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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
20,969
shares
|
$4.12 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$4.06 Million
0.99% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
20,598
shares
|
$4.05 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
20,521
shares
|
$4.03 Million
0.32% of portfolio
|
Q4 2024
Added 52.57%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
20,361
shares
|
$4 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
20,306
shares
|
$3.99 Million
2.3% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
20,298
shares
|
$3.99 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
20,268
shares
|
$3.98 Million
3.46% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
20,102
shares
|
$3.95 Million
1.08% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
20,039
shares
|
$3.94 Million
0.3% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Stordahl Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
19,980
shares
|
$3.93 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
19,939
shares
|
$3.92 Million
1.22% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,921
shares
|
$3.91 Million
1.9% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
19,910
shares
|
$3.91 Million
1.9% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$3.87 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
19,633
shares
|
$3.86 Million
0.51% of portfolio
|
Q4 2024
Added 16.05%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
19,620
shares
|
$3.85 Million
0.38% of portfolio
|
Q3 2024
Added 41.65%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
19,279
shares
|
$3.79 Million
1.91% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
19,265
shares
|
$3.78 Million
0.34% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
19,125
shares
|
$3.76 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
19,095
shares
|
$3.75 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
19,076
shares
|
$3.75 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
19,046
shares
|
$3.74 Million
2.72% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
18,921
shares
|
$3.72 Million
2.15% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
18,720
shares
|
$3.68 Million
0.92% of portfolio
|
Q3 2024
Added 1.2%
|