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 1,671 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 $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$7.95 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
42,102
shares
|
$7.95 Million
0.69% of portfolio
|
Q4 2024
Added 29.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
41,937
shares
|
$7.92 Million
0.38% of portfolio
|
Q4 2024
Added 191.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
41,698
shares
|
$7.87 Million
0.07% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
41,438
shares
|
$7.82 Million
0.29% of portfolio
|
Q4 2024
Reduced 31.1%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
41,247
shares
|
$7.79 Million
3.2% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
41,159
shares
|
$7.77 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
41,003
shares
|
$7.74 Million
0.0% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
40,389
shares
|
$7.63 Million
0.71% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
40,300
shares
|
$7.61 Million
0.97% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
40,149
shares
|
$7.58 Million
4.1% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
39,501
shares
|
$7.46 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
39,406
shares
|
$7.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
39,100
shares
|
$7.38 Million
8.11% of portfolio
|
Q4 2024
Reduced 25.67%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
38,960
shares
|
$7.36 Million
4.84% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
38,953
shares
|
$7.35 Million
0.28% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
38,933
shares
|
$7.35 Million
2.6% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
38,521
shares
|
$7.27 Million
0.83% of portfolio
|
Q4 2024
Added 979.62%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
38,101
shares
|
$7.19 Million
0.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
38,085
shares
|
$7.19 Million
0.17% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
37,985
shares
|
$7.17 Million
0.75% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
37,978
shares
|
$7.17 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
37,789
shares
|
$7.13 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Jan 30, 2025 Q4 2024 |
37,725
shares
|
$7.12 Million
1.05% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
37,707
shares
|
$7.12 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.21%
|