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 | 28M | $6.0B | 28% | Dec 2025 |
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| Jpmorgan Chase & Co | 18M | $3.7B | 100% | Sep 2025 |
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| LPL Financial | 11M | $2.3B | 29% | Dec 2025 |
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| Wells Fargo & Company | 6.3M | $1.3B | 2% | Dec 2025 |
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| UBS Group | 3.5M | $750M | -2% | Dec 2025 |
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| Cetera Investment Advisers | 3.4M | $723M | 23% | Dec 2025 |
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| Stifel Financial | 3.3M | $689M | 8% | Dec 2025 |
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| Ameriprise Financial | 3.1M | $653M | 1% | Dec 2025 |
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| BlackRock | 2.9M | $623M | 48% | Dec 2025 |
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| CWM | 2.6M | $547M | 37% | Dec 2025 |
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| Envestnet Portfolio Solutions | 2.5M | $539M | 47% | Dec 2025 |
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| Park Avenue Securities | 2.5M | $523M | 40% | Dec 2025 |
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| Pnc Financial Services | 2.3M | $497M | -1% | Dec 2025 |
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| Mml Investors Services | 2.1M | $446M | 49% | Dec 2025 |
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| Lido Advisors | 1.9M | $395M | 4% | Dec 2025 |
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| Raymond James Financial | 1.8M | $391M | 9% | Dec 2025 |
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| Janney Montgomery Scott | 1.5M | $312M | 38% | Dec 2025 |
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| Royal Bank of Canada | 1.3M | $259M | 3% | Sep 2025 |
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| Colony | 1.2M | $260M | 134% | Dec 2025 |
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| Mariner Wealth Advisors | 1.2M | $253M | 7% | Dec 2025 |
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| Bank of New York Mellon | 1.2M | $250M | 50% | Dec 2025 |
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| Cassaday & Co Wealth Management | 1.2M | $245M | 3287% | Dec 2025 |
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| Goldman Sachs Group | 1.2M | $244M | -26% | Dec 2025 |
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| Commonwealth Equity Services | 1.1M | $230M | 6% | Dec 2025 |
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| MAI Wealth Advisors | 1.0M | $216M | 0% | Dec 2025 |
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| Foundations Investment Advisors | 1.0M | $212M | 38% | Dec 2025 |
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| Resources Investment Advisors | 990k | $210M | 38% | Dec 2025 |
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| Sofi Wealth | 976k | $207M | 1% | Dec 2025 |
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| Sanctuary Advisors | 965k | $205M | 54% | Dec 2025 |
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| JB Capital | 920k | $195M | 42% | Dec 2025 |
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| Goss Wealth Management | 915k | $194M | 30% | Dec 2025 |
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| FMR | 827k | $171M | 0% | Sep 2025 |
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| M^T Bank Corporation | 819k | $174M | -4% | Dec 2025 |
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| Advisor Group Holdings | 742k | $157M | 3% | Dec 2025 |
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| Rehmann Capital Advisory | 685k | $146M | 4% | Dec 2025 |
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| HighTower Advisors | 660k | $140M | 1% | Dec 2025 |
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| LVZ Advisors | 592k | $126M | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 590k | $125M | 8% | Dec 2025 |
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| Calamos Wealth Management | 585k | $124M | 1% | Dec 2025 |
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| Rockefeller Capital Management | 583k | $124M | 69% | Dec 2025 |
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| Huntington National Bank | 537k | $114M | -6% | Dec 2025 |
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| United Capital Financial Advisers | 537k | $111M | 3% | Sep 2025 |
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| Advocacy Wealth Management Services | 525k | $111M | 42% | Dec 2025 |
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| Cambridge Investment Research Advisors | 514k | $109M | 21% | Dec 2025 |
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| Jones Financial Companies, L.L | 484k | $103M | 14% | Dec 2025 |
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| Us Bancorp | 467k | $99M | 19% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 453k | $96M | -6% | Dec 2025 |
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| Ascent Group | 427k | $91M | 38% | Dec 2025 |
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| Home Federal Bank Of Tennessee | 393k | $83M | 0% | Dec 2025 |
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| AE Wealth Management | 383k | $81M | 38% | Dec 2025 |
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| Betterment | 370k | $78M | -2% | Dec 2025 |
