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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
42,776
shares
|
$8.29 Million
0.25% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
42,768
shares
|
$8.29 Million
0.03% of portfolio
|
Q3 2024
Added 329.27%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
42,264
shares
|
$8.19 Million
0.32% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
42,109
shares
|
$8.16 Million
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
42,047
shares
|
$8.15 Million
1.56% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
41,469
shares
|
$8.04 Million
3.29% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
41,448
shares
|
$8.03 Million
0.88% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
40,115
shares
|
$7.77 Million
1.69% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
40,055
shares
|
$7.76 Million
0.07% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
40,017
shares
|
$7.75 Million
0.78% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
39,855
shares
|
$7.72 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
39,849
shares
|
$7.72 Million
0.61% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
39,813
shares
|
$7.71 Million
1.38% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
39,811
shares
|
$7.71 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
39,789
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
39,770
shares
|
$7.71 Million
0.0% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
39,758
shares
|
$7.7 Million
0.73% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
39,454
shares
|
$7.64 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
39,166
shares
|
$7.59 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
39,053
shares
|
$7.57 Million
3.26% of portfolio
|
Q3 2024
Added 9.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
38,941
shares
|
$7.55 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
38,934
shares
|
$7.54 Million
4.54% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
38,797
shares
|
$7.52 Million
1.06% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,559
shares
|
$7.47 Million
0.36% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
38,283
shares
|
$7.42 Million
3.8% of portfolio
|
Q3 2024
Added 15.51%
|