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 1,416 institutions that hold shares in the stock, with a total of 138 Million shares, which have been reported (via 13F filing form) to have a value of $25.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
17,776,089
shares
|
$3.32 Billion
0.3% of portfolio
|
Q1 2024
Added 5.09%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
12,211,975
shares
|
$2.28 Billion
0.19% of portfolio
|
Q1 2024
Added 7.35%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
11,960,390
shares
|
$2.23 Billion
0.85% of portfolio
|
Q1 2024
Added 177.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
7,808,737
shares
|
$1.46 Billion
0.14% of portfolio
|
Q1 2024
Added 10.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
7,511,971
shares
|
$1.4 Billion
0.34% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
4,653,725
shares
|
$869 Million
0.16% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
4,058,190
shares
|
$758 Million
0.42% of portfolio
|
Q1 2024
Added 103.98%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,508,103
shares
|
$655 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,465,715
shares
|
$460 Million
0.13% of portfolio
|
Q1 2024
Added 19.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
2,424,527
shares
|
$453 Million
0.53% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
1,732,390
shares
|
$323 Million
0.23% of portfolio
|
Q1 2024
Added 9.09%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,539,081
shares
|
$287 Million
0.4% of portfolio
|
Q1 2024
Added 9.95%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,496,348
shares
|
$279 Million
1.36% of portfolio
|
Q1 2024
Added 228.45%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
1,377,642
shares
|
$257 Million
1.02% of portfolio
|
Q1 2024
Added 503.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,270,909
shares
|
$237 Million
0.06% of portfolio
|
Q1 2024
Added 3.21%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
1,259,026
shares
|
$235 Million
0.01% of portfolio
|
Q1 2024
Added 20018.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
1,127,185
shares
|
$210 Million
0.44% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
1,080,157
shares
|
$202 Million
0.34% of portfolio
|
Q1 2024
Added 15.66%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
1,075,369
shares
|
$201 Million
0.7% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
999,861
shares
|
$187 Million
1.52% of portfolio
|
Q1 2024
Added 7.49%
|
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
902,534
shares
|
$169 Million
2.18% of portfolio
|
Q1 2024
Added 1337.38%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
856,580
shares
|
$160 Million
0.24% of portfolio
|
Q1 2024
Added 17.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
780,598
shares
|
$146 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
|
Cetera Advisor Networks LLC
El Segundo, CA |
May 14, 2024 Q1 2024 |
756,620
shares
|
$141 Million
0.72% of portfolio
|
Q1 2024
Added 20.21%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
734,925
shares
|
$137 Million
1.48% of portfolio
|
Q1 2024
Added 15.25%
|
|