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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
29,424
shares
|
$5.7 Million
0.17% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
29,127
shares
|
$5.64 Million
1.91% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,924
shares
|
$5.6 Million
0.85% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
28,860
shares
|
$5.59 Million
1.66% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
28,667
shares
|
$5.55 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
28,549
shares
|
$5.53 Million
0.7% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,498
shares
|
$5.52 Million
0.21% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
28,237
shares
|
$5.47 Million
0.89% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,192
shares
|
$5.46 Million
0.48% of portfolio
|
Q4 2022
Added 18.25%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
27,819
shares
|
$5.39 Million
2.67% of portfolio
|
Q3 2024
Added 106.91%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
27,222
shares
|
$5.27 Million
2.25% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
27,187
shares
|
$5.27 Million
0.09% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
27,144
shares
|
$5.26 Million
2.74% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
26,441
shares
|
$5.12 Million
0.39% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
26,359
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
26,220
shares
|
$5.08 Million
1.24% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
26,178
shares
|
$5.07 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
26,175
shares
|
$5.07 Million
0.48% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
26,175
shares
|
$5.07 Million
0.35% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
26,098
shares
|
$5.06 Million
3.19% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
25,928
shares
|
$5.02 Million
2.69% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
25,907
shares
|
$5.02 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
25,440
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
25,389
shares
|
$4.92 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
25,313
shares
|
$4.9 Million
0.08% of portfolio
|
Q3 2024
Added 14.54%
|