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 | $3.4B | -4% | Sep 2024 |
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| Envestnet Asset Management | 13M | $2.6B | 5% | Sep 2024 |
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| Morgan Stanley | 12M | $2.3B | 2% | Jun 2024 |
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| Bank of America Corporation | 7.9M | $1.6B | 3% | Sep 2024 |
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| Wells Fargo & Company | 6.9M | $1.4B | -9% | Sep 2024 |
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| Goldman Sachs Group | 4.6M | $833M | -2% | Jun 2024 |
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| LPL Financial | 4.4M | $874M | 4% | Sep 2024 |
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| Stifel Financial | 2.4M | $442M | 0% | Jun 2024 |
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| Pnc Financial Services | 2.0M | $390M | 8% | Sep 2024 |
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| Envestnet Portfolio Solutions | 1.5M | $292M | 4% | Sep 2024 |
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| Us Bancorp | 1.5M | $291M | -5% | Sep 2024 |
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| CWM | 1.5M | $286M | -1% | Sep 2024 |
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| Cetera Investment Advisers | 1.4M | $256M | 0% | Jun 2024 |
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| International Assets Investment Management | 1.3M | $6.8M | 18046% | Sep 2024 |
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| Royal Bank of Canada | 1.3M | $252M | -4% | Sep 2024 |
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| BlackRock | 1.3M | $229M | 0% | Jun 2024 |
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| BlackRock | 1.2M | $245M | 100% | Sep 2024 |
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| Mariner Wealth Advisors | 1.1M | $218M | -1% | Sep 2024 |
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| Huntington National Bank | 1.0M | $206M | 7% | Sep 2024 |
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| M^T Bank Corporation | 977k | $193M | -4% | Sep 2024 |
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| Commonwealth Equity Services | 925k | $183M | -12% | Sep 2024 |
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| Manufacturers Life Insurance Company | 918k | $167M | 43% | Jun 2024 |
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| Park Avenue Securities | 896k | $177M | -2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 848k | $167M | -1% | Sep 2024 |
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| Raymond James & Associates | 833k | $164M | 1% | Sep 2024 |
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| MAI Wealth Advisors | 755k | $149M | 2% | Sep 2024 |
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| Mml Investors Services | 703k | $139M | 1% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 661k | $130M | -1% | Sep 2024 |
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| Miracle Mile Advisors | 656k | $129M | 1% | Sep 2024 |
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| Janney Montgomery Scott | 654k | $129M | 1% | Sep 2024 |
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| Lido Advisors | 625k | $114M | 5% | Jun 2024 |
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| Kovitz Investment Group Partners | 614k | $28M | 29% | Sep 2024 |
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| Rehmann Capital Advisory | 556k | $110M | 19% | Sep 2024 |
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| Advisor Group Holdings | 530k | $105M | -6% | Sep 2024 |
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| HighTower Advisors | 519k | $94M | 1% | Jun 2024 |
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| Kestra Advisory Services | 484k | $95M | -17% | Sep 2024 |
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| Calamos Wealth Management | 477k | $94M | 1% | Sep 2024 |
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| Sanctuary Advisors | 458k | $83M | 100% | Jun 2024 |
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| Resources Investment Advisors | 446k | $88M | 1% | Sep 2024 |
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| Foundations Investment Advisors | 441k | $87M | 8% | Sep 2024 |
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| LVZ Advisors | 430k | $85M | -1% | Sep 2024 |
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| Branch Banking & Trust Company | 430k | $78M | 5% | Jun 2024 |
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| H D Vest Advisory Services | 417k | $76M | 169% | Jun 2024 |
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| Home Federal Bank Of Tennessee | 395k | $78M | 0% | Sep 2024 |
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| Bank of New York Mellon | 390k | $77M | 4% | Sep 2024 |
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| Brian McDonald | 368k | $73M | -4% | Sep 2024 |
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| Charles Schwab Investment Management | 360k | $71M | -27% | Sep 2024 |
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| United Capital Financial Advisers | 360k | $71M | -1% | Sep 2024 |
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| Praetorian Wealth Management | 333k | $66M | 0% | Sep 2024 |
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| Moneta Group Investment Advisors | 329k | $65M | -1% | Sep 2024 |
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| ValMark Advisers | 322k | $64M | -2% | Sep 2024 |
