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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,726
shares
|
$1.3 Million
0.05% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
6,653
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
6,552
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
6,539
shares
|
$1.26 Million
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
6,513
shares
|
$1.26 Million
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
6,513
shares
|
$1.26 Million
0.36% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
6,482
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2024
Added 4.01%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
6,381
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,378
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2024
Added 63.45%
|
|
|
J. Goldman & CO LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,354
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,352
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2023
Added 16.74%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
6,338
shares
|
$1.22 Million
0.69% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
6,330
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 65.22%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
6,323
shares
|
$1.22 Million
0.74% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,304
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,301
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
6,290
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2024
Added 105.62%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
6,281
shares
|
$1.21 Million
0.21% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
6,254
shares
|
$1.21 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
6,166
shares
|
$1.19 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
6,163
shares
|
$1.19 Million
0.56% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
6,148
shares
|
$1.19 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
6,088
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
6,087
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2022
New holding
|