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 | $3.2B | -1% | Dec 2024 |
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| Envestnet Asset Management | 13M | $2.6B | 4% | Dec 2024 |
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| Morgan Stanley | 13M | $2.5B | 4% | Dec 2024 |
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| Bank of America Corporation | 8.1M | $1.6B | 3% | Dec 2024 |
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| Wells Fargo & Company | 6.5M | $1.2B | -7% | Dec 2024 |
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| LPL Financial | 5.3M | $1.0B | 19% | Dec 2024 |
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| UBS Group | 3.6M | $687M | 2% | Dec 2024 |
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| Stifel Financial | 2.6M | $492M | 4% | Dec 2024 |
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| Goldman Sachs Group | 2.5M | $474M | 5% | Dec 2024 |
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| Ameriprise Financial | 2.5M | $469M | 8% | Dec 2024 |
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| Pnc Financial Services | 2.1M | $409M | 8% | Dec 2024 |
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| Cetera Investment Advisers | 1.6M | $311M | 11% | Dec 2024 |
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| Raymond James Financial | 1.6M | $311M | 100% | Dec 2024 |
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| Envestnet Portfolio Solutions | 1.5M | $292M | 3% | Dec 2024 |
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| CWM | 1.4M | $277M | 0% | Dec 2024 |
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| Lido Advisors | 1.4M | $270M | 46% | Dec 2024 |
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| BlackRock | 1.3M | $242M | 2% | Dec 2024 |
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| Royal Bank of Canada | 1.2M | $233M | -4% | Dec 2024 |
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| Mariner Wealth Advisors | 1.1M | $211M | 0% | Dec 2024 |
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| Huntington National Bank | 1.1M | $209M | 5% | Dec 2024 |
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| MAI Wealth Advisors | 1.0M | $195M | 36% | Dec 2024 |
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| Commonwealth Equity Services | 999k | $191M | 8% | Dec 2024 |
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| M^T Bank Corporation | 958k | $183M | -2% | Dec 2024 |
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| Park Avenue Securities | 948k | $181M | 6% | Dec 2024 |
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| Raymond James Financial Services Advisors | 848k | $167M | -1% | Sep 2024 |
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| FMR | 837k | $159M | 0% | Dec 2024 |
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| Raymond James & Associates | 833k | $164M | 1% | Sep 2024 |
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| Mml Investors Services | 749k | $143M | 6% | Dec 2024 |
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| Us Bancorp | 717k | $137M | -51% | Dec 2024 |
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| Miracle Mile Advisors | 697k | $133M | 6% | Dec 2024 |
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| Janney Montgomery Scott | 669k | $128M | 2% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 636k | $121M | -4% | Dec 2024 |
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| Kovitz Investment Group Partners | 590k | $113M | -4% | Dec 2024 |
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| Rehmann Capital Advisory | 563k | $107M | 1% | Dec 2024 |
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| HighTower Advisors | 547k | $104M | 3% | Dec 2024 |
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| Advisor Group Holdings | 513k | $101M | -3% | Dec 2024 |
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| Foundations Investment Advisors | 493k | $94M | 12% | Dec 2024 |
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| Sanctuary Advisors | 487k | $96M | 3% | Dec 2024 |
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| Goss Wealth Management | 483k | $92M | 42% | Dec 2024 |
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| Calamos Wealth Management | 479k | $91M | 0% | Dec 2024 |
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| H D Vest Advisory Services | 469k | $90M | 2% | Dec 2024 |
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| Branch Banking & Trust Company | 462k | $88M | 5% | Dec 2024 |
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| Resources Investment Advisors | 442k | $84M | -1% | Dec 2024 |
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| LVZ Advisors | 437k | $83M | 2% | Dec 2024 |
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| Betterment | 416k | $79M | -3% | Dec 2024 |
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| Bank of New York Mellon | 413k | $79M | 6% | Dec 2024 |
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| Colony | 413k | $80M | 55% | Dec 2024 |
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| USA Financial Portformulas | 404k | $77M | 100% | Dec 2024 |
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| Kestra Advisory Services | 402k | $77M | -17% | Dec 2024 |
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| Home Federal Bank Of Tennessee | 386k | $74M | -2% | Dec 2024 |
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| Brian McDonald | 370k | $71M | 0% | Dec 2024 |
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| Cambridge Investment Research Advisors | 362k | $69M | 13% | Dec 2024 |
