We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.07B +$71.8M +735,528 +7%
Wells Fargo
2
Wells Fargo
California
$732M +$97.5M +999,257 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$659M +$109M +1,114,969 +21%
Bank of America
4
Bank of America
North Carolina
$586M +$116M +1,186,255 +26%
VA
5
Valmark Advisers
Ohio
$446M -$35.1M -360,172 -8%
UBS Group
6
UBS Group
Switzerland
$328M +$37.5M +384,495 +14%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$291M +$142M +1,460,449 +104%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$202M -$14.5M -148,612 -7%
SIM
9
Scottrade Investment Management
Missouri
$188M
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$177M +$2.76M +28,262 +2%
Betterment LLC
11
Betterment LLC
New York
$153M -$439K -4,498 -0.3%
LPL Financial
12
LPL Financial
California
$151M +$59.5M +609,647 +71%
M&T Bank
13
M&T Bank
New York
$142M -$4.35M -44,534 -3%
Franklin Resources
14
Franklin Resources
California
$131M +$41.4M +424,187 +49%
Stifel Financial
15
Stifel Financial
Missouri
$128M +$18.9M +193,238 +18%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$101M +$45.7M +468,195 +89%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$83.9M +$17.6M +180,744 +28%
KeyBank National Association
18
KeyBank National Association
Ohio
$61.5M +$2.19M +22,423 +4%
GC
19
Guggenheim Capital
Illinois
$58.5M -$1.59M -16,306 -3%
FHB
20
First Hawaiian Bank
Hawaii
$55.1M -$3.23M -33,112 -6%
MMA
21
Miracle Mile Advisors
California
$53.8M +$980K +10,039 +2%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$52.8M +$10.7M +109,327 +27%
SAS
23
Sage Advisory Services
Texas
$52.4M +$50.4M +516,687 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$48.3M +$116K +1,187 +0.2%
JP Morgan Chase
25
JP Morgan Chase
New York
$48.1M +$7.91M +81,117 +21%