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 |
|---|---|---|---|---|---|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
13,596
shares
|
$2.67 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
13,477
shares
|
$2.65 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
13,472
shares
|
$2.65 Million
0.2% of portfolio
|
Q4 2024
Reduced 49.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,390
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Added 1815.59%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
13,378
shares
|
$2.63 Million
0.81% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
13,330
shares
|
$2.62 Million
1.35% of portfolio
|
Q2 2023
Reduced 3.62%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
13,206
shares
|
$2.59 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,888
shares
|
$2.53 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,873
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$2.51 Million
1.47% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
12,759
shares
|
$2.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
12,718
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
12,716
shares
|
$2.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Nov 08, 2024 Q3 2024 |
12,698
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,646
shares
|
$2.48 Million
0.16% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12,609
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,579
shares
|
$2.47 Million
0.63% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
12,504
shares
|
$2.46 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
12,477
shares
|
$2.45 Million
0.49% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
12,426
shares
|
$2.44 Million
0.78% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
12,417
shares
|
$2.44 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,325
shares
|
$2.42 Million
0.13% of portfolio
|
Q4 2024
Reduced 25.79%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,280
shares
|
$2.41 Million
0.03% of portfolio
|
Q3 2024
Added 68.63%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,244
shares
|
$2.41 Million
0.29% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
12,047
shares
|
$2.37 Million
1.47% of portfolio
|
Q4 2023
Added 0.28%
|