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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
2,709
shares
|
$535,108
0.34% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,705
shares
|
$534,318
0.18% of portfolio
|
Q4 2024
Reduced 11.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
2,704
shares
|
$534,121
0.24% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
2,700
shares
|
$533,331
0.14% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,693
shares
|
$531,948
0.25% of portfolio
|
Q1 2023
Reduced 36.12%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,689
shares
|
$531,158
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
2,688
shares
|
$530,960
0.22% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,684
shares
|
$530,170
0.04% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
2,681
shares
|
$529,577
0.03% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,661
shares
|
$525,627
0.13% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
2,657
shares
|
$524,837
0.22% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,651
shares
|
$523,652
0.01% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
2,651
shares
|
$523,652
0.19% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,643
shares
|
$522,071
0.12% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,642
shares
|
$521,874
0.0% of portfolio
|
Q3 2024
Reduced 90.33%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,636
shares
|
$520,689
0.02% of portfolio
|
Q2 2024
Added 21.87%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,631
shares
|
$519,701
0.05% of portfolio
|
Q3 2024
Added 41.45%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,622
shares
|
$517,923
0.06% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,613
shares
|
$516,145
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
2,609
shares
|
$515,355
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
2,600
shares
|
$513,578
0.01% of portfolio
|
Q3 2023
Reduced 16.13%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,596
shares
|
$512,787
0.03% of portfolio
|
Q3 2022
Added 18.21%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,590
shares
|
$511,602
0.16% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,586
shares
|
$510,812
0.02% of portfolio
|
Q4 2024
Reduced 28.5%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
2,585
shares
|
$510,615
0.22% of portfolio
|
Q4 2024
New holding
|