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 |
|---|---|---|---|---|---|
|
Pennsylvania Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,060
shares
|
$202,937
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,050
shares
|
$201,022
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
1,049
shares
|
$200,831
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,044
shares
|
$199,873
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,034
shares
|
$197,959
0.01% of portfolio
|
Q3 2024
Reduced 58.76%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Oct 31, 2024 Q3 2024 |
1,033
shares
|
$197,767
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
1,028
shares
|
$196,810
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
1,027
shares
|
$196,619
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 08, 2024 Q3 2024 |
1,026
shares
|
$196,427
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,022
shares
|
$195,661
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,021
shares
|
$195,470
0.01% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
1,015
shares
|
$194,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,012
shares
|
$193,747
0.02% of portfolio
|
Q1 2023
Reduced 21.97%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
997
shares
|
$190,875
0.06% of portfolio
|
Q3 2024
Reduced 14.35%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
992
shares
|
$189,918
0.29% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
984
shares
|
$188,386
0.08% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
967
shares
|
$185,132
0.0% of portfolio
|
Q3 2024
Reduced 25.67%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$183,026
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
921
shares
|
$176,325
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
913
shares
|
$174,793
0.05% of portfolio
|
Q3 2024
Added 332.7%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
906
shares
|
$173,453
0.03% of portfolio
|
Q3 2024
Added 24.62%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
901
shares
|
$172,496
0.01% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
898
shares
|
$171,922
0.02% of portfolio
|
Q2 2023
Reduced 37.85%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
895
shares
|
$171,347
0.08% of portfolio
|
Q2 2023
Reduced 3.24%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
872
shares
|
$166,944
0.06% of portfolio
|
Q3 2024
Added 26.38%
|