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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 22M | $4.6B | 5% | Sep 2025 |
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| Jpmorgan Chase & Co | 18M | $3.7B | 1% | Sep 2025 |
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| Morgan Stanley | 14M | $2.8B | 100% | Jun 2025 |
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| LPL Financial | 8.5M | $1.8B | 8% | Sep 2025 |
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| Wells Fargo & Company | 6.1M | $1.3B | -2% | Sep 2025 |
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| UBS Group | 3.6M | $744M | 1% | Sep 2025 |
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| Ameriprise Financial | 3.0M | $628M | 0% | Sep 2025 |
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| Stifel Financial | 3.0M | $624M | 3% | Sep 2025 |
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| Cetera Investment Advisers | 2.8M | $575M | 32% | Sep 2025 |
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| Pnc Financial Services | 2.4M | $489M | 0% | Sep 2025 |
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| BlackRock | 2.0M | $411M | 0% | Sep 2025 |
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| CWM | 1.9M | $388M | 0% | Sep 2025 |
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| Lido Advisors | 1.8M | $369M | 9% | Sep 2025 |
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| Park Avenue Securities | 1.8M | $363M | 6% | Sep 2025 |
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| Envestnet Portfolio Solutions | 1.7M | $356M | 0% | Sep 2025 |
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| Raymond James Financial | 1.7M | $350M | 3% | Sep 2025 |
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| Goldman Sachs Group | 1.6M | $323M | -40% | Sep 2025 |
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| Mml Investors Services | 1.4M | $292M | 1% | Sep 2025 |
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| Royal Bank of Canada | 1.3M | $259M | 3% | Sep 2025 |
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| Mariner Wealth Advisors | 1.1M | $230M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 1.1M | $220M | 6% | Sep 2025 |
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| Commonwealth Equity Services | 1.0M | $212M | -8% | Sep 2025 |
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| MAI Wealth Advisors | 1.0M | $211M | 0% | Sep 2025 |
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| Sofi Wealth | 965k | $199M | 1% | Sep 2025 |
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| M^T Bank Corporation | 849k | $175M | -2% | Sep 2025 |
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| FMR | 827k | $171M | 0% | Sep 2025 |
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| Bank of New York Mellon | 787k | $163M | 9% | Sep 2025 |
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| Foundations Investment Advisors | 725k | $150M | 11% | Sep 2025 |
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| Advisor Group Holdings | 719k | $149M | 8% | Sep 2025 |
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| Resources Investment Advisors | 718k | $148M | 4% | Sep 2025 |
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| Kovitz Investment Group Partners | 718k | $148M | 1% | Sep 2025 |
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| Goss Wealth Management | 704k | $145M | -1% | Sep 2025 |
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| Rehmann Capital Advisory | 656k | $136M | 5% | Sep 2025 |
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| HighTower Advisors | 655k | $135M | 7% | Sep 2025 |
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| JB Capital | 646k | $133M | 9% | Sep 2025 |
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| LVZ Advisors | 595k | $123M | 32% | Sep 2025 |
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| Calamos Wealth Management | 577k | $119M | 4% | Sep 2025 |
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| Huntington National Bank | 572k | $118M | -6% | Sep 2025 |
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| H D Vest Advisory Services | 561k | $110M | 3% | Jun 2025 |
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| Branch Banking & Trust Company | 544k | $112M | -15% | Sep 2025 |
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| United Capital Financial Advisers | 537k | $111M | 3% | Sep 2025 |
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| Colony | 523k | $108M | 1% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 479k | $99M | -5% | Sep 2025 |
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| Jones Financial Companies, L.L | 426k | $88M | 12% | Sep 2025 |
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| Cambridge Investment Research Advisors | 424k | $88M | 1% | Sep 2025 |
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| Home Federal Bank Of Tennessee | 392k | $81M | 0% | Sep 2025 |
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| Us Bancorp | 391k | $81M | -37% | Sep 2025 |
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| Betterment | 378k | $78M | -3% | Sep 2025 |
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| EP Wealth Advisors | 374k | $73M | 796% | Jun 2025 |
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| Moneta Group Investment Advisors | 370k | $76M | 3% | Sep 2025 |
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| Advocacy Wealth Management Services | 370k | $76M | 7% | Sep 2025 |
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| Brian McDonald | 361k | $75M | -3% | Sep 2025 |
