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 1,536 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $26.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
22,244
shares
|
$4.25 Million
0.4% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
22,163
shares
|
$4.23 Million
0.19% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
22,114
shares
|
$4.22 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
22,025
shares
|
$4.21 Million
1.36% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,935
shares
|
$4.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.44%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
21,885
shares
|
$4.18 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
All Season Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
21,767
shares
|
$4.16 Million
3.75% of portfolio
|
Q3 2024
Added 31.89%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
21,336
shares
|
$4.08 Million
0.04% of portfolio
|
Q3 2024
Added 49.98%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
21,252
shares
|
$4.06 Million
0.94% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
20,969
shares
|
$4.01 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
20,646
shares
|
$3.94 Million
0.99% of portfolio
|
Q3 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
20,598
shares
|
$3.93 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
20,411
shares
|
$3.9 Million
2.14% of portfolio
|
Q3 2024
Added 510175.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
20,391
shares
|
$3.89 Million
0.32% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
20,361
shares
|
$3.89 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
20,298
shares
|
$3.88 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Stordahl Capital Management, Inc.
|
Oct 08, 2024 Q3 2024 |
20,078
shares
|
$3.84 Million
0.94% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
19,979
shares
|
$3.82 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
19,930
shares
|
$3.81 Million
1.08% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,921
shares
|
$3.81 Million
1.9% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
19,865
shares
|
$3.79 Million
2.34% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,764
shares
|
$3.78 Million
2.07% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
19,686
shares
|
$3.76 Million
0.53% of portfolio
|
Q1 2023
Added 41.89%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
19,631
shares
|
$3.75 Million
2.32% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
19,620
shares
|
$3.75 Million
0.38% of portfolio
|
Q3 2024
Added 41.65%
|