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 1,593 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
1,805
shares
|
$354,231
0.3% of portfolio
|
Q4 2024
Added 28.38%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
1,796
shares
|
$352,465
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
1,796
shares
|
$352,465
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,792
shares
|
$351,680
0.04% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
1,785
shares
|
$350,306
0.13% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,785
shares
|
$350,306
0.03% of portfolio
|
Q1 2024
Reduced 0.56%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,780
shares
|
$349,325
0.11% of portfolio
|
Q4 2024
Reduced 56.06%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
1,770
shares
|
$347,362
0.36% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,769
shares
|
$347,166
0.02% of portfolio
|
Q4 2024
Added 63.95%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,762
shares
|
$345,792
0.02% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,755
shares
|
$344,418
0.27% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,728
shares
|
$339,120
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,720
shares
|
$337,550
0.12% of portfolio
|
Q2 2023
Reduced 10.09%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,719
shares
|
$337,353
0.03% of portfolio
|
Q1 2024
Reduced 82.36%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,719
shares
|
$337,353
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
1,714
shares
|
$336,372
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
1,710
shares
|
$335,587
0.1% of portfolio
|
Q4 2023
Reduced 17.23%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
1,704
shares
|
$334,410
0.11% of portfolio
|
Q4 2024
Reduced 12.26%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
1,703
shares
|
$334,213
0.03% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,701
shares
|
$333,821
0.24% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
1,700
shares
|
$333,625
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$333,625
0.16% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
1,697
shares
|
$333,036
0.04% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
1,695
shares
|
$332,643
0.24% of portfolio
|
Q3 2024
Reduced 22.5%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,693
shares
|
$332,251
0.04% of portfolio
|
Q3 2023
Reduced 0.47%
|