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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,879
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.36 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,850
shares
|
$1.35 Million
0.5% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,799
shares
|
$1.34 Million
0.78% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
6,792
shares
|
$1.34 Million
0.79% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
6,783
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,772
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
6,745
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
6,727
shares
|
$1.33 Million
0.73% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,726
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,653
shares
|
$1.31 Million
0.14% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
6,552
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 99.51%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
6,551
shares
|
$1.29 Million
0.44% of portfolio
|
Q4 2024
Added 3064.73%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,526
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,520
shares
|
$1.29 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.29 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.29 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,482
shares
|
$1.28 Million
0.14% of portfolio
|
Q1 2024
Added 4.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
6,452
shares
|
$1.27 Million
0.24% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
6,427
shares
|
$1.27 Million
0.37% of portfolio
|
Q1 2023
Reduced 40.52%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
6,396
shares
|
$1.26 Million
0.41% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,381
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,354
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,352
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2023
Added 16.74%
|