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 | 23M | $5.3B | -16% | Jun 2026 |
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| Jpmorgan Chase & Co | 16M | $3.7B | 100% | Jun 2026 |
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| LPL Financial | 9.6M | $2.2B | -8% | Jun 2026 |
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| Bank of America Corporation | 9.6M | $2.2B | 2% | Jun 2026 |
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| Wells Fargo & Company | 6.2M | $1.4B | 0% | Jun 2026 |
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| UBS Group | 3.6M | $814M | -2% | Jun 2026 |
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| Stifel Financial | 3.6M | $810M | 9% | Jun 2026 |
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| Cetera Investment Advisers | 3.1M | $696M | -7% | Jun 2026 |
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| Ameriprise Financial | 2.9M | $658M | -4% | Jun 2026 |
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| Pnc Financial Services | 2.2M | $502M | -3% | Jun 2026 |
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| Lido Advisors | 2.1M | $484M | 10% | Jun 2026 |
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| BlackRock | 2.0M | $459M | -22% | Jun 2026 |
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| Park Avenue Securities | 1.8M | $415M | 0% | Sep 2026 |
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| Envestnet Portfolio Solutions | 1.7M | $393M | -20% | Jun 2026 |
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| Mml Investors Services | 1.7M | $385M | -2% | Jun 2026 |
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| Raymond James Financial | 1.7M | $376M | 2% | Jun 2026 |
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| Goldman Sachs Group | 1.4M | $322M | 0% | Jun 2026 |
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| Royal Bank of Canada | 1.4M | $311M | -2% | Jun 2026 |
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| Cassaday & Co Wealth Management | 1.3M | $305M | 7% | Sep 2026 |
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| MAI Wealth Advisors | 1.2M | $278M | 22% | Jun 2026 |
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| Foundations Investment Advisors | 1.2M | $278M | 10% | Jun 2026 |
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| Colony | 1.2M | $274M | -2% | Jun 2026 |
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| Janney Montgomery Scott | 1.1M | $261M | -15% | Jun 2026 |
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| Sofi Wealth | 1.1M | $244M | 3% | Sep 2026 |
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| Mariner Wealth Advisors | 1.1M | $239M | -7% | Jun 2026 |
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| Bank of New York Mellon | 970k | $220M | -15% | Jun 2026 |
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| FMR | 818k | $186M | 0% | Jun 2026 |
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| Goss Wealth Management | 809k | $184M | -6% | Jun 2026 |
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| Sanctuary Advisors | 784k | $178M | -13% | Jun 2026 |
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| M^T Bank Corporation | 769k | $175M | -4% | Jun 2026 |
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| Commonwealth Equity Services | 765k | $175M | -22% | Sep 2026 |
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| Pacific Life Fund Advisors | 761k | $173M | 100% | Jun 2026 |
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| Resources Investment Advisors | 758k | $172M | -21% | Jun 2026 |
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| Rehmann Capital Advisory | 741k | $168M | 3% | Jun 2026 |
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| Advisor Group Holdings | 732k | $166M | 7% | Jun 2026 |
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| HighTower Advisors | 670k | $152M | 1% | Jun 2026 |
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| JB Capital | 670k | $153M | 1% | Sep 2026 |
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| Jones Financial Companies, L.L | 642k | $145M | 10% | Jun 2026 |
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| Calamos Wealth Management | 615k | $140M | 1% | Sep 2026 |
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| LVZ Advisors | 575k | $131M | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 567k | $130M | 6% | Sep 2026 |
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| United Capital Financial Advisers | 565k | $128M | -14% | Jun 2026 |
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| Kestra Advisory Services | 541k | $123M | 44% | Sep 2026 |
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| Fifth Third Bancorp | 529k | $120M | -5% | Jun 2026 |
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| Huntington National Bank | 500k | $113M | -3% | Jun 2026 |
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| HPM Partners | 477k | $108M | -8% | Jun 2026 |
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| Rockefeller Capital Management | 451k | $102M | 6% | Jun 2026 |
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| Advocacy Wealth Management Services | 425k | $96M | -17% | Jun 2026 |
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| Branch Banking & Trust Company | 423k | $97M | 0% | Sep 2026 |
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| Home Federal Bank Of Tennessee | 382k | $87M | -1% | Sep 2026 |
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| Moneta Group Investment Advisors | 367k | $83M | -1% | Jun 2026 |
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| Encompass Wealth Advisors | 355k | $81M | 105% | Sep 2026 |
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| Ascent Group | 348k | $79M | 2% | Sep 2026 |
