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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
15,583
shares
|
$3.02 Million
0.61% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
15,581
shares
|
$3.02 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
15,581
shares
|
$3.02 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
15,528
shares
|
$3.01 Million
1.08% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
15,453
shares
|
$3 Million
0.19% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
15,199
shares
|
$2.95 Million
1.3% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
15,184
shares
|
$2.95 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
15,106
shares
|
$2.93 Million
1.69% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
15,079
shares
|
$2.93 Million
0.73% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
15,017
shares
|
$2.91 Million
3.15% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
14,855
shares
|
$2.88 Million
0.97% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
14,834
shares
|
$2.88 Million
0.27% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,830
shares
|
$2.88 Million
0.28% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
14,768
shares
|
$2.86 Million
0.83% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
14,725
shares
|
$2.86 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
14,717
shares
|
$2.85 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,642
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2022
Reduced 59.04%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,550
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.54%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,388
shares
|
$2.79 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
14,385
shares
|
$2.79 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
14,359
shares
|
$2.79 Million
0.72% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
14,307
shares
|
$2.78 Million
2.44% of portfolio
|
Q3 2022
Added 0.41%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,269
shares
|
$2.77 Million
0.06% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
14,198
shares
|
$2.75 Million
0.11% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
14,098
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2024
Added 76.64%
|