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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,228
shares
|
$439,829
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
2,227
shares
|
$439,632
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,224
shares
|
$439,039
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,223
shares
|
$438,842
0.24% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
2,221
shares
|
$438,447
0.05% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
2,220
shares
|
$438,250
0.15% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
2,218
shares
|
$437,855
0.07% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,209
shares
|
$436,078
0.1% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,209
shares
|
$436,078
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,190
shares
|
$432,327
0.03% of portfolio
|
Q4 2024
Added 70.69%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$432,327
0.14% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,177
shares
|
$429,761
0.08% of portfolio
|
Q3 2023
Reduced 36.81%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
2,164
shares
|
$427,195
0.1% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
2,164
shares
|
$427,195
0.28% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
2,161
shares
|
$426,603
0.03% of portfolio
|
Q4 2024
Added 47.91%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$425,221
0.19% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,137
shares
|
$421,865
0.13% of portfolio
|
Q4 2024
Reduced 12.38%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,134
shares
|
$421,272
0.2% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,129
shares
|
$420,285
0.04% of portfolio
|
Q3 2024
Added 457.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$419,496
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Jan 16, 2025 Q4 2024 |
2,114
shares
|
$417,324
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,109
shares
|
$416,337
0.08% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,108
shares
|
$416,140
0.0% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,102
shares
|
$414,955
0.37% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
2,091
shares
|
$412,784
0.01% of portfolio
|
Q4 2024
Reduced 12.55%
|