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 |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
17,757
shares
|
$3.48 Million
2.41% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,724
shares
|
$3.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
17,612
shares
|
$3.45 Million
1.15% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
17,474
shares
|
$3.43 Million
1.51% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
17,379
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
17,373
shares
|
$3.41 Million
1.71% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,320
shares
|
$3.4 Million
0.68% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
17,308
shares
|
$3.39 Million
1.44% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
17,213
shares
|
$3.38 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
17,193
shares
|
$3.37 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,097
shares
|
$3.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
17,028
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2024
Added 61.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
16,917
shares
|
$3.32 Million
0.47% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
16,828
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
16,822
shares
|
$3.3 Million
1.3% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
16,777
shares
|
$3.29 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,612
shares
|
$3.26 Million
0.42% of portfolio
|
Q3 2022
Added 490.75%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
16,490
shares
|
$3.23 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
16,432
shares
|
$3.22 Million
0.35% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
16,326
shares
|
$3.2 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
16,167
shares
|
$3.17 Million
1.7% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
16,143
shares
|
$3.17 Million
0.07% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
15,963
shares
|
$3.13 Million
0.21% of portfolio
|
Q4 2024
Added 358.31%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,845
shares
|
$3.11 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.64%
|