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 22M $2.8B -2% Dec 2020
Morgan Stanley 11M $1.4B 4% Dec 2020
Envestnet Asset Management 6.6M $839M 0% Dec 2020
Wells Fargo & Company 5.9M $762M 4% Dec 2020
Bank of America Corporation 5.9M $761M 5% Dec 2020
Goldman Sachs Group 3.0M $380M 3% Dec 2020
UBS Group 2.9M $369M -4% Dec 2020
Stifel Financial 2.1M $270M 0% Dec 2020
LPL Financial 1.5M $187M 17% Dec 2020
Ameriprise Financial 1.4M $184M 4% Dec 2020
Advisor Group Holdings 1.4M $174M 1% Dec 2020

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Pnc Financial Services 1.3M $172M -2% Dec 2020
BlackRock 1.2M $152M -2% Dec 2020
M^T Bank Corporation 1.1M $142M 2% Dec 2020
FMR 1.1M $137M -4% Dec 2020
Amerivest Investment Management 1.0M $134M -5% Dec 2020
Us Bancorp 979k $125M -1% Dec 2020
Royal Bank of Canada 887k $114M 16% Dec 2020
The Allstate Corporation 860k $110M 100% Dec 2020
Manufacturers Life Insurance Company 763k $98M 100% Dec 2020
CliftonLarsonAllen Wealth Advisors 719k $92M 0% Dec 2020
Betterment 650k $83M -4% Dec 2020
Raymond James Financial Services Advisors 645k $83M 16% Dec 2020
Commonwealth Equity Services 645k $83M -17% Dec 2020
Willis Johnson & Associates 622k $80M 100% Dec 2020
Raymond James & Associates 593k $76M 14% Dec 2020
Huntington National Bank 567k $80M -6% Mar 2021
Cambridge Investment Research Advisors 544k $70M 27% Dec 2020
CWM 540k $69M 0% Dec 2020
LVZ Advisors 449k $63M 20% Mar 2021
ValMark Advisers 440k $56M -4% Dec 2020
Home Federal Bank Of Tennessee 432k $61M -8% Mar 2021
Mariner Wealth Advisors 393k $50M 0% Dec 2020
Equitable Holdings 371k $48M -4% Dec 2020
Barclays 366k $47M -9% Dec 2020
Lido Advisors 364k $47M -14% Dec 2020
United Capital Financial Advisers 364k $47M -3% Dec 2020
First Hawaiian Bank 358k $51M -2% Mar 2021
MAI Wealth Advisors 355k $45M 15% Dec 2020
Strategic Wealth Partners 351k $45M -3% Dec 2020
Northwestern Mutual Wealth Management Company 349k $45M 4% Dec 2020
HighTower Advisors 336k $43M 21% Dec 2020
Financial Engines Advisors L.L.C 331k $42M 14% Dec 2020
Courier Capital Corp 325k $46M 1% Mar 2021
Phillips Financial Management 325k $42M 3% Dec 2020
Salomon & Ludwin 315k $40M -3% Dec 2020
First Republic Investment Management 305k $39M 33% Dec 2020
Fifth Third Bancorp 291k $37M 6% Dec 2020
Keybank National Association 285k $37M -8% Dec 2020
Baker Avenue Asset Management 281k $36M -2% Dec 2020
Amarillo National Bank 266k $34M 4% Dec 2020
Northern Oak Capital Management 252k $32M 3% Dec 2020
Rehmann Capital Advisory 224k $29M 2% Dec 2020
Praetorian Wealth Management 220k $31M 4% Mar 2021
Thrivent Financial for Lutherans 218k $28M 11% Dec 2020
LPWM 208k $27M 6% Dec 2020
Efficient Advisors 206k $26M -9% Dec 2020
Allegiant Private Advisors 199k $28M -7% Mar 2021
Greenleaf Trust 194k $25M 3% Dec 2020
Traynor Capital Management 189k $24M 719% Dec 2020
Baird Financial 187k $24M 4% Dec 2020
MV Capital Management 185k $24M 4% Dec 2020
Quest Investment Management 180k $23M 0% Dec 2020
Janney Montgomery Scott 172k $22M 8% Dec 2020
PFG Financial Advisors 167k $21M 4% Dec 2020
Miracle Mile Advisors 166k $21M 9% Dec 2020
UnionBanCal Corporation 162k $21M 5% Dec 2020
Regions Bank 160k $21M 8% Dec 2020
Jones Financial Companies, L.L 158k $20M 2% Dec 2020
Arch Capital Group 155k $20M 100% Dec 2020
Mml Investors Services 154k $20M 1% Dec 2020
Polaris Wealth Advisers 151k $20M -11% Dec 2020
Lutz Financial Services 149k $19M -1% Dec 2020
Sigma Planning 146k $19M -8% Dec 2020
Financial Life Advisors 146k $19M 2% Dec 2020
Brave Asset Management 145k $19M 198% Dec 2020
Relative Value Partners 141k $18M 3% Dec 2020
Umb Bank N A 140k $20M 3% Mar 2021
Alesco Advisors 136k $17M -4% Dec 2020
Rockefeller Capital Management 134k $17M 8% Dec 2020
