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iShares S&P 500 Value ETF
IVE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 1157 M -USD 657 k -6,210 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 955 M +USD 30.5 M +287,986 +3%
Wells Fargo
3
Wells Fargo
California
USD 797 M -USD 3.82 M -36,080 -0.5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
USD 706 M +USD 132 M +1,242,190 +23%
Bank of America
5
Bank of America
North Carolina
USD 667 M +USD 17.8 M +167,699 +3%
Valmark Advisers
6
Valmark Advisers
Ohio
USD 501 M -USD 1.69 M -15,919 -0.3%
Scottrade Investment Management
7
Scottrade Investment Management
Missouri
USD 372 M +USD 29.5 M +278,504 +9%
UBS Group
8
UBS Group
Switzerland
USD 358 M +USD 4.93 M +46,595 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
USD 200 M -USD 3.7 M -34,984 -2%
Stifel Financial
10
Stifel Financial
Missouri
USD 189 M -USD 492 k -4,647 -0.3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
USD 162 M -USD 13 M -122,943 -8%
Betterment LLC
12
Betterment LLC
New York
USD 157 M -USD 2.56 M -24,197 -2%
LPL Financial
13
LPL Financial
California
USD 139 M -USD 8.26 M -78,033 -6%
M&T Bank
14
M&T Bank
New York
USD 139 M -USD 2.06 M -19,485 -1%
Franklin Resources
15
Franklin Resources
California
USD 116 M -USD 8.12 M -76,700 -7%
Goldman Sachs
16
Goldman Sachs
New York
USD 96.5 M +USD 5.88 M +55,565 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 81.9 M +USD 80.8 k +763 +0.1%
Miracle Mile Advisors
18
Miracle Mile Advisors
California
USD 75.4 M -USD 7.24 M -68,387 -9%
Ameriprise
19
Ameriprise
Minnesota
USD 67.3 M +USD 7.45 M +70,329 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
USD 66.3 M +USD 1.97 M +18,604 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
USD 61 M -USD 1.45 M -13,721 -2%
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
USD 59 M +USD 904 k +8,542 +2%
Home Federal Bank of Tennessee
23
Home Federal Bank of Tennessee
Tennessee
USD 51.5 M +USD 917 k +8,659 +2%
First Hawaiian Bank
24
First Hawaiian Bank
Hawaii
USD 51.2 M +USD 46.4 k +438 +0.1%
Raymond James & Associates
25
Raymond James & Associates
Florida
USD 47.3 M +USD 68.2 k +644 +0.1%
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