Who owns iShares S&P; 500 Value Index?

Key details on iShares S&P; 500 Value Index (Ticker: IVE)

Who owns iShares S&P; 500 Value Index?

Is IVE a good stock to own? Find out who bought iShares S&P; 500 Value Index, who sold iShares S&P; 500 Value Index (IVE) stock, and who holds a large position in iShares S&P; 500 Value Index.

Fund Name Number of Shares Share Valuation As Of
MORGAN STANLEY 7.31M $685.30M Dec. 31, 2014
ValMark Advisers 5.38M $497.78M March 31, 2015
Wells Fargo & Company 5.27M $488.21M March 31, 2015
Bank of America Corporation 3.22M $301.49M Dec. 31, 2014
UBS Group AG 2.24M $206.95M March 31, 2015
GOLDMAN SACHS 2.00M $185.24M March 31, 2015
UBS AG 1.77M $159.17M Sept. 30, 2014
PNC FINANCIAL SERVICES 1.75M $162.34M March 31, 2015
LPL Financial 1.75M $163.88M Dec. 31, 2014
ENVESTNET ASSET MANAGEMENT 1.69M $156.25M March 31, 2015
M^T Bank Corporation 1.66M $153.18M March 31, 2015
Sage Advisory Services 1.47M $111.00M June 30, 2013
United Services Automobile Association 1.41M $132.06M Dec. 31, 2014
Stadion Money Management 1.25M $81.42M March 31, 2012
BANK OF MONTREAL /CAN/ 1.19M $110.29M March 31, 2015
Wilmington Trust Company 1.10M $99.08M June 30, 2014
Betterment 967031 $89.51M March 31, 2015
United Capital Financial Advisers 833950 $75.11M Sept. 30, 2014
FIRST HAWAIIAN BANK 757445 $70.11M March 31, 2015
Quantitative Advantage 723399 $65.31M June 30, 2014
Franklin Resources 720095 $66.65M March 31, 2015
Stifel, Nicolaus & Company, Incorporated 694459 $54.39M Sept. 30, 2013

Who sold iShares S&P; 500 Value Index?

Fund Name Date Sold Number of Shares Sold Share Valuation
Royal Bank of Canada Sept. 30, 2011 809086 $41.68M
Johnson Investment Counsel June 30, 2011 750416 $47.70M
Wilmington Trust June 30, 2011 678598 $42.07M
HARRIS FINANCIAL March 31, 2011 795712 $50.38M