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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,994
shares
|
$2.95 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
14,957
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,875
shares
|
$2.92 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
14,855
shares
|
$2.92 Million
0.97% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,830
shares
|
$2.91 Million
0.28% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,768
shares
|
$2.9 Million
0.28% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,642
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2022
Reduced 59.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,550
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.54%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
14,474
shares
|
$2.84 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
14,457
shares
|
$2.84 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,388
shares
|
$2.83 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
14,369
shares
|
$2.82 Million
0.7% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
14,307
shares
|
$2.81 Million
2.44% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,269
shares
|
$2.8 Million
0.06% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,198
shares
|
$2.79 Million
0.11% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,177
shares
|
$2.79 Million
0.4% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
14,116
shares
|
$2.77 Million
1.44% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
14,034
shares
|
$2.76 Million
0.08% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
13,853
shares
|
$2.72 Million
0.38% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
13,831
shares
|
$2.72 Million
0.11% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,820
shares
|
$2.72 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,783
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
13,760
shares
|
$2.7 Million
1.72% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
13,669
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 49.72%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
13,669
shares
|
$2.69 Million
1.1% of portfolio
|
Q4 2024
Added 15.88%
|