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 | 19M | $3.6B | 39% | Mar 2025 |
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| Jpmorgan Chase & Co | 18M | $3.4B | 5% | Mar 2025 |
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| Morgan Stanley | 13M | $2.5B | 100% | Dec 2024 |
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| Bank of America Corporation | 8.1M | $1.6B | 3% | Dec 2024 |
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| LPL Financial | 7.0M | $1.3B | 32% | Mar 2025 |
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| Wells Fargo & Company | 6.3M | $1.2B | -3% | Mar 2025 |
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| UBS Group | 3.6M | $678M | -1% | Mar 2025 |
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| Goldman Sachs Group | 2.6M | $494M | 4% | Mar 2025 |
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| Stifel Financial | 2.6M | $492M | 4% | Dec 2024 |
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| Ameriprise Financial | 2.5M | $486M | 4% | Mar 2025 |
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| Pnc Financial Services | 2.1M | $409M | 8% | Dec 2024 |
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| BlackRock | 1.8M | $345M | 42% | Mar 2025 |
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| CWM | 1.8M | $344M | 25% | Mar 2025 |
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| Envestnet Portfolio Solutions | 1.7M | $322M | 11% | Mar 2025 |
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| Cetera Investment Advisers | 1.6M | $311M | 11% | Dec 2024 |
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| Raymond James Financial | 1.6M | $305M | -2% | Mar 2025 |
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| Park Avenue Securities | 1.5M | $276M | 53% | Mar 2025 |
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| Lido Advisors | 1.4M | $270M | 46% | Dec 2024 |
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| Royal Bank of Canada | 1.3M | $239M | 3% | Mar 2025 |
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| Mariner Wealth Advisors | 1.1M | $209M | -1% | Mar 2025 |
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| Commonwealth Equity Services | 999k | $191M | 8% | Dec 2024 |
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| MAI Wealth Advisors | 986k | $188M | -4% | Mar 2025 |
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| M^T Bank Corporation | 931k | $177M | -3% | Mar 2025 |
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| Janney Montgomery Scott | 922k | $176M | 38% | Mar 2025 |
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| Sofi Wealth | 897k | $171M | 6106% | Mar 2025 |
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| FMR | 830k | $158M | -1% | Mar 2025 |
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| Mml Investors Services | 749k | $143M | 6% | Dec 2024 |
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| Miracle Mile Advisors | 724k | $138M | 4% | Mar 2025 |
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| Us Bancorp | 708k | $135M | -1% | Mar 2025 |
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| Resources Investment Advisors | 660k | $126M | 49% | Mar 2025 |
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| Huntington National Bank | 657k | $125M | -40% | Mar 2025 |
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| Rehmann Capital Advisory | 634k | $121M | 13% | Mar 2025 |
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| Bank of New York Mellon | 608k | $116M | 47% | Mar 2025 |
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| Kovitz Investment Group Partners | 593k | $113M | 1% | Mar 2025 |
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| CliftonLarsonAllen Wealth Advisors | 557k | $106M | -12% | Mar 2025 |
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| Foundations Investment Advisors | 551k | $105M | 12% | Mar 2025 |
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| HighTower Advisors | 547k | $104M | 3% | Dec 2024 |
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| Advisor Group Holdings | 546k | $104M | -6% | Mar 2025 |
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| Calamos Wealth Management | 542k | $103M | 13% | Mar 2025 |
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| Branch Banking & Trust Company | 498k | $95M | 8% | Mar 2025 |
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| United Capital Financial Advisers | 494k | $94M | 38% | Mar 2025 |
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| Sanctuary Advisors | 487k | $96M | 3% | Dec 2024 |
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| Goss Wealth Management | 483k | $92M | 42% | Dec 2024 |
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| JB Capital | 482k | $92M | 50% | Mar 2025 |
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| H D Vest Advisory Services | 469k | $90M | 2% | Dec 2024 |
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| LVZ Advisors | 441k | $84M | 1% | Mar 2025 |
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| Cambridge Investment Research Advisors | 429k | $82M | 18% | Mar 2025 |
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| Betterment | 416k | $79M | -3% | Dec 2024 |
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| Colony | 413k | $79M | 0% | Mar 2025 |
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| Kestra Advisory Services | 402k | $77M | -17% | Dec 2024 |
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| Home Federal Bank Of Tennessee | 391k | $75M | 1% | Mar 2025 |
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| Brian McDonald | 371k | $71M | 0% | Mar 2025 |
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| Moneta Group Investment Advisors | 352k | $67M | 8% | Mar 2025 |
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| Praetorian Wealth Management | 348k | $66M | 3% | Mar 2025 |
