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 1,534 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 $26.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
1,145
shares
|
$219,210
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,144
shares
|
$219,018
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
1,144
shares
|
$219,018
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
1,135
shares
|
$217,295
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,135
shares
|
$217,295
0.05% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
1,135
shares
|
$217,295
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
1,125
shares
|
$215,381
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
1,114
shares
|
$213,275
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
1,100
shares
|
$210,595
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
1,098
shares
|
$210,212
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
1,091
shares
|
$208,871
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,090
shares
|
$208,680
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
1,090
shares
|
$208,680
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 02, 2025 Q4 2024 |
1,090
shares
|
$208,680
0.1% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
1,084
shares
|
$207,531
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
1,084
shares
|
$207,531
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
1,083
shares
|
$207,340
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
1,079
shares
|
$206,574
0.01% of portfolio
|
Q4 2022
Reduced 0.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,078
shares
|
$206,383
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
1,078
shares
|
$206,383
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,075
shares
|
$205,808
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,069
shares
|
$204,660
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
1,069
shares
|
$204,660
0.06% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
1,068
shares
|
$204,468
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
1,068
shares
|
$204,468
0.1% of portfolio
|
Q3 2024
New holding
|