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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
5,563
shares
|
$1.09 Million
0.49% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
5,543
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
5,526
shares
|
$1.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,479
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2022
Added 94.22%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
5,443
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
5,424
shares
|
$1.07 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
5,419
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Added 200.89%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,407
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
5,404
shares
|
$1.06 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
5,402
shares
|
$1.06 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,400
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
5,397
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Added 20.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,396
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
5,370
shares
|
$1.06 Million
0.76% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
5,360
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
5,323
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,315
shares
|
$1.04 Million
0.14% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
5,296
shares
|
$1.04 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,250
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
5,241
shares
|
$1.03 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
5,232
shares
|
$1.03 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,203
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
5,176
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Added 112.13%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
5,164
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
5,152
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 27.94%
|