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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,320
shares
|
$3.31 Million
0.68% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
17,312
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2023
Reduced 0.09%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
17,308
shares
|
$3.31 Million
1.44% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Stegner Investment Associates Inc.
|
Oct 11, 2024 Q3 2024 |
17,213
shares
|
$3.29 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
17,193
shares
|
$3.28 Million
1.98% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
17,097
shares
|
$3.27 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
17,028
shares
|
$3.25 Million
0.01% of portfolio
|
Q3 2024
Added 61.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
16,917
shares
|
$3.23 Million
0.47% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
16,828
shares
|
$3.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
16,822
shares
|
$3.21 Million
1.3% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
16,777
shares
|
$3.2 Million
0.33% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
16,698
shares
|
$3.19 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,612
shares
|
$3.17 Million
0.42% of portfolio
|
Q3 2022
Added 490.75%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,512
shares
|
$3.15 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
16,506
shares
|
$3.15 Million
2.76% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
16,379
shares
|
$3.13 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
16,326
shares
|
$3.12 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
16,216
shares
|
$3.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.8%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
16,167
shares
|
$3.09 Million
1.7% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
16,143
shares
|
$3.08 Million
0.07% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
15,845
shares
|
$3.03 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
15,715
shares
|
$3 Million
0.14% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
15,645
shares
|
$2.99 Million
0.67% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
15,615
shares
|
$2.98 Million
1.34% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
15,583
shares
|
$2.98 Million
0.61% of portfolio
|
Q3 2024
Added 3.25%
|