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 1,671 institutions that hold shares in the stock, with a total of 146 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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,190
shares
|
$410,296
0.03% of portfolio
|
Q4 2024
Added 70.69%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
2,190
shares
|
$410,296
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
2,175
shares
|
$407,486
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
2,170
shares
|
$406,549
0.04% of portfolio
|
Q4 2024
Added 15.73%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
2,165
shares
|
$405,612
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,161
shares
|
$404,863
0.03% of portfolio
|
Q4 2024
Added 47.91%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,161
shares
|
$404,863
0.07% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
2,155
shares
|
$403,739
0.26% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
2,152
shares
|
$403,177
0.04% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
2,137
shares
|
$400,366
0.19% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,137
shares
|
$400,366
0.13% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,134
shares
|
$399,804
0.2% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
2,133
shares
|
$399,617
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,118
shares
|
$396,807
0.06% of portfolio
|
Q4 2024
Reduced 59.29%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
2,117
shares
|
$396,619
0.34% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$396,057
0.73% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,109
shares
|
$395,121
0.08% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
2,108
shares
|
$394,933
0.0% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
2,103
shares
|
$393,997
0.18% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
2,091
shares
|
$391,748
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
2,080
shares
|
$389,688
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,079
shares
|
$389,500
0.01% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,069
shares
|
$387,627
0.03% of portfolio
|
Q4 2024
Added 88.43%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,062
shares
|
$386,315
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$385,941
0.04% of portfolio
|
Q4 2024
Added 16.71%
|