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 1,583 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$7,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
37
shares
|
$7,269
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
37
shares
|
$7,269
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
35
shares
|
$6,876
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
34
shares
|
$6,679
0.0% of portfolio
|
Q4 2024
Reduced 81.01%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
29
shares
|
$5,697
0.0% of portfolio
|
Q3 2024
Reduced 95.94%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
25
shares
|
$4,911
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
24
shares
|
$4,715
0.0% of portfolio
|
Q4 2023
Reduced 86.21%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
24
shares
|
$4,715
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
21
shares
|
$4,125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
21
shares
|
$4,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
20
shares
|
$3,929
0.0% of portfolio
|
Q3 2023
Reduced 42.86%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
20
shares
|
$3,929
0.0% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
18
shares
|
$3,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
18
shares
|
$3,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
17
shares
|
$3,339
0.0% of portfolio
|
Q3 2024
Reduced 83.65%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
17
shares
|
$3,339
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
17
shares
|
$3,339
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
17
shares
|
$3,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
15
shares
|
$2,947
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
15
shares
|
$2,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
14
shares
|
$2,750
0.0% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
13
shares
|
$2,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
12
shares
|
$2,357
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
9
shares
|
$1,768
0.0% of portfolio
|
Q3 2024
Reduced 94.8%
|