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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$944,824
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,808
shares
|
$944,627
0.56% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$937,554
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,759
shares
|
$935,000
0.02% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
4,757
shares
|
$934,607
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,753
shares
|
$933,821
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,723
shares
|
$927,927
0.13% of portfolio
|
Q3 2024
Added 9.2%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
4,669
shares
|
$917,318
0.41% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
4,666
shares
|
$916,729
0.64% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
4,663
shares
|
$916,139
0.72% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
4,647
shares
|
$912,996
0.27% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
4,611
shares
|
$905,923
0.12% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
4,555
shares
|
$894,920
0.08% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
4,533
shares
|
$890,598
0.49% of portfolio
|
Q3 2024
Added 93.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,529
shares
|
$889,812
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,525
shares
|
$889,026
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,511
shares
|
$886,276
0.04% of portfolio
|
Q2 2018
Added 8.26%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,507
shares
|
$885,490
0.33% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
4,495
shares
|
$883,132
0.1% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
4,487
shares
|
$881,560
0.04% of portfolio
|
Q2 2022
Added 12.43%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,481
shares
|
$880,382
1.05% of portfolio
|
Q2 2022
Reduced 16.27%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
4,472
shares
|
$878,613
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
4,471
shares
|
$878,417
0.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
4,467
shares
|
$877,631
0.0% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
4,466
shares
|
$877,435
0.16% of portfolio
|
Q4 2024
Reduced 66.41%
|