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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,236
shares
|
$427,143
0.17% of portfolio
|
Q1 2024
Added 3.18%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
2,234
shares
|
$426,761
0.17% of portfolio
|
Q3 2024
Added 31.57%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,229
shares
|
$425,805
0.01% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
2,227
shares
|
$425,423
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,224
shares
|
$424,850
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,223
shares
|
$424,659
0.24% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,221
shares
|
$424,277
0.06% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,209
shares
|
$421,985
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,204
shares
|
$421,030
0.03% of portfolio
|
Q3 2024
Added 34.64%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$418,355
0.14% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
2,177
shares
|
$415,872
0.08% of portfolio
|
Q3 2023
Reduced 36.81%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Oct 22, 2024 Q3 2024 |
2,164
shares
|
$413,388
0.1% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
2,164
shares
|
$413,388
0.28% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$411,478
0.19% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,148
shares
|
$410,332
0.04% of portfolio
|
Q3 2024
Added 33.25%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,134
shares
|
$407,658
0.21% of portfolio
|
Q3 2022
Reduced 4.09%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,129
shares
|
$406,702
0.04% of portfolio
|
Q3 2024
Added 457.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,125
shares
|
$405,938
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,121
shares
|
$405,174
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
2,108
shares
|
$402,691
0.0% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,104
shares
|
$401,927
0.09% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
2,102
shares
|
$401,545
0.37% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
2,090
shares
|
$399,252
0.13% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
2,087
shares
|
$398,679
0.17% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Conservest Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
2,080
shares
|
$397,342
0.04% of portfolio
|
Q1 2023
New holding
|