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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,338
shares
|
$1.25 Million
0.69% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
6,326
shares
|
$1.25 Million
1.06% of portfolio
|
Q4 2024
Added 31.9%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
6,307
shares
|
$1.25 Million
0.19% of portfolio
|
Q4 2024
Added 51.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,304
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,301
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
6,290
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
Added 105.62%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
6,277
shares
|
$1.24 Million
0.19% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
6,272
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
6,225
shares
|
$1.23 Million
0.7% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
6,188
shares
|
$1.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
6,163
shares
|
$1.22 Million
0.44% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
6,101
shares
|
$1.21 Million
0.2% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
6,100
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,087
shares
|
$1.2 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,081
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
6,043
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
6,029
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
6,021
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
6,014
shares
|
$1.19 Million
0.03% of portfolio
|
Q3 2024
Added 66.09%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
6,010
shares
|
$1.19 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
5,996
shares
|
$1.18 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
5,985
shares
|
$1.18 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
5,982
shares
|
$1.18 Million
0.45% of portfolio
|
Q2 2023
Reduced 0.3%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,963
shares
|
$1.18 Million
0.02% of portfolio
|
Q4 2022
Reduced 2.28%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
5,921
shares
|
$1.17 Million
0.56% of portfolio
|
Q3 2024
Added 1.79%
|