Who owns iShares S&P 500 Value Index?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 22M $3.1B 9% Jun 2022
Morgan Stanley 12M $1.6B -1% Jun 2022
Wells Fargo & Company 9.2M $1.3B 3% Jun 2022
Bank of America Corporation 7.0M $968M 100% Jun 2022
Envestnet Asset Management 5.9M $755M 2% Sep 2022
UBS Group 3.3M $426M -4% Sep 2022
Goldman Sachs Group 3.2M $443M 5% Jun 2022
LPL Financial 2.0M $277M 4% Jun 2022
Advisor Group Holdings 1.4M $190M 12% Jun 2022
Pnc Financial Services 1.3M $173M 4% Sep 2022
Us Bancorp 1.2M $155M 16% Sep 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares S&P 500 Value Index?

M^T Bank Corporation 1.2M $149M 2% Sep 2022
Royal Bank of Canada 1.1M $146M 100% Sep 2022
Mariner Wealth Advisors 1.1M $143M 0% Sep 2022
FMR 978k $126M -2% Sep 2022
Huntington National Bank 852k $110M 1% Sep 2022
Amerivest Investment Management 815k $112M 2% Jun 2022
Raymond James & Associates 790k $102M -3% Sep 2022
Raymond James Financial Services Advisors 738k $95M -2% Sep 2022
CWM 585k $75M 1% Sep 2022
LVZ Advisors 581k $75M -2% Sep 2022
Commonwealth Equity Services 571k $79M -5% Jun 2022
MAI Wealth Advisors 535k $69M 3% Sep 2022
Betterment 533k $73M -3% Jun 2022
Financial Engines Advisors L.L.C 503k $65M -1% Sep 2022
HighTower Advisors 481k $62M -2% Sep 2022
Miracle Mile Advisors 434k $56M 3% Sep 2022
Home Federal Bank Of Tennessee 426k $55M 0% Sep 2022
Fifth Third Bancorp 416k $54M -2% Sep 2022
Northwestern Mutual Wealth Management Company 412k $57M 1% Jun 2022
First Republic Investment Management 409k $53M 5% Sep 2022
ValMark Advisers 409k $53M 14% Sep 2022
Allianz Asset Management 383k $49M -33% Sep 2022
Phillips Financial Management 356k $46M -2% Sep 2022
Strategic Wealth Partners 355k $46M 1% Sep 2022
Multi-Financial Securities 349k $48M 161% Jun 2022
Windmill Hill Asset Management 344k $44M -2% Sep 2022
First Hawaiian Bank 343k $44M 0% Sep 2022
Barclays 339k $44M -14% Sep 2022
Amarillo National Bank 333k $43M 1% Sep 2022
Probity Advisors 323k $45M 4% Jun 2022
Baird Financial 319k $41M 6% Sep 2022
Courier Capital Corp 310k $40M -1% Sep 2022
Salomon & Ludwin 309k $40M 0% Sep 2022
McKinley Carter Wealth Services 299k $38M 4% Sep 2022
Cambridge Investment Research Advisors 288k $37M -53% Sep 2022
Keybank National Association 277k $36M 3% Sep 2022
Bank Of Montreal 276k $39M -3% Sep 2022
Rehmann Capital Advisory 275k $38M 0% Jun 2022
Strategic Point Investment Advisors 270k $35M -1% Sep 2022
Smith Anglin Financial 268k $35M 12% Sep 2022
Varma Mutual Pension Insurance 267k $37M -84% Jun 2022
Northern Oak Capital Management 254k $35M 2% Jun 2022
Baker Avenue Asset Management 251k $34M -10% Jun 2022
United Capital Financial Advisers 249k $32M -5% Sep 2022
Texas Capital Bank Wealth Management Services 248k $32M -4% Sep 2022
Thrivent Financial for Lutherans 245k $34M 103% Jun 2022
Praetorian Wealth Management 245k $31M 1% Sep 2022
LPWM 244k $31M 7% Sep 2022
Relative Value Partners 243k $31M 0% Sep 2022
Banco Bilbao Vizcaya Argentaria 243k $33M -49% Jun 2022
Kestra Advisory Services 232k $30M 82% Sep 2022
Evoke Wealth 201k $26M -1% Sep 2022
Polaris Wealth Advisers 196k $26M -3% Sep 2022
Summit Investment Advisors 196k $27M -4% Jun 2022
Koss-Olinger Consulting 187k $26M 41% Jun 2022
Regions Bank 186k $24M 1% Sep 2022
Berkshire Money Management 180k $23M 253% Sep 2022
Greenleaf Trust 174k $22M 1% Sep 2022
Rockefeller Capital Management 170k $22M 3% Sep 2022
Mercer Global Advisors 170k $22M -3% Sep 2022
Captrust Financial Advisors 168k $22M 4% Sep 2022
Janney Montgomery Scott 164k $21M -11% Sep 2022
Carnick & Kubik 161k $21M 17% Sep 2022
Pinkerton Retirement Specialists 153k $21M 6% Jun 2022
Jones Financial Companies, L.L 153k $20M 1% Sep 2022
North Star Investment Management 151k $19M 2% Sep 2022
Financial Life Advisors 151k $19M -4% Sep 2022
