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
$3.36B -$120M -634,270 -4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.55B +$107M +561,588 +5%
Morgan Stanley
3
Morgan Stanley
New York
$2.47B +$24M +126,161 +1%
Bank of America
4
Bank of America
North Carolina
$1.57B +$42.4M +223,242 +3%
Wells Fargo
5
Wells Fargo
California
$1.37B -$138M -728,417 -9%
LPL Financial
6
LPL Financial
California
$873M +$32.6M +171,463 +4%
UBS Group
7
UBS Group
Switzerland
$694M -$2.51M -13,190 -0.4%
Stifel Financial
8
Stifel Financial
Missouri
$491M +$11.6M +60,868 +3%
Goldman Sachs
9
Goldman Sachs
New York
$467M -$420M -2,208,525 -48%
Ameriprise
10
Ameriprise
Minnesota
$450M -$37.2M -195,811 -8%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$390M +$26.5M +139,651 +8%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$291M +$10.2M +53,617 +4%
US Bancorp
13
US Bancorp
Minnesota
$291M -$15.6M -82,113 -5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$289M +$11.4M +60,123 +4%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$286M -$2.61M -13,765 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$251M -$8.81M -46,396 -4%
BlackRock
17
BlackRock
New York
$245M -$2.65M -13,967 -1%
Mariner
18
Mariner
Kansas
$218M -$1.18M -6,220 -0.6%
HNB
19
Huntington National Bank
Ohio
$206M
M&T Bank
20
M&T Bank
New York
$193M -$6.99M -36,801 -4%
Lido Advisors
21
Lido Advisors
California
$190M +$64.8M +340,905 +55%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$182M -$24.7M -129,938 -12%
PAS
23
Park Avenue Securities
New York
$177M -$4.03M -21,202 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$167M -$2.19M -11,509 -1%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$165M -$1.84M -9,673 -1%