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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 28M | $5.9B | -2% | Mar 2026 |
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| Morgan Stanley | 15M | $3.2B | -2% | Mar 2026 |
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| LPL Financial | 11M | $2.2B | -5% | Mar 2026 |
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| Bank of America Corporation | 9.5M | $2.0B | 100% | Mar 2026 |
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| Wells Fargo & Company | 6.2M | $1.3B | -1% | Mar 2026 |
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| UBS Group | 3.6M | $769M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 3.3M | $696M | -3% | Mar 2026 |
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| Stifel Financial | 3.3M | $689M | 0% | Mar 2026 |
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| Ameriprise Financial | 3.0M | $635M | -2% | Mar 2026 |
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| BlackRock | 2.6M | $548M | -12% | Mar 2026 |
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| CWM | 2.6M | $547M | 37% | Dec 2025 |
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| Pnc Financial Services | 2.3M | $480M | -3% | Mar 2026 |
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| Park Avenue Securities | 2.2M | $464M | -11% | Mar 2026 |
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| Envestnet Portfolio Solutions | 2.1M | $454M | -15% | Mar 2026 |
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| Lido Advisors | 1.9M | $411M | 4% | Mar 2026 |
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| Raymond James Financial | 1.8M | $391M | 9% | Dec 2025 |
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| Mml Investors Services | 1.7M | $363M | -18% | Mar 2026 |
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| Goldman Sachs Group | 1.4M | $299M | -17% | Mar 2026 |
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| Royal Bank of Canada | 1.4M | $295M | 11% | Mar 2026 |
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| Janney Montgomery Scott | 1.3M | $285M | -8% | Mar 2026 |
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| Colony | 1.2M | $260M | 134% | Dec 2025 |
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| Cassaday & Co Wealth Management | 1.2M | $253M | 4% | Mar 2026 |
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| Bank of New York Mellon | 1.1M | $240M | -3% | Mar 2026 |
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| Mariner Wealth Advisors | 1.1M | $238M | -5% | Mar 2026 |
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| Foundations Investment Advisors | 1.1M | $235M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 1.0M | $219M | -4% | Mar 2026 |
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| MAI Wealth Advisors | 1.0M | $213M | -1% | Mar 2026 |
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| Sofi Wealth | 980k | $207M | 0% | Mar 2026 |
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| Resources Investment Advisors | 966k | $204M | -2% | Mar 2026 |
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| Sanctuary Advisors | 902k | $191M | -7% | Mar 2026 |
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| Goss Wealth Management | 859k | $181M | -6% | Mar 2026 |
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| FMR | 820k | $174M | -1% | Dec 2025 |
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| JB Capital | 809k | $171M | -12% | Mar 2026 |
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| M^T Bank Corporation | 786k | $166M | -4% | Mar 2026 |
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| Advisor Group Holdings | 742k | $157M | 3% | Dec 2025 |
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| Rehmann Capital Advisory | 717k | $151M | 5% | Mar 2026 |
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| HighTower Advisors | 664k | $140M | 1% | Mar 2026 |
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| United Capital Financial Advisers | 661k | $140M | -10% | Mar 2026 |
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| Calamos Advisors | 619k | $131M | 2586% | Mar 2026 |
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| Calamos Wealth Management | 596k | $126M | 2% | Mar 2026 |
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| LVZ Advisors | 573k | $121M | -3% | Mar 2026 |
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| Branch Banking & Trust Company | 559k | $118M | -5% | Mar 2026 |
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| Fifth Third Bancorp | 557k | $118M | 133% | Mar 2026 |
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| Cambridge Investment Research Advisors | 540k | $114M | 5% | Mar 2026 |
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| Huntington National Bank | 537k | $114M | -6% | Dec 2025 |
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| Kestra Investment Management | 520k | $110M | 96% | Mar 2026 |
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| HPM Partners | 518k | $109M | 167% | Mar 2026 |
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| Advocacy Wealth Management Services | 511k | $108M | -3% | Mar 2026 |
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| Jones Financial Companies, L.L | 484k | $103M | 14% | Dec 2025 |
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| Us Bancorp | 467k | $99M | 19% | Dec 2025 |
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| Manufacturers Life Insurance Company | 439k | $93M | 100% | Mar 2026 |
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| Ascent Group | 427k | $91M | 38% | Dec 2025 |
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| Rockefeller Capital Management | 426k | $90M | 4% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 418k | $88M | -8% | Mar 2026 |