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| Miracle Mile Advisors | 357k | $74M | -54% | Sep 2025 |
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| Rockefeller Capital Management | 346k | $71M | 6% | Sep 2025 |
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| Kestra Advisory Services | 343k | $71M | -2% | Sep 2025 |
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| Two Sigma Investments | 327k | $68M | 700% | Sep 2025 |
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| LPWM | 317k | $66M | 3% | Sep 2025 |
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| CX Institutional | 313k | $65M | -5% | Sep 2025 |
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| Ascent Group | 310k | $58M | 1% | Sep 2025 |
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| ValMark Advisers | 296k | $61M | -1% | Sep 2025 |
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| Courier Capital Corp | 295k | $61M | -1% | Sep 2025 |
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| Probity Advisors | 294k | $61M | 3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 292k | $60M | 9% | Sep 2025 |
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| Baird Financial | 282k | $58M | -2% | Sep 2025 |
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| AE Wealth Management | 277k | $57M | 10% | Sep 2025 |
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| Private Advisor | 273k | $56M | -4% | Sep 2025 |
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| Bank Of Montreal | 273k | $53M | 100% | Jun 2025 |
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| Amarillo National Bank | 266k | $55M | -1% | Sep 2025 |
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| Barclays | 265k | $55M | -3% | Sep 2025 |
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| Thrivent Financial for Lutherans | 261k | $54M | 134% | Sep 2025 |
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| Equitable Holdings | 254k | $52M | 0% | Sep 2025 |
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| Fifth Third Bancorp | 246k | $51M | -2% | Sep 2025 |
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| Evoke Wealth | 245k | $51M | -1% | Sep 2025 |
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| Kestra Investment Management | 242k | $50M | 6% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 238k | $49M | 0% | Sep 2025 |
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| Strategic Point Investment Advisors | 238k | $49M | 2% | Sep 2025 |
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| Austin Private Wealth | 238k | $49M | -2% | Sep 2025 |
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| Modern Wealth Management | 223k | $46M | 1% | Sep 2025 |
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| Keybank National Association | 220k | $45M | -5% | Sep 2025 |
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| Atria Investments | 218k | $45M | 13% | Sep 2025 |
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| Change Path | 211k | $44M | 4% | Sep 2025 |
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| Baker Avenue Asset Management | 211k | $44M | 0% | Sep 2025 |
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| Greenup Street Wealth Management | 205k | $42M | 50% | Sep 2025 |
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| West Wealth Group | 204k | $42M | 3% | Sep 2025 |
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| Icon Wealth Advisors | 204k | $42M | 6% | Sep 2025 |
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| Smith, Moore & Co. | 198k | $41M | 0% | Sep 2025 |
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| Salomon & Ludwin | 194k | $40M | -2% | Sep 2025 |
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| Northern Trust | 188k | $39M | 2% | Sep 2025 |
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| Foundation Wealth Management | 185k | $38M | 4% | Sep 2025 |
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| North Star Investment Management | 184k | $38M | 1% | Sep 2025 |
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| Inlight Wealth Management | 179k | $200k | 0% | Sep 2025 |
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| Phillips Financial Management | 179k | $37M | -1% | Sep 2025 |
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| Financial Life Advisors | 173k | $36M | 3% | Sep 2025 |
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| Encompass Wealth Advisors | 171k | $35M | 2% | Sep 2025 |
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| Greenleaf Trust | 158k | $33M | -2% | Sep 2025 |
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| TD Waterhouse Canada | 157k | $33M | 8% | Sep 2025 |
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| Koss-Olinger Consulting | 157k | $31M | -1% | Sep 2025 |
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| Powell Investment Advisors | 156k | $32M | -3% | Sep 2025 |
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| Creative Planning | 155k | $32M | 1% | Sep 2025 |
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| Berkshire Money Management | 152k | $31M | 0% | Sep 2025 |
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| Condor Capital Management | 152k | $31M | 2% | Sep 2025 |
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| Quest Investment Management | 151k | $31M | 0% | Sep 2025 |
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| Stratos Wealth Partners | 150k | $31M | 9% | Sep 2025 |
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| Waterway Wealth Management | 150k | $22M | 499% | Sep 2025 |
