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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,987
shares
|
$586,855
0.06% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,985
shares
|
$586,462
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$585,677
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,978
shares
|
$585,087
0.03% of portfolio
|
Q3 2024
Reduced 38.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,973
shares
|
$584,105
0.04% of portfolio
|
Q4 2022
Reduced 13.93%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,969
shares
|
$583,319
0.32% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,962
shares
|
$581,944
0.17% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,951
shares
|
$579,782
0.02% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,933
shares
|
$576,246
0.06% of portfolio
|
Q3 2024
Reduced 50.49%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,932
shares
|
$576,050
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,931
shares
|
$575,853
0.06% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,919
shares
|
$573,495
0.02% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,917
shares
|
$573,102
0.19% of portfolio
|
Q4 2024
Added 30.57%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
2,913
shares
|
$572,317
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,907
shares
|
$571,138
0.29% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$570,941
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$567,798
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
2,880
shares
|
$565,833
0.08% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
2,866
shares
|
$563,083
0.35% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,856
shares
|
$561,118
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,851
shares
|
$560,135
0.18% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,845
shares
|
$558,957
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,844
shares
|
$558,760
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
2,832
shares
|
$556,403
0.01% of portfolio
|
Q1 2024
Added 9.77%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,823
shares
|
$554,634
0.02% of portfolio
|
Q3 2024
New holding
|