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 |
---|---|---|---|---|---|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 14, 2024 Q1 2024 |
78,805
shares
|
$14.5 Million
0.56% of portfolio
|
Q1 2024
Reduced 4.19%
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
78,389
shares
|
$14.4 Million
0.85% of portfolio
|
Q1 2024
Added 1.65%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 15, 2024 Q1 2024 |
77,589
shares
|
$14.3 Million
4.42% of portfolio
|
Q1 2024
New holding
|
|
Callan Family Office, LLC
Radnor, PA |
May 08, 2024 Q1 2024 |
77,575
shares
|
$14.3 Million
3.4% of portfolio
|
Q1 2024
Reduced 8.7%
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
75,314
shares
|
$13.9 Million
6.6% of portfolio
|
Q2 2022
Reduced 0.6%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
74,383
shares
|
$13.7 Million
0.21% of portfolio
|
Q1 2024
Reduced 0.52%
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
73,731
shares
|
$13.6 Million
6.9% of portfolio
|
Q1 2024
Added 24.51%
|
|
Kmg Fiduciary Partners, LLC
|
Apr 10, 2024 Q1 2024 |
72,838
shares
|
$13.4 Million
1.41% of portfolio
|
Q1 2024
Added 1.47%
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
72,250
shares
|
$13.3 Million
1.1% of portfolio
|
Q2 2023
Reduced 4.15%
|
|
Stokes Family Office, LLC
|
May 06, 2024 Q1 2024 |
72,131
shares
|
$13.3 Million
1.71% of portfolio
|
Q1 2024
Added 5961.43%
|
|
High Falls Advisors, Inc
Rochester, NY |
May 15, 2024 Q1 2024 |
72,130
shares
|
$13.3 Million
3.44% of portfolio
|
Q1 2024
New holding
|
|
Trust Point Inc.
La Crosse, WI |
Apr 19, 2024 Q1 2024 |
71,560
shares
|
$13.2 Million
1.05% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
Invst, LLC
Indianapolis, IN |
May 24, 2024 Q1 2024 |
71,395
shares
|
$13.1 Million
1.53% of portfolio
|
Q1 2024
Added 1.58%
|
|
Ironwood Wealth Management, Inc.
|
Apr 12, 2024 Q1 2024 |
71,321
shares
|
$13.1 Million
6.88% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Florin Court Capital LLP
|
May 02, 2024 Q1 2024 |
71,000
shares
|
$13.1 Million
12.18% of portfolio
|
Q1 2024
Added 20.54%
|
|
Pettinga Financial Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
70,986
shares
|
$13.1 Million
3.41% of portfolio
|
Q1 2024
New holding
|
|
Sharkey, Howes & Javer
|
Apr 18, 2024 Q1 2024 |
70,521
shares
|
$13 Million
2.24% of portfolio
|
Q1 2024
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
70,410
shares
|
$13 Million
0.19% of portfolio
|
Q1 2024
Added 523.87%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
68,694
shares
|
$12.6 Million
0.26% of portfolio
|
Q1 2024
Added 89.34%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
68,521
shares
|
$12.6 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
Sierra Capital LLC
|
Apr 29, 2024 Q1 2024 |
68,026
shares
|
$12.5 Million
1.66% of portfolio
|
Q1 2024
Added 30.99%
|
|
Citizens Financial Group Inc
|
May 17, 2024 Q1 2024 |
67,792
shares
|
$12.5 Million
0.43% of portfolio
|
Q1 2024
Added 1.12%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
67,700
shares
|
$12.5 Million
0.33% of portfolio
|
Q1 2024
Reduced 25.57%
|
|
Steel Peak Wealth Management LLC
|
Apr 17, 2024 Q1 2024 |
67,516
shares
|
$12.4 Million
0.64% of portfolio
|
Q1 2024
Added 2806.41%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
67,475
shares
|
$12.4 Million
0.61% of portfolio
|
Q1 2024
Added 3.78%
|