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| Kestra Advisory Services | 387k | $82M | 10% | Mar 2026 |
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| Home Federal Bank Of Tennessee | 385k | $81M | -2% | Mar 2026 |
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| AE Wealth Management | 372k | $79M | -3% | Mar 2026 |
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| Moneta Group Investment Advisors | 371k | $78M | 2% | Mar 2026 |
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| Betterment | 370k | $78M | -2% | Dec 2025 |
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| Brian McDonald | 341k | $72M | -5% | Dec 2025 |
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| Thrivent Financial for Lutherans | 335k | $71M | 1% | Mar 2026 |
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| LPWM | 332k | $70M | 1% | Mar 2026 |
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| Austin Private Wealth | 330k | $70M | 39% | Dec 2025 |
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| Atria Investments | 310k | $65M | -4% | Mar 2026 |
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| Private Advisor | 303k | $64M | -8% | Mar 2026 |
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| Change Path | 298k | $63M | -4% | Mar 2026 |
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| Probity Advisors | 297k | $63M | 2% | Mar 2026 |
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| Courier Capital Corp | 295k | $62M | 0% | Mar 2026 |
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| Baird Financial | 295k | $62M | 4% | Dec 2025 |
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| Bank Of Montreal | 292k | $62M | 100% | Mar 2026 |
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| Equitable Holdings | 288k | $61M | -2% | Mar 2026 |
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| ValMark Advisers | 283k | $60M | -1% | Mar 2026 |
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| Harbour Investments | 283k | $60M | 594% | Mar 2026 |
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| Miracle Mile Advisors | 277k | $59M | -16% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 276k | $58M | -5% | Mar 2026 |
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| Icon Wealth Advisors | 275k | $61M | -4% | Mar 2026 |
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| Barclays | 266k | $56M | 1% | Dec 2025 |
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| Amarillo National Bank | 266k | $56M | 3% | Mar 2026 |
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| Triad Wealth Partners | 260k | $55M | 31% | Mar 2026 |
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| Modern Wealth Management | 257k | $54M | 15% | Dec 2025 |
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| Evoke Wealth | 245k | $52M | 0% | Dec 2025 |
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| West Wealth Group | 245k | $52M | 14% | Mar 2026 |
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| Strategic Point Investment Advisors | 245k | $52M | 1% | Mar 2026 |
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| Regions Bank | 240k | $51M | 2% | Mar 2026 |
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| Pensionmark Financial Group | 239k | $50M | -1% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 231k | $49M | -3% | Dec 2025 |
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| Baker Avenue Asset Management | 218k | $46M | 2% | Mar 2026 |
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| We Are One Seven | 216k | $46M | 95% | Dec 2025 |
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| Greenup Street Wealth Management | 209k | $44M | 4% | Mar 2026 |
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| CX Institutional | 209k | $44M | -33% | Mar 2026 |
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| Warren Averett Asset Management | 207k | $44M | 49% | Dec 2025 |
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| Perigon Wealth Management | 200k | $42M | -4% | Mar 2026 |
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| Smith, Moore & Co. | 199k | $42M | -1% | Mar 2026 |
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| Mesirow Financial Investment Management International Equity | 194k | $41M | 111% | Mar 2026 |
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| North Star Investment Management | 194k | $41M | 4% | Mar 2026 |
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| Keybank National Association | 194k | $41M | -4% | Mar 2026 |
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| Northern Trust | 190k | $40M | 1% | Dec 2025 |
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| Sharkey, Howes & Javer | 188k | $40M | -8% | Mar 2026 |
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| Salomon & Ludwin | 186k | $39M | -2% | Mar 2026 |
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| Creative Planning | 184k | $39M | 15% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 184k | $39M | 34% | Dec 2025 |
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| Foundation Wealth Management | 182k | $39M | 0% | Mar 2026 |
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| Inlight Wealth Management | 179k | $200k | 0% | Mar 2026 |
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| Stone House Investment Management | 177k | $37M | -11% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 174k | $37M | 14% | Mar 2026 |
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| Encompass Wealth Advisors | 172k | $36M | 0% | Mar 2026 |
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| Financial Life Advisors | 167k | $35M | 0% | Mar 2026 |
