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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
46,598
shares
|
$9.14 Million
0.35% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
46,213
shares
|
$9.07 Million
0.18% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
46,203
shares
|
$9.07 Million
1.02% of portfolio
|
Q3 2024
Added 80.98%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
45,925
shares
|
$9.01 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
45,382
shares
|
$8.91 Million
1.89% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
44,598
shares
|
$8.75 Million
0.26% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
44,265
shares
|
$8.69 Million
4.26% of portfolio
|
Q4 2024
Added 4185.09%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
43,006
shares
|
$8.44 Million
0.22% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
42,768
shares
|
$8.39 Million
0.03% of portfolio
|
Q3 2024
Added 329.27%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
42,662
shares
|
$8.37 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
42,614
shares
|
$8.36 Million
0.29% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
42,513
shares
|
$8.34 Million
5.2% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
42,145
shares
|
$8.27 Million
1.7% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$8.26 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
42,102
shares
|
$8.26 Million
0.69% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
42,047
shares
|
$8.25 Million
1.56% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
41,448
shares
|
$8.13 Million
0.88% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
41,438
shares
|
$8.13 Million
0.29% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
41,247
shares
|
$8.09 Million
3.2% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
40,389
shares
|
$7.93 Million
0.71% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
40,300
shares
|
$7.91 Million
0.97% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
40,149
shares
|
$7.88 Million
4.1% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
40,055
shares
|
$7.86 Million
0.07% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
39,849
shares
|
$7.82 Million
0.61% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
39,789
shares
|
$7.81 Million
0.01% of portfolio
|
Q3 2024
Added 0.11%
|