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 |
---|---|---|---|---|---|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
94,836
shares
|
$17.5 Million
0.27% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
94,783
shares
|
$17.5 Million
4.4% of portfolio
|
Q1 2024
Reduced 3.66%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
93,780
shares
|
$17.3 Million
0.97% of portfolio
|
Q1 2024
Added 2.5%
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
93,474
shares
|
$17.2 Million
9.17% of portfolio
|
Q4 2023
Reduced 5.12%
|
|
First Merchants Corp
|
Apr 25, 2024 Q1 2024 |
91,530
shares
|
$16.9 Million
1.3% of portfolio
|
Q1 2024
Added 3.26%
|
|
Narwhal Capital Management
|
Apr 26, 2024 Q1 2024 |
90,580
shares
|
$16.7 Million
1.67% of portfolio
|
Q1 2024
Added 3.13%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
89,875
shares
|
$16.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
89,231
shares
|
$16.4 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
Prosperity Planning, Inc.
|
Apr 15, 2024 Q1 2024 |
87,569
shares
|
$16.1 Million
5.67% of portfolio
|
Q1 2024
Added 5.24%
|
|
Wealth Alliance
Mellville, NY |
May 10, 2024 Q1 2024 |
86,632
shares
|
$16 Million
2.17% of portfolio
|
Q1 2024
Added 94.44%
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
86,238
shares
|
$15.9 Million
3.26% of portfolio
|
Q1 2024
Added 3.56%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 07, 2024 Q1 2024 |
86,230
shares
|
$15.9 Million
1.67% of portfolio
|
Q1 2024
Added 7.68%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
85,895
shares
|
$15.8 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
85,129
shares
|
$15.7 Million
1.58% of portfolio
|
Q2 2023
Reduced 3.14%
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
85,027
shares
|
$15.7 Million
5.79% of portfolio
|
Q4 2023
Added 5.35%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
83,457
shares
|
$15.4 Million
0.51% of portfolio
|
Q1 2024
Reduced 1.55%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
83,112
shares
|
$15.3 Million
2.5% of portfolio
|
Q1 2024
Added 114.67%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
82,776
shares
|
$15.2 Million
2.01% of portfolio
|
Q1 2024
Added 9.15%
|
|
Rtd Financial Advisors, Inc.
|
Apr 19, 2024 Q1 2024 |
82,376
shares
|
$15.2 Million
2.07% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
Occidental Asset Management, LLC
|
Apr 16, 2024 Q1 2024 |
81,147
shares
|
$14.9 Million
2.86% of portfolio
|
Q1 2024
Added 0.31%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
80,808
shares
|
$14.9 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
80,209
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2024
Added 1.19%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
79,985
shares
|
$14.7 Million
0.56% of portfolio
|
Q1 2024
Added 15.51%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
79,957
shares
|
$14.7 Million
0.04% of portfolio
|
Q1 2024
Added 0.24%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
79,538
shares
|
$14.6 Million
0.24% of portfolio
|
Q1 2024
Reduced 7.82%
|