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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,651
shares
|
$326,122
0.17% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
1,650
shares
|
$325,924
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,641
shares
|
$324,146
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,637
shares
|
$323,356
0.2% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,631
shares
|
$322,171
0.16% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
1,628
shares
|
$321,578
0.03% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
1,623
shares
|
$320,591
0.09% of portfolio
|
Q3 2024
Added 728.06%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
1,615
shares
|
$319,010
0.18% of portfolio
|
Q2 2023
Reduced 0.12%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,612
shares
|
$318,418
0.2% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,604
shares
|
$316,838
0.0% of portfolio
|
Q2 2023
Reduced 12.45%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,604
shares
|
$316,838
0.09% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$316,048
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairway Wealth LLC
Independence, OH |
Nov 01, 2024 Q3 2024 |
1,600
shares
|
$316,048
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,599
shares
|
$315,850
0.07% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
1,597
shares
|
$315,455
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,578
shares
|
$311,702
0.12% of portfolio
|
Q1 2023
Reduced 4.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,577
shares
|
$311,504
0.01% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
1,574
shares
|
$310,912
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,562
shares
|
$308,541
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
1,560
shares
|
$308,146
0.17% of portfolio
|
Q2 2024
Reduced 7.96%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
1,560
shares
|
$308,146
0.08% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,559
shares
|
$307,949
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
1,556
shares
|
$307,356
0.1% of portfolio
|
Q4 2024
Added 41.2%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,555
shares
|
$307,159
0.1% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
1,552
shares
|
$306,566
0.19% of portfolio
|
Q3 2024
New holding
|