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 |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
497
shares
|
$98,172
0.03% of portfolio
|
Q2 2024
Reduced 9.14%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
497
shares
|
$98,172
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
494
shares
|
$97,579
0.03% of portfolio
|
Q1 2024
Reduced 6.62%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
477
shares
|
$94,221
0.03% of portfolio
|
Q4 2023
Reduced 98.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
477
shares
|
$94,221
0.03% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
471
shares
|
$93,036
0.02% of portfolio
|
Q2 2024
Added 9.03%
|
|
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
Nov 12, 2024 Q3 2024 |
461
shares
|
$91,061
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
458
shares
|
$90,468
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
450
shares
|
$88,888
0.04% of portfolio
|
Q4 2020
Reduced 30.77%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
447
shares
|
$88,295
0.02% of portfolio
|
Q4 2024
Added 7.45%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
438
shares
|
$86,518
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
431
shares
|
$85,135
0.02% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
423
shares
|
$83,555
0.01% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$79,999
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$79,012
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$79,012
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
381
shares
|
$75,258
0.01% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
379
shares
|
$74,863
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
376
shares
|
$74,271
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
375
shares
|
$74,073
0.05% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
375
shares
|
$74,073
0.02% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
366
shares
|
$72,295
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
357
shares
|
$70,518
0.04% of portfolio
|
Q4 2024
Added 119.02%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
355
shares
|
$70,123
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
350
shares
|
$69,135
0.01% of portfolio
|
Q4 2023
New holding
|