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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,806
shares
|
$551,294
0.05% of portfolio
|
Q3 2024
Reduced 58.05%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$545,204
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,773
shares
|
$544,811
0.18% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,770
shares
|
$544,221
0.12% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,757
shares
|
$541,667
0.08% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,726
shares
|
$535,577
0.11% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
2,722
shares
|
$534,791
0.53% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
2,713
shares
|
$533,023
0.05% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
2,711
shares
|
$532,630
0.23% of portfolio
|
Q4 2024
Added 49.7%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
2,710
shares
|
$532,433
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
2,709
shares
|
$532,237
0.34% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,705
shares
|
$531,451
0.18% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,704
shares
|
$531,254
0.24% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
2,700
shares
|
$530,469
0.14% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$529,093
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
2,693
shares
|
$529,093
0.34% of portfolio
|
Q4 2024
Added 14.5%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,689
shares
|
$528,307
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,684
shares
|
$527,325
0.04% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
2,681
shares
|
$526,736
0.03% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,661
shares
|
$522,806
0.13% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,657
shares
|
$522,020
0.22% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
2,654
shares
|
$521,431
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,651
shares
|
$520,841
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,642
shares
|
$519,073
0.0% of portfolio
|
Q3 2024
Reduced 90.33%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,636
shares
|
$517,894
0.02% of portfolio
|
Q2 2024
Added 21.87%
|