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| CliftonLarsonAllen Wealth Advisors | 343k | $78M | -7% | Sep 2026 |
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| Betterment | 342k | $78M | -4% | Jun 2026 |
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| Triad Wealth Partners | 340k | $78M | 8% | Sep 2026 |
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| Kestra Investment Management | 316k | $72M | -39% | Jun 2026 |
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| AE Wealth Management | 311k | $71M | -16% | Jun 2026 |
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| Probity Advisors | 298k | $68M | 0% | Sep 2026 |
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| Courier Capital Corp | 291k | $66M | -2% | Sep 2026 |
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| Thrivent Financial for Lutherans | 290k | $66M | -13% | Jun 2026 |
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| Modern Wealth Management | 280k | $64M | -2% | Jun 2026 |
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| ValMark Advisers | 278k | $63M | -2% | Jun 2026 |
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| Harbour Investments | 277k | $63M | -2% | Jun 2026 |
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| Baird Financial | 274k | $62M | 7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 271k | $62M | -2% | Jun 2026 |
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| Amarillo National Bank | 264k | $60M | 0% | Sep 2026 |
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| Regions Bank | 263k | $60M | 10% | Jun 2026 |
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| Equitable Holdings | 261k | $59M | -9% | Jun 2026 |
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| Atria Investments | 261k | $60M | 1% | Sep 2026 |
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| Miracle Mile Advisors | 260k | $59M | -6% | Jun 2026 |
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| West Wealth Group | 259k | $59M | 4% | Sep 2026 |
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| Strategic Point Investment Advisors | 250k | $57M | 0% | Sep 2026 |
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| Change Path | 240k | $55M | -19% | Jun 2026 |
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| Icon Wealth Advisors | 232k | $53M | -16% | Jun 2026 |
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| Pensionmark Financial Group | 225k | $48M | -6% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 225k | $51M | -1% | Jun 2026 |
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| Barclays | 225k | $51M | -3% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 225k | $50M | 34% | Sep 2026 |
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| Vise Technologies | 218k | $50M | 43% | Sep 2026 |
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| CX Institutional | 216k | $49M | 7% | Sep 2026 |
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| Concurrent Investment Advisors | 215k | $49M | 88% | Sep 2026 |
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| Warren Averett Asset Management | 212k | $48M | -2% | Jun 2026 |
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| Baker Avenue Asset Management | 210k | $48M | -4% | Jun 2026 |
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| Us Bancorp | 209k | $47M | 100% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 200k | $46M | 15% | Sep 2026 |
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| North Star Investment Management | 198k | $45M | 0% | Sep 2026 |
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| Smith, Moore & Co. | 198k | $45M | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 198k | $45M | -1% | Jun 2026 |
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| Private Advisor | 191k | $43M | -37% | Jun 2026 |
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| Creative Planning | 188k | $43M | 1% | Sep 2026 |
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| We Are One Seven | 188k | $43M | -1% | Sep 2026 |
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| Foundation Wealth Management | 187k | $43M | 2% | Sep 2026 |
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| Northern Trust | 187k | $43M | 0% | Jun 2026 |
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| Keybank National Association | 186k | $42M | -4% | Jun 2026 |
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| Perigon Wealth Management | 182k | $41M | 5% | Sep 2026 |
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| Inlight Wealth Management | 179k | $202k | 0% | Sep 2026 |
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| Salomon & Ludwin | 178k | $41M | -1% | Sep 2026 |
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| Peapack Gladstone Financial Corp | 171k | $39M | -2% | Jun 2026 |
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| Stratos Wealth Partners | 169k | $38M | 13% | Jun 2026 |
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| Mercer Global Advisors | 169k | $38M | 51% | Jun 2026 |
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| Beacon Pointe Advisors | 166k | $38M | 1% | Jun 2026 |
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| Financial Life Advisors | 166k | $38M | 2% | Sep 2026 |
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| Global Retirement Partners | 162k | $37M | 100% | Jun 2026 |
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| Sharkey, Howes & Javer | 159k | $36M | 0% | Sep 2026 |
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| Stone House Investment Management | 157k | $36M | -1% | Sep 2026 |
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| IFP Advisors | 156k | $36M | 5% | Sep 2026 |
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| Powell Investment Advisors | 156k | $36M | -2% | Sep 2026 |
