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 |
|---|---|---|---|---|---|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
1,382
shares
|
$258,917
0.09% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Nia Impact Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,374
shares
|
$257,418
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
1,366
shares
|
$255,920
0.1% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,355
shares
|
$253,859
0.09% of portfolio
|
Q4 2022
Reduced 6.87%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
1,355
shares
|
$253,859
0.13% of portfolio
|
Q1 2024
Reduced 10.32%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,353
shares
|
$253,484
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,349
shares
|
$252,735
0.02% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,349
shares
|
$252,735
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,348
shares
|
$252,547
0.14% of portfolio
|
Q2 2023
Reduced 13.76%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,348
shares
|
$252,547
0.24% of portfolio
|
Q1 2024
Added 11.31%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,345
shares
|
$251,985
0.03% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,344
shares
|
$251,798
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,341
shares
|
$251,236
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,340
shares
|
$251,049
0.03% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,334
shares
|
$249,924
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,332
shares
|
$249,550
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,331
shares
|
$249,362
0.02% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,330
shares
|
$249,175
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,322
shares
|
$247,676
0.11% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,317
shares
|
$246,739
0.05% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$243,555
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,299
shares
|
$243,367
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,297
shares
|
$242,992
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,292
shares
|
$242,056
0.03% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,290
shares
|
$241,681
0.03% of portfolio
|
Q1 2024
New holding
|