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 |
|---|---|---|---|---|---|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$662,910
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
3,342
shares
|
$660,145
0.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,326
shares
|
$656,984
0.6% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,312
shares
|
$654,219
0.01% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
3,305
shares
|
$652,836
0.34% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,276
shares
|
$647,108
0.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$646,515
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$643,947
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,259
shares
|
$643,750
0.25% of portfolio
|
Q1 2024
Added 1.84%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
3,228
shares
|
$637,626
0.17% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
3,227
shares
|
$637,429
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$636,441
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,201
shares
|
$632,293
0.04% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
3,199
shares
|
$631,898
0.23% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
3,181
shares
|
$628,342
0.55% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,175
shares
|
$627,157
0.14% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,167
shares
|
$625,577
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
3,166
shares
|
$625,379
0.34% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jan 16, 2025 Q4 2024 |
3,159
shares
|
$623,997
0.41% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,156
shares
|
$623,404
0.11% of portfolio
|
Q2 2024
Reduced 72.88%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,151
shares
|
$622,417
0.41% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,149
shares
|
$622,021
0.06% of portfolio
|
Q4 2024
Reduced 50.25%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,145
shares
|
$621,231
0.32% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
3,128
shares
|
$617,873
0.04% of portfolio
|
Q3 2023
Reduced 9.04%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
3,125
shares
|
$617,281
0.28% of portfolio
|
Q3 2024
New holding
|