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| Cambridge Investment Research Advisors | 321k | $63M | -10% | Sep 2024 |
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| Goss Wealth Management | 305k | $56M | 22% | Jun 2024 |
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| JB Capital | 304k | $60M | 0% | Sep 2024 |
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| Courier Capital Corp | 292k | $58M | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 292k | $58M | 3% | Sep 2024 |
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| Fifth Third Bancorp | 288k | $57M | 0% | Sep 2024 |
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| McKinley Carter Wealth Services | 285k | $56M | -6% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 282k | $56M | 9% | Sep 2024 |
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| LPWM | 277k | $54M | 2% | Sep 2024 |
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| Amarillo National Bank | 273k | $54M | -10% | Sep 2024 |
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| Frank, Rimerman Advisors | 270k | $53M | 0% | Sep 2024 |
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| Peninsula Wealth | 269k | $50M | 42% | Jun 2024 |
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| Rockefeller Capital Management | 267k | $49M | 6% | Jun 2024 |
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| Colony | 266k | $53M | -59% | Sep 2024 |
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| Barclays | 265k | $52M | -1% | Sep 2024 |
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| Probity Advisors | 263k | $52M | 2% | Sep 2024 |
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| Halpern Financial | 254k | $50M | -3% | Sep 2024 |
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| Phillips Financial Management | 250k | $49M | -5% | Sep 2024 |
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| Keybank National Association | 249k | $49M | -4% | Sep 2024 |
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| Thrivent Financial for Lutherans | 235k | $46M | 49% | Sep 2024 |
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| Strategic Point Investment Advisors | 232k | $46M | 0% | Sep 2024 |
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| Evoke Wealth | 227k | $45M | 100% | Sep 2024 |
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| Salomon & Ludwin | 217k | $43M | -7% | Sep 2024 |
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| Adviser Investments | 212k | $42M | -4% | Sep 2024 |
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| Baker Avenue Asset Management | 208k | $41M | 1% | Sep 2024 |
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| Regions Bank | 206k | $41M | -7% | Sep 2024 |
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| Smith, Moore & Co. | 205k | $40M | 0% | Sep 2024 |
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| Berkshire Money Management | 205k | $40M | 1% | Sep 2024 |
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| Equitable Holdings | 203k | $37M | 7% | Jun 2024 |
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| Jones Financial Companies, L.L | 200k | $39M | 42% | Sep 2024 |
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| Private Advisor | 197k | $39M | 37% | Sep 2024 |
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| Atria Wealth Solutions | 194k | $38M | 1% | Sep 2024 |
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| Northern Oak Capital Management | 192k | $38M | -6% | Sep 2024 |
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| Per Stirling Capital Management | 192k | $38M | 26% | Sep 2024 |
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| Quantitative Strategies | 191k | $38M | -2% | Sep 2024 |
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| Platte River Wealth Advisors | 190k | $38M | 2% | Sep 2024 |
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| North Star Investment Management | 181k | $36M | 7% | Sep 2024 |
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| Northern Trust | 178k | $35M | 33% | Sep 2024 |
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| Foundation Wealth Management | 178k | $35M | 2% | Sep 2024 |
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| Koss-Olinger Consulting | 175k | $35M | -43% | Sep 2024 |
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| CX Institutional | 166k | $33M | 1% | Sep 2024 |
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| CI Private Wealth | 163k | $32M | 290% | Sep 2024 |
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| West Wealth Group | 160k | $32M | 1% | Sep 2024 |
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| Advocacy Wealth Management Services | 160k | $32M | 3% | Sep 2024 |
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| Spire Wealth Management | 158k | $31M | 0% | Sep 2024 |
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| Banco Bilbao Vizcaya Argentaria | 158k | $31M | 100% | Sep 2024 |
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| Financial Life Advisors | 156k | $31M | 5% | Sep 2024 |
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| Alera Investment Advisors | 156k | $28M | 169% | Jun 2024 |
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| Greenleaf Trust | 152k | $30M | -5% | Sep 2024 |
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| Encompass Wealth Advisors | 150k | $30M | 0% | Sep 2024 |
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| Ohe Financial | 149k | $29M | 1% | Sep 2024 |
