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 Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
18,703
shares
|
$3.67 Million
0.06% of portfolio
|
Q4 2024
Added 15.34%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
18,693
shares
|
$3.67 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
18,681
shares
|
$3.67 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
18,481
shares
|
$3.63 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,401
shares
|
$3.62 Million
0.34% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
18,097
shares
|
$3.56 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
18,018
shares
|
$3.54 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
18,007
shares
|
$3.54 Million
3.15% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
18,007
shares
|
$3.54 Million
0.02% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
17,939
shares
|
$3.52 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
17,870
shares
|
$3.51 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
17,757
shares
|
$3.49 Million
2.41% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
17,706
shares
|
$3.48 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
17,612
shares
|
$3.46 Million
1.15% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,379
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
17,373
shares
|
$3.41 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
17,353
shares
|
$3.41 Million
1.44% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,320
shares
|
$3.4 Million
0.68% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
17,308
shares
|
$3.4 Million
1.44% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
17,217
shares
|
$3.38 Million
0.08% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
17,193
shares
|
$3.38 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Stegner Investment Associates Inc.
|
Feb 06, 2025 Q4 2024 |
17,114
shares
|
$3.36 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
17,028
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Added 61.04%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
16,828
shares
|
$3.31 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.17%
|