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| High Falls Advisors | 167k | $35M | 42% | Dec 2025 |
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| Steel Peak Wealth Management | 166k | $35M | -19% | Mar 2026 |
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| Wealth Alliance | 165k | $35M | 27% | Dec 2025 |
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| Integrity Alliance | 161k | $34M | 6% | Mar 2026 |
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| McKinley Carter Wealth Services | 160k | $34M | 30% | Mar 2026 |
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| Gallagher Capital Advisors | 159k | $18M | 3223% | Mar 2026 |
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| Farther Finance Advisors | 158k | $33M | -11% | Mar 2026 |
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| Powell Investment Advisors | 158k | $33M | 2% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156k | $33M | -30% | Mar 2026 |
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| Greenleaf Trust | 156k | $33M | -3% | Mar 2026 |
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| NorthRock Partners | 156k | $33M | -5% | Mar 2026 |
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| CLS Investments | 156k | $33M | -16% | Mar 2026 |
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| Ewa | 156k | $33M | -6% | Mar 2026 |
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| Horst & Graben Wealth Management | 155k | $34M | 3% | Mar 2026 |
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| IFP Advisors | 153k | $32M | 72% | Mar 2026 |
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| Berkshire Money Management | 151k | $32M | -1% | Mar 2026 |
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| Stratos Wealth Partners | 150k | $32M | -1% | Mar 2026 |
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| Condor Capital Management | 150k | $32M | 0% | Mar 2026 |
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| Global Retirement Partners | 149k | $32M | 56% | Dec 2025 |
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| Pettinga Financial Advisors | 149k | $31M | -7% | Mar 2026 |
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| Beacon Pointe Advisors | 146k | $31M | 80% | Dec 2025 |
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| PAX Financial Group | 145k | $31M | 3% | Mar 2026 |
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| PKS Advisory Services | 141k | $3.0M | 947% | Mar 2026 |
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| Brookstone Capital Management | 140k | $30M | -2% | Mar 2026 |
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| Phillips Financial Management | 139k | $29M | -21% | Mar 2026 |
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| Northern Oak Capital Management | 138k | $29M | -7% | Dec 2025 |
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| TD Waterhouse Canada | 136k | $29M | -18% | Mar 2026 |
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| UMA Financial Services | 135k | $29M | -5% | Mar 2026 |
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| Vestmark Advisory Solutions | 135k | $29M | 5% | Mar 2026 |
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| Security Financial Services | 134k | $28M | -7% | Mar 2026 |
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| Waterway Wealth Management | 132k | $19M | -15% | Mar 2026 |
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| JFS Wealth Advisors | 131k | $28M | 7% | Mar 2026 |
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| One Wealth Advisors | 131k | $28M | -2% | Mar 2026 |
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| Droms Strauss Advisors | 130k | $27M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 129k | $28M | -3% | Dec 2025 |
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| Liberty Wealth Management | 129k | $27M | 19% | Mar 2026 |
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| Praetorian Wealth Management | 128k | $28M | -1% | Mar 2026 |
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| Principal Securities | 128k | $27M | -10% | Mar 2026 |
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| CI Private Wealth | 126k | $27M | 2% | Mar 2026 |
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| Sentinus | 125k | $27M | 7% | Mar 2026 |
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| KWMG | 124k | $26M | 3% | Mar 2026 |
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| Keystone Financial Services | 123k | $26M | 22% | Mar 2026 |
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| DDFG | 123k | $26B | 2% | Mar 2026 |
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| Spire Wealth Management | 121k | $26M | -3% | Mar 2026 |
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| Stokes Family Office | 121k | $26M | -22% | Mar 2026 |
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| Kelly Financial Services | 119k | $25M | -8% | Mar 2026 |
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| Mercer Global Advisors | 112k | $24M | -27% | Mar 2026 |
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| Steward Partners Investment Advisory | 101k | $21M | -31% | Mar 2026 |
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| Bank Of Oklahoma National Association / | 93k | $20M | -31% | Mar 2026 |
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| Koss-Olinger Consulting | 93k | $20M | -34% | Mar 2026 |
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| Davis Selected Advisers | 12k | $2.5M | -91% | Mar 2026 |
|
Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 18M | $3.7B |
| Two Sigma Investments | Dec 2025 | 313k | $66M |
| Quest Investment Management | Dec 2025 | 151k | $32M |