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 |
|---|---|---|---|---|---|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
405
shares
|
$79,570
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
400
shares
|
$78,588
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
400
shares
|
$78,588
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
381
shares
|
$74,855
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
|
$74,462
0.0% of portfolio
|
Q1 2024
Reduced 36.2%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
376
shares
|
$73,872
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
375
shares
|
$73,676
0.05% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
375
shares
|
$73,676
0.0% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
375
shares
|
$73,676
0.02% of portfolio
|
Q4 2023
Reduced 80.26%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
366
shares
|
$71,908
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
357
shares
|
$70,139
0.04% of portfolio
|
Q4 2024
Added 119.02%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
355
shares
|
$69,746
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
350
shares
|
$68,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
336
shares
|
$66,013
0.03% of portfolio
|
Q1 2023
Reduced 13.85%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
327
shares
|
$64,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
317
shares
|
$62,280
0.01% of portfolio
|
Q1 2023
Reduced 6.49%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
315
shares
|
$61,888
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
307
shares
|
$60,316
0.01% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
302
shares
|
$59,333
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
301
shares
|
$59,137
0.05% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
292
shares
|
$57,369
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
282
shares
|
$55,404
0.03% of portfolio
|
Q4 2024
Reduced 96.42%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
273
shares
|
$53,636
0.02% of portfolio
|
Q3 2024
Added 77.27%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
271
shares
|
$53,243
0.02% of portfolio
|
Q2 2022
Reduced 2.87%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
263
shares
|
$51,671
0.0% of portfolio
|
Q4 2024
Reduced 1.87%
|