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 | 18M | $3.3B | 5% | Mar 2024 |
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| Morgan Stanley | 12M | $2.3B | 100% | Mar 2024 |
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| Envestnet Asset Management | 12M | $2.2B | 100% | Mar 2024 |
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| Bank of America Corporation | 7.8M | $1.5B | 10% | Mar 2024 |
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| Wells Fargo & Company | 7.5M | $1.4B | -1% | Mar 2024 |
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| Goldman Sachs Group | 4.7M | $869M | -1% | Mar 2024 |
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| LPL Financial | 4.1M | $758M | 100% | Mar 2024 |
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| UBS Group | 3.5M | $655M | -1% | Mar 2024 |
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| Ameriprise Financial | 2.5M | $0 | 100% | Mar 2024 |
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| Stifel Financial | 2.4M | $453M | 10% | Mar 2024 |
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| Pnc Financial Services | 1.7M | $324M | 9% | Mar 2024 |
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| Us Bancorp | 1.5M | $288M | 10% | Mar 2024 |
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| CWM | 1.5M | $267M | -2% | Jun 2024 |
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| Envestnet Portfolio Solutions | 1.4M | $259M | 3% | Jun 2024 |
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| Cetera Investment Advisers | 1.4M | $264M | 100% | Mar 2024 |
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| Royal Bank of Canada | 1.3M | $237M | 3% | Mar 2024 |
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| BlackRock | 1.3M | $235M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 1.1M | $211M | 3% | Mar 2024 |
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| Commonwealth Equity Services | 1.1M | $202M | 16% | Mar 2024 |
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| M^T Bank Corporation | 1.1M | $201M | 0% | Mar 2024 |
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| Huntington National Bank | 1000k | $187M | 7% | Mar 2024 |
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| Park Avenue Securities | 917k | $167M | 2% | Jun 2024 |
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| Raymond James Financial Services Advisors | 860k | $157M | 0% | Jun 2024 |
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| FMR | 849k | $159M | 100% | Mar 2024 |
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| Raymond James & Associates | 821k | $149M | 5% | Jun 2024 |
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| MAI Wealth Advisors | 735k | $137M | 15% | Mar 2024 |
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| Mml Investors Services | 697k | $130M | 505% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 666k | $121M | -1% | Jun 2024 |
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| Miracle Mile Advisors | 652k | $119M | 4% | Jun 2024 |
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| Janney Montgomery Scott | 647k | $118M | 3% | Jun 2024 |
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| Manufacturers Life Insurance Company | 641k | $120M | -35% | Mar 2024 |
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| Lido Advisors | 595k | $111M | -32% | Mar 2024 |
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| Advisor Group Holdings | 563k | $105M | -37% | Mar 2024 |
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| Kestra Advisory Services | 551k | $103M | 5% | Mar 2024 |
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| Charles Schwab Investment Management | 519k | $97M | -6% | Mar 2024 |
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| HighTower Advisors | 515k | $96M | -9% | Mar 2024 |
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| Calamos Wealth Management | 473k | $86M | 1% | Jun 2024 |
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| McKinley Carter Wealth Services | 472k | $88M | 1% | Mar 2024 |
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| Strategic Wealth Partners | 463k | $87M | 100% | Mar 2024 |
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| Betterment | 447k | $83M | -3% | Mar 2024 |
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| LVZ Advisors | 435k | $79M | 1% | Jun 2024 |
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| Rehmann Capital Advisory | 433k | $81M | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 407k | $76M | 6% | Mar 2024 |
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| Home Federal Bank Of Tennessee | 393k | $72M | -1% | Jun 2024 |
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| Brian McDonald | 388k | $72M | 100% | Mar 2024 |
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| Bank of New York Mellon | 376k | $68M | 8% | Jun 2024 |
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| United Capital Financial Advisers | 371k | $69M | 332% | Mar 2024 |
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| Baird Financial | 367k | $69M | 12% | Mar 2024 |
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| Foundations Investment Advisors | 359k | $67M | 8% | Mar 2024 |
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| Cambridge Investment Research Advisors | 351k | $66M | 35% | Mar 2024 |
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| ValMark Advisers | 350k | $65M | -1% | Mar 2024 |
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| Bank Of Montreal | 339k | $64M | 16% | Mar 2024 |
