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 1,578 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$148,500
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
754
shares
|
$147,912
0.0% of portfolio
|
Q3 2024
Added 25033.33%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
738
shares
|
$144,773
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
738
shares
|
$144,773
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
729
shares
|
$143,007
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
707
shares
|
$138,692
0.08% of portfolio
|
Q2 2024
Added 20.03%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
706
shares
|
$138,496
0.0% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
698
shares
|
$136,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
698
shares
|
$136,926
0.07% of portfolio
|
Q4 2024
Added 74.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
684
shares
|
$134,180
0.02% of portfolio
|
Q2 2023
Reduced 23.58%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
682
shares
|
$133,787
0.02% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
676
shares
|
$132,610
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
647
shares
|
$126,921
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
638
shares
|
$125,156
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
637
shares
|
$124,960
0.02% of portfolio
|
Q3 2022
Added 11.75%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
634
shares
|
$124,371
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
614
shares
|
$120,448
0.03% of portfolio
|
Q4 2023
Reduced 16.91%
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
607
shares
|
$119,075
0.07% of portfolio
|
Q3 2024
Reduced 48.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
604
shares
|
$118,486
0.01% of portfolio
|
Q2 2023
Reduced 28.18%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
600
shares
|
$117,701
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
590
shares
|
$115,740
0.02% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
569
shares
|
$111,620
0.02% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
556
shares
|
$109,070
0.09% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
547
shares
|
$107,304
0.03% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
546
shares
|
$107,108
0.01% of portfolio
|
Q4 2024
New holding
|