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| CI Private Wealth | 155k | $35M | 23% | Jun 2026 |
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| Greenleaf Trust | 153k | $35M | -1% | Sep 2026 |
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| Berkshire Money Management | 152k | $35M | 1% | Sep 2026 |
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| Plan | 151k | $36M | 116% | Sep 2026 |
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| TD Waterhouse Canada | 148k | $34M | 4% | Sep 2026 |
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| Condor Capital Management | 148k | $34M | -1% | Jun 2026 |
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| Thoma Capital Management | 144k | $33M | 9% | Sep 2026 |
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| Farther Finance Advisors | 144k | $33M | -1% | Sep 2026 |
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| Ewa | 142k | $32M | -9% | Jun 2026 |
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| KWMG | 138k | $32M | 5% | Sep 2026 |
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| Captrust Financial Advisors | 137k | $31M | 5% | Jun 2026 |
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| CLS Investments | 136k | $31M | -13% | Jun 2026 |
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| Horst & Graben Wealth Management | 132k | $30M | 0% | Sep 2026 |
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| Integrity Alliance | 131k | $30M | 3% | Sep 2026 |
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| Savant Capital Management | 129k | $30M | 42% | Jun 2026 |
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| Brookstone Capital Management | 129k | $30M | -5% | Sep 2026 |
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| Principal Securities | 129k | $29M | 1% | Jun 2026 |
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| Liberty Wealth Management | 129k | $27M | 0% | Jun 2026 |
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| Droms Strauss Advisors | 128k | $29M | -3% | Sep 2026 |
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| Praetorian Wealth Management | 127k | $29M | 0% | Sep 2026 |
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| Pathstone Holdings | 125k | $28M | 8% | Jun 2026 |
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| Wealth Alliance | 123k | $28M | -17% | Jun 2026 |
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| UMA Financial Services | 123k | $28M | 3% | Sep 2026 |
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| Greenup Street Wealth Management | 123k | $28M | 2% | Sep 2026 |
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| JFS Wealth Advisors | 122k | $28M | -2% | Sep 2026 |
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| Northern Oak Capital Management | 122k | $28M | -3% | Sep 2026 |
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| Pettinga Financial Advisors | 121k | $28M | 0% | Sep 2026 |
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| Steel Peak Wealth Management | 120k | $27M | -9% | Sep 2026 |
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| Waterway Wealth Management | 120k | $21M | 0% | Sep 2026 |
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| DDFG | 120k | $27B | -1% | Sep 2026 |
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| Diversify Advisory Services | 118k | $28M | 41% | Sep 2026 |
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| Diversify Wealth Management | 118k | $28M | 41% | Sep 2026 |
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| PAX Financial Group | 118k | $27M | -18% | Jun 2026 |
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| Spire Wealth Management | 118k | $27M | -2% | Sep 2026 |
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| Summit Financial | 117k | $27M | 2% | Jun 2026 |
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| Phillips Financial Management | 116k | $27M | -3% | Sep 2026 |
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| Planning Directions | 115k | $26M | 9% | Jun 2026 |
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| Hartland & Co | 115k | $26M | 1% | Jun 2026 |
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| Callan Family Office | 113k | $26M | -1% | Jun 2026 |
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| Adviser Investments | 112k | $26M | 20% | Jun 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 111k | $25M | 5% | Sep 2026 |
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| NorthRock Partners | 110k | $25M | -29% | Jun 2026 |
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| One Wealth Advisors | 107k | $24M | -18% | Jun 2026 |
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| Security Financial Services | 104k | $24M | -7% | Sep 2026 |
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| Keystone Financial Services | 101k | $23M | -18% | Jun 2026 |
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| Sentinus | 100k | $23M | -20% | Jun 2026 |
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| Mesirow Financial Investment Management International Equity | 98k | $22M | -50% | Jun 2026 |
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| Cosner Financial Group | 89k | $30M | -50% | Sep 2026 |
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| Stokes Family Office | 75k | $17M | -38% | Jun 2026 |
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| Vestmark Advisory Solutions | 56k | $13M | -58% | Jun 2026 |
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| McKinley Carter Wealth Services | 55k | $13M | -66% | Sep 2026 |
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Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Mar 2026 | 439k | $93M |
| Evoke Wealth | Mar 2026 | 248k | $52M |
| Curated Wealth Partners | Jun 2026 | 160k | $268k |