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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,580
shares
|
$492,857
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,577
shares
|
$492,284
0.07% of portfolio
|
Q3 2024
Reduced 17.88%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
2,560
shares
|
$489,036
0.17% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
2,549
shares
|
$486,935
0.27% of portfolio
|
Q3 2024
Reduced 54.92%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
2,548
shares
|
$486,744
0.02% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
2,545
shares
|
$486,171
0.21% of portfolio
|
Q4 2021
Reduced 39.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
2,544
shares
|
$485,980
0.0% of portfolio
|
Q3 2022
Reduced 3.01%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,544
shares
|
$485,980
0.16% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
2,508
shares
|
$479,103
0.04% of portfolio
|
Q2 2024
Added 112.54%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,503
shares
|
$478,148
0.04% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,500
shares
|
$477,575
0.14% of portfolio
|
Q4 2022
Added 25.0%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
2,493
shares
|
$476,237
0.28% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,464
shares
|
$470,697
0.43% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
2,457
shares
|
$469,360
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,457
shares
|
$469,360
0.06% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,452
shares
|
$468,405
0.03% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
2,440
shares
|
$466,113
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,439
shares
|
$465,922
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,407
shares
|
$459,809
0.17% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$458,472
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,397
shares
|
$457,898
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
2,391
shares
|
$456,752
0.01% of portfolio
|
Q4 2018
Reduced 7.72%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
2,390
shares
|
$456,561
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
2,390
shares
|
$456,561
0.05% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
2,385
shares
|
$455,606
0.09% of portfolio
|
Q3 2024
Added 0.8%
|