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
Wells Fargo & Company 8.3M $1.2B 9% Sep 2021
Envestnet Asset Management 4.4M $634M 0% Sep 2021
UBS Group 3.1M $448M 2% Sep 2021
Stifel Financial 2.6M $376M -2% Sep 2021
Ameriprise Financial 1.8M $266M 4% Sep 2021
LPL Financial 1.7M $252M 7% Sep 2021
Pnc Financial Services 1.3M $191M -2% Sep 2021
Amerivest Investment Management 1.1M $123M 18% Sep 2021
Advisor Group Holdings 1.1M $157M 1% Sep 2021
Us Bancorp 1.1M $155M 3% Sep 2021
FMR 1.0M $150M -1% Sep 2021

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M^T Bank Corporation 1.0M $149M -2% Sep 2021
Varma Mutual Pension Insurance 975k $142M 294% Sep 2021
Mariner Wealth Advisors 814k $118M 95% Sep 2021
CliftonLarsonAllen Wealth Advisors 731k $106M 2% Sep 2021
Raymond James & Associates 677k $99M -5% Sep 2021
LBMC Investment Advisors 648k $6.6M 1341% Sep 2021
Raymond James Financial Services Advisors 635k $92M 0% Sep 2021
LVZ Advisors 592k $86M 4% Sep 2021
Huntington National Bank 587k $85M 3% Sep 2021
Commonwealth Equity Services 583k $85M -5% Sep 2021
Betterment 577k $84M -2% Sep 2021
MAI Wealth Advisors 423k $62M 3% Sep 2021
Home Federal Bank Of Tennessee 422k $66M -1% Dec 2021
ValMark Advisers 400k $58M -1% Sep 2021
Barclays 381k $56M -8% Sep 2021
Harbour Investments 381k $55M 3% Sep 2021
Northwestern Mutual Wealth Management Company 379k $55M 3% Sep 2021
Financial Engines Advisors L.L.C 370k $54M 4% Sep 2021
Equitable Holdings 363k $53M -2% Sep 2021
First Hawaiian Bank 350k $55M -2% Dec 2021
Strategic Wealth Partners 347k $50M 100% Sep 2021
Phillips Financial Management 340k $49M 2% Sep 2021
First Republic Investment Management 334k $49M 2% Sep 2021
Salomon & Ludwin 322k $47M 1% Sep 2021
United Capital Financial Advisers 319k $46M -2% Sep 2021
Amarillo National Bank 318k $46M 19% Sep 2021
Courier Capital Corp 317k $50M 0% Dec 2021
Miracle Mile Advisors 313k $49M 20% Dec 2021
HighTower Advisors 304k $44M -4% Sep 2021
Probity Advisors 288k $42M 3% Sep 2021
Fifth Third Bancorp 285k $42M 0% Sep 2021
Baker Avenue Asset Management 277k $40M -2% Sep 2021
Keybank National Association 267k $39M -2% Sep 2021
Rehmann Capital Advisory 266k $39M -1% Sep 2021
McKinley Carter Wealth Services 264k $38M 9% Sep 2021
Cambridge Investment Research Advisors 263k $38M -57% Sep 2021
Northern Oak Capital Management 245k $36M 3% Sep 2021
Baird Financial 245k $36M 22% Sep 2021
Texas Capital Bank Wealth Management Services 242k $35M 0% Sep 2021
Relative Value Partners 234k $34M 0% Sep 2021
Praetorian Wealth Management 232k $36M 3% Dec 2021
Bank Of Montreal 231k $35M -1% Sep 2021
Thrivent Financial for Lutherans 228k $33M -17% Sep 2021
LPWM 227k $34M 3% Sep 2021
Summit Investment Advisors 215k $31M 2% Sep 2021
Spire Wealth Management 209k $33M 2% Dec 2021
Susquehanna International 207k $30M -14% Sep 2021
Allianz Asset Management 205k $30M 29% Sep 2021
Janney Montgomery Scott 198k $29M -25% Sep 2021
People's United Financial 196k $29M 2% Sep 2021
Bnp Paribas Arbitrage, Snc 188k $27M 3% Sep 2021
Polaris Wealth Advisers 180k $27M 0% Sep 2021
Quest Investment Management 180k $26M 0% Sep 2021
Efficient Advisors 179k $26M -10% Sep 2021
Greenleaf Trust 173k $25M -2% Sep 2021
Sigma Planning 166k $24M 3% Sep 2021
Encompass Wealth Advisors 161k $23M 1% Sep 2021
Brave Asset Management 161k $23M 1% Sep 2021
Financial Life Advisors 161k $23M 5% Sep 2021
Arch Capital Group 156k $23M 1% Sep 2021
Regions Bank 152k $22M -3% Sep 2021
UnionBanCal Corporation 152k $22M -3% Sep 2021
Traynor Capital Management 149k $22M -5% Sep 2021
Babson Capital Management 147k $21M -31% Sep 2021
Rockefeller Capital Management 147k $21M -10% Sep 2021
Condor Capital Management 146k $21M 1% Sep 2021
Jones Financial Companies, L.L 144k $22M -1% Sep 2021
Viridian Ria 144k $23M 100% Dec 2021
Strategic Point Investment Advisors 144k $21M 1% Sep 2021
Smith, Moore & Co. 140k $20M 1% Sep 2021
Lutz Financial Services 139k $20M -1% Sep 2021
Multi-Financial Securities 138k $20M 33% Sep 2021
