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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
7,268
shares
|
$1.4 Million
0.59% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
7,258
shares
|
$1.4 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
7,249
shares
|
$1.4 Million
0.56% of portfolio
|
Q1 2024
Reduced 5.23%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,232
shares
|
$1.39 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,218
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
7,193
shares
|
$1.39 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
7,115
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
7,108
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2024
Added 102.62%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
7,067
shares
|
$1.36 Million
0.17% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
7,047
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
7,010
shares
|
$1.35 Million
0.08% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
6,966
shares
|
$1.34 Million
1.07% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
6,958
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2022
Added 196.09%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,942
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
6,933
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,927
shares
|
$1.34 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
6,891
shares
|
$1.33 Million
1.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,879
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
6,878
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
6,878
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
6,850
shares
|
$1.32 Million
0.5% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
6,824
shares
|
$1.32 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,788
shares
|
$1.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
6,743
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
6,730
shares
|
$1.3 Million
0.84% of portfolio
|
Q3 2024
New holding
|