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 1,532 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 $26.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
227,122
shares
|
$43.5 Million
1.22% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
216,693
shares
|
$41.5 Million
4.36% of portfolio
|
Q3 2024
Reduced 7.47%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
211,887
shares
|
$40.6 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
207,985
shares
|
$39.9 Million
1.2% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
206,285
shares
|
$39.5 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.85%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
204,945
shares
|
$39.3 Million
3.91% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Berkshire Money Management, Inc.
|
Oct 16, 2024 Q3 2024 |
204,597
shares
|
$39.2 Million
5.09% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
202,775
shares
|
$38.9 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
200,091
shares
|
$38.4 Million
0.04% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
197,163
shares
|
$37.8 Million
0.25% of portfolio
|
Q3 2024
Added 36.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
194,321
shares
|
$37.3 Million
0.43% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
192,384
shares
|
$36.9 Million
4.43% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
192,104
shares
|
$36.8 Million
5.26% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
191,415
shares
|
$36.7 Million
20.01% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
190,108
shares
|
$36.4 Million
9.91% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
181,229
shares
|
$34.7 Million
2.5% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
177,855
shares
|
$34.1 Million
0.01% of portfolio
|
Q3 2024
Added 19.47%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
177,819
shares
|
$34.1 Million
26.59% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
175,150
shares
|
$33.6 Million
3.02% of portfolio
|
Q3 2024
Reduced 42.97%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
165,752
shares
|
$31.8 Million
1.46% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
162,592
shares
|
$31.2 Million
0.05% of portfolio
|
Q3 2024
Added 290.11%
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
160,052
shares
|
$30.7 Million
10.33% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Advocacy Wealth Management Services, LLC
|
Oct 31, 2024 Q3 2024 |
159,683
shares
|
$30.6 Million
2.7% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
158,196
shares
|
$30.3 Million
1.06% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
157,916
shares
|
$30.3 Million
0.37% of portfolio
|
Q3 2024
New holding
|