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
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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 | 17M | $2.9B | 0% | Dec 2023 |
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| Wells Fargo & Company | 7.6M | $1.3B | 0% | Dec 2023 |
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| Bank of America Corporation | 7.1M | $1.2B | -2% | Dec 2023 |
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| Goldman Sachs Group | 4.7M | $815M | 55% | Dec 2023 |
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| UBS Group | 3.6M | $619M | 0% | Dec 2023 |
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| Stifel Financial | 2.2M | $382M | 1% | Dec 2023 |
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| Pnc Financial Services | 1.6M | $276M | 7% | Dec 2023 |
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| CWM | 1.5M | $280M | 228% | Mar 2024 |
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| Us Bancorp | 1.4M | $243M | 5% | Dec 2023 |
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| Royal Bank of Canada | 1.2M | $214M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 1.1M | $191M | 0% | Dec 2023 |
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| M^T Bank Corporation | 1.1M | $188M | -2% | Dec 2023 |
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| Commonwealth Equity Services | 934k | $162M | -7% | Dec 2023 |
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| Huntington National Bank | 930k | $162M | 4% | Dec 2023 |
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| Park Avenue Securities | 903k | $169M | 1337% | Mar 2024 |
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| Advisor Group Holdings | 892k | $155M | -14% | Dec 2023 |
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| Lido Advisors | 880k | $153M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 857k | $160M | 17% | Mar 2024 |
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| Raymond James & Associates | 781k | $146M | 0% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 657k | $114M | 0% | Dec 2023 |
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| MAI Wealth Advisors | 638k | $111M | 2% | Dec 2023 |
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| Miracle Mile Advisors | 628k | $117M | -11% | Mar 2024 |
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| HighTower Advisors | 567k | $99M | 3% | Dec 2023 |
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| Charles Schwab Investment Management | 550k | $96M | -9% | Dec 2023 |
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| Kestra Advisory Services | 527k | $92M | 16% | Dec 2023 |
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| Calamos Wealth Management | 473k | $82M | 778% | Dec 2023 |
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| McKinley Carter Wealth Services | 469k | $82M | -22% | Dec 2023 |
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| Betterment | 461k | $80M | -3% | Dec 2023 |
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| LVZ Advisors | 430k | $80M | -5% | Mar 2024 |
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| Home Federal Bank Of Tennessee | 397k | $74M | -2% | Mar 2024 |
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| Branch Banking & Trust Company | 386k | $67M | 3% | Dec 2023 |
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| USA Financial Portformulas | 377k | $66M | 6282117% | Dec 2023 |
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| ValMark Advisers | 354k | $62M | -4% | Dec 2023 |
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| Cambridge Investment Research Advisors | 351k | $66M | 35% | Mar 2024 |
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| Foundations Investment Advisors | 333k | $59M | 137% | Dec 2023 |
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| Baird Financial | 327k | $57M | 2% | Dec 2023 |
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| Barclays | 322k | $56M | 0% | Dec 2023 |
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| Praetorian Wealth Management | 320k | $60M | 6% | Mar 2024 |
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| Salomon & Ludwin | 315k | $48M | 0% | Dec 2023 |
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| Adviser Investments | 314k | $55M | 100% | Dec 2023 |
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| Amarillo National Bank | 309k | $58M | 0% | Mar 2024 |
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| Fifth Third Bancorp | 307k | $57M | -6% | Mar 2024 |
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| Strategic Point Investment Advisors | 298k | $52M | -1% | Dec 2023 |
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| Courier Capital Corp | 296k | $55M | -1% | Mar 2024 |
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| Bank Of Montreal | 294k | $51M | -6% | Dec 2023 |
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| Phillips Financial Management | 275k | $51M | -3% | Mar 2024 |
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| LPWM | 268k | $49M | 2% | Mar 2024 |
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| Probity Advisors | 268k | $47M | -5% | Dec 2023 |
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| First Hawaiian Bank | 266k | $50M | -19% | Mar 2024 |
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| Halpern Financial | 264k | $49M | -1% | Mar 2024 |
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| Rockefeller Capital Management | 253k | $44M | 11% | Dec 2023 |
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| AE Wealth Management | 251k | $44M | 522% | Dec 2023 |
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| Smith Anglin Financial | 241k | $45M | -36% | Mar 2024 |
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| Moneta Group Investment Advisors | 233k | $41M | 0% | Dec 2023 |
