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 |
|---|---|---|---|---|---|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
29,940
shares
|
$5.87 Million
2.36% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
29,581
shares
|
$5.8 Million
1.62% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
29,512
shares
|
$5.79 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
29,424
shares
|
$5.77 Million
0.17% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,127
shares
|
$5.71 Million
1.91% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,924
shares
|
$5.67 Million
0.85% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
28,549
shares
|
$5.6 Million
0.7% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,498
shares
|
$5.59 Million
0.21% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
28,478
shares
|
$5.59 Million
0.43% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.53 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
27,897
shares
|
$5.47 Million
3.1% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
27,819
shares
|
$5.46 Million
2.67% of portfolio
|
Q3 2024
Added 106.91%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
27,187
shares
|
$5.33 Million
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
27,178
shares
|
$5.33 Million
0.47% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
27,144
shares
|
$5.32 Million
2.74% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
26,441
shares
|
$5.19 Million
0.39% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
26,359
shares
|
$5.17 Million
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
26,220
shares
|
$5.14 Million
1.24% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
26,175
shares
|
$5.13 Million
0.35% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
25,962
shares
|
$5.09 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
25,907
shares
|
$5.08 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,496
shares
|
$5 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
25,440
shares
|
$4.99 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
25,313
shares
|
$4.97 Million
0.08% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
25,221
shares
|
$4.95 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.23%
|