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 1,591 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 $27.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,340
shares
|
$263,269
0.03% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,334
shares
|
$262,090
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
1,332
shares
|
$261,698
0.02% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,331
shares
|
$261,501
0.02% of portfolio
|
Q4 2024
Added 31.52%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,322
shares
|
$259,733
0.11% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
1,317
shares
|
$258,750
0.05% of portfolio
|
Q4 2024
Reduced 39.5%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
1,300
shares
|
$255,411
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,299
shares
|
$255,214
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
1,292
shares
|
$253,839
0.03% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,290
shares
|
$253,446
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,288
shares
|
$253,053
0.07% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,283
shares
|
$252,071
0.04% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,279
shares
|
$251,285
0.01% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
1,272
shares
|
$249,909
0.11% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
1,267
shares
|
$248,927
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,264
shares
|
$248,338
0.19% of portfolio
|
Q4 2024
Reduced 2.84%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
1,263
shares
|
$248,141
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,251
shares
|
$245,783
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
1,244
shares
|
$244,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,240
shares
|
$243,622
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
1,235
shares
|
$242,640
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,233
shares
|
$242,247
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
1,232
shares
|
$242,051
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,231
shares
|
$241,854
0.09% of portfolio
|
Q3 2024
Reduced 46.8%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,229
shares
|
$241,461
0.1% of portfolio
|
Q3 2024
Added 0.49%
|