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 | 15M | $411M | 2% | Mar 2024 |
|
| FMR | 8.6M | $242M | 4% | Mar 2024 |
|
| Mercer Global Advisors | 7.1M | $199M | -7% | Mar 2024 |
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| Envestnet Asset Management | 6.8M | $191M | -11% | Mar 2024 |
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| Jpmorgan Chase & Co | 3.7M | $104M | -1% | Mar 2024 |
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| Wealthsource Partners | 882k | $23M | -4% | Dec 2023 |
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| Bank of America Corporation | 837k | $24M | -1% | Mar 2024 |
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| Eqis Capital Management | 800k | $23M | 100% | Mar 2024 |
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| Janney Montgomery Scott | 710k | $20M | 1% | Mar 2024 |
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| Armbruster Capital Management | 706k | $20M | 0% | Mar 2024 |
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| Kathmere Capital Management | 686k | $19M | 4% | Mar 2024 |
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| Buckingham Asset Management | 682k | $19M | -1% | Mar 2024 |
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| Morgan Stanley | 521k | $22M | -43% | Mar 2024 |
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| JNBA Financial Advisors | 486k | $14M | -7% | Mar 2024 |
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| Integrated Wealth Concepts | 470k | $13M | -9% | Mar 2024 |
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| BlackRock | 440k | $12M | -40% | Mar 2024 |
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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 | 398k | $11M | 3% | Mar 2024 |
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| Plan | 371k | $9.8M | 8% | Dec 2023 |
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| UBS Group | 340k | $9.6M | 19% | Mar 2024 |
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| Foster Group | 320k | $9.0M | 34% | Mar 2024 |
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| Thrivent Financial for Lutherans | 320k | $9.0M | 124% | 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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| Leo Wealth | 284k | $8.0M | 5% | Mar 2024 |
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| SCS Capital Management | 271k | $7.2M | -14% | Dec 2023 |
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| Farrow Financial | 265k | $7.5M | 3% | Mar 2024 |
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| Goldman Sachs Group | 241k | $6.8M | 0% | Mar 2024 |
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| Aptus Capital Advisors | 224k | $6.3M | 100% | Mar 2024 |
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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 | 218k | $6.2M | 1% | Mar 2024 |
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| Keebeck Wealth Management | 211k | $5.6M | -22% | Dec 2023 |
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| Merriman Wealth Management | 209k | $5.9M | -41% | Mar 2024 |
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| LPL Financial | 201k | $5.7M | 48% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 201k | $5.7M | -6% | Mar 2024 |
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| Citadel Advisors | 180k | $5.1M | 1678% | Mar 2024 |
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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 | 167k | $4.7M | 6% | Mar 2024 |
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| ShoreHaven Wealth Partners | 134k | $3.8M | -4% | Mar 2024 |
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| Jane Street | 129k | $3.6M | 100% | Mar 2024 |
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| Bank Of Montreal | 127k | $3.6M | 32012% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 127k | $3.6M | -26% | Mar 2024 |
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| Capital Advisors | 125k | $3.5M | 0% | Mar 2024 |
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| Sequoia Financial Advisors | 110k | $3.1M | -92% | Mar 2024 |
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| Parallel Advisors | 104k | $2.9M | 4% | Mar 2024 |
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| Cypress Wealth Services | 102k | $2.9M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 99k | $2.8M | -1% | Mar 2024 |
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| Concurrent Investment Advisors | 93k | $2.6M | -7% | Mar 2024 |
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| Vance Wealth | 89k | $2.5M | 0% | Mar 2024 |
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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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| Savvy Advisors | 85k | $2.4M | 77% | Mar 2024 |
