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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
25,077
shares
|
$4.92 Million
8.75% of portfolio
|
Q3 2023
Reduced 72.58%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
24,799
shares
|
$4.86 Million
2.47% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
24,785
shares
|
$4.86 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
24,615
shares
|
$4.83 Million
0.16% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
24,473
shares
|
$4.8 Million
1.2% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
24,427
shares
|
$4.79 Million
2.92% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
24,355
shares
|
$4.78 Million
2.49% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
24,283
shares
|
$4.76 Million
2.34% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
24,229
shares
|
$4.75 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
24,102
shares
|
$4.73 Million
0.12% of portfolio
|
Q3 2024
Added 14.3%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
24,074
shares
|
$4.72 Million
0.07% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
24,018
shares
|
$4.71 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
24,012
shares
|
$4.71 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
23,938
shares
|
$4.7 Million
1.97% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,821
shares
|
$4.67 Million
0.09% of portfolio
|
Q2 2024
Reduced 17.9%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
23,557
shares
|
$4.62 Million
2.45% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
23,318
shares
|
$4.57 Million
0.24% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
23,216
shares
|
$4.55 Million
3.91% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
23,108
shares
|
$4.53 Million
0.43% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
22,948
shares
|
$4.5 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,707
shares
|
$4.45 Million
0.16% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
22,700
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
22,588
shares
|
$4.43 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
22,530
shares
|
$4.42 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
22,434
shares
|
$4.4 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.66%
|