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 |
|---|---|---|---|---|---|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
1,442
shares
|
$270,158
0.08% of portfolio
|
Q3 2024
Added 10.41%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
1,441
shares
|
$269,971
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
1,433
shares
|
$268,472
0.16% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
1,431
shares
|
$268,097
0.15% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
1,431
shares
|
$268,097
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,426
shares
|
$267,161
0.02% of portfolio
|
Q4 2024
Added 2.15%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,426
shares
|
$267,161
0.06% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Feb 04, 2025 Q4 2024 |
1,426
shares
|
$267,161
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
1,425
shares
|
$266,973
0.17% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
1,419
shares
|
$265,849
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
1,419
shares
|
$265,849
0.2% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,415
shares
|
$265,100
0.04% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 27, 2025 Q4 2024 |
1,412
shares
|
$264,538
0.09% of portfolio
|
Q4 2024
Reduced 96.9%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
1,408
shares
|
$263,788
0.12% of portfolio
|
Q4 2022
Reduced 2.15%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,404
shares
|
$263,039
0.08% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,400
shares
|
$262,290
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
1,400
shares
|
$262,290
0.13% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
1,396
shares
|
$261,540
0.05% of portfolio
|
Q3 2023
Added 32.52%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,394
shares
|
$261,165
0.02% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
1,392
shares
|
$260,791
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,389
shares
|
$260,229
0.02% of portfolio
|
Q4 2023
Added 1.02%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
1,388
shares
|
$260,041
0.01% of portfolio
|
Q4 2024
Added 28.04%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
1,385
shares
|
$259,479
0.04% of portfolio
|
Q2 2024
Reduced 15.29%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,384
shares
|
$259,292
0.01% of portfolio
|
Q1 2024
Reduced 47.71%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
1,383
shares
|
$259,105
0.01% of portfolio
|
Q1 2023
Reduced 2.26%
|