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 1,563 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 |
|---|---|---|---|---|---|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$337,181
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,714
shares
|
$336,201
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,713
shares
|
$336,004
0.04% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
1,710
shares
|
$335,416
0.1% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
1,704
shares
|
$334,239
0.11% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,700
shares
|
$333,455
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,700
shares
|
$333,455
0.17% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,697
shares
|
$332,866
0.04% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,695
shares
|
$332,474
0.24% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,693
shares
|
$332,081
0.04% of portfolio
|
Q3 2023
Reduced 0.47%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,692
shares
|
$331,885
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,683
shares
|
$330,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,680
shares
|
$329,532
0.22% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,675
shares
|
$328,551
0.34% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
1,671
shares
|
$327,766
0.07% of portfolio
|
Q3 2024
Reduced 24.73%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
1,670
shares
|
$327,570
0.18% of portfolio
|
Q4 2024
Reduced 31.33%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,669
shares
|
$327,374
0.05% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,667
shares
|
$326,982
0.01% of portfolio
|
Q4 2021
Added 24.59%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
1,665
shares
|
$326,589
0.03% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,657
shares
|
$325,020
0.21% of portfolio
|
Q3 2024
Added 42.6%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
1,656
shares
|
$324,824
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,654
shares
|
$324,432
0.03% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,653
shares
|
$324,235
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,651
shares
|
$323,843
0.17% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$323,647
0.16% of portfolio
|
Q4 2020
New holding
|