We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
MUFG Americas
New York
$30.2M +$308K +3,262 +1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$30M +$4.87M +51,579 +19%
TAT
28
TD Ameritrade Trust
Colorado
$29.8M -$5.46M -57,851 -15%
F
29
FutureAdvisor
California
$29.1M +$3.06M +32,462 +12%
PWAG
30
Polaris Wealth Advisory Group
California
$27.5M -$794K -8,418 -3%
AIP
31
Ameritas Investment Partners
Nebraska
$24.4M +$1.76M +18,647 +8%
CC
32
Courier Capital
New York
$24M +$69.1K +732 +0.3%
RJA
33
Raymond James & Associates
Florida
$23.2M +$1.62M +17,184 +7%
CAL
34
Capital Analysts LLC
Pennsylvania
$21.6M -$482K -5,112 -2%
LI
35
LVZ Inc
Michigan
$19.7M -$600K -6,361 -3%
JP Morgan Chase
36
JP Morgan Chase
New York
$18.7M +$1.68M +17,828 +10%
Goldman Sachs
37
Goldman Sachs
New York
$18.2M -$170M -1,803,498 -90%
QIM
38
Quest Investment Management
Oregon
$17.5M – – –
1IA
39
1834 Investment Advisors
Wisconsin
$16.4M -$227K -2,409 -1%
BCI
40
Brinker Capital Investments
Pennsylvania
$16.2M -$44.7K -474 -0.3%
AWM
41
Affinity Wealth Management
Delaware
$14.9M +$62.7K +664 +0.4%
Ameriprise
42
Ameriprise
Minnesota
$14.6M -$3.24M -34,355 -18%
FCBT
43
First Citizens Bank & Trust
North Carolina
$14.6M -$1.5M -15,925 -9%
AA
44
Alesco Advisors
New York
$13.4M -$82.6K -875 -0.6%
BF
45
BOK Financial
Oklahoma
$13.3M -$976K -10,344 -7%
MCM
46
MV Capital Management
Maryland
$13.3M – – –
NSIM
47
North Star Investment Management
Illinois
$12.9M -$19.5K -207 -0.1%
SGAM
48
Steinberg Global Asset Management
Florida
$12.8M +$458K +4,854 +4%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$12.5M -$282K -2,986 -2%
SMC
50
Smith, Moore & Co
Missouri
$12.3M +$402K +4,256 +3%
1
2
3 4 5