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 1,591 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
31,116
shares
|
$6.11 Million
0.75% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
31,021
shares
|
$6.09 Million
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
30,996
shares
|
$6.09 Million
4.2% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
30,874
shares
|
$6.07 Million
1.94% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
30,860
shares
|
$6.06 Million
0.11% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
30,832
shares
|
$6.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.52%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
30,708
shares
|
$6.03 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
30,417
shares
|
$5.98 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,338
shares
|
$5.96 Million
0.91% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,156
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
30,049
shares
|
$5.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
30,025
shares
|
$5.9 Million
7.28% of portfolio
|
Q1 2023
Reduced 57.86%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
29,940
shares
|
$5.88 Million
2.36% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
29,581
shares
|
$5.81 Million
1.62% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
29,387
shares
|
$5.77 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
29,264
shares
|
$5.75 Million
0.19% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,924
shares
|
$5.68 Million
0.85% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
28,709
shares
|
$5.64 Million
0.68% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,478
shares
|
$5.6 Million
0.43% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.54 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
27,897
shares
|
$5.48 Million
3.1% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
27,819
shares
|
$5.47 Million
2.67% of portfolio
|
Q3 2024
Added 106.91%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
27,178
shares
|
$5.34 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
27,049
shares
|
$5.31 Million
3.06% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
26,640
shares
|
$5.23 Million
1.14% of portfolio
|
Q4 2024
Added 8.85%
|