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 |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
9,239
shares
|
$1.78 Million
0.88% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
9,216
shares
|
$1.78 Million
0.34% of portfolio
|
Q4 2022
Added 0.08%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
9,197
shares
|
$1.77 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
9,184
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
9,126
shares
|
$1.76 Million
1.44% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
9,123
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,118
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
9,100
shares
|
$1.75 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
9,033
shares
|
$1.74 Million
1.23% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
9,000
shares
|
$1.74 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
8,990
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Added 88.51%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
8,924
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
8,908
shares
|
$1.72 Million
0.33% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
8,768
shares
|
$1.69 Million
0.6% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
8,686
shares
|
$1.67 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
8,641
shares
|
$1.67 Million
0.04% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
8,622
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
8,587
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,585
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
8,584
shares
|
$1.66 Million
0.3% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
8,533
shares
|
$1.65 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
8,521
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2021
Reduced 0.57%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,502
shares
|
$1.64 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
8,500
shares
|
$1.64 Million
0.47% of portfolio
|
Q3 2020
Added 54.55%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
8,452
shares
|
$1.63 Million
0.82% of portfolio
|
Q3 2024
Added 8.28%
|