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 | 17M | $2.8B | -6% | Jun 2023 |
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| Morgan Stanley | 11M | $1.8B | -3% | Jun 2023 |
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| Wells Fargo & Company | 8.1M | $1.3B | -7% | Jun 2023 |
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| Bank of America Corporation | 7.0M | $1.1B | 0% | Jun 2023 |
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| Envestnet Asset Management | 4.0M | $652M | 4% | Jun 2023 |
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| UBS Group | 3.6M | $588M | -2% | Jun 2023 |
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| Goldman Sachs Group | 3.1M | $492M | -6% | Jun 2023 |
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| Ameriprise Financial | 2.7M | $431M | 11% | Jun 2023 |
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| Stifel Financial | 2.1M | $345M | -3% | Jun 2023 |
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| LPL Financial | 1.9M | $309M | -2% | Jun 2023 |
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| Pnc Financial Services | 1.4M | $230M | 1% | Jun 2023 |
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| Us Bancorp | 1.3M | $214M | 3% | Jun 2023 |
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| Royal Bank of Canada | 1.2M | $186M | -3% | Jun 2023 |
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| M^T Bank Corporation | 1.1M | $182M | -3% | Jun 2023 |
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| Mariner Wealth Advisors | 1.1M | $173M | -5% | Jun 2023 |
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| Advisor Group Holdings | 1.0M | $167M | -1% | Jun 2023 |
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| Huntington National Bank | 956k | $154M | 0% | Jun 2023 |
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| FMR | 907k | $146M | -3% | Jun 2023 |
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| Lido Advisors | 792k | $128M | -10% | Jun 2023 |
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| Commonwealth Equity Services | 778k | $125M | 4% | Jun 2023 |
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| Raymond James Financial Services Advisors | 766k | $124M | 5% | Jun 2023 |
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| Raymond James & Associates | 750k | $121M | -4% | Jun 2023 |
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| Amerivest Investment Management | 665k | $107M | -5% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 662k | $107M | 0% | Jun 2023 |
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| MAI Wealth Advisors | 626k | $101M | 4% | Jun 2023 |
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| McKinley Carter Wealth Services | 593k | $96M | 22% | Jun 2023 |
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| CWM | 562k | $91M | 1% | Jun 2023 |
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| HighTower Advisors | 511k | $82M | -2% | Jun 2023 |
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| Betterment | 485k | $78M | -3% | Jun 2023 |
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| Miracle Mile Advisors | 483k | $78M | -5% | Jun 2023 |
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| LVZ Advisors | 478k | $77M | -2% | Jun 2023 |
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| Manufacturers Life Insurance Company | 461k | $74M | 22056% | Jun 2023 |
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| Strategic Wealth Partners | 447k | $72M | 11% | Jun 2023 |
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| First Republic Investment Management | 409k | $66M | -10% | Jun 2023 |
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| Home Federal Bank Of Tennessee | 408k | $66M | -2% | Jun 2023 |
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| ValMark Advisers | 372k | $60M | -7% | Jun 2023 |
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| Equitable Holdings | 357k | $58M | 6% | Jun 2023 |
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| Fifth Third Bancorp | 348k | $56M | 3% | Jun 2023 |
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| Multi-Financial Securities | 345k | $56M | 1% | Jun 2023 |
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| Rehmann Capital Advisory | 339k | $55M | 11% | Jun 2023 |
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| First Hawaiian Bank | 335k | $54M | -2% | Jun 2023 |
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| Smith Anglin Financial | 331k | $53M | 4% | Jun 2023 |
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| Barclays | 330k | $53M | 0% | Jun 2023 |
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| Baird Financial | 328k | $53M | 0% | Jun 2023 |
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| Financial Engines Advisors L.L.C | 325k | $52M | -5% | Jun 2023 |
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| Amarillo National Bank | 316k | $51M | 0% | Jun 2023 |
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| Bank Of Montreal | 314k | $51M | 7% | Jun 2023 |
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| Salomon & Ludwin | 314k | $51M | 1% | Jun 2023 |
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| Kestra Advisory Services | 310k | $50M | 46% | Jun 2023 |
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| Courier Capital Corp | 308k | $50M | 0% | Jun 2023 |
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| Phillips Financial Management | 299k | $48M | -11% | Jun 2023 |
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| Strategic Point Investment Advisors | 298k | $48M | -2% | Jun 2023 |
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| Probity Advisors | 291k | $47M | -10% | Jun 2023 |
