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
$1.16B -$657K -6,210 -0.1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$955M +$30.5M +287,986 +3%
Wells Fargo
3
Wells Fargo
California
$797M -$3.82M -36,080 -0.5%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$706M +$132M +1,242,190 +23%
Bank of America
5
Bank of America
North Carolina
$667M +$17.8M +167,699 +3%
VA
6
Valmark Advisers
Ohio
$501M -$1.69M -15,919 -0.3%
SIM
7
Scottrade Investment Management
Missouri
$372M +$29.5M +278,504 +9%
UBS Group
8
UBS Group
Switzerland
$358M +$4.93M +46,595 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$200M -$3.7M -34,984 -2%
Stifel Financial
10
Stifel Financial
Missouri
$189M -$492K -4,647 -0.3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$162M -$13M -122,943 -8%
Betterment LLC
12
Betterment LLC
New York
$157M -$2.56M -24,197 -2%
LPL Financial
13
LPL Financial
California
$139M -$8.26M -78,033 -6%
M&T Bank
14
M&T Bank
New York
$139M -$2.06M -19,485 -1%
Franklin Resources
15
Franklin Resources
California
$116M -$8.12M -76,700 -7%
Goldman Sachs
16
Goldman Sachs
New York
$96.5M +$5.88M +55,565 +7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$81.9M +$80.8K +763 +0.1%
MMA
18
Miracle Mile Advisors
California
$75.4M -$7.24M -68,387 -9%
Ameriprise
19
Ameriprise
Minnesota
$67.3M +$7.45M +70,329 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$66.3M +$1.97M +18,604 +3%
KeyBank National Association
21
KeyBank National Association
Ohio
$61M -$1.45M -13,721 -2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$59M +$904K +8,542 +2%
HFBOT
23
Home Federal Bank of Tennessee
Tennessee
$51.5M +$917K +8,659 +2%
FHB
24
First Hawaiian Bank
Hawaii
$51.2M +$46.4K +438 +0.1%
RJA
25
Raymond James & Associates
Florida
$47.3M +$68.2K +644 +0.1%