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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$164,962
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$164,177
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
810
shares
|
$158,881
4.58% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
804
shares
|
$157,704
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
794
shares
|
$155,743
0.06% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
781
shares
|
$153,193
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
765
shares
|
$150,054
0.08% of portfolio
|
Q3 2024
Added 431.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$148,485
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
754
shares
|
$147,897
0.0% of portfolio
|
Q3 2024
Added 25033.33%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
738
shares
|
$144,758
0.05% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
738
shares
|
$144,758
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
729
shares
|
$142,993
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
707
shares
|
$138,678
0.02% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
707
shares
|
$138,678
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
706
shares
|
$138,481
0.0% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
698
shares
|
$136,912
0.07% of portfolio
|
Q4 2024
Added 74.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
684
shares
|
$134,166
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
676
shares
|
$132,597
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
647
shares
|
$126,909
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
638
shares
|
$125,143
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$124,947
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
634
shares
|
$124,359
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
614
shares
|
$120,436
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
607
shares
|
$119,063
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$118,474
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|