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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
5,045
shares
|
$996,538
0.04% of portfolio
|
Q3 2024
Added 12.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,009
shares
|
$989,427
0.0% of portfolio
|
Q3 2024
Added 47.06%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
5,000
shares
|
$987,650
0.26% of portfolio
|
Q1 2023
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,990
shares
|
$985,674
0.71% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
4,990
shares
|
$985,674
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
4,990
shares
|
$985,674
0.7% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,957
shares
|
$979,156
0.1% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
4,956
shares
|
$978,958
0.04% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,946
shares
|
$976,983
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
4,914
shares
|
$970,662
0.19% of portfolio
|
Q3 2024
Added 59.55%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
4,900
shares
|
$967,897
0.15% of portfolio
|
Q3 2024
Reduced 20.43%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
4,894
shares
|
$966,711
0.59% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
4,887
shares
|
$965,329
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
4,856
shares
|
$959,205
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,855
shares
|
$959,008
0.0% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
4,838
shares
|
$955,650
0.24% of portfolio
|
Q3 2024
Reduced 84.4%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
4,833
shares
|
$954,662
0.73% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,812
shares
|
$950,514
0.04% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
4,809
shares
|
$949,921
0.04% of portfolio
|
Q3 2020
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,808
shares
|
$949,724
0.56% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,772
shares
|
$942,613
0.0% of portfolio
|
Q3 2022
Added 14.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
4,759
shares
|
$940,045
0.02% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
4,757
shares
|
$939,650
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
4,753
shares
|
$938,860
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
4,746
shares
|
$937,477
0.11% of portfolio
|
Q3 2024
Reduced 5.87%
|