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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
4,158
shares
|
$816,922
0.06% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
4,155
shares
|
$816,332
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Feb 04, 2025 Q4 2024 |
4,146
shares
|
$814,564
0.63% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,137
shares
|
$812,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,137
shares
|
$812,796
0.16% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$812,206
0.28% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,066
shares
|
$798,847
0.79% of portfolio
|
Q4 2021
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
4,063
shares
|
$798,257
0.07% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$793,149
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,985
shares
|
$782,932
0.36% of portfolio
|
Q3 2024
Added 16.66%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
3,938
shares
|
$773,698
0.0% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,932
shares
|
$772,520
0.23% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
3,928
shares
|
$771,734
0.12% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,917
shares
|
$769,572
0.03% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
3,899
shares
|
$766,036
0.0% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
3,893
shares
|
$764,857
0.07% of portfolio
|
Q4 2024
Added 261.13%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,892
shares
|
$764,661
0.13% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
3,873
shares
|
$760,928
0.02% of portfolio
|
Q1 2023
Reduced 12.43%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
3,869
shares
|
$760,142
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
3,865
shares
|
$759,356
0.36% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,846
shares
|
$755,623
0.15% of portfolio
|
Q4 2024
Added 47.19%
|
|
|
Coho Partners, Ltd.
|
Jan 30, 2025 Q4 2024 |
3,843
shares
|
$755,034
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,803
shares
|
$747,175
0.24% of portfolio
|
Q4 2024
Added 8.41%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,790
shares
|
$744,621
0.07% of portfolio
|
Q4 2024
Added 127.63%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,788
shares
|
$744,228
0.02% of portfolio
|
Q4 2024
Added 1.58%
|