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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
12,609
shares
|
$2.45 Million
0.02% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
12,544
shares
|
$2.43 Million
0.12% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
12,426
shares
|
$2.41 Million
0.78% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
12,416
shares
|
$2.41 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
12,326
shares
|
$2.39 Million
0.63% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
12,280
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2024
Added 68.63%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,244
shares
|
$2.38 Million
0.29% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,196
shares
|
$2.37 Million
0.45% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
12,154
shares
|
$2.36 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
12,133
shares
|
$2.35 Million
1.01% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
12,047
shares
|
$2.34 Million
1.47% of portfolio
|
Q4 2023
Added 0.28%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,003
shares
|
$2.33 Million
0.77% of portfolio
|
Q3 2024
Added 39.91%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
11,840
shares
|
$2.3 Million
0.44% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 18, 2024 Q3 2024 |
11,837
shares
|
$2.3 Million
0.51% of portfolio
|
Q1 2020
Reduced 5.62%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
11,832
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
11,796
shares
|
$2.29 Million
1.07% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,751
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
11,703
shares
|
$2.27 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
11,697
shares
|
$2.27 Million
0.8% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
11,682
shares
|
$2.27 Million
1.25% of portfolio
|
Q3 2024
Reduced 33.41%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,488
shares
|
$2.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
11,471
shares
|
$2.23 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
11,471
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,453
shares
|
$2.22 Million
0.05% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
11,448
shares
|
$2.22 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.87%
|