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 |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,187
shares
|
$626,149
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
3,181
shares
|
$624,971
0.55% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,167
shares
|
$622,220
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,166
shares
|
$622,024
0.34% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
3,159
shares
|
$620,648
0.41% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,156
shares
|
$620,059
0.11% of portfolio
|
Q2 2024
Reduced 72.88%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,151
shares
|
$619,076
0.41% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,149
shares
|
$618,684
0.06% of portfolio
|
Q4 2024
Reduced 50.25%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,145
shares
|
$617,898
0.32% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
3,128
shares
|
$614,558
0.04% of portfolio
|
Q3 2023
Reduced 9.04%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,125
shares
|
$613,968
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,109
shares
|
$610,825
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
3,102
shares
|
$609,449
0.14% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,097
shares
|
$608,467
0.22% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$607,288
0.13% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,079
shares
|
$604,931
0.29% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$601,394
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,061
shares
|
$601,394
0.14% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$601,394
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,053
shares
|
$599,822
0.21% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
3,043
shares
|
$597,858
0.28% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,034
shares
|
$596,089
0.03% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,034
shares
|
$596,089
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,013
shares
|
$591,964
0.17% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,996
shares
|
$588,624
0.15% of portfolio
|
Q4 2024
Reduced 13.29%
|