Condor Capital Management 150k $19M 0% Sep 2022
Powell Investment Advisors 144k $19M 0% Sep 2022
Encompass Wealth Advisors 144k $18M -5% Sep 2022
Avitas Wealth Management 143k $18M 100% Sep 2022
Brian McDonald 139k $19M 9% Sep 2022
UnionBanCal Corporation 138k $18M -2% Sep 2022
Citadel Advisors 136k $19M 12% Jun 2022
Smith, Moore & Co. 136k $19M -5% Jun 2022
Lutz Financial Services 133k $17M -1% Sep 2022
Droms Strauss Advisors 133k $17M 6% Sep 2022
Bnp Paribas Arbitrage, Snc 130k $17M 26% Sep 2022
Traynor Capital Management 125k $16M -4% Sep 2022
Bank Of Oklahoma National Association / 123k $17M -2% Jun 2022
Pictet & Cie 119k $15M 0% Sep 2022
Banco Santander 116k $15M -6% Sep 2022
JFS Wealth Advisors 115k $15M 0% Sep 2022
Spire Wealth Management 113k $15M -25% Sep 2022
GHP Investment Advisors 113k $15M 0% Sep 2022
Umb Bank N A 113k $15M -7% Sep 2022
Babson Capital Management 111k $15M -70% Jun 2022
KWMG 110k $14M 2% Sep 2022
Gladstone Institutional Advisory 110k $14M 11% Sep 2022
Hanson McClain Advisors 110k $14M 31% Sep 2022
Sigma Planning 108k $14M 3% Sep 2022
Mma Asset Management 107k $14M 21% Sep 2022
Colony Group 106k $14M 148% Sep 2022
Peapack Gladstone Financial Corp 105k $14M 1% Jun 2022
Branch Banking & Trust Company 104k $13M 5% Sep 2022
Private Advisor 104k $13M -5% Sep 2022
First Merchants Bank, National Association 104k $13M 10% Sep 2022
Ironwood Wealth Management 103k $13M 2% Sep 2022
Warwick Investment Management 103k $14M 141% Jun 2022
Efficient Advisors 102k $13M -8% Sep 2022
Creative Planning 102k $13M -5% Sep 2022
SMI Advisory Services 102k $13M -11% Sep 2022
H D Vest Advisory Services 101k $13M 8% Sep 2022
BlackRock 100k $14M 100% Jun 2022
American International 99k $14M 12% Jun 2022
Northern Trust 98k $13M 1% Jun 2022
Greenup Street Wealth Management 97k $13M 15% Sep 2022
Ohe Financial 96k $13M 0% Jun 2022
FineMark National Bank & Trust 95k $13M 57% Jun 2022
55i 94k $13M 118% Jun 2022
Western Wealth Management 93k $12M 0% Sep 2022
Mml Investors Services 92k $13M 0% Jun 2022
RTD Financial Advisors 90k $12M 0% Sep 2022
MV Capital Management 89k $11M 3% Sep 2022
CX Institutional 88k $11M 22% Sep 2022
Financial Network Investment Corporation 88k $12M 6% Jun 2022
Narwhal Capital Management 86k $11M 0% Sep 2022
Financial Advocates Investment Management 84k $12M 0% Jun 2022
Citigroup 83k $11M 100% Sep 2022
Matthew Goff Investment Advisor 82k $11M 0% Sep 2022
Cetera Investment Advisers 81k $11M -15% Jun 2022
Platte River Wealth Advisors 81k $10M -4% Sep 2022
Sierra Capital 80k $10M 0% Sep 2022
Bank of Stockton Trust & Investment 79k $10M -20% Sep 2022
Alera Investment Advisors 77k $9.9M 0% Sep 2022
Resources Investment Advisors 77k $9.9M 3% Sep 2022
BDO Wealth Advisors 76k $9.8M 4% Sep 2022
Hancock Whitney Investment Services 75k $10M -1% Jun 2022
Ironwood Wealth Management 75k $9.9M 0% Sep 2022
Trustmark National Bank - Trust Department 75k $9.6M 3% Sep 2022
GW & Wade 73k $9.3M 5% Sep 2022
Capital Analysts 72k $9.9M -1% Jun 2022
ETF Portfolio Partners 72k $9.2M 7% Sep 2022
Prosperity Planning 72k $9.2M 13% Sep 2022
Jane Street 71k $9.2M 0% Sep 2022
National Asset Management 71k $9.1M 23% Sep 2022
Stone Asset Management 71k $9.1M 29% Sep 2022
Comerica Securities 70k $9.0M -1% Sep 2022
Peninsula Wealth 70k $9.7M 0% Jun 2022
J.w. Cole Advisors 65k $8.3M -17% Sep 2022
SG Americas Securities 39k $5.0M -45% Sep 2022
Bank of Nova Scotia 27k $3.5M -64% Sep 2022
Barber Financial 12k $1.5M -98% Sep 2022
Pensionmark Financial Group 5.5k $795k -97% Jun 2022
Clear Creek Financial Management 2.5k $319k -97% Sep 2022
Johnson Midwest Financial 224.00 $29k -100% Sep 2022

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

Fund or Company Name Date Sold Shares Held Valued At
CliftonLarsonAllen Wealth Advisors Jun 2022 680k $93M