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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
105,850
shares
|
$20.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
105,232
shares
|
$20 Million
0.03% of portfolio
|
Q4 2024
Reduced 35.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
103,774
shares
|
$19.7 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
103,220
shares
|
$19.6 Million
1.44% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
102,346
shares
|
$19.4 Million
1.24% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
102,067
shares
|
$19.4 Million
0.24% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
99,978
shares
|
$19 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
99,907
shares
|
$19 Million
0.19% of portfolio
|
Q4 2024
Added 83.71%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
98,256
shares
|
$18.7 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
98,170
shares
|
$18.6 Million
1.17% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
97,722
shares
|
$18.5 Million
3.92% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
96,019
shares
|
$18.2 Million
2.6% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
95,408
shares
|
$18.1 Million
1.27% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
94,714
shares
|
$18 Million
3.89% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
93,684
shares
|
$17.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
93,096
shares
|
$17.7 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
92,706
shares
|
$17.6 Million
3.74% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
90,800
shares
|
$17.2 Million
7.87% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
89,784
shares
|
$17 Million
1.57% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
89,492
shares
|
$17 Million
2.11% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
89,419
shares
|
$17 Million
0.46% of portfolio
|
Q4 2024
Added 109.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
88,708
shares
|
$16.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
88,429
shares
|
$16.8 Million
5.09% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
88,277
shares
|
$16.8 Million
3.17% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
88,162
shares
|
$16.7 Million
0.61% of portfolio
|
Q4 2024
Added 9.68%
|