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 1,532 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 $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
17,023,645
shares
|
$3.26 Billion
0.28% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,941,985
shares
|
$2.48 Billion
0.84% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,525,927
shares
|
$2.4 Billion
0.18% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,947,841
shares
|
$1.52 Billion
0.13% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,948,326
shares
|
$1.33 Billion
0.32% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,430,080
shares
|
$849 Million
0.4% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,519,391
shares
|
$675 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,488,560
shares
|
$477 Million
0.53% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,366,444
shares
|
$454 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,283,423
shares
|
$438 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,975,642
shares
|
$379 Million
0.25% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,478,333
shares
|
$283 Million
1.04% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,478,004
shares
|
$283 Million
0.38% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,465,294
shares
|
$281 Million
0.65% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,451,914
shares
|
$278 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,333,560
shares
|
$256 Million
0.02% of portfolio
|
Q3 2024
Added 18046.14%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,275,535
shares
|
$245 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$241 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,106,232
shares
|
$212 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,045,926
shares
|
$201 Million
1.52% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
976,920
shares
|
$187 Million
0.64% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
965,585
shares
|
$185 Million
0.94% of portfolio
|
Q3 2024
Added 54.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
925,353
shares
|
$177 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
895,916
shares
|
$172 Million
1.98% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,238
shares
|
$163 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.34%
|