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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,452
shares
|
$481,744
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,440
shares
|
$479,386
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,433
shares
|
$478,011
0.4% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,425
shares
|
$476,439
0.02% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
2,409
shares
|
$473,296
0.2% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$471,528
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$470,938
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,393
shares
|
$470,152
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,390
shares
|
$469,563
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,389
shares
|
$469,366
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,379
shares
|
$467,402
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,375
shares
|
$466,616
0.09% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,369
shares
|
$465,437
0.02% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
2,363
shares
|
$464,258
0.09% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
2,355
shares
|
$462,686
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
2,349
shares
|
$461,508
0.05% of portfolio
|
Q2 2023
Reduced 10.21%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
2,343
shares
|
$460,329
0.14% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,342
shares
|
$460,132
0.27% of portfolio
|
Q3 2024
Reduced 15.21%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
2,335
shares
|
$458,757
0.29% of portfolio
|
Q2 2024
Reduced 9.32%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
2,331
shares
|
$457,971
0.33% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,330
shares
|
$457,775
0.09% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
2,318
shares
|
$455,417
0.0% of portfolio
|
Q2 2024
Reduced 0.64%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
2,316
shares
|
$455,024
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
2,304
shares
|
$452,666
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,291
shares
|
$450,112
0.23% of portfolio
|
Q4 2024
Added 10.41%
|