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 1,563 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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
16,143
shares
|
$3.19 Million
0.07% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
16,047
shares
|
$3.17 Million
0.33% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
15,963
shares
|
$3.15 Million
0.21% of portfolio
|
Q4 2024
Added 358.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
15,615
shares
|
$3.08 Million
1.34% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
15,583
shares
|
$3.08 Million
0.61% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
15,581
shares
|
$3.08 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
15,453
shares
|
$3.05 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
15,401
shares
|
$3.04 Million
0.83% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
15,400
shares
|
$3.04 Million
0.33% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
15,229
shares
|
$3.01 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
15,184
shares
|
$3 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
15,159
shares
|
$2.99 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
15,127
shares
|
$2.99 Million
1.28% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
15,121
shares
|
$2.99 Million
0.1% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,089
shares
|
$2.98 Million
1.62% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
15,079
shares
|
$2.98 Million
0.73% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
15,017
shares
|
$2.97 Million
3.15% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,994
shares
|
$2.96 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
14,875
shares
|
$2.94 Million
0.52% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
14,855
shares
|
$2.93 Million
0.97% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
14,834
shares
|
$2.93 Million
0.27% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,830
shares
|
$2.93 Million
0.28% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
14,768
shares
|
$2.92 Million
0.28% of portfolio
|
Q4 2024
Added 18.94%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,642
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2022
Reduced 59.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,550
shares
|
$2.87 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.54%
|