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 |
|---|---|---|---|---|---|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
52,600
shares
|
$10.3 Million
8.7% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
52,572
shares
|
$10.3 Million
1.84% of portfolio
|
Q4 2023
Reduced 5.98%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
52,507
shares
|
$10.3 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
52,407
shares
|
$10.3 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
52,261
shares
|
$10.3 Million
0.68% of portfolio
|
Q4 2024
Reduced 15.91%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
51,905
shares
|
$10.2 Million
7.21% of portfolio
|
Q1 2023
Reduced 44.24%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
51,720
shares
|
$10.1 Million
3.56% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
51,582
shares
|
$10.1 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
51,123
shares
|
$10 Million
0.21% of portfolio
|
Q2 2024
Added 42.9%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
50,744
shares
|
$9.95 Million
0.58% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
50,621
shares
|
$9.93 Million
0.77% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
50,428
shares
|
$9.89 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
50,032
shares
|
$9.81 Million
0.19% of portfolio
|
Q3 2024
Added 57.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
49,965
shares
|
$9.8 Million
0.31% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
48,872
shares
|
$9.59 Million
8.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
48,736
shares
|
$9.56 Million
5.05% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,173
shares
|
$9.45 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
47,790
shares
|
$9.37 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
47,288
shares
|
$9.28 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
46,894
shares
|
$9.2 Million
1.07% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
46,528
shares
|
$9.13 Million
0.47% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
46,203
shares
|
$9.06 Million
1.02% of portfolio
|
Q3 2024
Added 80.98%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
46,100
shares
|
$9.04 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
45,925
shares
|
$9.01 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
45,749
shares
|
$8.97 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.3%
|