth Management | 94k | $2.4M | 41% | Sep 2023 |
|
| Clayton Partners | 89k | $2.3M | 0% | Sep 2023 |
|
| Parallel Advisors | 87k | $2.2M | 9% | Sep 2023 |
|
| ONE Advisory Partners | 84k | $2.1M | 0% | Sep 2023 |
|
| Synergy Financial Management | 83k | $2.1M | 100% | Sep 2023 |
|
| Mayflower Financial Advisors | 77k | $2.0M | 2% | Sep 2023 |
|
| Stifel Financial | 76k | $1.9M | -11% | Sep 2023 |
|
| True Link Financial Advisors | 67k | $1.7M | 0% | Sep 2023 |
|
| Rockefeller Capital Management | 65k | $1.6M | 5% | Sep 2023 |
|
| Red Wave Investments | 64k | $1.6M | 0% | Sep 2023 |
|
| Bell Investment Advisors | 64k | $1.6M | -10% | Sep 2023 |
|
| AdvisorNet Financial | 62k | $1.6M | 0% | Sep 2023 |
|
| Strategic Blueprint | 61k | $1.5M | 15% | Sep 2023 |
|
| CSS | 59k | $1.5M | 11% | Sep 2023 |
|
| Bank Julius Baer & Co. Ltd, Zurich | 59k | $1.5M | 3% | Sep 2023 |
|
| Jane Street | 58k | $1.5M | 100% | Sep 2023 |
|
| Affinity Capital Advisors | 54k | $1.4M | 12% | Sep 2023 |
|
| Dentgroup | 54k | $1.4M | 35% | Sep 2023 |
|
| Hoxton Planning & Management | 52k | $1.3M | 20% | Sep 2023 |
|
| W Advisors | 52k | $1.3M | 3% | Sep 2023 |
|
| Hanson McClain Advisors | 51k | $1.3M | 0% | Sep 2023 |
|
| Hemington Wealth Management | 48k | $1.2M | -1% | Sep 2023 |
|
| HighTower Advisors | 48k | $1.2M | 4% | Sep 2023 |
|
| Keel Point | 48k | $1.2M | -1% | Sep 2023 |
|
| Captrust Financial Advisors | 45k | $1.1M | -11% | Sep 2023 |
|
| Kestra Advisory Services | 42k | $1.1M | 12% | Sep 2023 |
|
| RHS Financial | 42k | $1.1M | 42% | Sep 2023 |
|
| Transcend Wealth Collective | 42k | $1.1M | 20% | Sep 2023 |
|
| Firethorn Wealth Partners | 40k | $1.0M | 16% | Sep 2023 |
|
| Resources Investment Advisors | 40k | $1.0M | 76% | Sep 2023 |
|
| Intelligence Driven Advisers | 39k | $972k | -2% | Sep 2023 |
|
| G&S Capital | 39k | $998k | 0% | Sep 2023 |
|
| Advisory Services Network | 38k | $975k | -10% | Sep 2023 |
|
| My Legacy Advisors | 37k | $895k | 1% | Sep 2023 |
|
| Wealth Enhancement Advisory Services | 36k | $911k | 198% | Sep 2023 |
|
| Jackson Creek Investment Advisors | 36k | $905k | 0% | Sep 2023 |
|
| Citadel Advisors | 33k | $848k | 100% | Sep 2023 |
|
| Csenge Advisory Group | 32k | $801k | 5% | Sep 2023 |
|
| Briggs Advisory Group | 28k | $712k | -13% | Sep 2023 |
|
| Raymond James Financial Services Advisors | 28k | $711k | 2% | Sep 2023 |
|
| Johnson Bixby & Associates | 27k | $682k | -7% | Sep 2023 |
|
| Bank Of Montreal | 26k | $688k | 6530% | Sep 2023 |
|
| H D Vest Advisory Services | 26k | $661k | 100% | Sep 2023 |
|
| High Falls Advisors | 26k | $658k | -3% | Sep 2023 |
|
| Index Fund Advisors | 25k | $637k | -2% | Sep 2023 |
|
| Stonehage Fleming Financial Services Holdings | 25k | $631k | 0% | Sep 2023 |
|
| Creative Planning | 25k | $626k | -12% | Sep 2023 |
|
| Commonwealth Equity Services | 24k | $618k | 20% | Sep 2023 |
|
| Equitable Holdings | 24k | $616k | 4% | Sep 2023 |
|
| Retirement Group | 24k | $614k | -2% | Sep 2023 |
|
| Stratos Wealth Advisors | 24k | $608k | -10% | Sep 2023 |
|
| Sawtooth Asset Management | 24k | $606k | 16% | Sep 2023 |
|
| Park Avenue Securities | 23k | $588k | 100% | Sep 2023 |