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| ONE Advisory Partners | 82k | $2.3M | 0% | Mar 2024 |
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| Custom Index Systems | 78k | $2.1M | 100% | Dec 2023 |
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| Wealth Alliance | 76k | $2.2M | -5% | Mar 2024 |
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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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| Strategic Blueprint | 69k | $1.9M | -1% | Mar 2024 |
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| RHS Financial | 66k | $1.9M | 35% | Mar 2024 |
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| Royal Bank of Canada | 65k | $1.8M | -8% | Mar 2024 |
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| HighTower Advisors | 64k | $1.8M | 6% | Mar 2024 |
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| Red Wave Investments | 64k | $1.8M | 0% | Mar 2024 |
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| Stifel Financial | 62k | $1.8M | -5% | Mar 2024 |
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| Bell Investment Advisors | 62k | $1.8M | -4% | Mar 2024 |
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| Robertson Stephens Wealth Management | 61k | $1.7M | -1% | Mar 2024 |
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| CSS | 57k | $1.6M | 12% | Mar 2024 |
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| Kestra Advisory Services | 57k | $1.5M | 34% | Dec 2023 |
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| Mayflower Financial Advisors | 56k | $1.6M | -5% | Mar 2024 |
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| Hanson McClain Advisors | 51k | $1.4M | 1% | Mar 2024 |
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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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| TSA Wealth Managment | 49k | $1.4M | -5% | Mar 2024 |
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| Advisor Group Holdings | 48k | $1.4M | -20% | Mar 2024 |
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| Hemington Wealth Management | 48k | $1.3M | -1% | Mar 2024 |
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| Beacon Financial | 43k | $1.2M | -13% | Mar 2024 |
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| Resources Investment Advisors | 42k | $1.2M | 6% | Mar 2024 |
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| Captrust Financial Advisors | 42k | $1.2M | -2% | Mar 2024 |
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| Stokes Family Office | 39k | $1.1M | -1% | Mar 2024 |
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| G&S Capital | 39k | $1.1M | 3% | Mar 2024 |
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| Jackson Creek Investment Advisors | 37k | $1.0M | 2% | Mar 2024 |
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| CI Private Wealth | 37k | $1.0M | 113% | Mar 2024 |
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| Qube Research & Technologies | 36k | $1.0M | 100% | Mar 2024 |
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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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| Mason & Associates | 36k | $1.0M | 100% | Mar 2024 |
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| Affinity Capital Advisors | 34k | $950k | -2% | Mar 2024 |
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| Advisory Services Network | 33k | $917k | -7% | Mar 2024 |
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| Firethorn Wealth Partners | 31k | $874k | -3% | Mar 2024 |
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| Transcend Wealth Collective | 30k | $839k | -1% | Mar 2024 |
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| High Falls Advisors | 29k | $823k | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 29k | $816k | 3% | Mar 2024 |
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| Valued Wealth Advisors | 29k | $815k | 100% | Mar 2024 |
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| Csenge Advisory Group | 28k | $790k | -11% | Mar 2024 |
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| Shared Vision Wealth Group | 27k | $749k | -5% | Mar 2024 |
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| Ameriprise Financial | 26k | $739k | 33% | Mar 2024 |
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| Johnson Bixby & Associates | 26k | $734k | -2% | Mar 2024 |
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| Commonwealth Equity Services | 26k | $733k | -12% | Mar 2024 |
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| Index Fund Advisors | 26k | $731k | 3% | Mar 2024 |
