Who owns iShares S&P 500 Value Index?
- Ticker: IVE
- CUSIP Number: 464287408
Tip: Access positions for across all investors
Analyze quarterly positions in iShares S&P 500 Value Index with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares S&P 500 Value Index stock
Who bought or sold iShares S&P 500 Value Index this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 18M | $3.3B | 5% | Mar 2024 |
|
| Morgan Stanley | 12M | $2.3B | 8% | Mar 2024 |
|
| Envestnet Asset Management | 12M | $2.2B | 202% | Mar 2024 |
|
| Bank of America Corporation | 7.8M | $1.5B | 10% | Mar 2024 |
|
| Wells Fargo & Company | 7.5M | $1.4B | -1% | Mar 2024 |
|
| Goldman Sachs Group | 4.7M | $869M | -1% | Mar 2024 |
|
| LPL Financial | 4.1M | $758M | 109% | Mar 2024 |
|
| UBS Group | 3.5M | $655M | -1% | Mar 2024 |
|
| Ameriprise Financial | 2.5M | $0 | -3% | Mar 2024 |
|
| Stifel Financial | 2.4M | $453M | 10% | Mar 2024 |
|
| Pnc Financial Services | 1.7M | $324M | 9% | Mar 2024 |
|
| Us Bancorp | 1.5M | $288M | 10% | Mar 2024 |
|
| CWM | 1.5M | $280M | 228% | Mar 2024 |
|
| Envestnet Portfolio Solutions | 1.4M | $257M | 504% | Mar 2024 |
|
| Royal Bank of Canada | 1.3M | $237M | 3% | Mar 2024 |
|
| BlackRock | 1.3M | $235M | 19888% | Mar 2024 |
|
| Mariner Wealth Advisors | 1.1M | $211M | 3% | Mar 2024 |
|
| Commonwealth Equity Services | 1.1M | $202M | 16% | Mar 2024 |
|
| M^T Bank Corporation | 1.1M | $201M | 0% | Mar 2024 |
|
| Huntington National Bank | 1000k | $187M | 7% | Mar 2024 |
|
| Park Avenue Securities | 903k | $169M | 1337% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 857k | $160M | 17% | Mar 2024 |
|
| FMR | 849k | $159M | -5% | Mar 2024 |
|
| Raymond James & Associates | 781k | $146M | 0% | Mar 2024 |
|
| MAI Wealth Advisors | 735k | $137M | 15% | Mar 2024 |
|
| CliftonLarsonAllen Wealth Advisors | 672k | $126M | 2% | Mar 2024 |
|
| Miracle Mile Advisors | 628k | $117M | -11% | Mar 2024 |
|
| Janney Montgomery Scott | 627k | $117M | 315% | Mar 2024 |
|
| Lido Advisors | 595k | $111M | -32% | Mar 2024 |
|
| Advisor Group Holdings | 563k | $105M | -37% | Mar 2024 |
|
| Kestra Advisory Services | 527k | $92M | 16% | Dec 2023 |
|
| Charles Schwab Investment Management | 519k | $97M | -6% | Mar 2024 |
|
| HighTower Advisors | 515k | $96M | -9% | Mar 2024 |
|
| McKinley Carter Wealth Services | 472k | $88M | 1% | Mar 2024 |
|
| Calamos Wealth Management | 470k | $88M | -1% | Mar 2024 |
|
| Strategic Wealth Partners | 463k | $87M | 1% | Mar 2024 |
|
| Betterment | 447k | $83M | -3% | Mar 2024 |
|
| Rehmann Capital Advisory | 433k | $81M | 18% | Mar 2024 |
|
| LVZ Advisors | 430k | $80M | -5% | Mar 2024 |
|
| Branch Banking & Trust Company | 407k | $76M | 6% | Mar 2024 |
|
| Home Federal Bank Of Tennessee | 397k | $74M | -2% | Mar 2024 |
|
| Brian McDonald | 388k | $72M | -5% | Mar 2024 |
|
| USA Financial Portformulas | 386k | $72M | 2% | Mar 2024 |
|
| United Capital Financial Advisers | 371k | $69M | 332% | Mar 2024 |
|
| Foundations Investment Advisors | 359k | $67M | 8% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 351k | $66M | 35% | Mar 2024 |
|
| ValMark Advisers | 350k | $65M | -1% | Mar 2024 |
|
| Bank of New York Mellon | 348k | $65M | 572% | Mar 2024 |
|
