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 Actions
Jpmorgan Chase & Co 17M $2.9B 0% Dec 2023
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Wells Fargo & Company 7.6M $1.3B 0% Dec 2023
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Bank of America Corporation 7.1M $1.2B -2% Dec 2023
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Goldman Sachs Group 4.7M $815M 55% Dec 2023
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UBS Group 3.6M $619M 0% Dec 2023
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Stifel Financial 2.2M $382M 1% Dec 2023
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Pnc Financial Services 1.6M $276M 7% Dec 2023
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CWM 1.5M $280M 228% Mar 2024
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Us Bancorp 1.4M $243M 5% Dec 2023
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Royal Bank of Canada 1.2M $214M 0% Dec 2023
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Mariner Wealth Advisors 1.1M $191M 0% Dec 2023
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M^T Bank Corporation 1.1M $188M -2% Dec 2023
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Commonwealth Equity Services 934k $162M -7% Dec 2023
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Huntington National Bank 930k $162M 4% Dec 2023
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Park Avenue Securities 903k $169M 1337% Mar 2024
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Advisor Group Holdings 892k $155M -14% Dec 2023
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Lido Advisors 880k $153M 0% Dec 2023
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Raymond James & Associates 782k $136M 6% Dec 2023
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Raymond James Financial Services Advisors 732k $127M -2% Dec 2023
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Miracle Mile Advisors 709k $123M 38% Dec 2023
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CliftonLarsonAllen Wealth Advisors 657k $114M 0% Dec 2023
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MAI Wealth Advisors 638k $111M 2% Dec 2023
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HighTower Advisors 567k $99M 3% Dec 2023
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Charles Schwab Investment Management 550k $96M -9% Dec 2023
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Kestra Advisory Services 527k $92M 16% Dec 2023
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Calamos Wealth Management 473k $82M 778% Dec 2023
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McKinley Carter Wealth Services 469k $82M -22% Dec 2023
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Betterment 461k $80M -3% Dec 2023
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LVZ Advisors 451k $78M -2% Dec 2023
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Home Federal Bank Of Tennessee 405k $70M 0% Dec 2023
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Branch Banking & Trust Company 386k $67M 3% Dec 2023
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USA Financial Portformulas 377k $66M 6282117% Dec 2023
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Smith Anglin Financial 376k $65M 5% Dec 2023
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ValMark Advisers 354k $62M -4% Dec 2023
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Foundations Investment Advisors 333k $59M 137% Dec 2023
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Baird Financial 327k $57M 2% Dec 2023
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Fifth Third Bancorp 327k $57M -6% Dec 2023
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Barclays 322k $56M 0% Dec 2023
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Praetorian Wealth Management 320k $60M 6% Mar 2024
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Salomon & Ludwin 315k $48M 0% Dec 2023
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Adviser Investments 314k $55M 100% Dec 2023
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Amarillo National Bank 311k $54M 0% Dec 2023
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Courier Capital Corp 301k $52M -1% Dec 2023
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Strategic Point Investment Advisors 298k $52M -1% Dec 2023
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Bank Of Montreal 294k $51M -6% Dec 2023
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Phillips Financial Management 284k $49M -2% Dec 2023
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Probity Advisors 268k $47M -5% Dec 2023
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First Hawaiian Bank 266k $50M -19% Mar 2024
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Halpern Financial 264k $49M -1% Mar 2024
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LPWM 263k $46M 3% Dec 2023
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Cambridge Investment Research Advisors 259k $45M -18% Dec 2023
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Rockefeller Capital Management 253k $44M 11% Dec 2023
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AE Wealth Management 251k $44M 522% Dec 2023
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Moneta Group Investment Advisors 233k $41M 0% Dec 2023
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Envestnet Portfolio Solutions 228k $40M 100% Dec 2023
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Northern Oak Capital Management 226k $39M -2% Dec 2023
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Evoke Wealth 219k $38M 0% Dec 2023
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Regions Bank 212k $37M 9% Dec 2023
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Baker Avenue Asset Management 201k $35M 4% Dec 2023
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Berkshire Money Management 196k $34M -28% Dec 2023
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Quantitative Strategies 187k $32M 0% Dec 2023
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CX Institutional 175k $31M -15% Dec 2023
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Greenleaf Trust 174k $30M -1% Dec 2023
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North Star Investment Management 173k $30M 1% Dec 2023
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Greenup Street Wealth Management 166k $29M 32% Dec 2023
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Colony 164k $29M 100% Dec 2023
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Platte River Wealth Advisors 164k $28M 96% Dec 2023
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Captrust Financial Advisors 163k $28M 10% Dec 2023
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Carnick & Kubik 161k $28M -1% Dec 2023
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Pinkerton Retirement Specialists 157k $27M 212% Dec 2023
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Foundation Wealth Management 157k $27M 30% Dec 2023
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TD Waterhouse Canada 153k $34M 1% Dec 2023
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Financial Life Advisors 152k $26M -15% Dec 2023
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Condor Capital Management 152k $26M 0% Dec 2023
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Janney Montgomery Scott 151k $26M 4% Dec 2023
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Relative Value Partners 149k $26M -5% Dec 2023
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Summit Investment Advisors 149k $26M -8% Dec 2023
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Spire Wealth Management 145k $25M -4% Dec 2023
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Amundi 141k $25M 118% Dec 2023
