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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
23,318
shares
|
$4.58 Million
0.24% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
23,261
shares
|
$4.57 Million
1.13% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
23,216
shares
|
$4.56 Million
3.91% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
23,131
shares
|
$4.54 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.54 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
22,948
shares
|
$4.51 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,707
shares
|
$4.46 Million
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
22,700
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,588
shares
|
$4.44 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
22,434
shares
|
$4.41 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
22,337
shares
|
$4.39 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
22,335
shares
|
$4.39 Million
3.94% of portfolio
|
Q4 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
22,314
shares
|
$4.38 Million
3.23% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
22,267
shares
|
$4.37 Million
0.15% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
22,264
shares
|
$4.37 Million
1.29% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
22,250
shares
|
$4.37 Million
0.38% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,163
shares
|
$4.35 Million
0.19% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
22,076
shares
|
$4.34 Million
0.21% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
21,956
shares
|
$4.31 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,935
shares
|
$4.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,767
shares
|
$4.28 Million
3.75% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
21,732
shares
|
$4.27 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
21,336
shares
|
$4.19 Million
0.04% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,252
shares
|
$4.18 Million
0.94% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jan 22, 2025 Q4 2024 |
21,028
shares
|
$4.13 Million
3.55% of portfolio
|
Q4 2024
Added 7.87%
|