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 |
|---|---|---|---|---|---|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,770
shares
|
$7.81 Million
0.0% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
39,501
shares
|
$7.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
39,100
shares
|
$7.68 Million
8.11% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
39,053
shares
|
$7.67 Million
3.26% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
38,953
shares
|
$7.65 Million
0.28% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
38,933
shares
|
$7.65 Million
2.6% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
38,521
shares
|
$7.57 Million
0.83% of portfolio
|
Q4 2024
Added 979.62%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,085
shares
|
$7.48 Million
0.17% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
38,072
shares
|
$7.48 Million
1.22% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
37,978
shares
|
$7.46 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
37,789
shares
|
$7.42 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
37,725
shares
|
$7.41 Million
1.05% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
37,707
shares
|
$7.41 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
37,600
shares
|
$7.39 Million
3.43% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
37,591
shares
|
$7.39 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
37,453
shares
|
$7.36 Million
5.27% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37,404
shares
|
$7.35 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
37,316
shares
|
$7.33 Million
2.55% of portfolio
|
Q4 2024
Added 20.76%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
37,016
shares
|
$7.27 Million
0.19% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,012
shares
|
$7.27 Million
0.22% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
36,836
shares
|
$7.24 Million
3.19% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
36,642
shares
|
$7.2 Million
4.97% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,412
shares
|
$7.15 Million
0.24% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
36,235
shares
|
$7.12 Million
5.24% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
36,040
shares
|
$7.08 Million
2.12% of portfolio
|
Q4 2024
Added 5.39%
|