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 |
|---|---|---|---|---|---|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,022
shares
|
$201,875
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
1,015
shares
|
$200,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
997
shares
|
$196,937
0.06% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
992
shares
|
$195,949
0.29% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
990
shares
|
$195,554
0.08% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
967
shares
|
$191,011
0.0% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$188,838
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
921
shares
|
$181,925
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
913
shares
|
$180,344
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
906
shares
|
$178,962
0.03% of portfolio
|
Q3 2024
Added 24.62%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
901
shares
|
$177,974
0.01% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
895
shares
|
$176,789
0.08% of portfolio
|
Q2 2023
Reduced 3.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
857
shares
|
$169,283
0.0% of portfolio
|
Q3 2024
Added 16.92%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
852
shares
|
$168,295
0.06% of portfolio
|
Q2 2022
Reduced 31.51%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
841
shares
|
$166,122
0.09% of portfolio
|
Q2 2022
Reduced 78.99%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
837
shares
|
$165,332
0.01% of portfolio
|
Q4 2022
Reduced 14.24%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
810
shares
|
$159,999
4.58% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
804
shares
|
$158,814
0.01% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
794
shares
|
$156,838
0.06% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
781
shares
|
$154,270
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
765
shares
|
$151,110
0.08% of portfolio
|
Q3 2024
Added 431.25%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
757
shares
|
$149,530
0.01% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
754
shares
|
$148,937
0.0% of portfolio
|
Q3 2024
Added 25033.33%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
738
shares
|
$145,777
0.04% of portfolio
|
Q2 2024
Added 1292.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
738
shares
|
$145,777
0.02% of portfolio
|
Q4 2024
Added 0.14%
|