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 |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
10,261
shares
|
$1.98 Million
0.27% of portfolio
|
Q3 2024
Reduced 88.48%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
10,236
shares
|
$1.97 Million
1.53% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
10,233
shares
|
$1.97 Million
0.56% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,201
shares
|
$1.97 Million
0.69% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
10,171
shares
|
$1.96 Million
0.25% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
10,131
shares
|
$1.95 Million
0.84% of portfolio
|
Q3 2024
Reduced 25.47%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10,114
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
10,061
shares
|
$1.94 Million
1.15% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,981
shares
|
$1.92 Million
0.11% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
9,886
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,882
shares
|
$1.91 Million
0.13% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
9,836
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
9,812
shares
|
$1.89 Million
2.05% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,715
shares
|
$1.87 Million
0.27% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,697
shares
|
$1.87 Million
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
9,685
shares
|
$1.87 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
9,672
shares
|
$1.86 Million
0.08% of portfolio
|
Q2 2023
Reduced 1.15%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
9,619
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
9,586
shares
|
$1.85 Million
0.75% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
9,585
shares
|
$1.85 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,530
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2024
Added 15.1%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
9,487
shares
|
$1.83 Million
0.46% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
9,458
shares
|
$1.82 Million
0.59% of portfolio
|
Q1 2023
Reduced 0.48%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
9,369
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,255
shares
|
$1.78 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.04%
|