| Bank Of Montreal | 339k | $64M | 16% | Mar 2024 |
|
| Resources Investment Advisors | 329k | $62M | 242% | Mar 2024 |
|
| Baird Financial | 327k | $57M | 2% | Dec 2023 |
|
| Barclays | 322k | $60M | 0% | Mar 2024 |
|
| Praetorian Wealth Management | 320k | $60M | 6% | Mar 2024 |
|
| Salomon & Ludwin | 311k | $58M | -1% | Mar 2024 |
|
| Amarillo National Bank | 309k | $58M | 0% | Mar 2024 |
|
| Fifth Third Bancorp | 307k | $57M | -6% | Mar 2024 |
|
| Colony | 302k | $56M | 84% | Mar 2024 |
|
| Strategic Point Investment Advisors | 298k | $52M | -1% | Dec 2023 |
|
| Courier Capital Corp | 296k | $55M | -1% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 290k | $54M | 6% | Mar 2024 |
|
| JB Capital | 281k | $53M | 100% | Mar 2024 |
|
| Phillips Financial Management | 275k | $51M | -3% | Mar 2024 |
|
| Frank, Rimerman Advisors | 270k | $50M | 0% | Mar 2024 |
|
| LPWM | 268k | $49M | 2% | Mar 2024 |
|
| First Hawaiian Bank | 266k | $50M | -19% | Mar 2024 |
|
| Halpern Financial | 264k | $49M | -1% | Mar 2024 |
|
| Keybank National Association | 262k | $49M | 1% | Mar 2024 |
|
| Probity Advisors | 259k | $48M | -3% | Mar 2024 |
|
| Financial Engines Advisors L.L.C | 258k | $48M | -16% | Mar 2024 |
|
| Rockefeller Capital Management | 253k | $44M | 11% | Dec 2023 |
|
| Goss Wealth Management | 250k | $47M | 576% | Mar 2024 |
|
| Smith Anglin Financial | 241k | $45M | -36% | Mar 2024 |
|
| Adviser Investments | 233k | $44M | -26% | Mar 2024 |
|
| Moneta Group Investment Advisors | 233k | $41M | 0% | Dec 2023 |
|
| Evoke Wealth | 224k | $42M | 2% | Mar 2024 |
|
| Regions Bank | 223k | $42M | 5% | Mar 2024 |
|
| Northern Oak Capital Management | 209k | $39M | -7% | Mar 2024 |
|
| Baker Avenue Asset Management | 205k | $38M | 2% | Mar 2024 |
|
| Quantitative Strategies | 205k | $38M | 10% | Mar 2024 |
|
| Berkshire Money Management | 200k | $37M | 2% | Mar 2024 |
|
| Smith, Moore & Co. | 199k | $37M | -3% | Mar 2024 |
|
| Atria Wealth Solutions | 193k | $36M | 167% | Mar 2024 |
|
| Platte River Wealth Advisors | 184k | $34M | 12% | Mar 2024 |
|
| Amundi | 180k | $32M | 28% | Mar 2024 |
|
| North Star Investment Management | 178k | $33M | 3% | Mar 2024 |
|
| Bnp Paribas Arbitrage, Snc | 177k | $33M | 29% | Mar 2024 |
|
| Pinkerton Retirement Specialists | 172k | $32M | 10% | Mar 2024 |
|
| Greenleaf Trust | 168k | $31M | -4% | Mar 2024 |
|
| Foundation Wealth Management | 168k | $31M | 7% | Mar 2024 |
|
| CX Institutional | 166k | $31M | -5% | Mar 2024 |
|
| Spire Wealth Management | 158k | $30M | 9% | Mar 2024 |
|
| Carnick & Kubik | 158k | $29M | -2% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 157k | $29M | 37% | Mar 2024 |
|
| West Wealth Group | 155k | $29M | 100% | Mar 2024 |
|
| H D Vest Advisory Services | 155k | $29M | 63% | Mar 2024 |
|
| Ohe Financial | 152k | $28M | 4% | Mar 2024 |
|
| AE Wealth Management | 151k | $28M | -40% | Mar 2024 |
|
| Financial Life Advisors | 150k | $28M | -1% | Mar 2024 |
|
| Condor Capital Management | 150k | $28M | -1% | Mar 2024 |
|
| Encompass Wealth Advisors | 148k | $28M | 3% | Mar 2024 |
|
| Private Advisor | 141k | $26M | 21% | Mar 2024 |
|
| Powell Investment Advisors | 141k | $26M | 1% | Mar 2024 |
|