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| Northern Oak Capital Management | 149k | $31M | -9% | Sep 2025 |
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| Perigon Wealth Management | 148k | $31M | 25% | Sep 2025 |
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| Steel Peak Wealth Management | 146k | $30M | 3% | Sep 2025 |
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| McKinley Carter Wealth Services | 143k | $30M | -3% | Sep 2025 |
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| Sharkey, Howes & Javer | 143k | $30M | 6% | Sep 2025 |
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| Warren Averett Asset Management | 139k | $29M | 8% | Sep 2025 |
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| Stone House Investment Management | 138k | $29M | 7% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 137k | $28M | 14% | Sep 2025 |
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| Captrust Financial Advisors | 134k | $28M | -1% | Sep 2025 |
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| Principal Securities | 132k | $27M | 6% | Sep 2025 |
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| Atria Wealth Solutions | 131k | $26M | -47% | Jun 2025 |
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| Praetorian Wealth Management | 131k | $27M | -4% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 131k | $27M | 3% | Sep 2025 |
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| CLS Investments | 131k | $27M | -2% | Sep 2025 |
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| Wealth Alliance | 131k | $27M | 28% | Sep 2025 |
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| Ewa | 130k | $27M | 4% | Sep 2025 |
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| Droms Strauss Advisors | 128k | $27M | 0% | Sep 2025 |
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| JFS Wealth Advisors | 127k | $26M | -2% | Sep 2025 |
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| DDFG | 122k | $25B | 1% | Sep 2025 |
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| Mma Asset Management | 122k | $25M | -16% | Sep 2025 |
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| Spire Wealth Management | 121k | $25M | -6% | Sep 2025 |
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| Pettinga Financial Advisors | 120k | $25M | 6% | Sep 2025 |
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| Pathstone Holdings | 120k | $25M | -1% | Sep 2025 |
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| High Falls Advisors | 117k | $24M | 4% | Sep 2025 |
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| Frank, Rimerman Advisors | 117k | $24M | -52% | Sep 2025 |
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| KWMG | 117k | $24M | 2% | Sep 2025 |
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| Susquehanna International | 117k | $24M | 15% | Sep 2025 |
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| First Hawaiian Bank | 116k | $24M | -4% | Sep 2025 |
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| Steward Partners Investment Advisory | 115k | $24M | 21% | Sep 2025 |
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| Triad Wealth Partners | 115k | $24M | 29% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 114k | $24M | 12% | Sep 2025 |
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| Stokes Family Office | 114k | $24M | -2% | Sep 2025 |
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| Hartland & Co | 113k | $23M | 0% | Sep 2025 |
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| Farther Finance Advisors | 113k | $23M | 21% | Sep 2025 |
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| We Are One Seven | 111k | $23M | 331% | Sep 2025 |
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| Summit Financial | 111k | $23M | 1570% | Sep 2025 |
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| Lutz Financial Services | 110k | $23M | -1% | Sep 2025 |
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| Integrity Alliance | 109k | $23M | 18% | Sep 2025 |
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| Adviser Investments | 109k | $23M | -7% | Sep 2025 |
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| Watts Gwilliam & Co | 108k | $22M | 0% | Sep 2025 |
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| MV Capital Management | 107k | $21M | -4% | Jun 2025 |
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| Brookstone Capital Management | 107k | $22M | 9% | Sep 2025 |
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| Per Stirling Capital Management | 107k | $22M | -1% | Sep 2025 |
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| Security Financial Services | 107k | $22M | 5% | Sep 2025 |
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| Callan Family Office | 106k | $22M | -5% | Sep 2025 |
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| Horst & Graben Wealth Management | 106k | $22M | 4% | Sep 2025 |
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| Sigma Planning | 104k | $22M | -10% | Sep 2025 |
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| WealthPlan Investment Management | 95k | $20M | -12% | Sep 2025 |
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| Integrated Wealth Concepts | 73k | $15M | -56% | Sep 2025 |
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| Gladstone Institutional Advisory | 62k | $13M | -53% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 15k | $3.1M | -87% | Sep 2025 |
|
Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Regions Bank | Jun 2025 | 239k | $47M |