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 |
|---|---|---|---|---|---|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
7,523
shares
|
$1.49 Million
1.94% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,447
shares
|
$1.47 Million
0.24% of portfolio
|
Q3 2023
Reduced 14.53%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,418
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,408
shares
|
$1.46 Million
0.09% of portfolio
|
Q4 2023
Reduced 10.83%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
7,386
shares
|
$1.46 Million
0.13% of portfolio
|
Q4 2024
Reduced 63.78%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,365
shares
|
$1.45 Million
0.05% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,332
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,321
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
7,312
shares
|
$1.44 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,239
shares
|
$1.43 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
7,239
shares
|
$1.43 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$1.43 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
7,230
shares
|
$1.43 Million
1.1% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,218
shares
|
$1.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
7,185
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
7,125
shares
|
$1.41 Million
1.05% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
7,123
shares
|
$1.41 Million
1.23% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
7,112
shares
|
$1.4 Million
0.16% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
7,074
shares
|
$1.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,047
shares
|
$1.39 Million
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,010
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
7,006
shares
|
$1.38 Million
0.25% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
6,958
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2022
Added 196.09%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,933
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
6,891
shares
|
$1.36 Million
1.19% of portfolio
|
Q3 2024
Added 0.01%
|