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 |
|---|---|---|---|---|---|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
4,450
shares
|
$874,291
0.38% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,445
shares
|
$873,309
0.01% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,444
shares
|
$873,112
0.14% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
4,425
shares
|
$869,379
0.19% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,411
shares
|
$866,629
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,368
shares
|
$858,180
0.11% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,354
shares
|
$855,430
0.5% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,350
shares
|
$854,644
0.06% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,350
shares
|
$854,644
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,349
shares
|
$854,448
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,348
shares
|
$854,251
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,339
shares
|
$852,483
0.53% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$845,606
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
4,274
shares
|
$839,712
0.14% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
4,266
shares
|
$838,141
0.43% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
4,263
shares
|
$837,551
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,258
shares
|
$836,569
0.04% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,257
shares
|
$836,372
0.11% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,256
shares
|
$836,176
0.05% of portfolio
|
Q3 2024
Added 265.95%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$835,979
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,233
shares
|
$831,657
0.08% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,224
shares
|
$829,889
0.03% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,216
shares
|
$828,317
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,190
shares
|
$823,209
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,189
shares
|
$823,012
0.2% of portfolio
|
Q4 2024
Reduced 4.64%
|