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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
1,431
shares
|
$280,690
0.15% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,431
shares
|
$280,690
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,428
shares
|
$280,102
0.02% of portfolio
|
Q1 2024
Reduced 3.05%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,426
shares
|
$279,709
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
1,426
shares
|
$279,709
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
1,421
shares
|
$278,729
0.1% of portfolio
|
Q3 2024
Reduced 26.79%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
1,418
shares
|
$278,140
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,415
shares
|
$277,552
0.04% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,408
shares
|
$276,179
0.12% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,404
shares
|
$275,394
0.08% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,400
shares
|
$274,610
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,400
shares
|
$274,610
0.2% of portfolio
|
Q3 2024
Reduced 63.54%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,400
shares
|
$274,610
0.13% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,394
shares
|
$273,433
0.02% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 12, 2024 Q3 2024 |
1,393
shares
|
$273,236
0.22% of portfolio
|
Q3 2024
Reduced 78.22%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,392
shares
|
$273,040
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$272,452
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,389
shares
|
$272,452
0.06% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,385
shares
|
$271,667
0.04% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,385
shares
|
$271,667
0.11% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,384
shares
|
$271,471
0.01% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,383
shares
|
$271,275
0.01% of portfolio
|
Q1 2023
Reduced 2.26%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
1,382
shares
|
$271,079
0.09% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,378
shares
|
$270,294
0.05% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,374
shares
|
$269,510
0.09% of portfolio
|
Q2 2024
New holding
|