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 1,575 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 $27.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,637
shares
|
$2.1 Million
0.12% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,633
shares
|
$2.1 Million
0.03% of portfolio
|
Q4 2023
Reduced 4.13%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
10,466
shares
|
$2.07 Million
0.79% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
10,463
shares
|
$2.07 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
10,455
shares
|
$2.07 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,432
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,407
shares
|
$2.06 Million
0.22% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
10,337
shares
|
$2.04 Million
0.82% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
10,306
shares
|
$2.04 Million
0.2% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
10,269
shares
|
$2.03 Million
0.28% of portfolio
|
Q4 2024
Added 42.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$2.03 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
10,261
shares
|
$2.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 88.48%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
10,236
shares
|
$2.02 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
10,236
shares
|
$2.02 Million
1.53% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,171
shares
|
$2.01 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,114
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,061
shares
|
$1.99 Million
1.15% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,981
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
9,886
shares
|
$1.95 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
9,818
shares
|
$1.94 Million
2.03% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,755
shares
|
$1.93 Million
0.72% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
9,729
shares
|
$1.92 Million
0.73% of portfolio
|
Q4 2024
Added 1.49%
|