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 |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
26,359
shares
|
$5.18 Million
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
26,220
shares
|
$5.15 Million
1.24% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
26,175
shares
|
$5.14 Million
0.35% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
25,962
shares
|
$5.1 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
25,907
shares
|
$5.09 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
25,845
shares
|
$5.08 Million
2.7% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
25,669
shares
|
$5.04 Million
0.08% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,496
shares
|
$5.01 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
25,440
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
25,221
shares
|
$4.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$4.93 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
24,799
shares
|
$4.87 Million
2.47% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,785
shares
|
$4.87 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
24,694
shares
|
$4.85 Million
0.46% of portfolio
|
Q4 2024
Reduced 38.29%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
24,427
shares
|
$4.8 Million
2.92% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
24,283
shares
|
$4.77 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,229
shares
|
$4.76 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
24,102
shares
|
$4.74 Million
0.12% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
24,074
shares
|
$4.73 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
24,018
shares
|
$4.72 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
23,882
shares
|
$4.69 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,821
shares
|
$4.68 Million
0.09% of portfolio
|
Q2 2024
Reduced 17.9%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
23,587
shares
|
$4.63 Million
2.32% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
23,557
shares
|
$4.63 Million
2.45% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
23,399
shares
|
$4.6 Million
1.69% of portfolio
|
Q4 2024
Reduced 2.55%
|