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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
1,226
shares
|
$240,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
1,226
shares
|
$240,479
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,221
shares
|
$239,499
0.06% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
1,220
shares
|
$239,303
0.1% of portfolio
|
Q3 2024
Added 82.91%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,216
shares
|
$238,518
0.04% of portfolio
|
Q4 2024
Reduced 45.86%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
1,210
shares
|
$237,341
0.02% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
1,206
shares
|
$236,556
0.01% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
1,206
shares
|
$236,556
0.03% of portfolio
|
Q2 2024
Reduced 38.28%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
1,200
shares
|
$235,380
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,198
shares
|
$234,987
0.02% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,194
shares
|
$234,203
0.02% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
1,194
shares
|
$234,203
0.02% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,191
shares
|
$233,614
0.0% of portfolio
|
Q2 2024
Reduced 3.87%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
1,189
shares
|
$233,222
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
1,187
shares
|
$232,830
0.25% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
1,187
shares
|
$232,830
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
1,185
shares
|
$232,437
0.02% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,175
shares
|
$230,476
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$230,476
0.0% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
1,174
shares
|
$230,280
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,173
shares
|
$230,083
0.06% of portfolio
|
Q2 2024
Reduced 82.5%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,161
shares
|
$227,730
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
1,159
shares
|
$227,337
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,158
shares
|
$227,141
0.03% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,152
shares
|
$225,964
0.18% of portfolio
|
Q4 2023
Added 0.17%
|