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| Baird Financial | 338k | $65M | -1% | Dec 2024 |
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| Charles Schwab Investment Management | 323k | $62M | -5% | Mar 2025 |
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| Jones Financial Companies, L.L | 319k | $61M | 21% | Mar 2025 |
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| ValMark Advisers | 310k | $59M | -1% | Mar 2025 |
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| Rockefeller Capital Management | 302k | $58M | 9% | Dec 2024 |
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| Courier Capital Corp | 298k | $57M | 2% | Mar 2025 |
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| LPWM | 295k | $56M | 5% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 292k | $56M | -6% | Mar 2025 |
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| Ascent Group | 290k | $55M | 586% | Mar 2025 |
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| Bank Of Montreal | 284k | $54M | 0% | Dec 2024 |
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| Barclays | 282k | $54M | -1% | Mar 2025 |
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| CX Institutional | 282k | $54M | 21% | Mar 2025 |
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| Peninsula Wealth | 280k | $53M | 0% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 275k | $53M | -6% | Dec 2024 |
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| Probity Advisors | 274k | $52M | 2% | Mar 2025 |
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| Amarillo National Bank | 270k | $51M | -1% | Mar 2025 |
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| Fifth Third Bancorp | 252k | $48M | -4% | Mar 2025 |
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| Atria Wealth Solutions | 247k | $47M | 26% | Mar 2025 |
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| Frank, Rimerman Advisors | 244k | $47M | -10% | Mar 2025 |
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| Evoke Wealth | 235k | $45M | 4% | Dec 2024 |
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| Regions Bank | 233k | $45M | 1% | Mar 2025 |
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| Keybank National Association | 233k | $44M | -5% | Mar 2025 |
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| Strategic Point Investment Advisors | 232k | $44M | -1% | Mar 2025 |
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| Austin Private Wealth | 231k | $44M | 56% | Mar 2025 |
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| Thrivent Financial for Lutherans | 227k | $43M | -2% | Mar 2025 |
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| CI Private Wealth | 220k | $42M | 109% | Mar 2025 |
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| Private Advisor | 219k | $42M | 9% | Mar 2025 |
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| Pensionmark Financial Group | 212k | $40M | 2428% | Mar 2025 |
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| Baker Avenue Asset Management | 208k | $40M | 0% | Mar 2025 |
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| Equitable Holdings | 206k | $39M | 2% | Dec 2024 |
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| Adviser Investments | 205k | $39M | -3% | Dec 2024 |
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| West Wealth Group | 204k | $39M | 19% | Mar 2025 |
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| Smith, Moore & Co. | 199k | $38M | -3% | Dec 2024 |
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| Salomon & Ludwin | 199k | $38M | -3% | Mar 2025 |
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| Quantitative Strategies | 190k | $36M | -1% | Dec 2024 |
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| Horizon Wealth Management | 190k | $36M | 100% | Mar 2025 |
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| Phillips Financial Management | 183k | $35M | -5% | Mar 2025 |
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| Northern Trust | 182k | $35M | -2% | Mar 2025 |
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| North Star Investment Management | 182k | $35M | 2% | Mar 2025 |
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| AE Wealth Management | 178k | $34M | 32% | Dec 2024 |
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| Advocacy Wealth Management Services | 175k | $33M | 10% | Dec 2024 |
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| Foundation Wealth Management | 175k | $33M | 1% | Mar 2025 |
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| Northern Oak Capital Management | 172k | $33M | -4% | Mar 2025 |
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| Koss-Olinger Consulting | 170k | $32M | -2% | Mar 2025 |
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| Two Sigma Investments | 164k | $31M | 369% | Mar 2025 |
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| Encompass Wealth Advisors | 162k | $31M | 4% | Mar 2025 |
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| Financial Life Advisors | 162k | $31M | 3% | Mar 2025 |
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| Spire Wealth Management | 161k | $31M | -1% | Mar 2025 |
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| Creative Planning | 159k | $30M | 17% | Mar 2025 |
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| Greenleaf Trust | 157k | $30M | 3% | Mar 2025 |
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| Icon Wealth Advisors | 155k | $30M | 81% | Mar 2025 |
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| McKinley Carter Wealth Services | 154k | $29M | -44% | Mar 2025 |
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| Per Stirling Capital Management | 154k | $29M | 5% | Mar 2025 |
