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Ishares Tr dev val factor shares owned by Baer Investment Advisory

Quarter-by-quarter ownership of Ishares Tr dev val factor (IVLU) shares owned by Baer Investment Advisory from 13F filings

Historical chart of Baer Investment Advisory investment in Ishares Tr dev val factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr dev val factor held by Baer Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr dev val factor by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $25M 626k 39.68

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View all positions for Baer Investment Advisory

Top funds holding Ishares Tr dev val factor

Northwestern Mutual Wealth Management Company
FMR
Mercer Global Advisors
Savvy Advisors
LPL Financial
Bank of America Corporation
Morgan Stanley
Colony
Jane Street
Ameriprise Financial
Kathmere Capital Management
TCG Advisory Services
Envestnet Asset Management
Janney Montgomery Scott
Armbruster Capital Management

View all funds holding Ishares Tr dev val factor