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 1,591 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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
8,040
shares
|
$1.58 Million
0.32% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,026
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
8,020
shares
|
$1.58 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.84%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,003
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,003
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
7,941
shares
|
$1.56 Million
0.68% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
7,898
shares
|
$1.55 Million
0.97% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
7,875
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,875
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
7,846
shares
|
$1.54 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
7,830
shares
|
$1.54 Million
0.62% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,827
shares
|
$1.54 Million
0.08% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,823
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,816
shares
|
$1.54 Million
0.11% of portfolio
|
Q1 2024
Added 17.5%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
7,795
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
7,791
shares
|
$1.53 Million
0.49% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
7,777
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Added 274.43%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,765
shares
|
$1.53 Million
0.69% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,761
shares
|
$1.52 Million
0.5% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,744
shares
|
$1.52 Million
0.13% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
7,741
shares
|
$1.52 Million
0.51% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
7,729
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
7,715
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,694
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Jan 15, 2025 Q4 2024 |
7,678
shares
|
$1.51 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.09%
|