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 1,560 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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
1,340
shares
|
$262,841
0.02% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,334
shares
|
$261,664
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sather Financial Group Inc
|
Nov 06, 2024 Q3 2024 |
1,332
shares
|
$261,271
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,331
shares
|
$261,075
0.02% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
1,312
shares
|
$257,348
0.03% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
1,305
shares
|
$255,975
0.03% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$254,995
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,290
shares
|
$253,033
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,288
shares
|
$252,641
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,283
shares
|
$251,660
0.02% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$251,660
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,279
shares
|
$250,875
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
1,279
shares
|
$250,875
0.05% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
1,268
shares
|
$248,718
0.11% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,267
shares
|
$248,522
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,264
shares
|
$247,933
0.19% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,263
shares
|
$247,737
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,262
shares
|
$247,541
0.12% of portfolio
|
Q3 2024
Reduced 49.74%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,251
shares
|
$245,383
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,244
shares
|
$244,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,240
shares
|
$243,226
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,235
shares
|
$242,245
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,233
shares
|
$241,852
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,231
shares
|
$241,460
0.09% of portfolio
|
Q3 2024
Reduced 46.8%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,229
shares
|
$241,068
0.1% of portfolio
|
Q3 2024
Added 0.49%
|