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
Jpmorgan Chase & Co 21M $3.0B -4% Mar 2021
Morgan Stanley 11M $1.6B 100% Jun 2021
Wells Fargo & Company 7.6M $1.1B 20% Jun 2021
Bank of America Corporation 6.1M $901M 0% Jun 2021
Envestnet Asset Management 4.4M $644M -12% Jun 2021
Goldman Sachs Group 3.0M $430M 3% Mar 2021
UBS Group 3.0M $448M 0% Jun 2021
Stifel Financial 2.6M $389M 1% Jun 2021
Ameriprise Financial 1.8M $259M 8% Jun 2021
LPL Financial 1.6M $239M 3% Jun 2021
Pnc Financial Services 1.3M $197M -1% Jun 2021

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BlackRock 1.1M $165M -4% Jun 2021
Royal Bank of Canada 1.1M $158M 5% Jun 2021
Advisor Group Holdings 1.1M $157M -3% Jun 2021
FMR 1.0M $154M -1% Jun 2021
M^T Bank Corporation 1.0M $154M -1% Jun 2021
Us Bancorp 1.0M $153M 11% Jun 2021
Amerivest Investment Management 929k $137M -11% Jun 2021
Lido Advisors 842k $124M 16% Jun 2021
CliftonLarsonAllen Wealth Advisors 719k $106M 1% Jun 2021
Raymond James & Associates 711k $105M 16% Jun 2021
Willis Johnson & Associates 667k $98M 2% Jun 2021
Raymond James Financial Services Advisors 637k $94M 4% Jun 2021
Commonwealth Equity Services 616k $91M 2% Jun 2021
Cambridge Investment Research Advisors 612k $90M 0% Jun 2021
Betterment 590k $87M -4% Jun 2021
CWM 590k $87M 0% Jun 2021
Huntington National Bank 569k $84M 0% Jun 2021
LVZ Advisors 567k $84M 26% Jun 2021
Flagship Private Wealth 514k $514M 14667% Jun 2021
Home Federal Bank Of Tennessee 427k $63M -1% Jun 2021
Mariner Wealth Advisors 418k $62M 4% Jun 2021
Barclays 413k $61M -2% Jun 2021
MAI Wealth Advisors 412k $61M 8% Jun 2021
ValMark Advisers 403k $59M -7% Jun 2021
Silicon Valley Capital Partners 393k $58M 372% Jun 2021
Equitable Holdings 372k $55M 0% Jun 2021
Harbour Investments 371k $55M 27% Jun 2021
Northwestern Mutual Wealth Management Company 366k $54M 4% Jun 2021
First Hawaiian Bank 356k $53M 0% Jun 2021
Financial Engines Advisors L.L.C 356k $53M 2% Jun 2021
Strategic Wealth Partners 353k $50M 1% Mar 2021
CIBC Global Asset Management 344k $51M 22% Jun 2021
Phillips Financial Management 333k $49M 0% Jun 2021
First Republic Investment Management 327k $48M 18% Jun 2021
United Capital Financial Advisers 325k $48M -6% Jun 2021
Courier Capital Corp 324k $48M 0% Jun 2021
Salomon & Ludwin 319k $47M 2% Jun 2021
HighTower Advisors 316k $47M -10% Jun 2021
Fifth Third Bancorp 285k $42M -1% Jun 2021
Baker Avenue Asset Management 282k $42M 0% Jun 2021
Probity Advisors 279k $41M 2% Jun 2021
Keybank National Association 272k $40M -3% Jun 2021
Rehmann Capital Advisory 268k $40M 2% Jun 2021
Amarillo National Bank 267k $39M 0% Jun 2021
Janney Montgomery Scott 262k $39M 30% Jun 2021
Varma Mutual Pension Insurance 247k $37M -90% Jun 2021
Miracle Mile Advisors 245k $36M 15% Jun 2021
McKinley Carter Wealth Services 242k $36M 59% Jun 2021
Texas Capital Bank Wealth Management Services 241k $36M 81% Jun 2021
Susquehanna International 241k $36M 140% Jun 2021
Northern Oak Capital Management 238k $35M 0% Jun 2021
Relative Value Partners 234k $35M 7% Jun 2021
Bank Of Montreal 232k $34M 398% Jun 2021
Praetorian Wealth Management 225k $33M 2% Jun 2021
LPWM 221k $33M 3% Jun 2021
Babson Capital Management 213k $31M -1% Jun 2021
Summit Investment Advisors 210k $31M 6% Jun 2021
Spire Wealth Management 203k $30M 8% Jun 2021
Liberty Wealth Management 202k $1.4M 14757% Jun 2021
Baird Financial 201k $30M 1% Jun 2021
Efficient Advisors 198k $29M -4% Jun 2021
Allegiant Private Advisors 193k $29M -3% Jun 2021
People's United Financial 192k $28M 14% Jun 2021
Bnp Paribas Arbitrage, Snc 182k $27M 0% Jun 2021
Polaris Wealth Advisers 180k $27M -10% Jun 2021
Quest Investment Management 180k $27M 0% Jun 2021
Greenleaf Trust 177k $26M -1% Jun 2021
