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 1,419 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 $25.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
696,742
shares
|
$128 Million
0.54% of portfolio
|
Q1 2024
Added 504.96%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
672,404
shares
|
$124 Million
2.86% of portfolio
|
Q1 2024
Added 2.42%
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 14, 2024 Q1 2024 |
641,110
shares
|
$118 Million
0.12% of portfolio
|
Q1 2024
Reduced 34.95%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
628,403
shares
|
$116 Million
3.01% of portfolio
|
Q1 2024
Reduced 11.36%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
626,981
shares
|
$115 Million
0.35% of portfolio
|
Q1 2024
Added 314.89%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
594,800
shares
|
$110 Million
0.66% of portfolio
|
Q1 2024
Reduced 32.44%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
562,479
shares
|
$104 Million
0.24% of portfolio
|
Q1 2024
Reduced 36.95%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
550,977
shares
|
$101 Million
0.72% of portfolio
|
Q1 2024
Added 4.66%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
518,485
shares
|
$95.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
514,717
shares
|
$94.8 Million
0.16% of portfolio
|
Q1 2024
Reduced 9.2%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 26, 2024 Q1 2024 |
471,711
shares
|
$86.9 Million
6.01% of portfolio
|
Q1 2024
Added 0.65%
|
|
Calamos Wealth Management LLC
|
May 08, 2024 Q1 2024 |
469,923
shares
|
$86.5 Million
5.04% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
462,991
shares
|
$85.2 Million
10.17% of portfolio
|
Q1 2024
Added 2.58%
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
446,531
shares
|
$82.2 Million
0.22% of portfolio
|
Q1 2024
Reduced 3.19%
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
429,611
shares
|
$79.1 Million
10.98% of portfolio
|
Q1 2024
Reduced 4.74%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
407,311
shares
|
$75 Million
0.12% of portfolio
|
Q1 2024
Added 5.5%
|
|
Home Federal Bank Of Tennessee
|
Apr 17, 2024 Q1 2024 |
397,166
shares
|
$73.1 Million
23.01% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
387,706
shares
|
$71.4 Million
0.31% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 30, 2024 Q1 2024 |
385,722
shares
|
$71 Million
11.72% of portfolio
|
Q1 2024
Added 2.33%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$69.7 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
371,351
shares
|
$68.4 Million
0.58% of portfolio
|
Q1 2024
Added 331.7%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
367,062
shares
|
$67.6 Million
0.14% of portfolio
|
Q1 2024
Added 12.39%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
358,564
shares
|
$66 Million
1.87% of portfolio
|
Q1 2024
Added 7.75%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
350,628
shares
|
$64.6 Million
0.25% of portfolio
|
Q1 2024
Added 35.15%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
349,938
shares
|
$64.4 Million
1.15% of portfolio
|
Q1 2024
Reduced 1.01%
|