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| Halpern Financial | 283k | $46M | 4% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 278k | $45M | 0% | Jun 2023 |
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| Koss-Olinger Consulting | 272k | $44M | 2% | Jun 2023 |
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| Frank, Rimerman Advisors | 270k | $44M | 0% | Jun 2023 |
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| Polaris Wealth Advisers | 269k | $43M | 93% | Jun 2023 |
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| Keybank National Association | 260k | $42M | -2% | Jun 2023 |
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| Praetorian Wealth Management | 258k | $42M | 2% | Jun 2023 |
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| Cambridge Investment Research Advisors | 255k | $41M | 3% | Jun 2023 |
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| LPWM | 251k | $41M | 1% | Jun 2023 |
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| Northern Oak Capital Management | 241k | $39M | -3% | Jun 2023 |
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| Relative Value Partners | 235k | $38M | -2% | Jun 2023 |
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| Berkshire Money Management | 235k | $38M | 0% | Jun 2023 |
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| Varma Mutual Pension Insurance | 231k | $37M | -76% | Jun 2023 |
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| Moneta Group Investment Advisors | 219k | $35M | 23% | Jun 2023 |
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| Rockefeller Capital Management | 216k | $35M | -6% | Jun 2023 |
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| Branch Banking & Trust Company | 202k | $33M | -5% | Jun 2023 |
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| United Capital Financial Advisers | 201k | $32M | -4% | Jun 2023 |
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| Regions Bank | 198k | $32M | 14% | Jun 2023 |
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| Warwick Investment Management | 178k | $29M | 86% | Jun 2023 |
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| Quantitative Strategies | 178k | $29M | 100% | Jun 2023 |
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| Financial Life Advisors | 177k | $29M | 1% | Jun 2023 |
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| Baker Avenue Asset Management | 177k | $29M | -14% | Jun 2023 |
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| Greenleaf Trust | 176k | $28M | -1% | Jun 2023 |
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| Cetera Investment Advisers | 172k | $28M | 0% | Jun 2023 |
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| North Star Investment Management | 172k | $28M | 1% | Jun 2023 |
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| Summit Investment Advisors | 170k | $27M | -3% | Jun 2023 |
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| Financial Network Investment Corporation | 169k | $27M | 6% | Jun 2023 |
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| Evoke Wealth | 168k | $27M | -1% | Jun 2023 |
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| Bnp Paribas Arbitrage, Snc | 166k | $27M | 38% | Jun 2023 |
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| Smith, Moore & Co. | 163k | $26M | 26% | Jun 2023 |
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| Janney Montgomery Scott | 158k | $26M | -2% | Jun 2023 |
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| Carnick & Kubik | 157k | $25M | 1% | Jun 2023 |
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| Condor Capital Management | 151k | $24M | 0% | Jun 2023 |
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| Private Advisor | 150k | $24M | 10% | Jun 2023 |
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| Per Stirling Capital Management | 150k | $24M | -11% | Jun 2023 |
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| Spire Wealth Management | 149k | $24M | 4% | Jun 2023 |
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| Captrust Financial Advisors | 145k | $23M | -8% | Jun 2023 |
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| Encompass Wealth Advisors | 141k | $23M | 0% | Jun 2023 |
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| Jones Financial Companies, L.L | 141k | $23M | -2% | Jun 2023 |
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| Powell Investment Advisors | 137k | $22M | -6% | Jun 2023 |
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| Droms Strauss Advisors | 136k | $22M | -1% | Jun 2023 |
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| Milestone Group | 133k | $21M | -3% | Jun 2023 |
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| CX Institutional | 131k | $21M | 4% | Jun 2023 |
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| Mma Asset Management | 129k | $21M | 4% | Jun 2023 |
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| H D Vest Advisory Services | 129k | $21M | 27% | Jun 2023 |
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| DDFG | 128k | $21B | 0% | Jun 2023 |
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| Churchill Management Corp. | 127k | $21M | 32% | Jun 2023 |
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| Texas Capital Bank Wealth Management Services | 126k | $20M | -8% | Jun 2023 |
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| Lutz Financial Services | 126k | $20M | -1% | Jun 2023 |
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| Veritable | 121k | $20M | -2% | Jun 2023 |
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| Greenup Street Wealth Management | 121k | $19M | 36% | Jun 2023 |
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| MV Capital Management | 119k | $19M | 18% | Jun 2023 |