Rockefeller Capital Management 163k $24M 9% Jun 2021
Sigma Planning 161k $24M 5% Jun 2021
Brave Asset Management 159k $24M 2% Jun 2021
Encompass Wealth Advisors 159k $24M -5% Jun 2021
Allianz Asset Management 159k $23M -42% Jun 2021
UnionBanCal Corporation 157k $23M 2% Jun 2021
Regions Bank 157k $23M -5% Jun 2021
Traynor Capital Management 157k $23M 0% Jun 2021
Arch Capital Group 155k $23M 0% Jun 2021
Financial Life Advisors 153k $23M 2% Jun 2021
Jones Financial Companies, L.L 146k $22M -6% Jun 2021
Condor Capital Management 145k $21M 25% Jun 2021
Strategic Point Investment Advisors 143k $21M 0% Jun 2021
Lutz Financial Services 140k $21M -1% Jun 2021
Smith, Moore & Co. 139k $21M 0% Jun 2021
Umb Bank N A 137k $20M -3% Jun 2021
Carnick & Kubik 135k $20M 12% Jun 2021
Alesco Advisors 134k $20M -1% Jun 2021
North Star Investment Management 129k $19M 3% Jun 2021
Bank Of Oklahoma National Association / 128k $18M -3% Mar 2021
RiverFront Investment Group 125k $19M -1% Jun 2021
Mirsky Financial Management Corp. 123k $18M 0% Jun 2021
Powell Investment Advisors 123k $18M 3% Jun 2021
Modera Wealth Management 120k $18M 0% Jun 2021
Pictet & Cie 119k $18M 0% Jun 2021
GHP Investment Advisors 118k $17M 0% Jun 2021
Colony Group 115k $17M -2% Jun 2021
Droms Strauss Advisors 115k $17M 9% Jun 2021
Veritable 112k $17M 3% Jun 2021
First Merchants Bank, National Association 108k $16M 0% Jun 2021
Ohe Financial 107k $16M -1% Jun 2021
Johnson Midwest Financial 107k $16M 100% Jun 2021
Schroder Investment Management Group 106k $16M 2% Jun 2021
Multi-Financial Securities 104k $15M 6% Jun 2021
Brian McDonald 103k $15M 5% Jun 2021
AdvicePeriod 102k $15M -2% Jun 2021
Peapack Gladstone Financial Corp 102k $15M 1% Jun 2021
KWMG 101k $15M 4% Jun 2021
Citadel Advisors 101k $15M -4% Jun 2021
Banco Bilbao Vizcaya Argentaria 99k $15M -7% Jun 2021
Cetera Investment Advisers 97k $14M 28% Jun 2021
PFG Financial Advisors 96k $14M -41% Jun 2021
American International 96k $14M 6% Jun 2021
Private Advisor 94k $14M 0% Jun 2021
Narwhal Capital Management 94k $14M -2% Jun 2021
Sierra Capital 92k $14M 0% Jun 2021
Creative Planning 92k $14M -2% Jun 2021
Branch Banking & Trust Company 91k $14M 16% Jun 2021
Citigroup 91k $13M 2% Mar 2021
Mml Investors Services 90k $13M -1% Jun 2021
Financial Advocates Investment Management 89k $13M -1% Jun 2021
Moneta Group Investment Advisors 88k $13M 22% Jun 2021
Natixis Asset Management Advisors 88k $13M -10% Jun 2021
Bank of Stockton Trust & Investment 88k $13M 17% Jun 2021
Resources Investment Advisors 88k $13M -1% Jun 2021
Northern Trust 87k $13M 17% Jun 2021
Mma Asset Management 87k $13M -7% Jun 2021
Spotlight Asset Group 87k $13M 4% Jun 2021
F3Logic 85k $13M -15% Jun 2021
Ironwood Wealth Management 85k $13M 22% Jun 2021
Financial Network Investment Corporation 82k $12M 36% Jun 2021
Ironwood Wealth Management 81k $12M 0% Jun 2021
MV Capital Management 80k $12M -2% Jun 2021
Wetherby Asset Management 78k $12M 0% Jun 2021
Feltz Wealth PLAN 78k $12M 3% Jun 2021
GW & Wade 77k $11M 0% Jun 2021
Platte River Wealth Advisors 76k $11M 3% Jun 2021
Comerica Securities 75k $11M 2% Jun 2021
Sterling Investment Advisors 74k $11M 2% Jun 2021
Kestra Advisory Services 74k $11M -24% Jun 2021
Delta Investment Management 73k $11M -1% Jun 2021
Capital Analysts 73k $11M -6% Jun 2021
Blue Zone Wealth Advisors 71k $11M -11% Jun 2021
Banco Santander 69k $10M -49% Jun 2021
Mitsubishi UFJ Asset Management 61k $8.9M -28% Jun 2021
JNB Advisors 48k $7.0M -94% Jun 2021
Thrivent Financial for Lutherans 46k $6.8M -81% Jun 2021
Parker Investment Management 30k $4.4k -91% Jun 2021

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

Fund or Company Name Date Sold Shares Held Valued At
The Allstate Corporation Mar 2021 430k $61M
Polianta Mar 2021 91k $13M