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 |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
85
shares
|
$16,672
0.0% of portfolio
|
Q4 2024
Reduced 25.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
82
shares
|
$16,084
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
81
shares
|
$15,888
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
80
shares
|
$15,692
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
78
shares
|
$15,299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
78
shares
|
$15,299
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
72
shares
|
$14,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
71
shares
|
$13,926
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
71
shares
|
$13,926
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
70
shares
|
$13,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
70
shares
|
$13,730
0.01% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 29, 2024 Q3 2024 |
66
shares
|
$12,945
0.0% of portfolio
|
Q2 2024
Reduced 84.29%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
63
shares
|
$12,357
0.01% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
61
shares
|
$11,965
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
57
shares
|
$11,180
0.0% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$10,003
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
48
shares
|
$9,415
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
41
shares
|
$8,042
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$7,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,257
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
37
shares
|
$7,257
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
35
shares
|
$6,865
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
34
shares
|
$6,669
0.0% of portfolio
|
Q4 2024
Reduced 81.01%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
30
shares
|
$5,884
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
29
shares
|
$5,688
0.0% of portfolio
|
Q3 2024
Reduced 95.94%
|