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 |
---|---|---|---|---|---|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
223,593
shares
|
$41.2 Million
1.24% of portfolio
|
Q1 2024
Added 2.18%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
223,158
shares
|
$41.1 Million
0.32% of portfolio
|
Q1 2024
Added 5.04%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 01, 2024 Q1 2024 |
208,943
shares
|
$38.5 Million
4.65% of portfolio
|
Q1 2024
Reduced 7.36%
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
205,292
shares
|
$37.8 Million
1.34% of portfolio
|
Q1 2024
Added 2.4%
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
May 01, 2024 Q1 2024 |
204,975
shares
|
$37.7 Million
22.05% of portfolio
|
Q1 2024
Added 9.87%
|
|
Berkshire Money Management, Inc.
|
May 08, 2024 Q1 2024 |
199,667
shares
|
$36.8 Million
4.87% of portfolio
|
Q1 2024
Added 2.06%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
198,614
shares
|
$36.6 Million
3.97% of portfolio
|
Q1 2024
Reduced 1.0%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
192,563
shares
|
$35.5 Million
0.42% of portfolio
|
Q1 2024
Added 166.77%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
189,617
shares
|
$34.9 Million
0.41% of portfolio
|
Q1 2024
Reduced 16.59%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
May 30, 2024 Q1 2024 |
189,378
shares
|
$34.9 Million
7.12% of portfolio
|
Q1 2024
New holding
|
|
Platte River Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
183,564
shares
|
$33.8 Million
9.77% of portfolio
|
Q1 2024
Added 12.24%
|
|
Amundi
Paris, I0 |
May 15, 2024 Q1 2024 |
180,000
shares
|
$33.1 Million
0.01% of portfolio
|
Q1 2024
Added 27.66%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
177,663
shares
|
$32.7 Million
2.39% of portfolio
|
Q1 2024
Added 2.67%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 09, 2024 Q1 2024 |
172,362
shares
|
$31.7 Million
5.18% of portfolio
|
Q1 2024
Added 9.5%
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 29, 2024 Q1 2024 |
167,803
shares
|
$30.9 Million
0.29% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
Foundation Wealth Management, LLC
Clayton, MO |
May 08, 2024 Q1 2024 |
167,715
shares
|
$30.9 Million
25.54% of portfolio
|
Q1 2024
Added 6.61%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
166,354
shares
|
$30.6 Million
1.51% of portfolio
|
Q1 2024
Reduced 5.06%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
157,704
shares
|
$29 Million
0.98% of portfolio
|
Q1 2024
Added 8.87%
|
|
Transform Wealth, LLC
|
Apr 15, 2024 Q1 2024 |
157,504
shares
|
$29 Million
2.87% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
157,102
shares
|
$28.9 Million
0.06% of portfolio
|
Q1 2024
Added 13.41%
|
|
West Wealth Group, LLC
|
May 08, 2024 Q1 2024 |
155,284
shares
|
$28.6 Million
10.82% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
154,926
shares
|
$28.5 Million
0.26% of portfolio
|
Q1 2024
Added 63.31%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2024 Q1 2024 |
152,927
shares
|
$28.2 Million
4.77% of portfolio
|
Q1 2024
Reduced 21.32%
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 13, 2024 Q1 2024 |
151,657
shares
|
$27.9 Million
3.92% of portfolio
|
Q1 2024
Added 3.51%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
150,959
shares
|
$27.8 Million
0.35% of portfolio
|
Q1 2024
Reduced 39.87%
|