| Relative Value Partners | 140k | $24M | -6% | Mar 2024 |
|
| Advocacy Wealth Management Services | 139k | $26M | 100% | Mar 2024 |
|
| Summit Investment Advisors | 137k | $26M | -8% | Mar 2024 |
|
| JFS Wealth Advisors | 136k | $25M | 9% | Mar 2024 |
|
| Northern Trust | 134k | $25M | 25% | Mar 2024 |
|
| Droms Strauss Advisors | 134k | $25M | 0% | Mar 2024 |
|
| Captrust Financial Advisors | 134k | $25M | -18% | Mar 2024 |
|
| TD Waterhouse Canada | 133k | $31M | -13% | Mar 2024 |
|
| Citigroup | 130k | $24M | 49% | Mar 2024 |
|
| SRS Capital Advisors | 127k | $22M | -2% | Dec 2023 |
|
| American International | 126k | $22M | 187% | Dec 2023 |
|
| Susquehanna International | 122k | $23M | 6% | Mar 2024 |
|
| Ewa | 121k | $22M | 100% | Mar 2024 |
|
| MV Capital Management | 121k | $23M | 0% | Mar 2024 |
|
| Lutz Financial Services | 120k | $23M | -2% | Mar 2024 |
|
| DDFG | 120k | $22B | -5% | Mar 2024 |
|
| Principal Securities | 119k | $22M | 0% | Mar 2024 |
|
| Pathstone Holdings | 119k | $22M | -1% | Mar 2024 |
|
| Sigma Planning | 118k | $22M | 149% | Mar 2024 |
|
| Creative Planning | 118k | $22M | 0% | Mar 2024 |
|
| Quest Investment Management | 118k | $22M | 0% | Mar 2024 |
|
| GW & Wade | 116k | $20M | 4% | Dec 2023 |
|
| Warwick Investment Management | 116k | $20M | -35% | Dec 2023 |
|
| Greenup Street Wealth Management | 114k | $21M | -31% | Mar 2024 |
|
| Hanson McClain Advisors | 114k | $21M | 1% | Mar 2024 |
|
| KWMG | 113k | $21M | 0% | Mar 2024 |
|
| Bank Of Oklahoma National Association / | 113k | $21M | -15% | Mar 2024 |
|
| Milestone Group | 112k | $21M | -6% | Mar 2024 |
|
| Durante & Waters | 112k | $21M | -4% | Mar 2024 |
|
| Austin Private Wealth | 110k | $20M | 100% | Mar 2024 |
|
| Stratos Wealth Partners | 108k | $20M | 53% | Mar 2024 |
|
| Banco Santander | 106k | $20M | -2% | Mar 2024 |
|
| JSF Financial | 104k | $19M | 35% | Mar 2024 |
|
| GHP Investment Advisors | 103k | $19M | -1% | Mar 2024 |
|
| Ironwood Wealth Management | 103k | $19M | 0% | Mar 2024 |
|
| Hartland & Co | 103k | $18M | 3% | Dec 2023 |
|
| ETF Portfolio Partners | 102k | $19M | 37% | Mar 2024 |
|
| Concurrent Investment Advisors | 102k | $19M | 10% | Mar 2024 |
|
| Peapack Gladstone Financial Corp | 101k | $19M | 1% | Mar 2024 |
|
| Mesirow Financial Investment Management International Equity | 99k | $19M | 100% | Mar 2024 |
|
| Cullen Frost Bankers | 95k | $18M | -5% | Mar 2024 |
|
| SilverOak Wealth Management | 95k | $18M | -4% | Mar 2024 |
|
| Mma Asset Management | 94k | $16M | -5% | Dec 2023 |
|
| First Merchants Bank, National Association | 92k | $17M | 3% | Mar 2024 |
|
| Gladstone Institutional Advisory | 92k | $16M | -1% | Dec 2023 |
|
| Narwhal Capital Management | 91k | $17M | 3% | Mar 2024 |
|
| Mercer Global Advisors | 90k | $17M | 0% | Mar 2024 |
|
| Savant Capital Management | 89k | $17M | -2% | Mar 2024 |
|
| Rsm Us Wealth Management | 68k | $13M | -26% | Mar 2024 |
|
| Avitas Wealth Management | 64k | $12M | -35% | Mar 2024 |
|
Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koss-Olinger Consulting | Sep 2023 | 274k | $42M |
| Varma Mutual Pension Insurance | Sep 2023 | 231k | $36M |
| Davis Selected Advisers | Dec 2023 | 140k | $24M |
| Peninsula Wealth | Dec 2023 | 128k | $22M |