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 1,674 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 $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
130,329
shares
|
$24.7 Million
0.83% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
127,806
shares
|
$24.3 Million
0.35% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
126,318
shares
|
$24 Million
0.29% of portfolio
|
Q3 2023
Added 20.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
124,948
shares
|
$23.7 Million
0.32% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
124,736
shares
|
$23.7 Million
7.78% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
123,712
shares
|
$23.5 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.84%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
119,398
shares
|
$22.7 Million
0.01% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
118,355
shares
|
$22.5 Million
0.75% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
118,224
shares
|
$22.4 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
118,032
shares
|
$22.4 Million
2.97% of portfolio
|
Q1 2023
Reduced 34.4%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
117,834
shares
|
$22.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
117,074
shares
|
$22.2 Million
1.06% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
115,946
shares
|
$22 Million
0.65% of portfolio
|
Q4 2023
Added 3.91%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
115,552
shares
|
$21.9 Million
6.37% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
115,408
shares
|
$21.9 Million
2.47% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
113,920
shares
|
$21.6 Million
0.73% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
113,651
shares
|
$21.6 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
111,172
shares
|
$21.1 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
111,047
shares
|
$21.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
110,354
shares
|
$20.9 Million
0.31% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
109,879
shares
|
$20.9 Million
7.88% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
108,328
shares
|
$20.6 Million
0.33% of portfolio
|
Q4 2024
Added 17.35%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
108,226
shares
|
$20.5 Million
6.02% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
108,186
shares
|
$20.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
106,138
shares
|
$20.1 Million
0.57% of portfolio
|
Q4 2024
Added 6.09%
|