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 1,667 institutions that hold shares in the stock, with a total of 145 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
16,853,606
shares
|
$3.31 Billion
0.26% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,435,769
shares
|
$2.64 Billion
0.85% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
13,009,014
shares
|
$2.55 Billion
0.18% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
8,148,548
shares
|
$1.6 Billion
0.13% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,486,094
shares
|
$1.27 Billion
0.29% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,277,943
shares
|
$1.04 Billion
0.42% of portfolio
|
Q4 2024
Added 19.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,600,608
shares
|
$707 Million
0.13% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
2,576,656
shares
|
$506 Million
0.53% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
2,484,586
shares
|
$488 Million
0.08% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
2,455,376
shares
|
$482 Million
0.12% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,142,670
shares
|
$420 Million
0.28% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,631,317
shares
|
$320 Million
0.68% of portfolio
|
Q4 2024
Added 11.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,630,728
shares
|
$320 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,527,973
shares
|
$300 Million
1.05% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,449,306
shares
|
$284 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
1,414,358
shares
|
$278 Million
1.24% of portfolio
|
Q4 2024
Added 46.48%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$247 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,221,993
shares
|
$240 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,106,614
shares
|
$217 Million
0.36% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1,094,262
shares
|
$215 Million
1.52% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,022,513
shares
|
$201 Million
1.47% of portfolio
|
Q4 2024
Added 35.51%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
999,059
shares
|
$196 Million
0.28% of portfolio
|
Q4 2024
Added 7.97%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
957,583
shares
|
$188 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
947,689
shares
|
$186 Million
1.86% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,238
shares
|
$166 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.34%
|