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 |
|---|---|---|---|---|---|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
5,151
shares
|
$1.01 Million
0.04% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
5,136
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,135
shares
|
$1.01 Million
1.18% of portfolio
|
Q3 2022
Reduced 1.65%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,132
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
5,129
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
5,104
shares
|
$1 Million
0.27% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
5,079
shares
|
$997,871
0.64% of portfolio
|
Q4 2024
Reduced 51.86%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,075
shares
|
$997,085
0.12% of portfolio
|
Q4 2024
Added 35.66%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,009
shares
|
$984,118
0.0% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
5,000
shares
|
$982,350
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,990
shares
|
$980,385
0.71% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,990
shares
|
$980,385
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
4,990
shares
|
$980,385
0.7% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,957
shares
|
$973,901
0.1% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,956
shares
|
$973,705
0.04% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,946
shares
|
$971,740
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
4,914
shares
|
$965,453
0.19% of portfolio
|
Q3 2024
Added 59.55%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,900
shares
|
$962,703
0.15% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,894
shares
|
$961,524
0.59% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
4,887
shares
|
$960,148
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
4,856
shares
|
$954,058
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,855
shares
|
$953,861
0.0% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
4,838
shares
|
$950,521
0.24% of portfolio
|
Q3 2024
Reduced 84.4%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
4,833
shares
|
$949,539
0.73% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,812
shares
|
$945,413
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|