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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
8,397
shares
|
$1.62 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
8,364
shares
|
$1.61 Million
0.39% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
8,326
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2024
Added 31.57%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
8,317
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
8,306
shares
|
$1.6 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
8,264
shares
|
$1.59 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
8,261
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
8,074
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
8,069
shares
|
$1.56 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,031
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,026
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,003
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,003
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
7,941
shares
|
$1.53 Million
0.68% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
7,910
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
7,875
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
7,868
shares
|
$1.52 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
7,849
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
7,826
shares
|
$1.51 Million
0.86% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,823
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Added 32.93%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
7,817
shares
|
$1.51 Million
0.65% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,816
shares
|
$1.51 Million
0.11% of portfolio
|
Q1 2024
Added 17.5%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
7,795
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,765
shares
|
$1.5 Million
0.69% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Mason & Associates, LLC
Newport News, VA |
Oct 15, 2024 Q3 2024 |
7,763
shares
|
$1.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.27%
|