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Davis Selected Advisers 140k $24M 713% Dec 2023
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Powell Investment Advisors 139k $24M 1% Dec 2023
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Bnp Paribas Arbitrage, Snc 137k $24M -12% Dec 2023
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Droms Strauss Advisors 134k $23M -2% Dec 2023
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Bank Of Oklahoma National Association / 133k $23M 36% Dec 2023
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Peninsula Wealth 128k $22M 59% Dec 2023
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SRS Capital Advisors 127k $22M -2% Dec 2023
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American International 126k $22M 187% Dec 2023
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JFS Wealth Advisors 125k $22M 14% Dec 2023
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Lutz Financial Services 122k $21M -2% Dec 2023
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MV Capital Management 121k $21M -4% Dec 2023
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Pathstone Holdings 120k $21M 100% Dec 2023
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Milestone Group 119k $21M -8% Dec 2023
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Principal Securities 119k $21M 100% Dec 2023
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Creative Planning 119k $21M 2% Dec 2023
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Private Advisor 117k $20M 1% Dec 2023
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GW & Wade 116k $20M 4% Dec 2023
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Durante & Waters 116k $20M 100% Dec 2023
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Warwick Investment Management 116k $20M -35% Dec 2023
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KWMG 114k $20M -2% Dec 2023
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Hanson McClain Advisors 112k $20M 5% Dec 2023
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Banco Santander 108k $19M 1% Dec 2023
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GHP Investment Advisors 104k $18M -2% Dec 2023
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Hartland & Co 103k $18M 3% Dec 2023
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Ironwood Wealth Management 103k $18M -2% Dec 2023
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Cullen Frost Bankers 100k $17M 2% Dec 2023
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SilverOak Wealth Management 98k $17M 100% Dec 2023
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Avitas Wealth Management 98k $17M 4% Dec 2023
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H D Vest Advisory Services 95k $17M -17% Dec 2023
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Mma Asset Management 94k $16M -5% Dec 2023
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Gladstone Institutional Advisory 92k $16M -1% Dec 2023
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Savant Capital Management 91k $16M 3% Dec 2023
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Rsm Us Wealth Management 91k $16M 799% Dec 2023
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Mercer Global Advisors 90k $16M 0% Dec 2023
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First Merchants Bank, National Association 89k $15M -1% Dec 2023
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Narwhal Capital Management 88k $15M 0% Dec 2023
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Beacon Pointe Advisors 88k $15M 3% Dec 2023
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Citigroup 87k $15M -16% Dec 2023
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Umb Bank N A 86k $15M -1% Dec 2023
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United Capital Financial Advisers 86k $15M -46% Dec 2023
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LWS Wealth Advisors 85k $15M 5% Dec 2023
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Alesco Advisors 85k $15M -22% Dec 2023
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RTD Financial Advisors 84k $15M -2% Dec 2023
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Matthew Goff Investment Advisor 83k $15M -1% Dec 2023
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Prosperity Planning 83k $15M 4% Dec 2023
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FineMark National Bank & Trust 82k $14M -7% Dec 2023
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Occidental Asset Management 81k $14M 1% Dec 2023
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Feltz Wealth PLAN 80k $14M 0% Dec 2023
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Wealth Enhancement Advisory Services 80k $14M -4% Dec 2023
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HPM Partners 79k $14M 11% Dec 2023
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Financial Advocates Investment Management 77k $7.3M 9% Dec 2023
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Clear Creek Financial Management 76k $13M 312% Dec 2023
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Modera Wealth Management 75k $13M 0% Dec 2023
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ETF Portfolio Partners 74k $13M 0% Dec 2023
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Alera Investment Advisors 74k $13M 0% Dec 2023
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Kmg Fiduciary Partners 73k $14M 1% Mar 2024
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Atria Wealth Solutions 72k $13M 2% Dec 2023
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Ironwood Wealth Management 72k $12M -2% Dec 2023
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Trust Point 72k $12M 100% Dec 2023
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Stratos Wealth Partners 71k $12M 22% Dec 2023
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Invst 70k $12M 4306% Dec 2023
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Traynor Capital Management 70k $12M -21% Dec 2023
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Global Retirement Partners 69k $12M 4% Dec 2023
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Efficient Advisors 67k $12M -8% Dec 2023
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Citizens Financial Group 67k $12M 4% Dec 2023
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Guardian Wealth Advisors 66k $11M -2% Dec 2023
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Pictet & Cie 65k $11M 0% Dec 2023
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Catalyst Financial Partners 65k $11M -11% Dec 2023
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Wetherby Asset Management 65k $11M 0% Dec 2023
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Camarda Wealth Advisory 65k $11M 22% Dec 2023
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Sepio Capital 63k $11M 1% Dec 2023
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J.w. Cole Advisors 62k $11M -7% Dec 2023
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Citadel Advisors 53k $9.2M -42% Dec 2023
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Sigma Planning 48k $8.3M -54% Dec 2023
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CI Private Wealth 35k $6.0M -91% Dec 2023
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Millennium Management 20k $3.5M -84% Dec 2023
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Texas Capital Bank Wealth Management Services 12k $2.0M -90% Dec 2023
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Pensionmark Financial Group 2.1k $365k -98% Dec 2023
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Who sold out of iShares S&P 500 Value Index?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2023 295k $45M
Churchill Management Corp. Sep 2023 121k $19M