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| Robertson Stephens Wealth Management | 118k | $19M | -3% | Jun 2023 |
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| Quest Investment Management | 118k | $19M | 0% | Jun 2023 |
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| KWMG | 116k | $19M | 4% | Jun 2023 |
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| Alesco Advisors | 115k | $19M | -1% | Jun 2023 |
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| SMI Advisory Services | 111k | $16M | 9% | Mar 2023 |
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| Creative Planning | 110k | $18M | 4% | Jun 2023 |
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| Thrivent Financial for Lutherans | 109k | $18M | -4% | Jun 2023 |
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| Foundation Wealth Management | 109k | $18M | 2% | Jun 2023 |
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| GW & Wade | 108k | $18M | 5% | Jun 2023 |
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| Hanson McClain Advisors | 108k | $17M | -4% | Jun 2023 |
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| Sigma Planning | 108k | $17M | -5% | Jun 2023 |
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| GHP Investment Advisors | 108k | $18M | -3% | Jun 2023 |
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| Ohe Financial | 108k | $17M | 4% | Jun 2023 |
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| JFS Wealth Advisors | 107k | $17M | 2% | Jun 2023 |
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| Ironwood Wealth Management | 105k | $17M | 1% | Jun 2023 |
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| Northern Trust | 105k | $17M | -1% | Jun 2023 |
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| Colony Group | 105k | $17M | 0% | Jun 2023 |
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| Mml Investors Services | 101k | $16M | 12% | Jun 2023 |
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| Peapack Gladstone Financial Corp | 101k | $16M | -2% | Jun 2023 |
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| Hartland & Co | 100k | $16M | 264% | Jun 2023 |
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| FineMark National Bank & Trust | 100k | $16M | 0% | Jun 2023 |
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| Banco Santander | 100k | $16M | -7% | Jun 2023 |
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| Bank Of Oklahoma National Association / | 95k | $15M | -10% | Jun 2023 |
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| Avitas Wealth Management | 95k | $15M | 1% | Jun 2023 |
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| Umb Bank N A | 93k | $15M | -11% | Jun 2023 |
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| Mercer Global Advisors | 93k | $15M | -12% | Jun 2023 |
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| Susquehanna International | 92k | $15M | -35% | Jun 2023 |
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| Johnson Midwest Financial | 91k | $15M | 100% | Jun 2023 |
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| Traynor Capital Management | 91k | $15M | -3% | Jun 2023 |
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| Pinkerton Retirement Specialists | 90k | $15M | 125% | Jun 2023 |
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| Gladstone Institutional Advisory | 90k | $15M | 4% | Jun 2023 |
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| Savant Capital Management | 89k | $14M | 13% | Jun 2023 |
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| First Merchants Bank, National Association | 89k | $14M | -1% | Jun 2023 |
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| Narwhal Capital Management | 88k | $14M | 0% | Jun 2023 |
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| RTD Financial Advisors | 87k | $14M | -1% | Jun 2023 |
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| BDO Wealth Advisors | 85k | $14M | -3% | Jun 2023 |
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| Matthew Goff Investment Advisor | 85k | $14M | 4% | Jun 2023 |
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| American International | 83k | $13M | -14% | Jun 2023 |
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| Platte River Wealth Advisors | 82k | $13M | 11% | Jun 2023 |
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| Occidental Asset Management | 82k | $13M | 29% | Jun 2023 |
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| Cullen Frost Bankers | 81k | $13M | 14% | Jun 2023 |
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| AE Wealth Management | 80k | $13M | 129% | Jun 2023 |
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| Efficient Advisors | 80k | $13M | -9% | Jun 2023 |
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| Citigroup | 79k | $12M | 0% | Mar 2023 |
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| Feltz Wealth PLAN | 79k | $13M | 0% | Jun 2023 |
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| Citadel Advisors | 70k | $11M | -41% | Jun 2023 |
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| Amundi | 52k | $8.4M | -44% | Jun 2023 |
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| Capital Analysts | 43k | $6.9M | -52% | Jun 2023 |
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| Money Concepts Capital Corp | 15k | $2.4M | -87% | Jun 2023 |
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| Sawtooth Asset Management | 8.7k | $1.4M | -93% | Jun 2023 |
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| Banco Bilbao Vizcaya Argentaria | 4.1k | $659k | -98% | Jun 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 |
|---|---|---|---|
| Brian McDonald | Dec 2022 | 181k | $28M |