We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.85B -$50.8M -420,233 -2%
Morgan Stanley
2
Morgan Stanley
New York
$1.39B +$54.9M +453,661 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$839M +$2.45M +20,293 +0.3%
Wells Fargo
4
Wells Fargo
California
$762M +$28.6M +236,213 +4%
Bank of America
5
Bank of America
North Carolina
$761M +$31.3M +258,966 +5%
Goldman Sachs
6
Goldman Sachs
New York
$380M +$8.93M +73,805 +3%
UBS Group
7
UBS Group
Switzerland
$369M -$13.1M -108,134 -4%
Stifel Financial
8
Stifel Financial
Missouri
$270M -$1.07M -8,879 -0.4%
LPL Financial
9
LPL Financial
California
$187M +$26.1M +215,603 +17%
Ameriprise
10
Ameriprise
Minnesota
$184M +$5.93M +49,002 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$174M +$1.79M +14,790 +1%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$172M -$3.63M -30,045 -2%
BlackRock
13
BlackRock
New York
$152M -$2.96M -24,489 -2%
M&T Bank
14
M&T Bank
New York
$142M +$2.74M +22,658 +2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$137M -$5.28M -43,634 -4%
TAIM
16
TD Ameritrade Investment Management
Nebraska
$134M -$6.15M -50,869 -5%
US Bancorp
17
US Bancorp
Minnesota
$125M -$1.31M -10,850 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$114M +$14.5M +119,884 +16%
AC
19
Allstate Corporation
Illinois
$110M +$104M +860,000 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$97.7M +$92.3M +762,928 New
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$92.1M -$141K -1,168 -0.2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$87.1M
Betterment LLC
23
Betterment LLC
New York
$83.2M -$3.2M -26,480 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$82.6M +$11M +90,928 +16%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$82.5M -$16.1M -132,900 -17%