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 |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,931
shares
|
$578,960
0.06% of portfolio
|
Q2 2024
Added 2.2%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,919
shares
|
$576,590
0.02% of portfolio
|
Q2 2024
Reduced 18.74%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,917
shares
|
$576,195
0.19% of portfolio
|
Q4 2024
Added 30.57%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
2,913
shares
|
$575,404
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
2,907
shares
|
$574,219
0.29% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
2,906
shares
|
$574,022
0.01% of portfolio
|
Q3 2024
Added 33.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,890
shares
|
$570,861
0.04% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
2,880
shares
|
$568,886
0.08% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
2,866
shares
|
$566,120
0.35% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
2,856
shares
|
$564,145
0.07% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,851
shares
|
$563,158
0.18% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,845
shares
|
$561,972
0.09% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,844
shares
|
$561,775
0.02% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
2,835
shares
|
$559,997
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
2,832
shares
|
$559,404
0.01% of portfolio
|
Q1 2024
Added 9.77%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
2,823
shares
|
$557,627
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,806
shares
|
$554,269
0.05% of portfolio
|
Q3 2024
Reduced 58.05%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,775
shares
|
$548,145
0.02% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,773
shares
|
$547,750
0.18% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,770
shares
|
$547,158
0.12% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,757
shares
|
$544,590
0.08% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,726
shares
|
$538,466
0.11% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
2,722
shares
|
$537,676
0.53% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
2,713
shares
|
$535,898
0.05% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
2,710
shares
|
$535,306
0.02% of portfolio
|
Q4 2024
New holding
|