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 |
---|---|---|---|---|---|
Clean Yield Group
|
May 29, 2024 Q1 2024 |
18
shares
|
$3,314
0.0% of portfolio
|
Q1 2024
New holding
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
17
shares
|
$3,130
0.01% of portfolio
|
Q4 2022
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 14, 2024 Q1 2024 |
17
shares
|
$3,130
0.0% of portfolio
|
Q4 2022
New holding
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
14
shares
|
$2,577
0.0% of portfolio
|
Q1 2024
New holding
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2024 Q1 2024 |
14
shares
|
$2,577
0.0% of portfolio
|
Q1 2021
Added 100.0%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
12
shares
|
$2,209
0.0% of portfolio
|
Q4 2023
New holding
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
5
shares
|
$920
0.0% of portfolio
|
Q1 2023
Reduced 70.59%
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
4
shares
|
$736
0.0% of portfolio
|
Q2 2023
New holding
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Armor Investment Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|