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| Moneta Group Investment Advisors | 364k | $77M | -2% | Dec 2025 |
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| Kestra Advisory Services | 351k | $74M | 2% | Dec 2025 |
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| Brian McDonald | 341k | $72M | -5% | Dec 2025 |
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| Thrivent Financial for Lutherans | 333k | $71M | 28% | Dec 2025 |
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| Private Advisor | 331k | $70M | 21% | Dec 2025 |
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| Miracle Mile Advisors | 330k | $70M | -8% | Dec 2025 |
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| Austin Private Wealth | 330k | $70M | 39% | Dec 2025 |
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| LPWM | 329k | $70M | 4% | Dec 2025 |
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| Two Sigma Investments | 327k | $68M | 700% | Sep 2025 |
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| Atria Investments | 324k | $69M | 48% | Dec 2025 |
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| CX Institutional | 312k | $66M | 0% | Dec 2025 |
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| Change Path | 309k | $66M | 46% | Dec 2025 |
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| Courier Capital Corp | 295k | $63M | 0% | Dec 2025 |
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| Equitable Holdings | 295k | $63M | 16% | Dec 2025 |
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| Baird Financial | 295k | $62M | 4% | Dec 2025 |
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| Probity Advisors | 293k | $62M | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 290k | $62M | -1% | Dec 2025 |
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| ValMark Advisers | 286k | $61M | -3% | Dec 2025 |
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| Icon Wealth Advisors | 286k | $61M | 40% | Dec 2025 |
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| Barclays | 266k | $56M | 1% | Dec 2025 |
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| Kestra Investment Management | 265k | $56M | 9% | Dec 2025 |
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| Amarillo National Bank | 258k | $55M | -3% | Dec 2025 |
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| Modern Wealth Management | 257k | $54M | 15% | Dec 2025 |
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| Evoke Wealth | 245k | $52M | 0% | Dec 2025 |
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| Strategic Point Investment Advisors | 242k | $51M | 2% | Dec 2025 |
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| Pensionmark Financial Group | 240k | $37M | 1368% | Dec 2025 |
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| Fifth Third Bancorp | 239k | $51M | -3% | Dec 2025 |
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| Regions Bank | 234k | $50M | 100% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 231k | $49M | -3% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 224k | $48M | 97% | Dec 2025 |
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| We Are One Seven | 216k | $46M | 95% | Dec 2025 |
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| West Wealth Group | 214k | $46M | 5% | Dec 2025 |
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| Baker Avenue Asset Management | 214k | $45M | 1% | Dec 2025 |
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| Perigon Wealth Management | 209k | $44M | 41% | Dec 2025 |
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| Warren Averett Asset Management | 207k | $44M | 49% | Dec 2025 |
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| Steel Peak Wealth Management | 205k | $44M | 41% | Dec 2025 |
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| Sharkey, Howes & Javer | 205k | $44M | 43% | Dec 2025 |
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| Keybank National Association | 202k | $43M | -8% | Dec 2025 |
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| Greenup Street Wealth Management | 200k | $43M | -2% | Dec 2025 |
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| Smith, Moore & Co. | 200k | $42M | 1% | Dec 2025 |
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| Triad Wealth Partners | 199k | $42M | 74% | Dec 2025 |
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| Stone House Investment Management | 199k | $42M | 44% | Dec 2025 |
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| HPM Partners | 194k | $41M | 87% | Dec 2025 |
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| Northern Trust | 190k | $40M | 1% | Dec 2025 |
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| Salomon & Ludwin | 190k | $41M | -2% | Dec 2025 |
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| North Star Investment Management | 187k | $40M | 2% | Dec 2025 |
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| CLS Investments | 185k | $39M | 41% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 184k | $39M | 34% | Dec 2025 |
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| Foundation Wealth Management | 182k | $39M | -2% | Dec 2025 |
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| Inlight Wealth Management | 179k | $200k | 0% | Dec 2025 |
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| Farther Finance Advisors | 177k | $38M | 57% | Dec 2025 |
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| Phillips Financial Management | 177k | $38M | -1% | Dec 2025 |
