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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
3,686
shares
|
$728,095
0.25% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
3,662
shares
|
$723,354
0.03% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$720,786
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
3,639
shares
|
$718,811
0.47% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
3,633
shares
|
$717,626
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,627
shares
|
$716,441
0.11% of portfolio
|
Q1 2023
Added 16.74%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,568
shares
|
$704,787
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
3,565
shares
|
$704,194
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,565
shares
|
$704,194
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,538
shares
|
$698,861
0.27% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,469
shares
|
$685,231
0.35% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
3,463
shares
|
$684,046
0.26% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,463
shares
|
$684,046
0.0% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
3,454
shares
|
$682,268
0.04% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
3,451
shares
|
$681,676
0.31% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
3,415
shares
|
$674,564
0.25% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$674,367
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,408
shares
|
$673,182
0.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$672,787
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,405
shares
|
$672,589
0.13% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,393
shares
|
$670,219
0.06% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$670,021
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,382
shares
|
$668,046
0.16% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,375
shares
|
$666,663
0.03% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,370
shares
|
$665,676
0.08% of portfolio
|
Q3 2024
New holding
|