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| United Capital Financial Advisers | 357k | $68M | -1% | Dec 2024 |
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| Charles Schwab Investment Management | 340k | $65M | -6% | Dec 2024 |
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| Praetorian Wealth Management | 339k | $65M | 2% | Dec 2024 |
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| Baird Financial | 338k | $65M | -1% | Dec 2024 |
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| Moneta Group Investment Advisors | 326k | $62M | -1% | Dec 2024 |
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| JB Capital | 323k | $62M | 6% | Dec 2024 |
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| ValMark Advisers | 312k | $60M | -3% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 310k | $59M | 10% | Dec 2024 |
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| Rockefeller Capital Management | 302k | $58M | 9% | Dec 2024 |
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| Courier Capital Corp | 292k | $56M | 0% | Dec 2024 |
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| Barclays | 284k | $54M | 7% | Dec 2024 |
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| Bank Of Montreal | 284k | $54M | 0% | Dec 2024 |
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| LPWM | 280k | $53M | 1% | Dec 2024 |
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| Peninsula Wealth | 280k | $53M | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 275k | $53M | -6% | Dec 2024 |
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| McKinley Carter Wealth Services | 273k | $52M | -4% | Dec 2024 |
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| Amarillo National Bank | 272k | $52M | 0% | Dec 2024 |
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| Frank, Rimerman Advisors | 270k | $52M | 0% | Dec 2024 |
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| Probity Advisors | 269k | $51M | 2% | Dec 2024 |
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| Jones Financial Companies, L.L | 265k | $51M | 32% | Dec 2024 |
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| Fifth Third Bancorp | 263k | $50M | -9% | Dec 2024 |
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| Halpern Financial | 254k | $50M | -3% | Sep 2024 |
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| Keybank National Association | 245k | $47M | -2% | Dec 2024 |
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| Evoke Wealth | 235k | $45M | 4% | Dec 2024 |
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| Strategic Point Investment Advisors | 235k | $45M | 1% | Dec 2024 |
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| CX Institutional | 232k | $44M | 40% | Dec 2024 |
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| Thrivent Financial for Lutherans | 230k | $44M | -2% | Dec 2024 |
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| Regions Bank | 230k | $44M | 12% | Dec 2024 |
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| Manufacturers Life Insurance Company | 218k | $42M | 100% | Dec 2024 |
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| Baker Avenue Asset Management | 209k | $40M | 0% | Dec 2024 |
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| Berkshire Money Management | 207k | $39M | 1% | Dec 2024 |
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| Equitable Holdings | 206k | $39M | 2% | Dec 2024 |
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| Salomon & Ludwin | 205k | $39M | -5% | Dec 2024 |
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| Adviser Investments | 205k | $39M | -3% | Dec 2024 |
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| Private Advisor | 201k | $38M | 2% | Dec 2024 |
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| Smith, Moore & Co. | 199k | $38M | -3% | Dec 2024 |
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| Davis Selected Advisers | 197k | $38M | 1453% | Dec 2024 |
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| Atria Wealth Solutions | 195k | $37M | 1% | Dec 2024 |
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| Phillips Financial Management | 193k | $37M | -23% | Dec 2024 |
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| Bnp Paribas Arbitrage, Snc | 192k | $37M | 46% | Dec 2024 |
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| Quantitative Strategies | 190k | $36M | -1% | Dec 2024 |
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| Platte River Wealth Advisors | 190k | $38M | 2% | Sep 2024 |
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| Pinkerton Retirement Specialists | 187k | $36M | 100% | Dec 2024 |
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| Northern Trust | 185k | $35M | 4% | Dec 2024 |
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| Northern Oak Capital Management | 180k | $34M | -6% | Dec 2024 |
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| AE Wealth Management | 178k | $34M | 32% | Dec 2024 |
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| North Star Investment Management | 178k | $34M | -2% | Dec 2024 |
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| Advocacy Wealth Management Services | 175k | $33M | 10% | Dec 2024 |
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| Foundation Wealth Management | 173k | $33M | -3% | Dec 2024 |
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| Koss-Olinger Consulting | 173k | $33M | -1% | Dec 2024 |
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| West Wealth Group | 171k | $33M | 7% | Dec 2024 |
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| Spire Wealth Management | 163k | $31M | 3% | Dec 2024 |
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| Greenup Street Wealth Management | 159k | $30M | 50% | Dec 2024 |
