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 |
---|---|---|---|---|---|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,392
shares
|
$647,973
0.01% of portfolio
|
Q3 2024
Added 1.83%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,375
shares
|
$644,726
0.03% of portfolio
|
Q2 2024
Added 4.04%
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
3,370
shares
|
$643,771
0.08% of portfolio
|
Q3 2024
New holding
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
3,356
shares
|
$641,096
0.14% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
3,356
shares
|
$641,096
0.13% of portfolio
|
Q2 2023
New holding
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,326
shares
|
$635,365
0.6% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
3,312
shares
|
$632,691
0.01% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
3,305
shares
|
$631,354
0.38% of portfolio
|
Q3 2024
Added 0.03%
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
3,273
shares
|
$625,241
0.09% of portfolio
|
Q2 2023
Reduced 13.89%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
3,260
shares
|
$622,757
0.03% of portfolio
|
Q2 2021
Added 0.77%
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,259
shares
|
$622,566
0.25% of portfolio
|
Q1 2024
Added 1.84%
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,258
shares
|
$622,375
0.24% of portfolio
|
Q3 2024
Added 12.31%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
3,242
shares
|
$619,319
0.1% of portfolio
|
Q3 2024
Added 16.45%
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
3,222
shares
|
$615,498
0.38% of portfolio
|
Q4 2021
New holding
|
|
Shulman De Meo Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
3,211
shares
|
$613,397
0.16% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
3,209
shares
|
$613,015
0.46% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,201
shares
|
$611,487
0.04% of portfolio
|
Q3 2024
Reduced 28.6%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
3,199
shares
|
$611,104
0.23% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,175
shares
|
$606,520
0.14% of portfolio
|
Q3 2023
Reduced 1.31%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,167
shares
|
$604,992
0.15% of portfolio
|
Q1 2024
New holding
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
3,165
shares
|
$604,609
0.55% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
3,156
shares
|
$602,890
0.11% of portfolio
|
Q2 2024
Reduced 72.88%
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
3,151
shares
|
$601,935
0.41% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,145
shares
|
$600,789
0.32% of portfolio
|
Q3 2024
Added 4.45%
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
3,131
shares
|
$598,114
0.36% of portfolio
|
Q3 2024
Added 0.84%
|