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 |
---|---|---|---|---|---|
Financial Life Advisors
|
Apr 18, 2024 Q1 2024 |
150,314
shares
|
$27.7 Million
11.78% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Condor Capital Management
Martinsville, NJ |
May 09, 2024 Q1 2024 |
149,968
shares
|
$27.6 Million
2.79% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
Encompass Wealth Advisors, LLC
|
May 10, 2024 Q1 2024 |
148,432
shares
|
$27.3 Million
10.15% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
141,392
shares
|
$26 Million
0.19% of portfolio
|
Q1 2024
Added 21.04%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
141,075
shares
|
$26 Million
0.04% of portfolio
|
Q1 2024
Added 2.29%
|
|
Powell Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
140,887
shares
|
$25.9 Million
14.06% of portfolio
|
Q1 2024
Added 1.08%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
May 13, 2024 Q1 2024 |
139,590
shares
|
$25.7 Million
1.6% of portfolio
|
Q1 2024
Reduced 6.44%
|
|
Advocacy Wealth Management Services, LLC
|
Apr 15, 2024 Q1 2024 |
138,800
shares
|
$25.6 Million
2.43% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
137,298
shares
|
$25.3 Million
0.9% of portfolio
|
Q1 2024
Reduced 7.62%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
136,786
shares
|
$25.2 Million
0.49% of portfolio
|
Q3 2022
Added 45.96%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
135,537
shares
|
$25 Million
2.01% of portfolio
|
Q1 2024
Added 8.66%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
133,881
shares
|
$24.7 Million
0.0% of portfolio
|
Q1 2024
Added 15.23%
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 06, 2024 Q1 2024 |
133,798
shares
|
$24.6 Million
9.15% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
133,794
shares
|
$24.6 Million
0.08% of portfolio
|
Q1 2024
Reduced 17.92%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
133,546
shares
|
$24.6 Million
0.36% of portfolio
|
Q1 2024
Added 271.54%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
133,120
shares
|
$24.5 Million
0.24% of portfolio
|
Q1 2024
Reduced 13.09%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
129,967
shares
|
$23.9 Million
0.02% of portfolio
|
Q1 2024
Added 48.89%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
126,318
shares
|
$23.3 Million
0.29% of portfolio
|
Q3 2023
Added 20.51%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
123,712
shares
|
$22.8 Million
0.12% of portfolio
|
Q2 2023
Reduced 98.84%
|
|
Ewa, LLC
Pittsbugh, PA |
May 13, 2024 Q1 2024 |
121,273
shares
|
$22.3 Million
10.04% of portfolio
|
Q1 2024
New holding
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
120,588
shares
|
$22.2 Million
2.62% of portfolio
|
Q1 2024
Added 0.06%
|
|
Lutz Financial Services LLC
|
May 03, 2024 Q1 2024 |
120,259
shares
|
$22.1 Million
1.96% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 02, 2024 Q1 2024 |
119,895
shares
|
$22.1 Million
7.12% of portfolio
|
Q1 2024
Reduced 2.94%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
119,155
shares
|
$21.9 Million
0.69% of portfolio
|
Q1 2024
Added 0.13%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
119,115
shares
|
$21.9 Million
2.47% of portfolio
|
Q1 2024
Reduced 6.35%
|