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| Financial Life Advisors | 158k | $30M | 1% | Dec 2024 |
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| Encompass Wealth Advisors | 156k | $30M | 4% | Dec 2024 |
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| Alera Investment Advisors | 156k | $31M | 0% | Sep 2024 |
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| Greenleaf Trust | 153k | $29M | 0% | Dec 2024 |
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| Ohe Financial | 153k | $29M | 2% | Dec 2024 |
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| Condor Capital Management | 149k | $28M | 0% | Dec 2024 |
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| Austin Private Wealth | 148k | $28M | 8% | Dec 2024 |
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| Per Stirling Capital Management | 147k | $28M | -23% | Dec 2024 |
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| Carnick & Kubik | 146k | $28M | 2% | Dec 2024 |
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| Banco Bilbao Vizcaya Argentaria | 146k | $28M | -8% | Dec 2024 |
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| Mma Asset Management | 144k | $28M | -37% | Dec 2024 |
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| Principal Securities | 144k | $27M | 13% | Dec 2024 |
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| Powell Investment Advisors | 143k | $27M | 0% | Dec 2024 |
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| Kestra Investment Management | 142k | $27M | 16% | Dec 2024 |
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| Creative Planning | 136k | $26M | 18% | Dec 2024 |
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| TD Waterhouse Canada | 135k | $26M | 1% | Dec 2024 |
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| Captrust Financial Advisors | 133k | $25M | 1% | Dec 2024 |
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| JFS Wealth Advisors | 133k | $25M | 0% | Dec 2024 |
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| Bank Of Oklahoma National Association / | 130k | $25M | 9% | Dec 2024 |
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| First Hawaiian Bank | 130k | $25M | -9% | Dec 2024 |
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| Stratos Wealth Partners | 128k | $24M | 8% | Dec 2024 |
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| Atria Investments | 125k | $24M | 16% | Dec 2024 |
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| Droms Strauss Advisors | 125k | $24M | 1% | Dec 2024 |
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| Citigroup | 119k | $23M | 1% | Dec 2024 |
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| Change Path | 118k | $23M | 3% | Dec 2024 |
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| Lutz Financial Services | 118k | $23M | 0% | Dec 2024 |
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| Quest Investment Management | 118k | $23M | 0% | Dec 2024 |
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| Pathstone Holdings | 118k | $23M | -1% | Dec 2024 |
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| Gladstone Institutional Advisory | 117k | $22M | 16% | Dec 2024 |
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| DDFG | 116k | $22B | -1% | Dec 2024 |
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| MV Capital Management | 115k | $22M | -4% | Dec 2024 |
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| Summit Investment Advisors | 114k | $22M | -3% | Dec 2024 |
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| SRS Capital Advisors | 114k | $22M | -1% | Dec 2024 |
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| KWMG | 111k | $21M | -1% | Dec 2024 |
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| Hartland & Co | 111k | $21M | -2% | Dec 2024 |
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| Peapack Gladstone Financial Corp | 110k | $21M | 2% | Dec 2024 |
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| Ewa | 110k | $21M | 5% | Dec 2024 |
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| Warren Averett Asset Management | 108k | $21M | 17% | Dec 2024 |
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| JSF Financial | 108k | $21M | 2% | Dec 2024 |
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| Sigma Planning | 108k | $21M | -4% | Dec 2024 |
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| Citadel Advisors | 107k | $20M | 291% | Dec 2024 |
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| Td Private Client Wealth | 106k | $20M | 6% | Dec 2024 |
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| Hanson McClain Advisors | 106k | $21M | -2% | Dec 2024 |
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| Susquehanna International | 106k | $20M | 0% | Dec 2024 |
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| CI Private Wealth | 105k | $9.2M | -35% | Dec 2024 |
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| Rsm Us Wealth Management | 104k | $20M | -2% | Dec 2024 |
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| Milestone Group | 103k | $20M | -3% | Dec 2024 |
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| Integrated Wealth Concepts | 102k | $20M | -5% | Dec 2024 |
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| ETF Portfolio Partners | 82k | $16M | -24% | Dec 2024 |
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| Pensionmark Financial Group | 8.4k | $1.6M | -93% | Dec 2024 |
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| International Assets Investment Management | 6.6k | $1.2M | -100% | Dec 2024 |
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