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Ishares Tr dev val factor shares owned by Empowered Funds

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

Historical chart of Empowered Funds investment in Ishares Tr dev val factor

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All positions including Ishares Tr dev val factor held by Empowered Funds 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 Empowered Funds

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 41k 39.68
2025-12-31 $486k 13k 38.05

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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
Alliance Wealth Advisors

View all funds holding Ishares Tr dev val factor