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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
11,270
shares
|
$2.17 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
11,243
shares
|
$2.17 Million
0.89% of portfolio
|
Q3 2024
Reduced 38.82%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
11,195
shares
|
$2.16 Million
0.14% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
11,181
shares
|
$2.16 Million
0.35% of portfolio
|
Q3 2023
Added 2.16%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
11,117
shares
|
$2.14 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
11,025
shares
|
$2.13 Million
1.15% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
11,010
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
10,900
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
10,870
shares
|
$2.1 Million
0.12% of portfolio
|
Q2 2024
Reduced 8.05%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,868
shares
|
$2.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,828
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 46.84%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,804
shares
|
$2.08 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
10,782
shares
|
$2.08 Million
3.31% of portfolio
|
Q3 2024
Reduced 15.71%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
10,779
shares
|
$2.08 Million
0.6% of portfolio
|
Q3 2024
Reduced 49.96%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,771
shares
|
$2.08 Million
0.37% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
10,722
shares
|
$2.07 Million
0.32% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
10,633
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2023
Reduced 4.13%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
10,550
shares
|
$2.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
10,466
shares
|
$2.02 Million
0.79% of portfolio
|
Q3 2024
Added 10.96%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
10,463
shares
|
$2.02 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
10,432
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
10,407
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
10,405
shares
|
$2.01 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
10,278
shares
|
$1.98 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,269
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2023
Reduced 11.78%
|