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 |
|---|---|---|---|---|---|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
2,164
shares
|
$425,161
0.28% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,161
shares
|
$424,571
0.03% of portfolio
|
Q4 2024
Added 47.91%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$423,196
0.19% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,137
shares
|
$419,856
0.13% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,134
shares
|
$419,266
0.2% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,129
shares
|
$418,284
0.04% of portfolio
|
Q3 2024
Added 457.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$417,498
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
2,117
shares
|
$415,926
0.34% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$415,337
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,109
shares
|
$414,355
0.08% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,108
shares
|
$414,158
0.0% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
2,091
shares
|
$410,818
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
2,080
shares
|
$408,657
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,080
shares
|
$408,657
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,079
shares
|
$408,461
0.01% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,074
shares
|
$407,478
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,069
shares
|
$406,496
0.03% of portfolio
|
Q4 2024
Added 88.43%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$406,103
0.0% of portfolio
|
Q4 2023
Reduced 47.76%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,062
shares
|
$405,121
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$404,728
0.04% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,055
shares
|
$403,745
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,052
shares
|
$403,156
0.05% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,045
shares
|
$401,781
0.01% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$401,191
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,034
shares
|
$399,619
0.11% of portfolio
|
Q2 2024
Reduced 28.53%
|