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| Envestnet Portfolio Solutions | 228k | $40M | 100% | Dec 2023 |
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| Northern Oak Capital Management | 226k | $39M | -2% | Dec 2023 |
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| Regions Bank | 223k | $42M | 5% | Mar 2024 |
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| Evoke Wealth | 219k | $38M | 0% | Dec 2023 |
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| Baker Avenue Asset Management | 201k | $35M | 4% | Dec 2023 |
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| Berkshire Money Management | 196k | $34M | -28% | Dec 2023 |
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| Quantitative Strategies | 187k | $32M | 0% | Dec 2023 |
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| Platte River Wealth Advisors | 184k | $34M | 12% | Mar 2024 |
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| Greenleaf Trust | 174k | $30M | -1% | Dec 2023 |
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| North Star Investment Management | 173k | $30M | 1% | Dec 2023 |
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| CX Institutional | 166k | $31M | -5% | Mar 2024 |
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| Greenup Street Wealth Management | 166k | $29M | 32% | Dec 2023 |
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| Colony | 164k | $29M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 163k | $28M | 10% | Dec 2023 |
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| Spire Wealth Management | 158k | $30M | 9% | Mar 2024 |
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| Carnick & Kubik | 158k | $29M | -2% | Mar 2024 |
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| Pinkerton Retirement Specialists | 157k | $27M | 212% | Dec 2023 |
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| Foundation Wealth Management | 157k | $27M | 30% | Dec 2023 |
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| TD Waterhouse Canada | 153k | $34M | 1% | Dec 2023 |
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| Condor Capital Management | 152k | $26M | 0% | Dec 2023 |
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| Janney Montgomery Scott | 151k | $26M | 4% | Dec 2023 |
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| Financial Life Advisors | 150k | $28M | -1% | Mar 2024 |
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| Relative Value Partners | 149k | $26M | -5% | Dec 2023 |
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| Summit Investment Advisors | 149k | $26M | -8% | Dec 2023 |
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| Amundi | 141k | $25M | 118% | Dec 2023 |
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| Powell Investment Advisors | 141k | $26M | 1% | Mar 2024 |
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| Davis Selected Advisers | 140k | $24M | 713% | Dec 2023 |
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| Advocacy Wealth Management Services | 139k | $26M | 100% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 137k | $24M | -12% | Dec 2023 |
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| Droms Strauss Advisors | 134k | $23M | -2% | Dec 2023 |
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| Bank Of Oklahoma National Association / | 133k | $23M | 36% | Dec 2023 |
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| Peninsula Wealth | 128k | $22M | 59% | Dec 2023 |
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| SRS Capital Advisors | 127k | $22M | -2% | Dec 2023 |
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| American International | 126k | $22M | 187% | Dec 2023 |
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| JFS Wealth Advisors | 125k | $22M | 14% | Dec 2023 |
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| Lutz Financial Services | 122k | $21M | -2% | Dec 2023 |
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| MV Capital Management | 121k | $23M | 0% | Mar 2024 |
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| Pathstone Holdings | 120k | $21M | 100% | Dec 2023 |
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| Milestone Group | 119k | $21M | -8% | Dec 2023 |
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| Principal Securities | 119k | $21M | 100% | Dec 2023 |
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| Creative Planning | 119k | $21M | 2% | Dec 2023 |
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| Private Advisor | 117k | $20M | 1% | Dec 2023 |
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| GW & Wade | 116k | $20M | 4% | Dec 2023 |
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| Durante & Waters | 116k | $20M | 100% | Dec 2023 |
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| Warwick Investment Management | 116k | $20M | -35% | Dec 2023 |
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| Hanson McClain Advisors | 114k | $21M | 1% | Mar 2024 |
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| KWMG | 113k | $21M | 0% | Mar 2024 |
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| Austin Private Wealth | 110k | $20M | 100% | Mar 2024 |
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| Stratos Wealth Partners | 108k | $20M | 53% | Mar 2024 |
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| Banco Santander | 108k | $19M | 1% | Dec 2023 |
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| GHP Investment Advisors | 103k | $19M | -1% | Mar 2024 |
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| Ironwood Wealth Management | 103k | $19M | 0% | Mar 2024 |
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| Hartland & Co | 103k | $18M | 3% | Dec 2023 |
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| Cullen Frost Bankers | 100k | $17M | 2% | Dec 2023 |
