Who owns iShares S&P 500 Value Index?

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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
Jpmorgan Chase & Co 20M $3.2B 11% Mar 2022
Morgan Stanley 12M $1.8B 100% Mar 2022
Wells Fargo & Company 8.5M $1.3B 3% Dec 2021
Envestnet Asset Management 4.3M $670M -1% Mar 2022
Goldman Sachs Group 3.1M $479M 5% Mar 2022
Stifel Financial 2.7M $418M 4% Mar 2022
Pnc Financial Services 1.3M $208M 1% Dec 2021
Advisor Group Holdings 1.2M $192M 13% Mar 2022
Lido Advisors 1.2M $184M 129% Mar 2022
Mariner Wealth Advisors 1.1M $173M 17% Mar 2022
FMR 1.0M $158M -2% Mar 2022

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M^T Bank Corporation 1.0M $157M 1% Mar 2022
Us Bancorp 1.0M $156M -6% Mar 2022
Varma Mutual Pension Insurance 975k $153M 0% Dec 2021
Amerivest Investment Management 802k $125M -7% Mar 2022
Huntington National Bank 756k $118M 13% Mar 2022
Raymond James & Associates 753k $117M 7% Mar 2022
Raymond James Financial Services Advisors 706k $110M 9% Mar 2022
CliftonLarsonAllen Wealth Advisors 689k $107M -9% Mar 2022
CWM 680k $106M 3% Mar 2022
Commonwealth Equity Services 603k $94M 4% Mar 2022
LVZ Advisors 601k $94M -1% Mar 2022
Allianz Asset Management 567k $88M 126% Mar 2022
Betterment 563k $88M -2% Dec 2021
Financial Engines Advisors L.L.C 543k $85M 37% Mar 2022
Barber Financial 500k $78M 100% Mar 2022
MAI Wealth Advisors 469k $73M 4% Mar 2022
HighTower Advisors 459k $72M 51% Dec 2021
Home Federal Bank Of Tennessee 420k $65M -1% Mar 2022
Barclays 410k $64M 7% Dec 2021
Northwestern Mutual Wealth Management Company 408k $64M 4% Mar 2022
ValMark Advisers 380k $59M -2% Mar 2022
Miracle Mile Advisors 375k $58M 20% Mar 2022
Babson Capital Management 369k $57M 17% Mar 2022
Equitable Holdings 369k $57M 0% Mar 2022
Phillips Financial Management 362k $56M 4% Mar 2022
Fifth Third Bancorp 357k $56M 22% Mar 2022
First Hawaiian Bank 349k $54M 0% Mar 2022
First Republic Investment Management 344k $54M 3% Dec 2021
Strategic Wealth Partners 344k $54M -1% Dec 2021
Amarillo National Bank 331k $52M 2% Mar 2022
HNP Capital 315k $49M 100% Mar 2022
Courier Capital Corp 315k $49M -1% Mar 2022
Salomon & Ludwin 314k $49M -2% Mar 2022
Probity Advisors 312k $49M 6% Mar 2022
McKinley Carter Wealth Services 286k $45M 2% Mar 2022
Baker Avenue Asset Management 278k $44M 0% Dec 2021
Baird Financial 277k $43M 10% Mar 2022
Rehmann Capital Advisory 275k $43M 4% Mar 2022
Strategic Point Investment Advisors 270k $42M 83% Mar 2022
Keybank National Association 264k $41M 1% Mar 2022
Aaron Wealth Advisors 262k $1.7M 16798% Mar 2022
Northern Oak Capital Management 249k $39M 1% Mar 2022
Texas Capital Bank Wealth Management Services 243k $38M 3% Mar 2022
Cambridge Investment Research Advisors 240k $38M -9% Dec 2021
Praetorian Wealth Management 240k $37M 3% Mar 2022
Relative Value Partners 238k $37M 0% Mar 2022
Bank Of Montreal 235k $37M 2% Dec 2021
Windmill Hill Asset Management 233k $36M 100% Mar 2022
LPWM 229k $36M 1% Mar 2022
UBP Investment Advisors SA 229k $5.7M 7527% Mar 2022
Spire Wealth Management 209k $33M 2% Dec 2021
Summit Investment Advisors 203k $32M -9% Mar 2022
Evoke Wealth 202k $32M 11% Mar 2022
Brookstone Capital Management 195k $30M 760% Mar 2022
Janney Montgomery Scott 189k $30M -2% Mar 2022
Pensionmark Financial Group 182k $28M 0% Mar 2022
Mercer Global Advisors 182k $28M 609% Mar 2022
Polaris Wealth Advisers 180k $28M 0% Dec 2021
Quest Investment Management 180k $28M 0% Mar 2022
Encompass Wealth Advisors 179k $28M 2% Mar 2022
Greenleaf Trust 175k $27M 1% Mar 2022
Smith Anglin Financial 169k $26M 14% Dec 2021
Financial Life Advisors 168k $26M 1% Mar 2022
Regions Bank 166k $26M 4% Mar 2022