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| Praetorian Wealth Management | 332k | $60M | 4% | Jun 2024 |
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| Resources Investment Advisors | 329k | $62M | 100% | Mar 2024 |
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| Barclays | 322k | $60M | 0% | Mar 2024 |
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| JB Capital | 303k | $55M | 8% | Jun 2024 |
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| Colony | 302k | $56M | 84% | Mar 2024 |
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| Amarillo National Bank | 301k | $55M | -3% | Jun 2024 |
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| Courier Capital Corp | 292k | $53M | -2% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 290k | $54M | 100% | Mar 2024 |
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| Fifth Third Bancorp | 289k | $53M | -6% | Jun 2024 |
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| Phillips Financial Management | 275k | $51M | -3% | Mar 2024 |
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| LPWM | 271k | $49M | 1% | Jun 2024 |
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| Frank, Rimerman Advisors | 270k | $50M | 100% | Mar 2024 |
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| Keybank National Association | 262k | $49M | 100% | Mar 2024 |
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| Halpern Financial | 261k | $48M | -1% | Jun 2024 |
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| Probity Advisors | 259k | $48M | -3% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 258k | $48M | 100% | Mar 2024 |
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| Rockefeller Capital Management | 252k | $47M | 0% | Mar 2024 |
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| Goss Wealth Management | 250k | $47M | 100% | Mar 2024 |
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| Salomon & Ludwin | 234k | $43M | -25% | Jun 2024 |
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| Strategic Point Investment Advisors | 234k | $44M | -22% | Mar 2024 |
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| Adviser Investments | 233k | $44M | -26% | Mar 2024 |
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| Evoke Wealth | 224k | $42M | 100% | Mar 2024 |
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| Regions Bank | 223k | $42M | 5% | Mar 2024 |
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| Smith Anglin Financial | 218k | $40M | -10% | Jun 2024 |
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| Northern Oak Capital Management | 209k | $39M | -7% | Mar 2024 |
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| Baker Avenue Asset Management | 205k | $38M | 2% | Mar 2024 |
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| Berkshire Money Management | 203k | $37M | 2% | Jun 2024 |
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| Smith, Moore & Co. | 199k | $37M | 100% | Mar 2024 |
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| Quantitative Strategies | 195k | $36M | -5% | Jun 2024 |
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| Atria Wealth Solutions | 193k | $35M | 0% | Jun 2024 |
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| Equitable Holdings | 190k | $35M | -17% | Mar 2024 |
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| Peninsula Wealth | 189k | $35M | 48% | Mar 2024 |
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| Platte River Wealth Advisors | 186k | $34M | 1% | Jun 2024 |
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| First Hawaiian Bank | 183k | $33M | -31% | Jun 2024 |
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| Amundi | 180k | $32M | 28% | Mar 2024 |
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| North Star Investment Management | 178k | $33M | 3% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 177k | $33M | 29% | Mar 2024 |
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| Pinkerton Retirement Specialists | 172k | $32M | 10% | Mar 2024 |
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| Foundation Wealth Management | 168k | $31M | 7% | Mar 2024 |
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| CX Institutional | 163k | $30M | -2% | Jun 2024 |
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| Greenleaf Trust | 161k | $29M | -4% | Jun 2024 |
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| Spire Wealth Management | 158k | $30M | 9% | Mar 2024 |
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| Thrivent Financial for Lutherans | 157k | $29M | 100% | Mar 2024 |
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| West Wealth Group | 155k | $29M | 100% | Mar 2024 |
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| Advocacy Wealth Management Services | 155k | $28M | 12% | Jun 2024 |
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| H D Vest Advisory Services | 155k | $29M | 63% | Mar 2024 |
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| Carnick & Kubik | 155k | $28M | -2% | Jun 2024 |
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| Per Stirling Capital Management | 153k | $29M | -21% | Mar 2024 |
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| Ohe Financial | 152k | $28M | 100% | Mar 2024 |
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| AE Wealth Management | 151k | $28M | -40% | Mar 2024 |
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| Financial Life Advisors | 150k | $28M | -1% | Mar 2024 |
