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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
8,980
shares
|
$1.77 Million
0.13% of portfolio
|
Q4 2024
Added 11.82%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
8,964
shares
|
$1.77 Million
0.4% of portfolio
|
Q4 2024
Reduced 72.64%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
8,924
shares
|
$1.76 Million
0.64% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,908
shares
|
$1.76 Million
0.33% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,801
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,686
shares
|
$1.72 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,641
shares
|
$1.71 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,622
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,585
shares
|
$1.7 Million
0.03% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
8,570
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
8,533
shares
|
$1.69 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,521
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2021
Reduced 0.57%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
8,500
shares
|
$1.68 Million
0.48% of portfolio
|
Q3 2020
Added 54.55%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,383
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,381
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
8,364
shares
|
$1.65 Million
0.39% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
8,358
shares
|
$1.65 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,306
shares
|
$1.64 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
8,264
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
8,137
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
8,069
shares
|
$1.59 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
8,067
shares
|
$1.59 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,026
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,003
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,003
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|