Logo: Four dots and StockDot set in typeface Coolvetica
An interactive map about institutional investors and their engagement in the stock market
Equity Distribution for ISHARES S&P 500 VALUE ETF
Ticker IVE
FIGI BBG000BWD2Y0
CUSIP 464287408
Equity Type Mutual Fund
No. Companies Holding this Equity 1267 / 18.5%
Number of Shares 135.5 mil.
stockdot.io
+ - C

Number of Shares

1 28 792 22 thsnd. 627 thsnd. 18 mil.

Top Institutional Holders for ISHARES S&P 500 VALUE ETF

Holder Number of Shares
JPMORGAN CHASE & CO 17657915
MORGAN STANLEY 12399766
ENVESTNET ASSET MANAGEMENT INC 12380397
BANK OF AMERICA CORP /DE/ 7724599
WELLS FARGO & COMPANY/MN 7676743
GOLDMAN SACHS GROUP INC 4574969
LPL Financial LLC 4258617
UBS Group AG 3532581
AMERIPRISE FINANCIAL INC 2479234
STIFEL FINANCIAL CORP 2427692
PNC FINANCIAL SERVICES GROUP, INC. 1835991
US BANCORP \DE\ 1560117
CWM, LLC 1465679
Envestnet Portfolio Solutions, Inc. 1424716
BlackRock, Inc. 1269854
BlackRock Finance, Inc. 1256404
Mariner, LLC 1112452
COMMONWEALTH EQUITY SERVICES, LLC 1055291
M&T BANK CORP 1013721
MANUFACTURERS LIFE INSURANCE COMPANY, THE 918220
PARK AVENUE SECURITIES LLC 917118
Raymond James Financial Services Advisors, Inc. 859747
FMR LLC 844161
RAYMOND JAMES & ASSOCIATES 820957
MAI Capital Management 741507
MML INVESTORS SERVICES, LLC 695893
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 665680
Miracle Mile Advisors, LLC 651733
Janney Montgomery Scott LLC 646680
Colony Group, LLC 646474
Kestra Advisory Services, LLC 580557
HighTower Advisors, LLC 518957
OSAIC HOLDINGS, INC. 502362
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 493152
Kovitz Investment Group Partners, LLC 476687
Calamos Wealth Management LLC 472506
Rehmann Capital Advisory Group 467108
OneDigital Investment Advisors LLC 439577
Betterment LLC 435867
LVZ, Inc. 434818
AVANTAX ADVISORY SERVICES, INC. 416871
LIBERTY WEALTH MANAGEMENT LLC 411954
Foundations Investment Advisors, LLC 408708
HOME FEDERAL BANK OF TENNESSEE 393145
COMERICA BANK 384215
Bank of New York Mellon Corp 375751
UNITED CAPITAL FINANCIAL ADVISORS, LLC 362558
Cambridge Investment Research Advisors, Inc. 356938
Baird Financial Group, Inc. 348787
Praetorian Wealth Management, Inc. 332022
MONETA GROUP INVESTMENT ADVISORS LLC 331423
Valmark Advisers, Inc. 329276
Koss-Olinger Consulting, LLC 307140
NewEdge Advisors, LLC 304801
McKinley Carter Wealth Services, Inc. 303805
JB Capital LLC 303287
AMARILLO NATIONAL BANK 301307
COURIER CAPITAL LLC 291485
Financial Engines Advisors L.L.C. 289158
FIFTH THIRD BANCORP 288589
BANK OF MONTREAL /CAN/ 288205
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 283305
LPWM LLC 271122
Frank, Rimerman Advisors LLC 269955
Peninsula Wealth, LLC 268686
Rockefeller Capital Management L.P. 267168
BARCLAYS PLC 267026
PHILLIPS FINANCIAL MANAGEMENT, LLC 264915
Halpern Financial, Inc. 260974
KEYBANK NATIONAL ASSOCIATION/OH 258579
Probity Advisors, Inc. 257655
Salomon & Ludwin, LLC 234181
Strategic Point Investment Advisors, LLC 231539
REGIONS FINANCIAL CORP 221466
RWA WEALTH PARTNERS, LLC 219721
Smith Anglin Financial, LLC 217882
Baker Avenue Asset Management, LP 206570
SMITH, MOORE & CO. 205308
1834 INVESTMENT ADVISORS CO 203897
Equitable Holdings, Inc. 203046
Berkshire Money Management, Inc. 202865
Quantitative Strategies, Inc. 194780
THRIVENT FINANCIAL FOR LUTHERANS 193364
Atria Wealth Solutions, Inc. 192583
BNP PARIBAS FINANCIAL MARKETS 192440
Platte River Wealth Advisors, LLC 185874
FIRST HAWAIIAN BANK 182802
Foundation Wealth Management, LLC 175119
North Star Investment Management Corp. 169462
CX Institutional 163306
Per Stirling Capital Management, LLC. 161075
GREENLEAF TRUST 160493
Spire Wealth Management 158840
JONES FINANCIAL COMPANIES LLLP 158060
West Wealth Group, LLC 157929
Alera Investment Advisors, LLC 155474
Advocacy Wealth Management Services, LLC 155121
Transform Wealth, LLC 154656
CONDOR CAPITAL MANAGEMENT 150113
ENCOMPASS WEALTH ADVISORS, LLC 149836