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 1,660 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 $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
78
shares
|
$15,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
78
shares
|
$15,489
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
75
shares
|
$14,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
74
shares
|
$14,694
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
72
shares
|
$14,297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
71
shares
|
$14,099
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
71
shares
|
$14,099
0.0% of portfolio
|
Q1 2021
Reduced 31.07%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
70
shares
|
$13,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
70
shares
|
$13,900
0.01% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
63
shares
|
$12,510
0.01% of portfolio
|
Q3 2024
Reduced 32.26%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
61
shares
|
$12,113
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
59
shares
|
$11,716
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
58
shares
|
$11,517
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
51
shares
|
$10,127
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
49
shares
|
$9,730
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
43
shares
|
$8,538
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
40
shares
|
$7,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,347
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
37
shares
|
$7,347
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
35
shares
|
$6,950
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
34
shares
|
$6,751
0.0% of portfolio
|
Q4 2024
Reduced 81.01%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
30
shares
|
$5,957
0.0% of portfolio
|
Q4 2024
Reduced 90.83%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
29
shares
|
$5,758
0.0% of portfolio
|
Q3 2024
Reduced 95.94%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
25
shares
|
$4,964
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
24
shares
|
$4,765
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|