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 1,593 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $27.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
17,023,645
shares
|
$3.31 Billion
0.27% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,941,985
shares
|
$2.52 Billion
0.84% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
12,525,927
shares
|
$2.44 Billion
0.18% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
7,947,841
shares
|
$1.55 Billion
0.13% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,948,326
shares
|
$1.35 Billion
0.32% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
4,430,080
shares
|
$862 Million
0.4% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,519,391
shares
|
$685 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
2,488,560
shares
|
$484 Million
0.53% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
2,366,444
shares
|
$461 Million
0.08% of portfolio
|
Q3 2024
Reduced 48.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
2,283,423
shares
|
$444 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,142,670
shares
|
$417 Million
0.28% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,630,728
shares
|
$317 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,478,333
shares
|
$288 Million
1.04% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,465,294
shares
|
$285 Million
0.65% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,449,306
shares
|
$282 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,275,535
shares
|
$248 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,256,404
shares
|
$245 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,106,232
shares
|
$215 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,045,926
shares
|
$204 Million
1.52% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
965,585
shares
|
$188 Million
0.94% of portfolio
|
Q3 2024
Added 54.57%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
957,583
shares
|
$186 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
947,689
shares
|
$184 Million
1.86% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
925,353
shares
|
$180 Million
0.28% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,238
shares
|
$165 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
833,241
shares
|
$162 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|