Who owns iShares S&P 500 Value Index?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 22M $3.1B -4% Dec 2022
Morgan Stanley 12M $1.7B 0% Dec 2022
Wells Fargo & Company 8.7M $1.3B -2% Dec 2022
Bank of America Corporation 6.8M $980M -4% Dec 2022
Envestnet Asset Management 4.6M $670M -21% Dec 2022
UBS Group 3.8M $545M 13% Dec 2022
Goldman Sachs Group 3.1M $456M -2% Dec 2022
Stifel Financial 2.5M $359M -1% Dec 2022
Ameriprise Financial 2.5M $358M 0% Dec 2022
LPL Financial 1.9M $275M 4% Dec 2022
Pnc Financial Services 1.4M $204M 4% Dec 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares S&P 500 Value Index?

Us Bancorp 1.3M $192M 10% Dec 2022
Royal Bank of Canada 1.2M $173M 4% Dec 2022
Mariner Wealth Advisors 1.1M $166M 2% Dec 2022
Advisor Group Holdings 1.1M $164M -16% Dec 2022
FMR 951k $138M -3% Dec 2022
Huntington National Bank 892k $129M 5% Dec 2022
Lido Advisors 835k $121M 0% Dec 2022
Raymond James & Associates 766k $111M -3% Dec 2022
Raymond James Financial Services Advisors 760k $110M 3% Dec 2022
Amerivest Investment Management 742k $108M -5% Dec 2022
Commonwealth Equity Services 731k $106M 20% Dec 2022
CliftonLarsonAllen Wealth Advisors 684k $99M 100% Dec 2022
M^T Bank Corporation 661k $47M -43% Dec 2022
MAI Wealth Advisors 624k $91M 17% Dec 2022
LVZ Advisors 575k $83M -1% Dec 2022
CWM 574k $83M -2% Dec 2022
Branch Banking & Trust Company 560k $81M 437% Dec 2022
Betterment 508k $74M -5% Dec 2022
HighTower Advisors 496k $72M 3% Dec 2022
Financial Engines Advisors L.L.C 439k $64M -13% Dec 2022
Miracle Mile Advisors 434k $63M 0% Dec 2022
First Republic Investment Management 432k $63M 6% Dec 2022
Home Federal Bank Of Tennessee 421k $61M -1% Dec 2022
ValMark Advisers 404k $59M -1% Dec 2022
Allianz Asset Management 383k $56M 0% Dec 2022
Strategic Wealth Partners 374k $54M 5% Dec 2022
Baird Financial 356k $52M 12% Dec 2022
Cambridge Investment Research Advisors 355k $51M 23% Dec 2022
Equitable Holdings 351k $51M -11% Dec 2022
Fifth Third Bancorp 351k $51M -16% Dec 2022
First Hawaiian Bank 348k $51M 1% Dec 2022
Multi-Financial Securities 344k $50M -5% Dec 2022
Barclays 343k $50M 1% Dec 2022
Phillips Financial Management 339k $49M -5% Dec 2022
Probity Advisors 324k $47M 1% Dec 2022
Amarillo National Bank 323k $47M -3% Dec 2022
Kestra Advisory Services 318k $46M 37% Dec 2022
Hohimer Wealth Management 315k $46M 100% Dec 2022
Courier Capital Corp 311k $45M 0% Dec 2022
Salomon & Ludwin 308k $45M 0% Dec 2022
Northwestern Mutual Wealth Management Company 307k $45M 24% Dec 2022
Strategic Point Investment Advisors 304k $44M 13% Dec 2022
McKinley Carter Wealth Services 296k $43M -1% Dec 2022
Smith Anglin Financial 296k $43M 10% Dec 2022
Bank Of Montreal 293k $43M 6% Dec 2022
Rehmann Capital Advisory 280k $41M -3% Dec 2022
Keybank National Association 270k $39M -2% Dec 2022
Relative Value Partners 262k $38M 8% Dec 2022
Northern Oak Capital Management 251k $36M 0% Dec 2022
Praetorian Wealth Management 247k $26M 1% Dec 2022
Koss-Olinger Consulting 244k $36M -11% Dec 2022
LPWM 243k $37M -1% Dec 2022
Polaris Wealth Advisers 240k $36M 22% Dec 2022
Texas Capital Bank Wealth Management Services 231k $33M -7% Dec 2022
United Capital Financial Advisers 230k $33M -8% Dec 2022
Banco Bilbao Vizcaya Argentaria 229k $33M 9% Dec 2022
Baker Avenue Asset Management 208k $30M 15% Dec 2022
Berkshire Money Management 204k $30M 14% Dec 2022
Evoke Wealth 202k $29M 1% Dec 2022
Per Stirling Capital Management 197k $29M 100% Dec 2022
Financial Network Investment Corporation 191k $28M 114% Dec 2022
Rockefeller Capital Management 190k $28M 11% Dec 2022
Brian McDonald 181k $28M 30% Dec 2022
Greenleaf Trust 180k $26M 4% Dec 2022
Quest Investment Management 180k $26M 0% Dec 2022
