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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,584
shares
|
$510,107
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,580
shares
|
$509,317
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,577
shares
|
$508,725
0.07% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
2,557
shares
|
$504,777
0.17% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
2,549
shares
|
$503,198
0.27% of portfolio
|
Q3 2024
Reduced 54.92%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
2,545
shares
|
$502,408
0.15% of portfolio
|
Q4 2021
Reduced 39.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$502,211
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$502,211
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
2,510
shares
|
$495,499
0.18% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,508
shares
|
$495,104
0.04% of portfolio
|
Q2 2024
Added 112.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$493,525
0.14% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,493
shares
|
$492,143
0.03% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,464
shares
|
$486,418
0.45% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,457
shares
|
$485,036
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,457
shares
|
$485,036
0.06% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,452
shares
|
$484,049
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,440
shares
|
$481,680
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
2,433
shares
|
$480,298
0.4% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,425
shares
|
$478,719
0.02% of portfolio
|
Q4 2024
Reduced 19.89%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$473,784
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$473,191
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,393
shares
|
$472,402
0.01% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,390
shares
|
$471,809
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,389
shares
|
$471,612
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,379
shares
|
$469,638
0.04% of portfolio
|
Q3 2024
New holding
|