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 |
|---|---|---|---|---|---|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,632
shares
|
$517,109
0.12% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
2,632
shares
|
$517,109
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,631
shares
|
$516,912
0.05% of portfolio
|
Q3 2024
Added 41.45%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,622
shares
|
$515,144
0.06% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,613
shares
|
$513,376
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
2,600
shares
|
$510,822
0.01% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$510,036
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,590
shares
|
$508,857
0.16% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,586
shares
|
$508,071
0.02% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
2,585
shares
|
$507,874
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,584
shares
|
$507,678
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,580
shares
|
$506,892
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,577
shares
|
$506,303
0.07% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
2,575
shares
|
$505,910
0.26% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,557
shares
|
$502,373
0.17% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
2,545
shares
|
$500,016
0.15% of portfolio
|
Q4 2021
Reduced 39.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$499,819
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$499,819
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,510
shares
|
$493,139
0.18% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,508
shares
|
$492,746
0.04% of portfolio
|
Q2 2024
Added 112.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$491,175
0.14% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,493
shares
|
$489,799
0.03% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,464
shares
|
$484,102
0.45% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,457
shares
|
$482,726
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,457
shares
|
$482,726
0.06% of portfolio
|
Q3 2024
Added 0.24%
|