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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,080
shares
|
$410,612
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
2,080
shares
|
$410,612
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,079
shares
|
$410,415
0.01% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,075
shares
|
$409,625
0.22% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,074
shares
|
$409,428
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
2,069
shares
|
$408,441
0.03% of portfolio
|
Q4 2024
Added 88.43%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,067
shares
|
$408,046
0.0% of portfolio
|
Q4 2023
Reduced 47.76%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,062
shares
|
$407,059
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,060
shares
|
$406,664
0.04% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,055
shares
|
$405,677
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,052
shares
|
$405,085
0.05% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
2,045
shares
|
$403,703
0.01% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$403,111
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,034
shares
|
$401,531
0.11% of portfolio
|
Q2 2024
Reduced 28.53%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,032
shares
|
$401,137
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
2,025
shares
|
$399,755
0.1% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
2,024
shares
|
$399,557
0.35% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
2,018
shares
|
$398,373
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,009
shares
|
$396,596
0.14% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,004
shares
|
$395,609
0.16% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,003
shares
|
$395,412
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$394,820
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,000
shares
|
$394,820
0.12% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
1,998
shares
|
$394,425
0.25% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,996
shares
|
$394,030
0.07% of portfolio
|
Q3 2024
Added 0.05%
|