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 |
---|---|---|---|---|---|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
339,243
shares
|
$62.5 Million
0.03% of portfolio
|
Q1 2024
Added 15.51%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
329,331
shares
|
$60.6 Million
0.99% of portfolio
|
Q1 2024
Added 267.98%
|
|
Barclays PLC
London, X0 |
May 15, 2024 Q1 2024 |
322,026
shares
|
$59.3 Million
0.02% of portfolio
|
Q4 2023
Reduced 0.01%
|
|
Praetorian Wealth Management, Inc.
|
Apr 10, 2024 Q1 2024 |
320,259
shares
|
$59 Million
16.1% of portfolio
|
Q1 2024
Added 6.46%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
311,330
shares
|
$57.3 Million
5.02% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Amarillo National Bank
|
Apr 19, 2024 Q1 2024 |
309,108
shares
|
$56.9 Million
11.17% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
307,138
shares
|
$56.6 Million
0.23% of portfolio
|
Q1 2024
Reduced 5.95%
|
|
Courier Capital LLC
|
Apr 15, 2024 Q1 2024 |
296,404
shares
|
$54.6 Million
4.05% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
290,086
shares
|
$53.4 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Jb Capital LLC
|
Apr 30, 2024 Q1 2024 |
281,022
shares
|
$51.7 Million
3.53% of portfolio
|
Q1 2024
New holding
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
274,498
shares
|
$50.5 Million
4.29% of portfolio
|
Q1 2024
Reduced 3.27%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
269,955
shares
|
$49.7 Million
9.72% of portfolio
|
Q4 2022
Added 99.47%
|
|
Lpwm LLC
Minneapolis, MN |
Apr 15, 2024 Q1 2024 |
267,847
shares
|
$49.3 Million
18.03% of portfolio
|
Q1 2024
Added 1.77%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
265,574
shares
|
$48.9 Million
1.56% of portfolio
|
Q1 2024
Reduced 18.72%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Apr 09, 2024 Q1 2024 |
264,339
shares
|
$48.7 Million
14.14% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
261,793
shares
|
$48.2 Million
0.2% of portfolio
|
Q1 2024
Reduced 1.9%
|
|
Probity Advisors, Inc.
Dallas, TX |
May 02, 2024 Q1 2024 |
258,679
shares
|
$47.6 Million
10.08% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
257,793
shares
|
$47.5 Million
0.11% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
252,298
shares
|
$46.5 Million
2.98% of portfolio
|
Q3 2023
Reduced 6.03%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
251,855
shares
|
$46.4 Million
0.14% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
250,204
shares
|
$46.1 Million
0.42% of portfolio
|
Q1 2024
Added 665.1%
|
|
Smith Anglin Financial, LLC
|
Apr 24, 2024 Q1 2024 |
240,989
shares
|
$44.4 Million
4.68% of portfolio
|
Q1 2024
Reduced 35.96%
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
May 14, 2024 Q1 2024 |
233,705
shares
|
$43 Million
7.92% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
Adviser Investments LLC
|
Apr 29, 2024 Q1 2024 |
233,287
shares
|
$43 Million
0.59% of portfolio
|
Q1 2024
Reduced 25.61%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
233,173
shares
|
$42.9 Million
0.81% of portfolio
|
Q4 2023
Added 0.35%
|