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 |
|---|---|---|---|---|---|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
52,507
shares
|
$10.2 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
52,407
shares
|
$10.2 Million
3.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
51,905
shares
|
$10.1 Million
7.21% of portfolio
|
Q1 2023
Reduced 44.24%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
51,720
shares
|
$10 Million
3.56% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
51,123
shares
|
$9.91 Million
0.21% of portfolio
|
Q2 2024
Added 42.9%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
51,111
shares
|
$9.9 Million
1.58% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
50,766
shares
|
$9.84 Million
0.29% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
50,744
shares
|
$9.83 Million
0.58% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
50,558
shares
|
$9.8 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
50,428
shares
|
$9.77 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
50,032
shares
|
$9.69 Million
0.19% of portfolio
|
Q3 2024
Added 57.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
49,965
shares
|
$9.68 Million
0.31% of portfolio
|
Q3 2024
Added 9.66%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
48,854
shares
|
$9.47 Million
5.23% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,173
shares
|
$9.33 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
47,975
shares
|
$9.3 Million
0.1% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
47,790
shares
|
$9.26 Million
0.59% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
46,528
shares
|
$9.02 Million
0.47% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
46,203
shares
|
$8.95 Million
1.02% of portfolio
|
Q3 2024
Added 80.98%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
46,100
shares
|
$8.93 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
45,925
shares
|
$8.9 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
45,749
shares
|
$8.86 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
45,447
shares
|
$8.81 Million
1.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
45,300
shares
|
$8.78 Million
2.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
43,121
shares
|
$8.36 Million
0.35% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
43,006
shares
|
$8.33 Million
0.22% of portfolio
|
Q3 2024
Added 0.73%
|