|
| Cresset Asset Management | 23k | $584k | 0% | Sep 2023 |
|
| Farther Finance Advisors | 22k | $560k | 1% | Sep 2023 |
|
| Schroder Investment Management Group | 22k | $547k | -11% | Sep 2023 |
|
| Nicholas Hoffman & Company | 21k | $530k | 0% | Sep 2023 |
|
| Beacon Financial | 20k | $518k | 12% | Sep 2023 |
|
| Ameriprise Financial | 20k | $500k | -2% | Sep 2023 |
|
| CI Private Wealth | 20k | $497k | -1% | Sep 2023 |
|
| Streettalk Advisors | 19k | $493k | 0% | Sep 2023 |
|
| Warren Street Wealth Advisors | 19k | $490k | 0% | Sep 2023 |
|
| Nwam | 19k | $489k | 21% | Sep 2023 |
|
| EverSource Wealth Advisors | 18k | $463k | 16% | Sep 2023 |
|
| Patriot Financial Group Insurance Agency | 18k | $443k | 24% | Sep 2023 |
|
| Brian McDonald | 17k | $424k | 100% | Sep 2023 |
|
| Garrett Investment Advisors | 17k | $422k | 4% | Sep 2023 |
|
| Peninsula Wealth | 16k | $398k | 100% | Sep 2023 |
|
| CFS Investment Advisory Services | 16k | $415k | 36% | Sep 2023 |
|
| National Asset Management | 16k | $413k | 13% | Sep 2023 |
|
| Capital Performance Advisors | 16k | $410k | -6% | Sep 2023 |
|
| Dorsey & Whitney Trust Company | 16k | $406k | 0% | Sep 2023 |
|
| Merit Financial Group | 16k | $403k | 93% | Sep 2023 |
|
| Moneta Group Investment Advisors | 15k | $390k | 0% | Sep 2023 |
|
| Savant Capital Management | 15k | $388k | 100% | Sep 2023 |
|
| Brighton Jones | 14k | $362k | 1% | Sep 2023 |
|
| RCS Financial Planning | 13k | $331k | 33% | Sep 2023 |
|
| Elgethun Capital Management | 13k | $318k | 0% | Sep 2023 |
|
| Lakeview Capital Partners | 13k | $320k | 7% | Sep 2023 |
|
| Change Path | 12k | $309k | -83% | Sep 2023 |
|
| Lauterbach Financial Advisors | 12k | $307k | 4% | Sep 2023 |
|
| Collective Family Office | 12k | $306k | 0% | Sep 2023 |
|
| Well Done | 12k | $304k | 0% | Sep 2023 |
|
| Goodwin Investment Advisory | 12k | $302k | 0% | Sep 2023 |
|
| Pallas Capital Advisors | 12k | $278k | 100% | Sep 2023 |
|
| Sand Hill Advisors | 11k | $284k | -75% | Sep 2023 |
|
| Valeo Financial Advisors | 11k | $282k | 6% | Sep 2023 |
|
| Townsquare Capital | 11k | $282k | 100% | Sep 2023 |
|
| Flow Traders US | 11k | $277k | 100% | Sep 2023 |
|
| TCWP | 10k | $259k | -91% | Sep 2023 |
|
| Wells Fargo & Company | 10k | $255k | 80% | Sep 2023 |
|
| Mml Investors Services | 9.9k | $250k | -20% | Sep 2023 |
|
| Global Retirement Partners | 9.8k | $239k | 0% | Sep 2023 |
|
| Personal Cfo Solutions | 9.2k | $233k | 3% | Sep 2023 |
|
| TKG Advisors | 9.0k | $229k | -7% | Sep 2023 |
|
| Susquehanna International | 8.6k | $219k | 100% | Sep 2023 |
|
| LGT Financial Advisors | 8.5k | $215k | -1% | Sep 2023 |
|
| ValMark Advisers | 7.9k | $201k | -15% | Sep 2023 |
|
| Amerivest Investment Management | 0 | $0 | -100% | Sep 2023 |
|
Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Renaissance Technologies | Jun 2023 | 47k | $1.2M |
| Ubs Global Asset Management Americas | Jun 2023 | 43k | $1.1M |
| Hrt Financial | Jun 2023 | 24k | $604k |
| Ieq Capital | Jun 2023 | 19k | $484k |
| Qube Research & Technologies | Jun 2023 | 18k | $1.7M |
| HPM Partners | Jun 2023 | 13k | $332k |
| Crabel Capital Management | Jun 2023 | 8.9k | $227k |