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 |
|---|---|---|---|---|---|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
14,474
shares
|
$2.86 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,388
shares
|
$2.84 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
14,359
shares
|
$2.84 Million
0.72% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
14,307
shares
|
$2.83 Million
2.44% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,269
shares
|
$2.82 Million
0.06% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,198
shares
|
$2.8 Million
0.11% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
14,177
shares
|
$2.8 Million
0.4% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
14,034
shares
|
$2.77 Million
0.08% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,845
shares
|
$2.73 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
13,831
shares
|
$2.73 Million
0.11% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,820
shares
|
$2.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,783
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2024
Added 14.14%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
13,760
shares
|
$2.72 Million
1.72% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
13,596
shares
|
$2.69 Million
1.89% of portfolio
|
Q3 2024
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
13,477
shares
|
$2.66 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
13,450
shares
|
$2.66 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,390
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 1815.59%
|
|
|
Brave Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
13,378
shares
|
$2.64 Million
0.81% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
13,330
shares
|
$2.63 Million
1.35% of portfolio
|
Q2 2023
Reduced 3.62%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
13,297
shares
|
$2.63 Million
0.51% of portfolio
|
Q3 2024
Reduced 40.26%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
13,206
shares
|
$2.61 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
12,888
shares
|
$2.55 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
12,879
shares
|
$2.54 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,873
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
12,862
shares
|
$2.54 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.93%
|