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| Encompass Wealth Advisors | 172k | $37M | 1% | Dec 2025 |
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| High Falls Advisors | 167k | $35M | 42% | Dec 2025 |
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| Financial Life Advisors | 166k | $35M | -4% | Dec 2025 |
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| Ewa | 166k | $35M | 27% | Dec 2025 |
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| TD Waterhouse Canada | 166k | $35M | 5% | Dec 2025 |
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| Wealth Alliance | 165k | $35M | 27% | Dec 2025 |
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| NorthRock Partners | 164k | $35M | 9861% | Dec 2025 |
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| Greenleaf Trust | 161k | $34M | 2% | Dec 2025 |
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| Creative Planning | 161k | $34M | 4% | Dec 2025 |
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| Pettinga Financial Advisors | 160k | $34M | 33% | Dec 2025 |
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| Powell Investment Advisors | 156k | $33M | 0% | Dec 2025 |
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| Stokes Family Office | 155k | $33M | 36% | Dec 2025 |
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| Waterway Wealth Management | 155k | $24M | 3% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 153k | $32M | 17% | Dec 2025 |
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| Mercer Global Advisors | 153k | $27M | 89% | Dec 2025 |
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| Berkshire Money Management | 152k | $32M | 0% | Dec 2025 |
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| Integrity Alliance | 152k | $32M | 39% | Dec 2025 |
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| Stratos Wealth Partners | 152k | $32M | 1% | Dec 2025 |
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| Quest Investment Management | 151k | $31M | 0% | Sep 2025 |
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| Horst & Graben Wealth Management | 150k | $32M | 42% | Dec 2025 |
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| Condor Capital Management | 149k | $32M | -1% | Dec 2025 |
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| Global Retirement Partners | 149k | $32M | 56% | Dec 2025 |
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| Steward Partners Investment Advisory | 146k | $31M | 27% | Dec 2025 |
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| Beacon Pointe Advisors | 146k | $31M | 80% | Dec 2025 |
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| Security Financial Services | 144k | $31M | 35% | Dec 2025 |
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| Brookstone Capital Management | 143k | $30M | 34% | Dec 2025 |
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| UMA Financial Services | 142k | $30M | 44% | Dec 2025 |
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| Principal Securities | 142k | $30M | 8% | Dec 2025 |
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| PAX Financial Group | 140k | $30M | 62% | Dec 2025 |
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| Koss-Olinger Consulting | 140k | $30M | -11% | Dec 2025 |
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| Northern Oak Capital Management | 138k | $29M | -7% | Dec 2025 |
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| Bank Of Oklahoma National Association / | 136k | $29M | 39% | Dec 2025 |
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| One Wealth Advisors | 134k | $28M | 39% | Dec 2025 |
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| Droms Strauss Advisors | 130k | $28M | 2% | Dec 2025 |
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| Praetorian Wealth Management | 130k | $28M | -1% | Dec 2025 |
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| Captrust Financial Advisors | 129k | $28M | -3% | Dec 2025 |
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| Kelly Financial Services | 129k | $27M | 40% | Dec 2025 |
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| Vestmark Advisory Solutions | 129k | $27M | 274% | Dec 2025 |
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| Davis Selected Advisers | 127k | $27M | 1821% | Dec 2025 |
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| Spire Wealth Management | 125k | $27M | 3% | Dec 2025 |
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| McKinley Carter Wealth Services | 123k | $26M | -14% | Dec 2025 |
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| JFS Wealth Advisors | 123k | $26M | -4% | Dec 2025 |
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| Mma Asset Management | 121k | $26M | 0% | Dec 2025 |
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| DDFG | 121k | $26B | -1% | Dec 2025 |
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| BCJ Capital Management | 120k | $26M | 48% | Dec 2025 |
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| KWMG | 120k | $25M | 2% | Dec 2025 |
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| Callan Family Office | 117k | $25M | 10% | Dec 2025 |
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| Pathstone Holdings | 114k | $24M | -4% | Dec 2025 |
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| EP Wealth Advisors | 71k | $15M | -81% | Dec 2025 |
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| Kovitz Investment Group Partners | 3.4k | $717k | -100% | Dec 2025 |
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