Rockefeller Capital Management 165k $26M 12% Mar 2022
Efficient Advisors 151k $24M -14% Mar 2022
North Star Investment Management 150k $23M 6% Mar 2022
Condor Capital Management 150k $23M 2% Mar 2022
Jones Financial Companies, L.L 148k $23M 3% Mar 2022
UnionBanCal Corporation 144k $23M -3% Mar 2022
Smith, Moore & Co. 142k $22M 1% Dec 2021
SMI Advisory Services 142k $22M 100% Mar 2022
Traynor Capital Management 139k $22M 5% Mar 2022
Carnick & Kubik 138k $22M -2% Mar 2022
Brave Asset Management 136k $21M -17% Mar 2022
Lutz Financial Services 135k $21M -1% Mar 2022
Powell Investment Advisors 134k $21M 5% Mar 2022
Davis Selected Advisers 133k $21M 6910% Dec 2021
Bnp Paribas Arbitrage, Snc 133k $21M 20% Mar 2022
Koss-Olinger Consulting 132k $21M 7% Mar 2022
Mirsky Financial Management Corp. 131k $21M 5% Dec 2021
Kestra Advisory Services 130k $20M 23% Mar 2022
People's United Financial 129k $20M -34% Mar 2022
Umb Bank N A 127k $20M 2% Mar 2022
Bank Of Oklahoma National Association / 125k $20M -3% Mar 2022
Branch Banking & Trust Company 124k $19M 35% Mar 2022
Droms Strauss Advisors 122k $19M 3% Mar 2022
Citadel Advisors 121k $19M 231% Mar 2022
Thrivent Financial for Lutherans 121k $19M -56% Mar 2022
Pictet & Cie 119k $19M 0% Mar 2022
GHP Investment Advisors 117k $18M 0% Mar 2022
Banco Santander 116k $18M -8% Mar 2022
JFS Wealth Advisors 111k $17M 6% Mar 2022
Colony Group 111k $17M -2% Dec 2021
Moneta Group Investment Advisors 110k $17M 3% Mar 2022
Sigma Planning 109k $17M -38% Mar 2022
Veritable 108k $17M -4% Mar 2022
KWMG 107k $17M 2% Mar 2022
Johnson Midwest Financial 103k $16M 100% Mar 2022
First Merchants Bank, National Association 103k $16M -3% Mar 2022
Brian McDonald 103k $16M 2% Mar 2022
Peapack Gladstone Financial Corp 102k $16M 0% Dec 2021
Ohe Financial 101k $16M -1% Dec 2021
Captrust Financial Advisors 101k $16M 67% Mar 2022
Ironwood Wealth Management 100k $16M 5% Mar 2022
Gladstone Institutional Advisory 100k $16M 27% Mar 2022
Truadvice 99k $15M 100% Mar 2022
Northern Trust 96k $15M 6% Mar 2022
Private Advisor 96k $15M 0% Mar 2022
Cetera Investment Advisers 95k $15M -4% Mar 2022
Western Wealth Management 95k $15M 100% Mar 2022
Matthew Goff Investment Advisor 94k $15M 47% Mar 2022
Mml Investors Services 93k $14M 4% Mar 2022
Mma Asset Management 93k $13M -1% Mar 2022
Creative Planning 91k $14M 1% Dec 2021
Platte River Wealth Advisors 91k $15M 10% Dec 2021
Bank of Stockton Trust & Investment 89k $14M -2% Mar 2022
Florin Court Capital 89k $14M -2% Mar 2022
American International 89k $14M 100% Mar 2022
Natixis Asset Management Advisors 89k $14M -1% Dec 2021
Sierra Capital 86k $13M -5% Mar 2022
F3Logic 85k $13M 2% Dec 2021
Capital Analysts 85k $13M 17% Dec 2021
Financial Advocates Investment Management 84k $13M -2% Mar 2022
Feltz Wealth PLAN 84k $12M -4% Mar 2022
Pinnacle Family Advisors 84k $13M 100% Mar 2022
RTD Financial Advisors 83k $13M -3% Mar 2022
Citigroup 83k $13M 100% Dec 2021
Hanson McClain Advisors 83k $13M 117% Mar 2022
Bank of Nova Scotia 82k $13M -26% Mar 2022
Occidental Asset Management 81k $13M 15% Mar 2022
J.w. Cole Advisors 81k $13M 7% Mar 2022
Narwhal Capital Management 81k $13M 2% Mar 2022
H D Vest Advisory Services 80k $13M 51% Mar 2022
Delta Investment Management 79k $12M 100% Mar 2022
Wetherby Asset Management 78k $12M 0% Dec 2021
Hancock Whitney Investment Services 76k $12M 100% Mar 2022
Resources Investment Advisors 76k $12M -2% Mar 2022
Ironwood Wealth Management 75k $12M 0% Mar 2022
LBMC Investment Advisors 47k $7.3M -93% Mar 2022
Harbour Investments 21k $3.3M -94% Dec 2021
Viridian Ria 0 $0 -100% Mar 2022

Who sold out of iShares S&P 500 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 6.3M $990M