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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
11,642
shares
|
$2.3 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,488
shares
|
$2.27 Million
0.11% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,471
shares
|
$2.27 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
11,471
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,453
shares
|
$2.26 Million
0.05% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
11,448
shares
|
$2.26 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
11,439
shares
|
$2.26 Million
0.07% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
11,415
shares
|
$2.25 Million
0.72% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,395
shares
|
$2.25 Million
0.86% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,252
shares
|
$2.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
11,238
shares
|
$2.22 Million
0.34% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
11,195
shares
|
$2.21 Million
0.14% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
11,178
shares
|
$2.21 Million
0.55% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
11,025
shares
|
$2.18 Million
1.15% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
11,010
shares
|
$2.17 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
10,900
shares
|
$2.15 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
10,870
shares
|
$2.15 Million
0.12% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,868
shares
|
$2.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,830
shares
|
$2.14 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,828
shares
|
$2.14 Million
0.05% of portfolio
|
Q3 2024
Added 46.84%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,804
shares
|
$2.13 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
10,782
shares
|
$2.13 Million
3.31% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,771
shares
|
$2.13 Million
0.37% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
10,752
shares
|
$2.12 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,725
shares
|
$2.12 Million
0.3% of portfolio
|
Q4 2024
Added 0.03%
|