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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,047
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,010
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
7,006
shares
|
$1.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
6,958
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2022
Added 196.09%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
6,891
shares
|
$1.35 Million
1.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,879
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,850
shares
|
$1.35 Million
0.5% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,799
shares
|
$1.34 Million
0.78% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
6,792
shares
|
$1.33 Million
0.79% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,783
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,772
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
6,745
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
6,727
shares
|
$1.32 Million
0.73% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,726
shares
|
$1.32 Million
0.05% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
6,664
shares
|
$1.31 Million
0.66% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
6,632
shares
|
$1.3 Million
0.23% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,552
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
6,551
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Added 3064.73%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,526
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,520
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.28 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.28 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,482
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2024
Added 4.01%
|