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| Condor Capital Management | 150k | $28M | -1% | Mar 2024 |
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| Encompass Wealth Advisors | 148k | $28M | 100% | Mar 2024 |
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| Private Advisor | 141k | $26M | 21% | Mar 2024 |
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| Jones Financial Companies, L.L | 141k | $26M | 2% | Mar 2024 |
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| Powell Investment Advisors | 141k | $26M | 1% | Mar 2024 |
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| Summit Investment Advisors | 137k | $26M | -8% | Mar 2024 |
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| Northern Trust | 134k | $25M | 100% | Mar 2024 |
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| Droms Strauss Advisors | 134k | $25M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 134k | $25M | -18% | Mar 2024 |
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| JFS Wealth Advisors | 134k | $24M | -1% | Jun 2024 |
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| Atria Investments | 134k | $25M | 272% | Mar 2024 |
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| TD Waterhouse Canada | 133k | $31M | -13% | Mar 2024 |
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| Citigroup | 130k | $24M | 49% | Mar 2024 |
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| Austin Private Wealth | 124k | $23M | 13% | Jun 2024 |
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| Susquehanna International | 122k | $23M | 100% | Mar 2024 |
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| MV Capital Management | 121k | $23M | 0% | Mar 2024 |
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| Lutz Financial Services | 120k | $23M | -2% | Mar 2024 |
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| DDFG | 120k | $22B | 100% | Mar 2024 |
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| Principal Securities | 119k | $22M | 0% | Mar 2024 |
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| SRS Capital Advisors | 119k | $22M | -6% | Mar 2024 |
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| Pathstone Holdings | 119k | $22M | -1% | Mar 2024 |
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| Sigma Planning | 118k | $22M | 149% | Mar 2024 |
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| Creative Planning | 118k | $22M | 0% | Mar 2024 |
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| Quest Investment Management | 118k | $22M | 100% | Mar 2024 |
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| NISA Investment Advisors | 113k | $21M | 100% | Jun 2024 |
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| Stratos Wealth Partners | 113k | $21M | 4% | Jun 2024 |
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| Bank Of Oklahoma National Association / | 113k | $21M | -15% | Mar 2024 |
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| KWMG | 112k | $21M | -1% | Jun 2024 |
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| Ewa | 112k | $21M | -7% | Jun 2024 |
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| Change Path | 112k | $21M | 100% | Mar 2024 |
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| Milestone Group | 112k | $21M | -6% | Mar 2024 |
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| Hanson McClain Advisors | 112k | $21M | -1% | Jun 2024 |
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| Durante & Waters | 112k | $21M | -4% | Mar 2024 |
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| ETF Portfolio Partners | 108k | $20M | 6% | Jun 2024 |
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| Hartland & Co | 108k | $20M | 4% | Mar 2024 |
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| Banco Santander | 106k | $20M | -2% | Mar 2024 |
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| JSF Financial | 104k | $19M | 100% | Mar 2024 |
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| Prudential Financial | 103k | $19M | 365% | Mar 2024 |
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| Ironwood Wealth Management | 103k | $19M | 0% | Jun 2024 |
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| GHP Investment Advisors | 103k | $19M | -1% | Mar 2024 |
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| Concurrent Investment Advisors | 102k | $19M | 10% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 101k | $19M | 100% | Mar 2024 |
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| American International | 95k | $18M | -25% | Mar 2024 |
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| Cullen Frost Bankers | 95k | $18M | -5% | Mar 2024 |
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| SilverOak Wealth Management | 95k | $18M | -4% | Mar 2024 |
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| Gladstone Institutional Advisory | 94k | $18M | 3% | Mar 2024 |
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| Global Retirement Partners | 93k | $17M | 16% | Jun 2024 |
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| Greenup Street Wealth Management | 86k | $16M | -24% | Jun 2024 |
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Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| USA Financial Portformulas | Mar 2024 | 386k | $72M |
| Relative Value Partners | Mar 2024 | 140k | $24M |
| Davis Selected Advisers | Dec 2023 | 140k | $24M |
| Warwick Investment Management | Dec 2023 | 116k | $20M |
| Mesirow Financial Investment Management International Equity | Mar 2024 | 99k | $19M |