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 138 Million shares, which have been reported (via 13F filing form) to have a value of $26.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
4,445
shares
|
$849,128
0.01% of portfolio
|
Q3 2024
Reduced 48.46%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
4,444
shares
|
$848,937
0.14% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
4,413
shares
|
$843,015
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,393
shares
|
$839,194
0.22% of portfolio
|
Q3 2024
Added 226.13%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,368
shares
|
$834,419
0.11% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,355
shares
|
$831,935
0.07% of portfolio
|
Q2 2024
Reduced 12.93%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,354
shares
|
$831,744
0.5% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,350
shares
|
$830,980
0.06% of portfolio
|
Q2 2018
Reduced 30.4%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
4,350
shares
|
$830,980
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
4,339
shares
|
$828,879
0.53% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
4,320
shares
|
$825,249
0.02% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
4,304
shares
|
$822,193
0.2% of portfolio
|
Q1 2024
Reduced 31.73%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
4,266
shares
|
$814,933
0.45% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
4,263
shares
|
$814,360
0.01% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,258
shares
|
$813,405
0.04% of portfolio
|
Q3 2024
Added 46.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
4,257
shares
|
$813,214
0.12% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
4,256
shares
|
$813,023
0.05% of portfolio
|
Q3 2024
Added 265.95%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,255
shares
|
$812,832
0.06% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
4,190
shares
|
$800,415
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
4,158
shares
|
$794,302
0.06% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
4,156
shares
|
$793,920
0.13% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
4,148
shares
|
$792,392
0.13% of portfolio
|
Q1 2021
Reduced 24.17%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
4,139
shares
|
$790,673
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,137
shares
|
$790,291
0.16% of portfolio
|
Q3 2024
Added 100.05%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
4,134
shares
|
$789,718
0.28% of portfolio
|
Q3 2024
Reduced 3.32%
|