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 |
|---|---|---|---|---|---|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,109
shares
|
$614,120
0.18% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,097
shares
|
$611,750
0.22% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
3,091
shares
|
$610,565
0.13% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
3,079
shares
|
$608,194
0.29% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,061
shares
|
$604,639
0.09% of portfolio
|
Q4 2022
Reduced 14.16%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
3,061
shares
|
$604,639
0.14% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,061
shares
|
$604,639
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,053
shares
|
$603,059
0.21% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
3,043
shares
|
$601,083
0.28% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,034
shares
|
$599,306
0.03% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,034
shares
|
$599,306
0.11% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,013
shares
|
$595,157
0.17% of portfolio
|
Q3 2024
Added 7.26%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,996
shares
|
$591,799
0.15% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,992
shares
|
$591,009
0.01% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,987
shares
|
$590,022
0.06% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,985
shares
|
$589,627
0.03% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
2,981
shares
|
$588,836
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,978
shares
|
$588,244
0.03% of portfolio
|
Q3 2024
Reduced 38.38%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
2,973
shares
|
$587,256
0.04% of portfolio
|
Q4 2022
Reduced 13.93%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,969
shares
|
$586,466
0.32% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
2,962
shares
|
$585,083
0.17% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
2,951
shares
|
$582,911
0.02% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,940
shares
|
$580,738
0.04% of portfolio
|
Q3 2024
Added 103.74%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,933
shares
|
$579,355
0.06% of portfolio
|
Q3 2024
Reduced 50.49%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,932
shares
|
$579,157
0.02% of portfolio
|
Q3 2024
Reduced 1.41%
|