Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,593 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
64,463
shares
|
$12.7 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
64,306
shares
|
$12.6 Million
5.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
64,027
shares
|
$12.6 Million
4.04% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
62,390
shares
|
$12.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
61,731
shares
|
$12.1 Million
0.79% of portfolio
|
Q3 2023
Reduced 9.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
61,692
shares
|
$12.1 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
61,213
shares
|
$12 Million
0.36% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
60,440
shares
|
$11.9 Million
1.44% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
59,658
shares
|
$11.7 Million
3.55% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
59,175
shares
|
$11.6 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
58,750
shares
|
$11.5 Million
1.08% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
57,660
shares
|
$11.3 Million
2.0% of portfolio
|
Q3 2024
Reduced 86.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
57,392
shares
|
$11.3 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
56,628
shares
|
$11.1 Million
7.78% of portfolio
|
Q4 2024
Reduced 6.36%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
56,261
shares
|
$11 Million
1.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
55,398
shares
|
$10.9 Million
1.99% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
55,356
shares
|
$10.9 Million
0.44% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,197
shares
|
$10.8 Million
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
55,100
shares
|
$10.8 Million
1.88% of portfolio
|
Q4 2024
Added 38.4%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
54,261
shares
|
$10.6 Million
3.15% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
54,131
shares
|
$10.6 Million
0.09% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
54,028
shares
|
$10.6 Million
10.52% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
53,466
shares
|
$10.5 Million
3.96% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
53,260
shares
|
$10.5 Million
0.64% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
53,156
shares
|
$10.4 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.5%
|