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 |
|---|---|---|---|---|---|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,715
shares
|
$1.92 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
9,710
shares
|
$1.92 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,697
shares
|
$1.92 Million
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
9,672
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
9,619
shares
|
$1.9 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
9,547
shares
|
$1.89 Million
0.02% of portfolio
|
Q4 2024
Added 14.66%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,530
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
9,513
shares
|
$1.88 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
9,487
shares
|
$1.87 Million
0.43% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,458
shares
|
$1.87 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,434
shares
|
$1.86 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
9,255
shares
|
$1.83 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
9,255
shares
|
$1.83 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
9,234
shares
|
$1.82 Million
0.09% of portfolio
|
Q4 2024
Added 412.15%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
9,216
shares
|
$1.82 Million
0.34% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
9,210
shares
|
$1.82 Million
0.8% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
9,184
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
9,126
shares
|
$1.8 Million
1.44% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
9,123
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,118
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
9,100
shares
|
$1.8 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
9,039
shares
|
$1.79 Million
0.2% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
9,033
shares
|
$1.78 Million
1.23% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,991
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,990
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Added 88.51%
|