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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 08, 2024 Q3 2024 |
19,494
shares
|
$3.78 Million
3.82% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
19,464
shares
|
$3.77 Million
0.12% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Btc Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
19,265
shares
|
$3.73 Million
0.34% of portfolio
|
Q1 2024
Added 1.2%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
19,125
shares
|
$3.71 Million
0.23% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Oct 28, 2024 Q3 2024 |
19,095
shares
|
$3.7 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
19,089
shares
|
$3.7 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
19,076
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
19,046
shares
|
$3.69 Million
2.72% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
18,965
shares
|
$3.67 Million
1.47% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
18,733
shares
|
$3.63 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
18,733
shares
|
$3.63 Million
0.23% of portfolio
|
Q3 2024
Reduced 90.54%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
18,720
shares
|
$3.63 Million
0.92% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
18,681
shares
|
$3.62 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Anson Capital, Inc.
|
Oct 24, 2024 Q3 2024 |
18,509
shares
|
$3.59 Million
3.53% of portfolio
|
Q3 2024
Reduced 14.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
18,481
shares
|
$3.58 Million
2.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,401
shares
|
$3.57 Million
0.34% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
18,312
shares
|
$3.55 Million
1.84% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
18,136
shares
|
$3.51 Million
1.83% of portfolio
|
Q3 2024
Added 3563.84%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
18,097
shares
|
$3.51 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
17,870
shares
|
$3.46 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
17,757
shares
|
$3.44 Million
2.41% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
17,752
shares
|
$3.44 Million
1.86% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
17,724
shares
|
$3.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
17,474
shares
|
$3.39 Million
1.51% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
17,461
shares
|
$3.38 Million
0.02% of portfolio
|
Q3 2024
Added 0.78%
|