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| Ohe Financial | 153k | $29M | 2% | Dec 2024 |
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| Mma Asset Management | 152k | $29M | 5% | Mar 2025 |
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| Powell Investment Advisors | 151k | $29M | 6% | Mar 2025 |
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| Quest Investment Management | 151k | $29M | 28% | Mar 2025 |
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| Condor Capital Management | 148k | $28M | 0% | Mar 2025 |
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| Banco Bilbao Vizcaya Argentaria | 146k | $28M | -8% | Dec 2024 |
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| Principal Securities | 144k | $27M | 0% | Mar 2025 |
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| Ewa | 136k | $26M | 24% | Mar 2025 |
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| Stratos Wealth Partners | 134k | $26M | 5% | Mar 2025 |
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| Bnp Paribas Arbitrage, Snc | 133k | $25M | -31% | Mar 2025 |
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| Captrust Financial Advisors | 133k | $25M | 0% | Mar 2025 |
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| Berkshire Money Management | 132k | $25M | -36% | Mar 2025 |
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| JFS Wealth Advisors | 130k | $25M | -2% | Mar 2025 |
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| Greenup Street Wealth Management | 129k | $25M | -19% | Mar 2025 |
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| Droms Strauss Advisors | 128k | $24M | 2% | Mar 2025 |
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| TD Waterhouse Canada | 127k | $24M | -6% | Mar 2025 |
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| Farther Finance Advisors | 127k | $24M | 44% | Mar 2025 |
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| Atria Investments | 125k | $24M | 16% | Dec 2024 |
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| First Hawaiian Bank | 124k | $24M | -5% | Mar 2025 |
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| Sharkey, Howes & Javer | 124k | $24M | 62% | Mar 2025 |
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| Bank Of Oklahoma National Association / | 124k | $24M | -5% | Mar 2025 |
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| Steel Peak Wealth Management | 123k | $23M | 54% | Mar 2025 |
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| Callan Family Office | 119k | $23M | 16% | Mar 2025 |
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| Pathstone Holdings | 119k | $23M | 1% | Mar 2025 |
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| Change Path | 118k | $23M | 3% | Dec 2024 |
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| Integrity Alliance | 118k | $23M | 71% | Mar 2025 |
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| Gladstone Institutional Advisory | 117k | $22M | 16% | Dec 2024 |
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| Carnick & Kubik | 117k | $22M | -20% | Mar 2025 |
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| DDFG | 117k | $22B | 1% | Mar 2025 |
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| Lutz Financial Services | 116k | $22M | -2% | Mar 2025 |
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| Sigma Planning | 116k | $22M | 7% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 115k | $22M | 5% | Mar 2025 |
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| Citigroup | 115k | $22M | -3% | Mar 2025 |
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| SRS Capital Advisors | 114k | $22M | -1% | Dec 2024 |
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| MV Capital Management | 112k | $21M | -3% | Mar 2025 |
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| KWMG | 111k | $21M | 0% | Mar 2025 |
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| Hartland & Co | 111k | $21M | -2% | Dec 2024 |
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| Warren Averett Asset Management | 108k | $21M | 17% | Dec 2024 |
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| Patriot Financial Group Insurance Agency | 107k | $20M | 11% | Mar 2025 |
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| First Merchants Bank, National Association | 107k | $20M | 12% | Mar 2025 |
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| Summit Investment Advisors | 107k | $20M | -6% | Mar 2025 |
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| Susquehanna International | 106k | $20M | 0% | Dec 2024 |
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| Rsm Us Wealth Management | 104k | $20M | 0% | Mar 2025 |
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| Integrated Wealth Concepts | 102k | $20M | -5% | Dec 2024 |
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| Hanson McClain Advisors | 101k | $18M | -5% | Mar 2025 |
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| Td Private Client Wealth | 99k | $19M | -6% | Mar 2025 |
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| Kestra Investment Management | 76k | $15M | -47% | Mar 2025 |
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| Citadel Advisors | 42k | $8.0M | -61% | Mar 2025 |
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| Modern Wealth Management | 27k | $5.1M | -93% | Mar 2025 |
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| Davis Selected Advisers | 20k | $3.8M | -90% | Mar 2025 |
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| JSF Financial | 6.9k | $1.3M | -94% | Mar 2025 |
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| USA Financial Portformulas | 152.00 | $29k | -100% | Mar 2025 |
|
Who sold out of iShares S&P 500 Value Index?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Dec 2024 | 218k | $42M |
| Pinkerton Retirement Specialists | Dec 2024 | 187k | $36M |