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| Intelligence Driven Advisers | 26k | $728k | 0% | Mar 2024 |
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| Stonebrook Private | 26k | $728k | 8% | Mar 2024 |
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| Hoxton Planning & Management | 26k | $724k | -11% | Mar 2024 |
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| H D Vest Advisory Services | 26k | $719k | -7% | Mar 2024 |
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| Stratos Wealth Advisors | 25k | $716k | 0% | Mar 2024 |
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| Derbend Asset Management | 25k | $708k | 0% | Mar 2024 |
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| Farther Finance Advisors | 25k | $699k | 3% | Mar 2024 |
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| Stonehage Fleming Financial Services Holdings | 25k | $492k | 0% | Mar 2024 |
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| Christopher Weil & Company | 24k | $681k | 100% | Mar 2024 |
|
| Vision Capital Management | 23k | $655k | -7% | Mar 2024 |
|
| Sawtooth Asset Management | 23k | $614k | -3% | Dec 2023 |
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| Fft Wealth Management | 23k | $647k | -95% | Mar 2024 |
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| Simplicity Wealth | 23k | $646k | 100% | Mar 2024 |
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| Retirement Group | 21k | $593k | -1% | Mar 2024 |
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| Nicholas Hoffman & Company | 21k | $590k | 0% | Mar 2024 |
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| Creative Planning | 21k | $580k | 3% | Mar 2024 |
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| Horst & Graben Wealth Management | 20k | $574k | 1% | Mar 2024 |
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| Envestnet Portfolio Solutions | 20k | $560k | 4% | Mar 2024 |
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| Streettalk Advisors | 19k | $547k | 0% | Mar 2024 |
|
| Nwam | 17k | $491k | -5% | Mar 2024 |
|
| Warren Street Wealth Advisors | 17k | $487k | -7% | Mar 2024 |
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| Goss Wealth Management | 17k | $482k | 100% | Mar 2024 |
|
| Garrett Investment Advisors | 17k | $469k | 0% | Mar 2024 |
|
| Brian McDonald | 16k | $464k | -2% | Mar 2024 |
|
| National Asset Management | 16k | $426k | -1% | Dec 2023 |
|
| Dorsey & Whitney Trust Company | 16k | $452k | 0% | Mar 2024 |
|
| Brighton Jones | 16k | $449k | 100% | Mar 2024 |
|
| Private Advisor | 16k | $449k | -2% | Mar 2024 |
|
| Capital Performance Advisors | 16k | $446k | -2% | Mar 2024 |
|
| Peirce Capital Management | 16k | $416k | 100% | Dec 2023 |
|
| Moneta Group Investment Advisors | 15k | $408k | 0% | Dec 2023 |
|
| Gerber Kawasaki Wealth & Investment Management | 15k | $425k | 100% | Mar 2024 |
|
| Lgl Partners | 15k | $412k | -92% | Mar 2024 |
|
| EverSource Wealth Advisors | 14k | $364k | 0% | Mar 2024 |
|
| Lauterbach Financial Advisors | 13k | $380k | 6% | Mar 2024 |
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| Lakeview Capital Partners | 13k | $375k | -1% | Mar 2024 |
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| LJI Wealth Management | 13k | $367k | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 13k | $356k | 2% | Mar 2024 |
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| Collective Family Office | 12k | $341k | 0% | Mar 2024 |
|
| HPM Partners | 12k | $330k | 2% | 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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| Merit Financial Group | 11k | $324k | -38% | Mar 2024 |
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| Dentgroup | 11k | $321k | -9% | Mar 2024 |
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| MA Private Wealth | 11k | $319k | 44% | Mar 2024 |
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| Sand Hill Advisors | 11k | $314k | 0% | Mar 2024 |
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| Qrg Capital Management | 11k | $310k | 100% | Mar 2024 |
|
| Well Done | 11k | $306k | -10% | Mar 2024 |
|
| Pensionmark Financial Group | 11k | $304k | -4% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 11k | $297k | -5% | Mar 2024 |
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| Pathstone Holdings | 7.2k | $202k | -53% | Mar 2024 |
|
| Wells Fargo & Company | 6.6k | $188k | -52% | Mar 2024 |
|
| AdvisorNet Financial | 2.0k | $55k | -97% | Mar 2024 |
|
Who sold out of Ishares Tr dev val factor?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Peninsula Wealth | Dec 2023 | 120k | $3.2M |
| Bank Julius Baer & Co. Ltd, Zurich | Sep 2023 | 59k | $1.5M |
| Savant Capital Management | Dec 2023 | 14k | $373k |
| True Link Financial Advisors | Dec 2023 | 13k | $341k |
| Fifth Third Bancorp | Dec 2023 | 13k | $333k |