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 |
|---|---|---|---|---|---|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
12,799
shares
|
$2.53 Million
1.47% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
12,759
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
12,718
shares
|
$2.51 Million
0.1% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Nov 08, 2024 Q3 2024 |
12,698
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2024
Reduced 46.38%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
12,646
shares
|
$2.5 Million
0.16% of portfolio
|
Q4 2024
Added 27.97%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12,609
shares
|
$2.49 Million
0.02% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
12,579
shares
|
$2.48 Million
0.63% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
12,544
shares
|
$2.48 Million
0.12% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
12,477
shares
|
$2.46 Million
0.49% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
12,426
shares
|
$2.45 Million
0.78% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
12,417
shares
|
$2.45 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,280
shares
|
$2.43 Million
0.03% of portfolio
|
Q3 2024
Added 68.63%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,244
shares
|
$2.42 Million
0.29% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
12,047
shares
|
$2.38 Million
1.47% of portfolio
|
Q4 2023
Added 0.28%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
12,044
shares
|
$2.38 Million
0.29% of portfolio
|
Q4 2024
Reduced 36.91%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,003
shares
|
$2.37 Million
0.77% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
11,999
shares
|
$2.37 Million
0.83% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
11,996
shares
|
$2.37 Million
0.51% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,987
shares
|
$2.37 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
11,923
shares
|
$2.36 Million
0.43% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
11,869
shares
|
$2.34 Million
1.22% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
11,832
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
11,796
shares
|
$2.33 Million
1.07% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,751
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
11,703
shares
|
$2.31 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.74%
|