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 1,674 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
833,241
shares
|
$158 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
748,927
shares
|
$142 Million
0.49% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
717,400
shares
|
$136 Million
0.18% of portfolio
|
Q4 2024
Reduced 51.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
697,434
shares
|
$132 Million
2.82% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
668,923
shares
|
$127 Million
0.35% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
635,819
shares
|
$121 Million
2.35% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
589,748
shares
|
$112 Million
0.39% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
546,802
shares
|
$104 Million
0.15% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
513,391
shares
|
$97.5 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
493,316
shares
|
$93.6 Million
1.93% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
487,271
shares
|
$92.5 Million
0.61% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
483,082
shares
|
$91.7 Million
0.58% of portfolio
|
Q4 2024
Added 41.86%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
478,996
shares
|
$90.9 Million
4.75% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
468,838
shares
|
$89 Million
0.57% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
462,991
shares
|
$87.9 Million
10.17% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
461,953
shares
|
$87.7 Million
0.14% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
442,029
shares
|
$83.9 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
436,966
shares
|
$82.9 Million
12.44% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
416,031
shares
|
$79 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
404,398
shares
|
$76.8 Million
12.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
401,937
shares
|
$76.3 Million
0.45% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
385,974
shares
|
$73.3 Million
21.95% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$71.8 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
369,889
shares
|
$70.2 Million
0.29% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
362,416
shares
|
$68.8 Million
0.23% of portfolio
|
Q4 2024
Added 12.8%
|