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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,355
shares
|
$860,243
0.07% of portfolio
|
Q2 2024
Reduced 12.93%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,354
shares
|
$860,045
0.5% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,350
shares
|
$859,255
0.06% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,350
shares
|
$859,255
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
4,348
shares
|
$858,860
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,339
shares
|
$857,082
0.53% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$850,169
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
4,266
shares
|
$842,662
0.45% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
4,263
shares
|
$842,070
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,258
shares
|
$841,082
0.04% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
4,257
shares
|
$840,885
0.11% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,256
shares
|
$840,687
0.05% of portfolio
|
Q3 2024
Added 265.95%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$840,490
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,224
shares
|
$834,366
0.03% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,216
shares
|
$832,786
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,190
shares
|
$827,650
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,189
shares
|
$827,453
0.2% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
4,158
shares
|
$821,329
0.06% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
4,155
shares
|
$820,737
0.02% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,137
shares
|
$817,181
0.16% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$816,589
0.28% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
4,066
shares
|
$803,156
0.79% of portfolio
|
Q4 2021
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
4,063
shares
|
$802,564
0.07% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
4,051
shares
|
$800,194
0.23% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
4,037
shares
|
$797,428
0.46% of portfolio
|
Q3 2024
Reduced 1.51%
|