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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,378
shares
|
$272,196
0.05% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,374
shares
|
$271,406
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,355
shares
|
$267,653
0.09% of portfolio
|
Q4 2022
Reduced 6.87%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
1,355
shares
|
$267,653
0.14% of portfolio
|
Q1 2024
Reduced 10.32%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,353
shares
|
$267,258
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,349
shares
|
$266,467
0.02% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
1,349
shares
|
$266,467
0.02% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
1,348
shares
|
$266,270
0.14% of portfolio
|
Q2 2023
Reduced 13.76%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
1,348
shares
|
$266,270
0.24% of portfolio
|
Q1 2024
Added 11.31%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,345
shares
|
$265,677
0.03% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,344
shares
|
$265,480
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
1,342
shares
|
$265,085
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,341
shares
|
$264,887
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,340
shares
|
$264,690
0.03% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,334
shares
|
$263,505
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,332
shares
|
$263,109
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,331
shares
|
$262,912
0.02% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,322
shares
|
$261,134
0.11% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
1,305
shares
|
$257,776
0.03% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$256,789
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,299
shares
|
$256,591
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,292
shares
|
$255,208
0.03% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,290
shares
|
$254,813
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,288
shares
|
$254,418
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$253,430
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|