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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,649
shares
|
$697,068
0.02% of portfolio
|
Q4 2023
Reduced 29.37%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
3,639
shares
|
$695,158
0.51% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
3,633
shares
|
$694,011
0.42% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,627
shares
|
$692,865
0.11% of portfolio
|
Q1 2023
Added 16.74%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
3,617
shares
|
$690,955
0.02% of portfolio
|
Q3 2024
Reduced 49.31%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,568
shares
|
$681,595
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
3,565
shares
|
$681,021
0.07% of portfolio
|
Q3 2022
Reduced 0.06%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
3,565
shares
|
$681,021
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,562
shares
|
$680,448
0.17% of portfolio
|
Q3 2024
Added 22.95%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
3,558
shares
|
$679,684
0.36% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,538
shares
|
$675,864
0.27% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,508
shares
|
$670,133
0.23% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
3,494
shares
|
$667,458
0.04% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
3,483
shares
|
$665,357
0.05% of portfolio
|
Q3 2024
Reduced 82.04%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
3,469
shares
|
$662,683
0.35% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
3,463
shares
|
$661,536
0.0% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Oct 09, 2024 Q3 2024 |
3,455
shares
|
$660,008
0.25% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
3,451
shares
|
$659,244
0.31% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
3,414
shares
|
$652,176
0.07% of portfolio
|
Q4 2023
Added 0.32%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,411
shares
|
$651,603
0.0% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
3,408
shares
|
$651,030
0.03% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Glovista Investments LLC
Jersey City, NJ |
Feb 12, 2024 Q4 2023 |
3,406
shares
|
$650,648
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
3,405
shares
|
$650,457
0.13% of portfolio
|
Q2 2022
Reduced 2.71%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
3,397
shares
|
$648,928
0.25% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
3,393
shares
|
$648,164
0.06% of portfolio
|
Q3 2024
Added 1.59%
|