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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,550
shares
|
$306,171
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,537
shares
|
$303,603
0.0% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
1,526
shares
|
$301,430
0.23% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
1,520
shares
|
$300,245
0.1% of portfolio
|
Q2 2022
Reduced 4.7%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,517
shares
|
$299,653
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,517
shares
|
$299,653
0.19% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
1,516
shares
|
$299,455
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,510
shares
|
$298,270
0.06% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
1,503
shares
|
$296,887
0.07% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
1,502
shares
|
$296,690
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,501
shares
|
$296,492
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$296,295
0.08% of portfolio
|
Q2 2020
Added 31.35%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Nov 12, 2024 Q3 2024 |
1,496
shares
|
$295,504
0.13% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,495
shares
|
$295,307
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,494
shares
|
$295,109
0.03% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,482
shares
|
$292,739
0.12% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
1,476
shares
|
$291,554
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
1,466
shares
|
$289,578
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
1,465
shares
|
$289,381
0.15% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,464
shares
|
$289,183
0.07% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
1,453
shares
|
$287,011
0.09% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$287,011
0.03% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
1,451
shares
|
$286,616
0.11% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,446
shares
|
$285,628
0.04% of portfolio
|
Q4 2024
Added 582.08%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
1,442
shares
|
$284,838
0.08% of portfolio
|
Q3 2024
Added 10.41%
|