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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
11,178
shares
|
$2.2 Million
0.55% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
11,081
shares
|
$2.18 Million
0.19% of portfolio
|
Q4 2024
Reduced 25.3%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
10,930
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
10,900
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,830
shares
|
$2.13 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,828
shares
|
$2.13 Million
0.05% of portfolio
|
Q3 2024
Added 46.84%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,771
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,752
shares
|
$2.11 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,725
shares
|
$2.11 Million
0.3% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,637
shares
|
$2.09 Million
0.12% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,633
shares
|
$2.09 Million
0.03% of portfolio
|
Q4 2023
Reduced 4.13%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
10,545
shares
|
$2.07 Million
3.25% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
10,495
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,463
shares
|
$2.06 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,455
shares
|
$2.05 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,407
shares
|
$2.04 Million
0.22% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
10,366
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
10,337
shares
|
$2.03 Million
0.82% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
10,306
shares
|
$2.02 Million
0.2% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
10,269
shares
|
$2.02 Million
0.28% of portfolio
|
Q4 2024
Added 42.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$2.02 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
10,236
shares
|
$2.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$2 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
10,132
shares
|
$1.99 Million
1.27% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
10,131
shares
|
$1.99 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.27%
|