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 1,534 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 $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
38,072
shares
|
$7.29 Million
1.22% of portfolio
|
Q3 2024
Added 4.84%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
37,591
shares
|
$7.2 Million
2.65% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
37,453
shares
|
$7.17 Million
5.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
37,453
shares
|
$7.17 Million
5.27% of portfolio
|
Q3 2024
Reduced 14.15%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
37,420
shares
|
$7.16 Million
3.83% of portfolio
|
Q2 2024
Reduced 46.85%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37,404
shares
|
$7.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Polianta LTD
|
Oct 11, 2024 Q3 2024 |
37,300
shares
|
$7.14 Million
3.45% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
37,012
shares
|
$7.09 Million
0.22% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
One Advisory Partners, LLC
|
Oct 17, 2024 Q3 2024 |
36,840
shares
|
$7.05 Million
3.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
36,554
shares
|
$7 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
36,310
shares
|
$6.95 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
36,235
shares
|
$6.94 Million
5.24% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
35,834
shares
|
$6.86 Million
2.52% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
35,558
shares
|
$6.81 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
35,301
shares
|
$6.76 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
35,184
shares
|
$6.74 Million
0.67% of portfolio
|
Q2 2024
Reduced 43.98%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
35,158
shares
|
$6.73 Million
0.1% of portfolio
|
Q4 2023
Reduced 31.73%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
35,094
shares
|
$6.72 Million
0.19% of portfolio
|
Q1 2024
Added 74.59%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
34,966
shares
|
$6.69 Million
0.58% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
34,422
shares
|
$6.59 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
34,421
shares
|
$6.59 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,313
shares
|
$6.57 Million
0.73% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
34,215
shares
|
$6.55 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
34,196
shares
|
$6.55 Million
2.14% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
34,049
shares
|
$6.52 Million
1.68% of portfolio
|
Q3 2024
Added 5.1%
|