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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
1,866
shares
|
$368,590
0.05% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
1,852
shares
|
$365,825
0.14% of portfolio
|
Q4 2024
Reduced 92.51%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
1,842
shares
|
$363,850
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
1,842
shares
|
$363,850
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,839
shares
|
$363,257
0.06% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,837
shares
|
$362,862
0.3% of portfolio
|
Q1 2023
Added 303.74%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,830
shares
|
$361,479
0.16% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,826
shares
|
$360,689
0.15% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,825
shares
|
$360,492
0.06% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,817
shares
|
$358,912
0.23% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
1,817
shares
|
$358,912
0.05% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,813
shares
|
$358,121
0.38% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
1,811
shares
|
$357,726
0.15% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
1,809
shares
|
$357,331
0.11% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
1,805
shares
|
$356,541
0.3% of portfolio
|
Q4 2024
Added 28.38%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
1,801
shares
|
$355,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
1,800
shares
|
$355,554
0.04% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
1,796
shares
|
$354,763
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,796
shares
|
$354,763
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
1,785
shares
|
$352,591
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,785
shares
|
$352,591
0.03% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
1,775
shares
|
$350,615
0.03% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,769
shares
|
$349,430
0.02% of portfolio
|
Q4 2024
Added 63.95%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,762
shares
|
$348,047
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
1,760
shares
|
$347,652
0.04% of portfolio
|
Q1 2024
Reduced 8.09%
|