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 |
|---|---|---|---|---|---|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
34,414
shares
|
$6.75 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,313
shares
|
$6.73 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
34,271
shares
|
$6.72 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,215
shares
|
$6.71 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
34,196
shares
|
$6.71 Million
2.14% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
34,049
shares
|
$6.68 Million
1.68% of portfolio
|
Q3 2024
Added 5.1%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
33,865
shares
|
$6.64 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
33,350
shares
|
$6.54 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
33,158
shares
|
$6.5 Million
0.18% of portfolio
|
Q2 2020
Reduced 14.63%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
32,485
shares
|
$6.37 Million
0.46% of portfolio
|
Q3 2024
Added 16.02%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
32,377
shares
|
$6.35 Million
0.71% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
32,275
shares
|
$6.33 Million
4.21% of portfolio
|
Q2 2024
Reduced 1.32%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
31,980
shares
|
$6.27 Million
1.29% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
31,471
shares
|
$6.17 Million
0.06% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
31,116
shares
|
$6.1 Million
0.75% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
31,021
shares
|
$6.08 Million
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
30,902
shares
|
$6.06 Million
2.32% of portfolio
|
Q3 2024
Added 12.51%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
30,832
shares
|
$6.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.52%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
30,708
shares
|
$6.02 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
30,338
shares
|
$5.95 Million
0.91% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,156
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
30,130
shares
|
$5.91 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
30,049
shares
|
$5.89 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
30,025
shares
|
$5.89 Million
7.28% of portfolio
|
Q1 2023
Reduced 57.86%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
30,007
shares
|
$5.89 Million
4.19% of portfolio
|
Q3 2024
Added 0.56%
|