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 1,532 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
60,455
shares
|
$11.7 Million
8.67% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
60,440
shares
|
$11.7 Million
1.44% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
60,140
shares
|
$11.7 Million
0.44% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
59,658
shares
|
$11.6 Million
3.55% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
59,170
shares
|
$11.5 Million
0.33% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
58,750
shares
|
$11.4 Million
1.08% of portfolio
|
Q3 2023
Added 4.81%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Nov 07, 2024 Q3 2024 |
58,023
shares
|
$11.2 Million
7.07% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
57,660
shares
|
$11.2 Million
2.0% of portfolio
|
Q3 2024
Reduced 86.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
57,392
shares
|
$11.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
56,183
shares
|
$10.9 Million
1.08% of portfolio
|
Q3 2024
Reduced 74.21%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
55,398
shares
|
$10.7 Million
1.99% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
55,356
shares
|
$10.7 Million
0.44% of portfolio
|
Q3 2024
Added 9.76%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
55,197
shares
|
$10.7 Million
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
54,382
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
54,156
shares
|
$10.5 Million
1.27% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
54,028
shares
|
$10.5 Million
10.52% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
53,967
shares
|
$10.5 Million
2.35% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
53,422
shares
|
$10.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
53,260
shares
|
$10.3 Million
0.64% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
52,784
shares
|
$10.2 Million
2.17% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
52,777
shares
|
$10.2 Million
5.47% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
52,763
shares
|
$10.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
52,706
shares
|
$10.2 Million
4.09% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
52,600
shares
|
$10.2 Million
8.7% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
52,572
shares
|
$10.2 Million
1.84% of portfolio
|
Q4 2023
Reduced 5.98%
|