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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,993
shares
|
$393,438
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,992
shares
|
$393,240
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,983
shares
|
$391,464
0.07% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,976
shares
|
$390,082
0.04% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,969
shares
|
$388,700
0.01% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,964
shares
|
$387,713
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,953
shares
|
$385,541
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,953
shares
|
$385,541
0.2% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,943
shares
|
$383,567
0.08% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,940
shares
|
$382,975
0.25% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,938
shares
|
$382,580
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,938
shares
|
$382,580
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,935
shares
|
$381,988
0.05% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,935
shares
|
$381,988
0.28% of portfolio
|
Q2 2022
Reduced 14.57%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
1,917
shares
|
$378,434
0.09% of portfolio
|
Q1 2023
Reduced 60.59%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,900
shares
|
$375,079
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,891
shares
|
$373,302
0.13% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,878
shares
|
$370,735
0.05% of portfolio
|
Q4 2023
Added 40.36%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,877
shares
|
$370,538
0.06% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
1,876
shares
|
$370,341
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,876
shares
|
$370,341
0.01% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
1,875
shares
|
$370,143
0.04% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,872
shares
|
$369,551
0.01% of portfolio
|
Q4 2022
Reduced 19.83%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
1,872
shares
|
$369,551
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,867
shares
|
$368,564
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|