Carnick & Kubik 138k $20M 2% Sep 2021
Umb Bank N A 137k $20M 0% Sep 2021
Alesco Advisors 133k $19M 0% Sep 2021
North Star Investment Management 133k $19M 3% Sep 2021
Powell Investment Advisors 127k $20M 4% Dec 2021
Mirsky Financial Management Corp. 125k $18M 2% Sep 2021
Bank Of Oklahoma National Association / 123k $18M 100% Sep 2021
Koss-Olinger Consulting 120k $17M 791% Sep 2021
Pictet & Cie 119k $17M 0% Sep 2021
Banco Santander 119k $17M 72% Sep 2021
American International 118k $17M 23% Sep 2021
GHP Investment Advisors 116k $17M -1% Sep 2021
Droms Strauss Advisors 116k $17M 1% Sep 2021
Private Advisor 115k $17M 22% Sep 2021
Colony Group 113k $17M -2% Sep 2021
Veritable 112k $16M 0% Sep 2021
Brian McDonald 111k $17M 8% Sep 2021
First Merchants Bank, National Association 107k $16M -1% Sep 2021
KWMG 104k $15M 3% Sep 2021
Moneta Group Investment Advisors 104k $15M 18% Sep 2021
Ohe Financial 103k $15M -4% Sep 2021
Peapack Gladstone Financial Corp 101k $15M 0% Sep 2021
Cetera Investment Advisers 99k $14M 2% Sep 2021
Branch Banking & Trust Company 92k $13M 1% Sep 2021
PFG Financial Advisors 91k $13M -5% Sep 2021
Platte River Wealth Advisors 91k $15M 10% Dec 2021
Creative Planning 91k $13M -1% Sep 2021
Bank of Stockton Trust & Investment 91k $13M 4% Sep 2021
Sierra Capital 91k $14M -2% Sep 2021
Ironwood Wealth Management 90k $13M 6% Sep 2021
Narwhal Capital Management 90k $13M -4% Sep 2021
Natixis Asset Management Advisors 90k $13M 2% Sep 2021
Mml Investors Services 89k $13M -1% Sep 2021
Northern Trust 88k $13M 1% Sep 2021
Mma Asset Management 88k $13M 1% Sep 2021
Willis Johnson & Associates 87k $13M -87% Sep 2021
Financial Advocates Investment Management 86k $13M -3% Sep 2021
Feltz Wealth PLAN 86k $13M 10% Sep 2021
JFS Wealth Advisors 86k $12M 643% Sep 2021
F3Logic 83k $12M -2% Sep 2021
Resources Investment Advisors 82k $12M -6% Sep 2021
GW & Wade 81k $12M 5% Sep 2021
MV Capital Management 80k $12M -1% Sep 2021
Wetherby Asset Management 78k $11M 0% Sep 2021
Kestra Advisory Services 77k $11M 4% Sep 2021
Ironwood Wealth Management 75k $12M 0% Dec 2021
Sterling Investment Advisors 75k $11M 1% Sep 2021
Comerica Securities 74k $11M -2% Sep 2021
Blue Zone Wealth Advisors 73k $11M 3% Sep 2021
Trustmark National Bank - Trust Department 73k $11M 1% Sep 2021
Capital Analysts 72k $11M -1% Sep 2021
Gladstone Institutional Advisory 72k $10M 37% Sep 2021
Financial Network Investment Corporation 71k $10M -14% Sep 2021
Occidental Asset Management 70k $10M 3% Sep 2021
Peninsula Wealth 70k $10M 1% Sep 2021
Kovitz Investment Group Partners 67k $9.7M 0% Sep 2021
ETF Portfolio Partners 66k $9.6M 3% Sep 2021
Matthew Goff Investment Advisor 64k $10M -11% Dec 2021
LWS Wealth Advisors 64k $9.3M 0% Sep 2021
SJA Financial Advisory 63k $9.2M -1% Sep 2021
Alera Investment Advisors 62k $9.0M 0% Sep 2021
Coho Partners 61k $9.6M 100% Dec 2021
Tamar Securities 61k $8.9M 5% Sep 2021
Crescent Capital Consulting 61k $9.4M 5% Dec 2021
Captrust Financial Advisors 61k $8.8M 100% Sep 2021
Farr Miller & Washington Llc/dc 60k $8.8M 2% Sep 2021
Beacon Pointe Advisors 60k $8.7M 7% Sep 2021
Modera Wealth Management 59k $8.6M -51% Sep 2021
Citadel Advisors 57k $8.3M -43% Sep 2021
RiverFront Investment Group 56k $8.1M -55% Sep 2021
Spotlight Asset Group 56k $8.1M -36% Sep 2021
Banco Bilbao Vizcaya Argentaria 51k $7.3M -49% Sep 2021
Silicon Valley Capital Partners 12k $1.7M -97% Sep 2021
Lido Advisors 11k $64M -99% Sep 2021
Schroder Investment Management Group 9.3k $1.4M -91% Sep 2021
Flagship Private Wealth 3.5k $507k -99% Sep 2021
Liberty Wealth Management 1.4k $199k -99% Sep 2021
Johnson Midwest Financial 44.00 $6.0k -100% Sep 2021

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

Fund or Company Name Date Sold Shares Held Valued At
CIBC Global Asset Management Jun 2021 344k $51M
Delta Investment Management Jun 2021 73k $11M
Bank Julius Baer & Co. Ltd, Zurich Jun 2021 69k $10M
J.w. Cole Advisors Jun 2021 61k $9.1M
Mitsubishi UFJ Asset Management Jun 2021 61k $8.9M