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 1,659 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $28.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,175
shares
|
$232,344
0.01% of portfolio
|
Q3 2021
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,175
shares
|
$232,344
0.0% of portfolio
|
Q2 2024
Reduced 81.74%
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
1,174
shares
|
$232,146
0.1% of portfolio
|
Q4 2024
New holding
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,161
shares
|
$229,576
0.11% of portfolio
|
Q1 2024
New holding
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
1,158
shares
|
$228,982
0.44% of portfolio
|
Q4 2024
New holding
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
1,152
shares
|
$227,796
0.04% of portfolio
|
Q4 2024
New holding
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
1,152
shares
|
$227,796
0.16% of portfolio
|
Q4 2024
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,152
shares
|
$227,796
0.18% of portfolio
|
Q4 2023
Added 0.17%
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
1,151
shares
|
$227,598
0.22% of portfolio
|
Q4 2024
New holding
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,150
shares
|
$227,401
0.01% of portfolio
|
Q1 2024
New holding
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,150
shares
|
$227,401
0.0% of portfolio
|
Q2 2020
Reduced 50.0%
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
1,149
shares
|
$227,203
0.01% of portfolio
|
Q4 2024
New holding
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
1,148
shares
|
$227,005
0.07% of portfolio
|
Q4 2024
Added 0.26%
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$226,412
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,145
shares
|
$226,412
0.09% of portfolio
|
Q4 2024
New holding
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
1,143
shares
|
$226,016
0.08% of portfolio
|
Q4 2024
New holding
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,140
shares
|
$225,423
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,138
shares
|
$225,028
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,135
shares
|
$224,434
0.04% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,127
shares
|
$222,852
0.04% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
1,126
shares
|
$222,655
0.21% of portfolio
|
Q4 2024
New holding
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
1,118
shares
|
$221,073
0.01% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
1,114
shares
|
$220,282
0.05% of portfolio
|
Q2 2024
New holding
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
1,113
shares
|
$220,084
0.11% of portfolio
|
Q4 2024
New holding
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
1,110
shares
|
$219,491
0.03% of portfolio
|
Q4 2024
Added 1.83%
|