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 $26.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,761
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
7,744
shares
|
$1.49 Million
0.13% of portfolio
|
Q3 2024
Reduced 20.2%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
7,729
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 15.11%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
7,720
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 27.33%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
7,715
shares
|
$1.49 Million
0.24% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
7,706
shares
|
$1.49 Million
1.37% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
7,694
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
7,658
shares
|
$1.48 Million
0.3% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
7,654
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
7,651
shares
|
$1.48 Million
0.53% of portfolio
|
Q2 2024
Added 0.16%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
7,578
shares
|
$1.46 Million
0.98% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
7,565
shares
|
$1.46 Million
1.19% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
7,544
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2024
Added 5.67%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,540
shares
|
$1.45 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.59%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
7,534
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
Added 137.59%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
7,532
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
7,523
shares
|
$1.45 Million
1.94% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,447
shares
|
$1.44 Million
0.24% of portfolio
|
Q3 2023
Reduced 14.53%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
7,408
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2023
Reduced 10.83%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
7,332
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
7,321
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
7,312
shares
|
$1.41 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
7,311
shares
|
$1.41 Million
0.28% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,279
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
7,279
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2024
Added 5.49%
|