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 |
|---|---|---|---|---|---|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$670,748
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$669,176
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,405
shares
|
$668,980
0.13% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,394
shares
|
$666,819
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,393
shares
|
$666,622
0.06% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$666,426
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,382
shares
|
$664,461
0.16% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,381
shares
|
$664,265
0.14% of portfolio
|
Q4 2024
Added 68.29%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,375
shares
|
$663,086
0.03% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,370
shares
|
$662,103
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$659,353
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
3,342
shares
|
$656,602
0.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,326
shares
|
$653,459
0.6% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,312
shares
|
$650,708
0.01% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
3,305
shares
|
$649,333
0.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,276
shares
|
$643,635
0.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$643,046
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$640,492
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,259
shares
|
$640,295
0.25% of portfolio
|
Q1 2024
Added 1.84%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,254
shares
|
$639,313
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
3,228
shares
|
$634,205
0.17% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
3,227
shares
|
$634,008
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$633,026
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,201
shares
|
$628,900
0.04% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
3,199
shares
|
$628,507
0.23% of portfolio
|
Q3 2024
Reduced 3.38%
|