Summit Investment Advisors 179k $27M -9% Dec 2022
Regions Bank 177k $26M -5% Dec 2022
Cetera Investment Advisers 173k $25M 77% Dec 2022
Thrivent Financial for Lutherans 169k $25M -31% Dec 2022
Financial Life Advisors 166k $24M 10% Dec 2022
Janney Montgomery Scott 165k $24M 0% Dec 2022
Pinkerton Retirement Specialists 165k $24M 100% Dec 2022
Captrust Financial Advisors 163k $24M -3% Dec 2022
Cullen Frost Bankers 158k $23M 142% Dec 2022
Carnick & Kubik 157k $23M -2% Dec 2022
North Star Investment Management 155k $22M 2% Dec 2022
Condor Capital Management 153k $22M 2% Dec 2022
Pensionmark Financial Group 150k $22M 3538% Dec 2022
Jones Financial Companies, L.L 148k $22M -3% Dec 2022
Powell Investment Advisors 144k $21M 0% Dec 2022
Avitas Wealth Management 142k $21M -1% Dec 2022
Encompass Wealth Advisors 141k $20M -2% Dec 2022
Milestone Group 140k $20M 1289% Dec 2022
55i 137k $18M 46% Sep 2022
Droms Strauss Advisors 135k $20M 2% Dec 2022
Smith, Moore & Co. 132k $19M -3% Dec 2022
DDFG 130k $19B 100% Dec 2022
Lutz Financial Services 129k $19M -3% Dec 2022
Mercer Global Advisors 127k $18M -25% Dec 2022
Veritable 126k $18M 18% Dec 2022
Bnp Paribas Arbitrage, Snc 124k $18M -5% Dec 2022
Pictet & Cie 119k $17M 0% Dec 2022
Bank Of Oklahoma National Association / 118k $17M -4% Dec 2022
Alesco Advisors 117k $17M -8% Dec 2022
Sigma Planning 117k $17M 9% Dec 2022
Private Advisor 116k $2.3M 11% Dec 2022
Hanson McClain Advisors 113k $16M 3% Dec 2022
Banco Santander 111k $16M -4% Dec 2022
Spire Wealth Management 111k $16M -1% Dec 2022
GHP Investment Advisors 111k $16M -1% Dec 2022
Creative Planning 111k $16M 9% Dec 2022
KWMG 110k $16M -1% Dec 2022
Susquehanna International 110k $16M -16% Dec 2022
Umb Bank N A 109k $16M -4% Dec 2022
Robertson Stephens Wealth Management 108k $16M 91% Dec 2022
Mma Asset Management 107k $16M 0% Dec 2022
Foundation Wealth Management 107k $16M 100% Dec 2022
Peapack Gladstone Financial Corp 107k $16M 0% Dec 2022
Colony Group 106k $15M 1% Dec 2022
Ohe Financial 104k $15M -2% Dec 2022
Ironwood Wealth Management 104k $15M 1% Dec 2022
JFS Wealth Advisors 104k $15M -10% Dec 2022
Northern Trust 104k $15M 4% Dec 2022
Wharton Business Group 103k $15M 100% Dec 2022
FineMark National Bank & Trust 102k $15M -1% Dec 2022
SMI Advisory Services 102k $13M 0% Dec 2022
Coho Partners 101k $15M 100% Dec 2022
Greenup Street Wealth Management 101k $15M 4% Dec 2022
Mml Investors Services 101k $15M 9% Dec 2022
H D Vest Advisory Services 100k $15M 0% Dec 2022
GW & Wade 99k $14M 36% Dec 2022
MV Capital Management 97k $14M 10% Dec 2022
CX Institutional 96k $14M 10% Dec 2022
Gladstone Institutional Advisory 96k $14M -13% Dec 2022
Traynor Capital Management 95k $14M -24% Dec 2022
Delta Investment Management 94k $14M 325% Dec 2022
Efficient Advisors 94k $14M -8% Dec 2022
Warwick Investment Management 94k $14M -9% Dec 2022
Michelson Medical Research Foundation 93k $14M 100% Dec 2022
First Merchants Bank, National Association 91k $13M -12% Dec 2022
BDO Wealth Advisors 91k $13M 19% Dec 2022
RTD Financial Advisors 90k $13M -1% Dec 2022
Narwhal Capital Management 88k $13M 2% Dec 2022
BlackRock 87k $13M -13% Dec 2022
Atria Wealth Solutions 86k $13M -4% Dec 2022
Clear Creek Financial Management 86k $13M 3361% Dec 2022
Kovitz Investment Group Partners 84k $12M 21% Dec 2022
WealthPlan Investment Management 83k $13M -1% Dec 2022
Feltz Wealth PLAN 83k $13M 100% Dec 2022
Citadel Advisors 69k $10M -49% Dec 2022
Western Wealth Management 47k $6.9M -49% Dec 2022
Moneta Group Investment Advisors 1.6k $20M -99% Dec 2022

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

Fund or Company Name Date Sold Shares Held Valued At
Windmill Hill Asset Management Sep 2022 344k $44M
UnionBanCal Corporation Sep 2022 138k $18M