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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
833,241
shares
|
$161 Million
0.1% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
754,586
shares
|
$146 Million
1.47% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
703,304
shares
|
$136 Million
0.51% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
661,346
shares
|
$128 Million
3.01% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
656,214
shares
|
$127 Million
3.12% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
653,516
shares
|
$127 Million
0.36% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
613,456
shares
|
$119 Million
0.81% of portfolio
|
Q3 2024
Added 28.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
530,162
shares
|
$103 Million
0.25% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
528,505
shares
|
$102 Million
0.15% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
483,924
shares
|
$93.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 16.64%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
476,828
shares
|
$92.4 Million
4.96% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
474,474
shares
|
$91.9 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
462,991
shares
|
$89.7 Million
10.17% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
457,820
shares
|
$88.7 Million
0.6% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
445,878
shares
|
$86.4 Million
1.04% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
441,292
shares
|
$85.5 Million
1.95% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
441,105
shares
|
$85.5 Million
0.14% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
430,271
shares
|
$83.4 Million
10.95% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
427,438
shares
|
$82.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
394,556
shares
|
$76.4 Million
22.3% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
378,423
shares
|
$73.3 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.43%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
368,273
shares
|
$71.4 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
360,211
shares
|
$69.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
359,714
shares
|
$69.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
341,399
shares
|
$66.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.12%
|