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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
1,125
shares
|
$222,221
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
1,114
shares
|
$220,048
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,100
shares
|
$217,283
0.02% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
1,100
shares
|
$217,283
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,091
shares
|
$215,505
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,090
shares
|
$215,307
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,090
shares
|
$215,307
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
1,090
shares
|
$215,307
0.1% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,084
shares
|
$214,122
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
1,084
shares
|
$214,122
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
1,083
shares
|
$213,924
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,075
shares
|
$212,344
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,069
shares
|
$211,159
0.06% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
1,068
shares
|
$210,962
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
1,060
shares
|
$209,381
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
1,058
shares
|
$208,986
0.06% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,052
shares
|
$207,801
0.03% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,049
shares
|
$207,208
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
1,046
shares
|
$206,616
0.0% of portfolio
|
Q4 2024
Reduced 48.14%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,034
shares
|
$204,246
0.01% of portfolio
|
Q3 2024
Reduced 58.76%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
1,033
shares
|
$204,048
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,030
shares
|
$203,455
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
1,028
shares
|
$203,060
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
1,027
shares
|
$202,863
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,026
shares
|
$202,665
0.1% of portfolio
|
Q3 2024
New holding
|