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 1,556 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
2,018
shares
|
$394,337
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
2,017
shares
|
$394,141
0.0% of portfolio
|
Q3 2024
Added 162.29%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
2,009
shares
|
$392,578
0.14% of portfolio
|
Q3 2024
Added 38.17%
|
|
|
Enzi Wealth
Austin, TX |
Jan 23, 2025 Q4 2024 |
2,004
shares
|
$391,601
0.16% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
2,003
shares
|
$391,406
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$390,820
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,000
shares
|
$390,820
0.12% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
1,998
shares
|
$390,429
0.25% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,996
shares
|
$390,038
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
1,992
shares
|
$389,256
0.21% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,983
shares
|
$387,498
0.07% of portfolio
|
Q3 2024
Added 40.24%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,977
shares
|
$386,325
0.04% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,969
shares
|
$384,762
0.01% of portfolio
|
Q3 2023
Reduced 9.22%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,964
shares
|
$383,785
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,953
shares
|
$381,635
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
1,953
shares
|
$381,635
0.2% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,943
shares
|
$379,681
0.08% of portfolio
|
Q4 2024
Added 11.47%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,940
shares
|
$379,095
0.25% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,938
shares
|
$378,704
0.01% of portfolio
|
Q1 2024
Added 1.57%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,935
shares
|
$378,118
0.05% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
1,935
shares
|
$378,118
0.28% of portfolio
|
Q2 2022
Reduced 14.57%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,931
shares
|
$377,336
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
1,917
shares
|
$374,600
0.09% of portfolio
|
Q1 2023
Reduced 60.59%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
1,916
shares
|
$374,405
0.04% of portfolio
|
Q3 2024
Reduced 4.91%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
1,900
shares
|
$371,279
0.02% of portfolio
|
Q4 2024
New holding
|