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 |
|---|---|---|---|---|---|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
5,919
shares
|
$1.17 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Jan 21, 2025 Q3 2024 |
5,918
shares
|
$1.17 Million
0.75% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,908
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
5,889
shares
|
$1.16 Million
0.44% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
5,868
shares
|
$1.16 Million
0.25% of portfolio
|
Q2 2024
Reduced 79.07%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,799
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,743
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
5,741
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
5,741
shares
|
$1.13 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,706
shares
|
$1.13 Million
0.29% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
5,705
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.1%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,696
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2022
Added 101.91%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
5,693
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2024
Added 14.94%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
5,663
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
5,663
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
5,638
shares
|
$1.11 Million
0.17% of portfolio
|
Q3 2023
Reduced 0.12%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
5,595
shares
|
$1.11 Million
0.06% of portfolio
|
Q4 2024
Added 26.78%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
5,581
shares
|
$1.1 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
5,575
shares
|
$1.1 Million
0.66% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,571
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
5,563
shares
|
$1.1 Million
0.49% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Oct 28, 2024 Q3 2024 |
5,546
shares
|
$1.1 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
5,543
shares
|
$1.09 Million
0.44% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
5,526
shares
|
$1.09 Million
0.53% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,479
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2022
Added 94.22%
|