Smith, Moore & Co. 133k $17M -2% Dec 2020
Bank Of Oklahoma National Association / 132k $17M -2% Dec 2020
Strategic Point Investment Advisors 132k $17M 1% Dec 2020
People's United Financial 128k $16M 13% Dec 2020
RiverFront Investment Group 127k $16M 100% Dec 2020
North Star Investment Management 127k $16M 2% Dec 2020
Modera Wealth Management 125k $16M 6845% Dec 2020
Mirsky Financial Management Corp. 122k $16M -1% Dec 2020
Colony Group 122k $16M 113% Dec 2020
Carnick & Kubik 120k $15M -9% Dec 2020
Powell Investment Advisors 119k $17M 4% Mar 2021
GHP Investment Advisors 118k $15M 0% Dec 2020
Ohe Financial 117k $15M 24% Dec 2020
Pensionmark Financial Group 117k $16M 5505% Dec 2020
Kestra Advisory Services 115k $15M 7% Dec 2020
AdvicePeriod 113k $14M 17% Dec 2020
Pictet & Cie 109k $14M 0% Dec 2020
Susquehanna International 109k $14M -8% Dec 2020
First Merchants Bank, National Association 109k $14M -1% Dec 2020
Condor Capital Management 108k $14M -3% Dec 2020
Blue Zone Wealth Advisors 107k $14M -9% Dec 2020
Droms Strauss Advisors 105k $13M 0% Dec 2020
Veritable 104k $13M 0% Dec 2020
Babson Capital Management 103k $13M 100% Dec 2020
Narwhal Capital Management 100k $13M -1% Dec 2020
Peapack Gladstone Financial Corp 98k $13M 3% Dec 2020
Brian McDonald 98k $13M -3% Dec 2020
Banco Santander 97k $13M 1247% Dec 2020
KWMG 97k $14M -13% Mar 2021
Private Advisor 92k $12M 5% Dec 2020
Mma Asset Management 91k $12M 100% Dec 2020
Polianta 91k $13M -6% Mar 2021
Financial Advocates Investment Management 90k $12M 1% Dec 2020
Natixis Asset Management Advisors 89k $11M 3% Dec 2020
Citigroup 88k $11M 2% Dec 2020
Resources Investment Advisors 87k $11M 0% Dec 2020
Creative Planning 84k $11M 2% Dec 2020
Spotlight Asset Group 83k $12M -8% Mar 2021
Ironwood Wealth Management 81k $11M 125% Mar 2021
Wetherby Asset Management 78k $10M 0% Dec 2020
Cetera Investment Advisers 77k $9.9M 943% Dec 2020
Comerica Securities 77k $9.9M 2% Dec 2020
Northern Trust 77k $9.8M 10% Dec 2020
Viridian Ria 76k $9.7M 6% Dec 2020
Moneta Group Investment Advisors 75k $9.6M 3% Dec 2020
Platte River Wealth Advisors 74k $11M 15% Mar 2021
Branch Banking & Trust Company 74k $9.5M 13% Dec 2020
Feltz Wealth PLAN 74k $9.6M 10% Dec 2020
Banco Bilbao Vizcaya Argentaria 73k $9.4M 397% Dec 2020
Sterling Investment Advisors 72k $9.2M 1% Dec 2020
Peninsula Wealth 71k $9.1M 34% Dec 2020
Varma Mutual Pension Insurance 70k $9.0M 0% Dec 2020
Bnp Paribas Arbitrage, Snc 69k $8.9M 138% Dec 2020
Citadel Advisors 68k $8.7M 50% Dec 2020
F3Logic 67k $8.6M -5% Dec 2020
SJA Financial Advisory 67k $8.5M 2% Dec 2020
Matthew Goff Investment Advisor 66k $8.5M 7% Dec 2020
Hsbc Holdings 65k $8.3M 118% Dec 2020
Kovitz Investment Group Partners 65k $8.3M -1% Dec 2020
McKinley Carter Wealth Services 64k $8.2M 38% Dec 2020
Bank Of Montreal 63k $8.3M 4% Dec 2020
Trustmark National Bank - Trust Department 63k $8.1M 18% Dec 2020
Alera Investment Advisors 62k $8.0M -10% Dec 2020
Pure Financial Advisors 62k $8.7M -9% Mar 2021
Acropolis Investment Management 59k $8.4M -5% Mar 2021
Ironwood Wealth Management 59k $7.6M 1% Dec 2020
ETF Portfolio Partners 59k $8.3M 1% Mar 2021
Integer Wealth Advisors Group 58k $8.3M 143% Mar 2021
Asset Managment 58k $7.4M 0% Dec 2020
Stephens 48k $6.2M -26% Dec 2020
JNB Advisors 45k $5.8M -22% Dec 2020
H D Vest Advisory Services 44k $5.6M -60% Dec 2020
American International 42k $5.4M -55% Dec 2020
BKD Wealth Advisors 35k $4.5M -59% Dec 2020
Two Sigma Investments 28k $3.5M -57% Dec 2020
Bank Of Hawaii 17k $2.2M -86% Dec 2020
Summit Investment Advisors 12k $1.6M -94% Dec 2020

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

Fund or Company Name Date Sold Shares Held Valued At
Clear Creek Financial Management Sep 2020 192k $22M