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| Condor Capital Management | 149k | $29M | -1% | Sep 2024 |
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| First Hawaiian Bank | 144k | $28M | -21% | Sep 2024 |
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| Carnick & Kubik | 143k | $28M | -8% | Sep 2024 |
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| Powell Investment Advisors | 143k | $28M | 1% | Sep 2024 |
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| Austin Private Wealth | 137k | $27M | 11% | Sep 2024 |
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| AE Wealth Management | 135k | $27M | 3% | Sep 2024 |
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| JFS Wealth Advisors | 133k | $26M | 0% | Sep 2024 |
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| TD Waterhouse Canada | 133k | $26M | 2% | Sep 2024 |
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| Captrust Financial Advisors | 132k | $26M | 3% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 132k | $26M | -24% | Sep 2024 |
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| Principal Securities | 127k | $25M | 6% | Sep 2024 |
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| Droms Strauss Advisors | 124k | $24M | -5% | Sep 2024 |
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| Kestra Investment Management | 123k | $24M | 29% | Sep 2024 |
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| Bank Of Oklahoma National Association / | 120k | $23M | 6% | Sep 2024 |
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| MV Capital Management | 120k | $24M | -1% | Sep 2024 |
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| Pathstone Holdings | 119k | $23M | 1% | Sep 2024 |
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| Stratos Wealth Partners | 119k | $23M | 5% | Sep 2024 |
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| Lutz Financial Services | 118k | $23M | -1% | Sep 2024 |
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| Citigroup | 118k | $23M | -10% | Sep 2024 |
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| Quest Investment Management | 118k | $23M | 0% | Sep 2024 |
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| Summit Investment Advisors | 117k | $23M | -10% | Sep 2024 |
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| DDFG | 117k | $23B | -1% | Sep 2024 |
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| SRS Capital Advisors | 115k | $23M | -1% | Sep 2024 |
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| Creative Planning | 115k | $23M | 0% | Sep 2024 |
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| Change Path | 115k | $23M | 44% | Sep 2024 |
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| Sigma Planning | 113k | $22M | 2% | Sep 2024 |
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| Hartland & Co | 113k | $22M | 1% | Sep 2024 |
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| KWMG | 112k | $22M | 0% | Sep 2024 |
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| Milestone Group | 110k | $20M | -2% | Jun 2024 |
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| ETF Portfolio Partners | 109k | $21M | 1% | Sep 2024 |
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| Atria Investments | 108k | $21M | -14% | Sep 2024 |
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| Integrated Wealth Concepts | 108k | $21M | -5% | Sep 2024 |
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| Hanson McClain Advisors | 108k | $21M | -4% | Sep 2024 |
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| Greenup Street Wealth Management | 106k | $21M | 24% | Sep 2024 |
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| Susquehanna International | 106k | $21M | -13% | Sep 2024 |
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| JSF Financial | 106k | $21M | 0% | Sep 2024 |
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| Rsm Us Wealth Management | 106k | $21M | 0% | Sep 2024 |
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| Ewa | 104k | $21M | -7% | Sep 2024 |
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| Ironwood Wealth Management | 104k | $21M | 1% | Sep 2024 |
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| Durante & Waters | 102k | $20M | -5% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 101k | $18M | 0% | Jun 2024 |
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| GHP Investment Advisors | 101k | $20M | -1% | Sep 2024 |
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| Mesirow Financial Investment Management International Equity | 101k | $20M | 2% | Sep 2024 |
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| Gladstone Institutional Advisory | 101k | $20M | 7% | Sep 2024 |
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| Td Private Client Wealth | 100k | $20M | -2% | Sep 2024 |
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| Banco Santander | 97k | $19M | -10% | Sep 2024 |
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| Cullen Frost Bankers | 96k | $19M | 0% | Sep 2024 |
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| Amundi | 82k | $16M | -55% | Sep 2024 |
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| Liberty Wealth Management | 58k | $11M | -86% | Sep 2024 |
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| Smith Anglin Financial | 56k | $11M | -74% | Sep 2024 |
|
Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 140k | $24M |
| NISA Investment Advisors | Jun 2024 | 113k | $21M |