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| Mesirow Financial Investment Management International Equity | 99k | $19M | 100% | Mar 2024 |
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| SilverOak Wealth Management | 98k | $17M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 95k | $17M | -17% | Dec 2023 |
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| Mma Asset Management | 94k | $16M | -5% | Dec 2023 |
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| Concurrent Investment Advisors | 93k | $16M | 100% | Dec 2023 |
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| First Merchants Bank, National Association | 92k | $17M | 3% | Mar 2024 |
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| Gladstone Institutional Advisory | 92k | $16M | -1% | Dec 2023 |
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| Savant Capital Management | 91k | $16M | 3% | Dec 2023 |
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| Rsm Us Wealth Management | 91k | $16M | 799% | Dec 2023 |
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| Mercer Global Advisors | 90k | $16M | 0% | Dec 2023 |
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| Narwhal Capital Management | 88k | $15M | 0% | Dec 2023 |
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| Beacon Pointe Advisors | 88k | $15M | 3% | Dec 2023 |
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| Prosperity Planning | 88k | $16M | 5% | Mar 2024 |
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| Citigroup | 87k | $15M | -16% | Dec 2023 |
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| Umb Bank N A | 86k | $15M | -1% | Dec 2023 |
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| Matthew Goff Investment Advisor | 86k | $16M | 4% | Mar 2024 |
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| United Capital Financial Advisers | 86k | $15M | -46% | Dec 2023 |
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| LWS Wealth Advisors | 85k | $15M | 5% | Dec 2023 |
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| Alesco Advisors | 85k | $15M | -22% | Dec 2023 |
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| RTD Financial Advisors | 82k | $15M | -1% | Mar 2024 |
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| FineMark National Bank & Trust | 82k | $14M | -7% | Dec 2023 |
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| Occidental Asset Management | 81k | $15M | 0% | Mar 2024 |
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| Feltz Wealth PLAN | 80k | $14M | 0% | Dec 2023 |
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| Global Retirement Partners | 80k | $15M | 16% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 80k | $15M | 0% | Mar 2024 |
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| HPM Partners | 79k | $14M | 11% | Dec 2023 |
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| Financial Advocates Investment Management | 77k | $7.3M | 9% | Dec 2023 |
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| Clear Creek Financial Management | 76k | $13M | 312% | Dec 2023 |
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| Modera Wealth Management | 75k | $13M | 0% | Dec 2023 |
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| ETF Portfolio Partners | 74k | $13M | 0% | Dec 2023 |
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| Alera Investment Advisors | 74k | $13M | 0% | Dec 2023 |
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| Kmg Fiduciary Partners | 73k | $14M | 1% | Mar 2024 |
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| Atria Wealth Solutions | 72k | $13M | 2% | Dec 2023 |
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| Trust Point | 72k | $13M | 0% | Mar 2024 |
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| Ironwood Wealth Management | 71k | $13M | -1% | Mar 2024 |
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| Pettinga Financial Advisors | 71k | $13M | 100% | Mar 2024 |
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| Sharkey, Howes & Javer | 71k | $13M | 100% | Mar 2024 |
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| Invst | 70k | $12M | 4306% | Dec 2023 |
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| Brookstone Capital Management | 69k | $13M | 89% | Mar 2024 |
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| Steel Peak Wealth Management | 68k | $13M | 2806% | Mar 2024 |
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| Efficient Advisors | 67k | $12M | -8% | Dec 2023 |
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| Horst & Graben Wealth Management | 67k | $13M | 100% | Mar 2024 |
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| Citizens Financial Group | 67k | $12M | 4% | Dec 2023 |
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| Traynor Capital Management | 66k | $12M | -5% | Mar 2024 |
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| Avitas Wealth Management | 64k | $12M | -35% | Mar 2024 |
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| J.w. Cole Advisors | 62k | $11M | -7% | Dec 2023 |
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| Citadel Advisors | 53k | $9.2M | -42% | Dec 2023 |
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| Sigma Planning | 48k | $8.3M | -54% | Dec 2023 |
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| CI Private Wealth | 35k | $6.0M | -91% | Dec 2023 |
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| Millennium Management | 20k | $3.5M | -84% | Dec 2023 |
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| Texas Capital Bank Wealth Management Services | 12k | $2.0M | -90% | Dec 2023 |
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| Pensionmark Financial Group | 2.1k | $365k | -98% | Dec 2023 |
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Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Gts Securities | Sep 2023 | 295k | $45M |
| Koss-Olinger Consulting | Sep 2023 | 274k | $42M |